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 transactions table (middle/right):

From here, you can do the following:

• Find transactions, using the search and filter tools.

• View, save, or print transactions, and change the layout of the table.

• Archive transactions.

• Reprocess transactions.

• Resend acknowledgments.

• Upload transactions.

Find transactions

You can use any or all of the following to find transactions:

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

• Date filters, 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

Use the Filters pane to filter transactions by direction, status, partner, or any of the document types defined in partner workflows:

To clear all or some of the filters, click the Clear All or Clear buttons respectively. To close the filters pane, click the Close icon. To open it again, click the Filters icon (next to the search bar).

Date filters

Use the date range or preset date range filters (highlighted below) to filter transactions by date:

To set a specific range, click the From Transaction Date and To Transaction Date icons, then select dates using the calendars that open. To set the date range to the last day, week, or month, click one of the preset buttons.

Search bar

Use the search bar (highlighted below) to find transactions using simple or advanced queries:

Simple queries

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

Advanced queries

To use an advanced query, 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 groups of options in the operator menu. Which one you see depends on the value type:

The operators work as follows:

• 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.

• NotEqual: Show results where the value is not equal to that entered.

• StartsWith: Show results where the value starts with that entered.

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

View, save, or print transactions

Transactions are shown as rows in a table with their details hidden by default:

Above the table's header row is a toolbar containing these icons:

• Reprocess: Click to reprocess selected transactions.

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

• Archive: Click to archive selected transactions.

• 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 > Manage PII 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.

• Upload file for processing: Click to upload and process a transaction.

• Refresh: Click to refresh the table.

Transaction details

To show or hide a transaction's details, click the Expand or Collapse icons, or anywhere on a transaction. The details for a transaction are in 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:

Related Docs

The Related Docs pane shows related documents for the same order number:

Click a link to open a related document in a new tab.

Views

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:

• Example raw EDIXML document:

  

• Example raw EDI document:

  

• Example raw EDIFACT document:

  

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.

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:

To open the transaction's document information in a new tab, hover on a transaction and click Open in New Tab in the Actions column.

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 and select 100, 250, or 500. To jump to the next or previous page of transactions, click the or buttons.

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.