Transactions in Jitterbit EDI

Introduction

After you add trading partners and exchange documents with them, the related transactions appear on the Transactions page (Harmony portal menu > EDI > Transactions). This page has two areas, a Filters pane (left), and a table of transactions (middle/right):

From here, you can do the following:

• Find transactions.

• Manage (view, save, or print) transactions. (Transaction volume and activity reports are on the Analytics page.)

• Archive transactions.

• Reprocess transactions.

• Resend acknowledgments.

• Upload transactions.

• Change the layout of the table.

• Change an option to view or hide acknowledgments.

Find transactions

To find transactions, use any of the following:

• The filters pane, to find transactions based on their direction, status, partner, or document type.

• The date filter, to find transactions occurring within a specified date range.

• The search bar, to find transactions by document ID, or a combination of other transaction details, including document references and control numbers.

Filters pane

To filter transactions by direction, status, partner, or any of the document types defined in partner workflows, use the Filters pane (highlighted):

Each filter shows the number of matching items next to its label. To clear all filters, click the Clear All button. To close the filters pane, click the Close icon. To open it again, click the Filters icon (next to the search bar).

Search bar and date filter

To find transactions using simple queries, enter all or part of a document ID in the search bar, then press return. To clear the search text, delete it or click the Clear icon.

To filter transactions to a specific date range, click the Calendar icon. A date picker opens where you can set the start and end dates for the display period, using either relative or absolute date ranges.

The search bar and calendar button highlighted:

To use advanced queries, click the Advanced button. The advanced search builder opens:

For each field, select a match operator from the menu, then enter a value to match with.

There are two sets of operators, depending on the value type:

• Text value operators:

  • Equal: Show results where the value equals that entered.
  • NotEqual: Show results where the value is not equal to that entered.
  • StartsWith: Show results where the value starts with that entered.

• Date value operators:

  • After: Show results where the value is after that entered.
  • Before: Show results where the value is before that entered.
  • Equal: Show results where the value equals that entered.

When your query is ready, click the Search button. To close the advanced search builder, click the Advanced or Clear buttons.

Manage transactions

To manage transactions, use the following:

• Enable PII: Click to temporarily reveal PII. In the Enable PII dialog, enter your Harmony user password, select when to hide it again, then click the Enable button. (Your account must have administrator privileges to view PII.) PII is automatically hidden again after the period you select. The available periods are 15 minutes, 30 minutes, 1 hour, 12 hours, or 24 hours.

  Tip

  On a partner's Admin > Transaction management tab, you can set an option to continuously delete (purge) documents as soon as they are archived, or delete the content from a specific document.

• Filter columns: Click to rearrange columns.

• Refresh: Click to refresh the table.

• Upload: Click to upload and process a transaction.

When one or more transactions are selected, these additional icons appear:

• Reprocess: Click to reprocess selected transactions.

• Resend Acknowledgment: Click to resend acknowledgments for selected transactions.

• Archive: Click to archive selected transactions.

Status column icons

The following icons in the Status column indicate a transaction's status set by the EDI for Cloud v2 Set Status activity:

In addition, system-generated values include Success or Error, or an empty status.

Transaction details

To show or hide a transaction's details, hover on a transaction, then click the Details icon in the Actions row. (Alternatively, click anywhere on a transaction row.) The details for a transaction open in a drawer with two tabs, Document information and Messages.

Document information

The Document information tab contains the transaction's document details (the format of which depends on the document type), and the Related Docs and Views panes:

• The Related Docs pane shows related documents for the same order number. Click a link to open a related document in a new tab.

• The Views pane shows document views, with links to the raw data for each view. Hover on a view to reveal these action icons:

  • View: Click to view the document in a dialog window.
  • Save: Click to save the document as a text file.
  • Copy: Click to copy the document's contents to your system's clipboard.
  • Print: Click to open your browser's print dialog.

  Click a Raw link to open the data in a dialog. The dialog contains the following icons:

  • Save: Click to save the document as a text file.
  • Copy: Click to copy the document's contents to your system's clipboard.
  • Print: Click to open your browser's print dialog.
  • Enable PII: Click to temporarily reveal PII. You are prompted to enter your Jitterbit password. Click the Proceed button to continue.

  Tip

  You can convert (map) raw EDIXML data in Integration Studio transformations.

Messages

The Messages pane contains messages related to the transaction (including links to Functional Acknowledgments (ACK)).

To show only error messages, click Show Only Errors. To show or hide child messages, click the Expand or Collapse icons.

Table settings

You can sort the transactions table, change the order and visibility of the columns, and set how many transactions appear on a page.

To sort the table, click a column heading. Subsequent clicks reverse then reset the sort order, which is indicated by an arrow.

To rearrange the columns, click the Columns icon. The Columns drawer opens:

Use the Filter Columns search bar to find columns. Click the and icons to hide or show columns. Drag the icon to move columns.

At the bottom of the pane are the page controls:

To set how many transactions appear on a page, click the Items per page menu, then select 100, 250, or 500. To jump to the next or previous page of transactions, click the or buttons.

View settings

To open the Settings drawer, click the Settings icon:

The drawer contains the following controls:

• Show acknowledgments: Click to show or hide transaction acknowledgments.

Archive transactions

Transactions are archived automatically according to the trading partner's Archive settings.

To manually archive a transaction, hover on it, then click the Archive icon in the Actions column.

To manually archive multiple transactions, select one or more, then click the Archive icon in the toolbar.

Reprocess transactions

You may need to reprocess an EDI transaction if it fails to integrate into your ERP systems. Failures can be caused by problems such as the following:

• Data errors
• Format issues
• System compatibility problems
• Communication issues occurring between EDI and ERP systems

To reprocess a failed document, hover on it to reveal the icons in the Actions column, then click the Reprocess icon.

To do this for multiple transactions, use the checkbox column to select them, then use the same icon on the left of the toolbar above the table header row.

Resend acknowledgments

You may need to resend an EDI acknowledgment if problems such as the following occur:

• Message rejection
• Message not received
• Message not processed correctly
• Message processing suffered a system failure
• Message underwent document changes
• Manual requests
• Compliance requirements

To resend an acknowledgment, hover on it to reveal the icons in the Actions column, then click the Resend Acknowledgment icon.

To do this for multiple transactions, use the checkbox column to select them, then use the same icon on the left of the toolbar above the table header row.

Upload transactions

To upload an EDI file for processing in the current environment, click the Upload file for processing icon. The file must be correctly formatted in one of the following standards: EDI, EDIFACT, or TRADACOMS (see Upload file formats for more details). If an upload fails, a log entry on the Messaging page gives more information.