Using the EDI Outbound Template

You can create an EDI Outbound Transaction by using prebuilt EDI Template bundled with Connect. 

To create an EDI Outbound Transaction:

1. Click Transactions > T****emplates.

2. On the Templates screen, search EDI Outbound.

3. Click for the EDI Outbound Template to create an EDI Transaction.
   

4. Connect automatically populates the name and description for the Transaction, you can edit the name and description, if necessary. 

   

5. Click Continue to define the Network and Partner.

6. Select the Network and Partner for which you are creating the Transaction. 

   

7. Click Next to define the EDI Configuration. Click here to get more details to define the EDI Configuration.
   

8. On EDI Configuration step, do the following:

   1. Type the last used transaction control number in the Last used Transaction Control No text box.
      

   2. Expand Group Envelope Properties and define the properties.
      

   3. Expand ISA Envelope Properties and define ISA Envelope.
      

9. Click Next to define the File as destination for acknowledgement.

   

10. Click Next to define the LAN target details.
    

11. Click Next to define the encryption. Select Want to encrypt target file? check box if you want to encrypt the destination file. 
    

12. Click Next to define the Archival option.
    

13. EDI Outbound Acknowledgement Transaction is created.

These steps indicate to create a regular EDI outbound like a Purchase Order Transactions steps up to selecting the Template, Network and Partner and name of transactions are same as in the above use case.

1. Define the EDI Configuration. Click here to get more details to define the EDI Configuration.
   

2. On EDI Configuration step, do the following:

   1. Select the Test/Production Indicator.
      

   2. Type the last used transaction control number in the Last used Transaction Control No text box.
      

   3. Expand Group Envelope Properties and define the properties.
      

   4. Expand ISA Envelope Properties and define ISA Envelope.
      

3. Click Next to define the Source application account.

4. Select the File source application.
   

5. Click Next to select the File Event from drop-down list.
   Or
   Click [+] to create a File Event for the source.
   

6. Click Next to define the Source layout.
   

7. Click Next to define the encryption. Select the Is Source File Encrypted? check box if the source file is in the encrypted form.
   

8. Click Next to select the File destination application.
   

9. Click Next to define the file generation policy details. 
   

10. On File Generation Policy step, type the extension of the file in the File Extension text box.
    

11. Click Next to define the encryption. Select Want to encrypt target file? check box if you want to encrypt the destination file. 
    

12. Click Next to define the Archive File.
    

13. Click Next to define the Mapping between the fields of the selected source and the destination application.

    1. Select the mapping from the Select Mapping drop-down list and click Next. 

       Or

    2. Click [+] to create a new mapping. A new window will appear, enter the details and click Create.

    3. Map the elements in Mapper and save the mapping.

14. Click Save & Exit to save the Transaction.