Create an EDI Message or Template

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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.

StepAction
1 Do one of the following.

  • From your Company Trading Center, click the New EDI Form icon in the navigation frame.

  • From your Company Trading Center, click the Template Library icon in the navigation frame, and then click the Create New Template action.

2 Do you see the Select Trading Partner page?

  • If not, you have only one Trading Partner in your Personal Directory and GXS TradeWeb automatically selected it for you. Go to the next step.

  • If so, select the applicable Trading Partner, and then click the Select Trading Partner action in the navigation frame on the left of the page.

3 Do you see the Select Association page?

  • If not, you have not joined any Associations. Go to the next step.

  • If so, select the Association that has the forms you want to use, and then click the Continue action in the navigation frame on the left of the page.

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.

  • To create the message or template from a blank form, click the Create Blank EDI Form action in the navigation frame on the left of the page.

  • To create the message or template from an existing template, click the Create From Saved Template action.

  • Import a form.

The form opens.


6 Complete the appropriate information. Important All italicized fields are required for processing.

Remarks

  • If you are using a GXS TradeWeb generic form, use the Help icons next to the section names for form instructions.

  • If you are using a company-specific form, instructions should have been provided to you by the company.

  • Remember Only the fields marked "optional" do not require information; all other fields do. If you are creating a template and do not enter information in these required fields, remember to do so before sending a message based on the template.

7 What do you want to do with the message or template?

  • To send it immediately, go to Step 8.

  • To save it in your Out Box for later editing, go to Step 9.

  • To save it as a template to use for creating subsequent messages, go to Step 10.

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.

  1. Select the Save in Out Box action in the navigation frame.

  2. Type a name for the message on the dialog box that appears.

  3. 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.

  1. Select the Save As Template action in the navigation frame.

  2. Type a name for the template on the dialog box that appears.

  3. Click the OK button.

A confirmation message appears stating the message was saved.


11 What do you want to do next?

  • To see a summary of the information in the message or template, click the View Summary of Message action in the navigation frame.

  • To create another message or template, click the Create New Message action in the navigation frame.



Send (and Edit) a Previously Saved Message

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StepAction
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?

  • To send the message immediately, go to Step 6.

  • To re-save the message in your Out Box, go to Step 7.

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.

  1. Select the Save in Out Box action in the navigation frame.

  2. Type a name for the message on the dialog box that appears.

  3. Click the OK button.

A confirmation message appears stating the message was saved.


9 What do you want to do next?

  • To see a summary of the information in the message, click the View Summary of Message action in the navigation frame.

  • To create another message, click the Create New Message action in the navigation frame.