Create an EDI Message or Template |
Message topics Help Contents Exit Help |
Before you begin -- Make sure that the Trading Partner you want to send the message to, or create the message for, is in your Personal Directory.
If you already created a template to use with this Trading Partner, see Creating a Message from a Template for a quick way to create a new message. Otherwise, use the following procedure.
Step | Action |
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1 | Do one of the following.
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2 | Do you see the Select Trading Partner page?
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3 | Do you see the Select Association page?
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4 | On the Select EDI Form page, from the list of available forms, choose the one you want to use.
Note that the forms listed on this page are only those forms that can be sent to the Trading Partner you chose in step 2. |
5 | Do one of the following.
The form opens. |
6 | Complete the appropriate information. Important All italicized fields are required for processing.
Remarks
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7 | What do you want to do with the message or template?
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8 | To send the message, click the Send Now action in the navigation frame on the left.
A confirmation message appears stating the message was sent. |
9 | To save the message in your Out Box for later editing, do the following.
Select the Save in Out Box action in the navigation frame. Type a name for the message on the dialog box that appears. Click the OK button. A confirmation message appears stating the message was saved. |
10 | To save this form as a template for future use when creating messages, do the following.
Select the Save As Template action in the navigation frame. Type a name for the template on the dialog box that appears. Click the OK button. A confirmation message appears stating the message was saved. |
11 | What do you want to do next?
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Send (and Edit) a Previously Saved Message |
Message topics Help Contents Exit Help |
Step | Action |
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1 | From your Company Trading Center, click the Out Box icon in the navigation frame on the left. |
2 | In the list of messages, click the Select box next to the message you want to edit. |
3 | Click the Modify action in the navigation frame. The message opens. |
4 | Enter any changes to the message. Remember All fields are required for processing, except those marked "optional." |
5 | What do you want to do with the message?
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6 | To send the message, click the Send Now action in the navigation frame on the left.
A confirmation message appears stating the message was sent. |
7 | To save the message in your Out Box, do the following.
Select the Save in Out Box action in the navigation frame. Type a name for the message on the dialog box that appears. Click the OK button. A confirmation message appears stating the message was saved. |
9 | What do you want to do next?
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