EDI tracking

EDI Tracking Exclusions

When you click Edit Exclusions for the EDI Tracking Exclusion field on the File Tracking Options dialog box, the Edit EDI Exclusions dialog box appears.

Choose from the following:

Exclude all non-production trading partner connections
Exclude specific trading partner connections: Select items from the list that correspond to the trading partners you want to exclude from tracking.
Exclude specific folders: Select items from the list that correspond to the folders you want to exclude from tracking.
Exclude specific hosts\mailboxes\actions: Select items from the list that correspond to the hosts, mailboxes, or actions you want to exclude from tracking.

All exclusions are considered independently. For example, assume you select Exclude all non-production trading partner connections and newTradingPartner1 in the Trading Partners section and AS2 in the hosts\mailboxes\actions section. With these selections, a file processed through the system will be excluded from tracking if its action is associated with the AS2 host, or its action is associated with newTradingPartner1, or its action is associated with a non-production trading partner connection.

EDI Reference

The New EDI Reference dialog box is displayed when you click New EDI in the File Tracking List in the File Tracking Options dialog box. The Edit EDI Reference dialog box is displayed when you double-click an EDI item or right-click an EDI item and then select Edit in the File Tracking List.

In New EDI Reference or Edit EDI Reference dialog box, specify values for the following fields:

EDI Configuration

EDI Type
Transaction Type: Choose an type of EDI transaction and then a transaction type for which you want to specify a reference.; EDI types include ASC X12, EDIFACT or TRADACOMS.; The transaction types available depend on the EDI type you select.
Extract data on inbound transfers
Extract data on outbound transfers: Select these check boxes to track this reference on inbound and outbound transfers, respectively. You can select either or both.
Extract data only if segment: Select this check box to track this reference when the segment, element, and subelement meet the conditions you specify. If you select this check box, you must specify values for segment and element. The subelement is optional.

Identifier Data

The system automatically tracks identifier data, regardless of any other settings on the Edit EDI Reference dialog box. There are no settings or fields for you to configure.

Transactional Data

Specify one or more records in the Transactional Data table.

Insert a new row - Click New to insert a new row in the table and display the Extract Transactional Reference dialog box with none of the fields populated.
Edit a row - Right-click a row and select Edit or double-click a row to display the Extract Transactional Reference dialog box populated with data from the selected row.

See Extract Transactional Reference.

Extract Transactional Reference

The Extract Transactional Reference dialog box is displayed when you select an item to edit or you click New in the Transactional Data table. Edit or populate the following fields:

Extract segment

element

[subelement]

Identify a segment, element, and subelement you want to track.

Segment and element are required. Subelement is optional.

only if

element

[subelement]

Select this check box to track this reference when the element and subelement meet the conditions you specify. If you select this check box, you must specify a value for the element field. The subelement is optional.

Storage Location for Extracted Data

Specify where to store the collected reference data. Each reference collected will be separated by commas, and optionally preceded by the label, when it is displayed through the View Information right-click option under transfer reporting.

Reference 1
Reference2: Select the reference in which to store the data.
Reference Label: Optional: a label for the reference.