Using EDI Transaction Batching

This process may be run as part of Close End of Day routine, or it can be run manually from the menu as follows:

1. If there are no transactions found, you will be notified by the following message: “No Unsent XML/EDI Transactions Found!!! Space bar to Continue”.

2. If there are transactions to be sent, select the Trading Partner from the EDI Partner selection box and pressing Enter. Or, press F9 to tag all transactions. An asterisk (*) will appear, confirming your selection.

3. Select F10 when finished to create the batch of unsent transactions.

4. Command options will appear allowing you to print or choose from a set of other print options.

The report contains the following information:

• Partner name – The trading partner ID and name
• Type – The transaction type
• NY REF – The Net•Yield transaction reference number for the transaction type.

In the Created Columns

• Date – The date the transaction was created
• Time – The time the transaction was created
• User – The user ID that created the transaction
• TX – The EDI file format type
• Ver – The EDI file format version

In The EDI>XML Columns

• ISA CTRL – The ISA segment control number if applicable
• GS CTRL – The GS segment control number if applicable
• ST Ctrl – The ST segment control number if applicable
• File – The batch file name created

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