Mark Closed Transactions as EDI Processed

Menu Path: Electronic Data Interchange $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Mark Closed Transactions as EDI Processed

Purpose

Mark closed transactions as processed.

Overview

Use Mark Closed Transactions as EDI Processed to mark all closed transactions as processed by EDI before you export any new forms to the trading partner. This prevents the system from sending any closed transactions to the trading partner. You can mark closed transactions as processed by EDI for a single trading partner or all trading partners, and a single form or multiple forms simultaneously.

Mark Closed Transactions as EDI Processed supports the following EDI forms:

856
810
880
894
DESADV
INVOIC

The system marks as processed, the pick demands, advanced shipping notices, bills of lading, and voided orders that are associated with an 856 form and a DESADV form. Similarly, the system marks as processed, the invoices that are associated with an 810 form, an 880 form, an 894 form, and an INVOIC form.

NOTE You cannot set up this window to use Scheduling Assistant, but need to mark transactions and consequently generate the report manually.

Marking Closed Transactions as EDI Processed

To mark closed transactions as EDI processed:

Select the filter criteria for the trading partner, trading partner group, or EDI form for which you want to mark closed transactions as processed by EDI.
In the Prior to Date field, enter the date before which you want to mark closed transactions as processed by EDI.
Click the Print Options tab, and select the output options for the report.
Click the Process button in the ribbon to mark closed transactions as processed by EDI.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Mark Closed Transactions as EDI Processed window.
Process	Click this button to start the marking process.

Select Tab Fields and Buttons

Field or Button	Description
All Trading Partners	Select this check box to mark closed transactions as processed by EDI for all trading partners. This check box is selected by default.
From	Enter the first trading partner in a range of trading partners for which to mark closed transactions as processed by EDI, or click the Lookup button to select a trading partner. This field is only enabled if you clear the All Trading Partners check box.
To	Enter the last trading partner in a range of trading partners for which to mark closed transactions as processed by EDI, or click the Lookup button to select a trading partner. This field is only enabled if you clear the All Trading Partners check box.
List	Click this button to display Select Multiple Trading Partners, which allows you to select multiple trading partners for which to mark closed transactions as processed by EDI. After you select trading partners, the check box to the right of this button is selected. This button is only enabled if you clear the All Trading Partners check box.
All Trading Partner Groups	Select this check box to mark closed transactions as processed by EDI for all trading partner groups. This check box is selected by default.
Code	Enter the group code for a trading partner group for which to mark closed transactions as processed by EDI, or click the Lookup button to select a group code. This field is only enabled if you clear the All Trading Partner Groups check box.
All Form Types	Select this check box to mark closed transactions as processed by EDI for all the EDI forms that this window supports. This check box is selected by default.
From	Enter the EDI form for which you want to mark closed transactions as processed by EDI, or click the arrow at the end of the field and select the required EDI form.
List	Click this button to display Select Multiple Types, which allows you to select multiple EDI forms for which you want to mark closed transactions as processed by EDI. After you select EDI forms, the check box to the right of this button is selected. This button is only enabled if you clear the All Form Types check box.
Prior to Date	Enter the date before which you want to mark closed transactions as processed by EDI, or click the drop-down arrow to select a date from the calendar.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Subject	Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Report File Prefix	Enter a prefix for the report file name. This field is only available if you select the Email radio button.
Add Additional Comments	Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Process button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Run Now	This radio button is selected by default, and disabled in this window.
Schedule	This radio button is disabled in this window.
Time	These fields and radio buttons are disabled in this window.
Date	This field is set to the current day's date by default, and is disabled in this window.
Task Occurs	These radio buttons are disabled in this window.
Task Description	This field is disabled in this window.
Scheduling Assistant Queue	This field is disabled in this window.
External Email	This check box is disabled in this window.
Screen Alert	This check box is disabled in this window.
Internal Email	This check box is disabled in this window.