Minimum Version Required: 22.01
Pre-Conditions
The following document assumes the trading partner already has an EDI connection setup with their customers.
Steps
How to Navigate the Exchange Tasks by Type dashboard
- After navigating to the "Exchange Task by Type" tab, you will reach the "EDI Warnings and Errors": show which Exchange Tasks are under a status of "Warning" or "Error". Time updates may need to be adjusted initially.
- The following are a FEW EDI functional types:
Purchase Orders (850): sent from the Retailer/Distributor to request goods from the Distributor/Producer
Pre-Delivery Notices and ASNs (856): sent to the Retailer/Distributor before a delivery arrives at the trading partner's facility
Item Catalog (832): sent from the Distributor/Producer to identify what items the Retailer/Distributor can add to a Purchase Order
Payment Requests Remittances (820): sent to Retailer/Distributor to initiate payment; it's also a reply to an 810 and/or 850
Messages from Retailers/Distributor (864): sends message party stating a file has been accepted, or why a file was rejected
After identifying which functional type is needed, filter the table by Exchange Configurations ID and by Time Updated
Click the arrow, then click "View Details" to view the Exchange Task
Display the Exchange Task page where you can view Exchange Task information, and have the option to view and interrogate the file
Fields And Definitions
Exchange Task - Packages file transfer specifics (transfer date/time, file name, invoice id, etc…) that may undergo translation
Functional Types - File types that two parties agreed upon trading