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Version: 3

Using a Template

You can only use an activated Template for creating a Transaction.

You will also find following three activated prebuilt Templates that only Company can use. Use these Templates to create a sample Transaction to check the successful exchange of data. Note that these Templates can't be edited or deleted.

  • Data Integration: Use this to exchange data between two applications.
  • EDI Inbound: Use this to receive EDI data from the Partner.
  • EDI Outbound: Use this to send EDI data to the Partner.
InformationYou can know the Template type from the Type column in the List view.

To use a Template:

  1. Click Transactions> T emplates.

  2. On the Templates screen, click to the Template to use.

    InformationYou can view the Templates in a list or tile view by clicking and buttons respectively.

Next Step

Creating a Transaction

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