GenTran 5.1 Creating and Editing Documents

Gentran:Server for Windows User’s Guide Gentran:Server for Windows – November 2005

Using Documents Creating Documents

4 - 31

Creating and Editing Documents 0

Creating Documents

Introduction To create a document using the Document Editor, the system must be set up to

support screen entry for the partner/transaction set combination you want to enter.

Note

The appropriate Screen Entry translation object must be registered and a

corresponding Outbound relationship must be set up for the partner.

References

For additional information, see the following:

◗Registering New Translation Objects on page 2 - 7

◗Creating an Outbound Relationship on page 3 - 66

◗Gentran:Server Online Help (Document Editor)

Procedure To create a document, complete the following steps:

Step Action

1From the appropriate area of The Desk, select Workspace.

System Response

The system displays the Workspace Browser.

2Click New.

System response

The system displays the Create New Document dialog box.

(Continued on next page)

Contents

Main Gentran:Server for Windows Sterling Commerce Software Copyright Notice Table of Contents Preface About this Guide Chapter 1 Getting Started Chapter 2 Using Translation Objects Chapter 3 Using Partners ii iii Chapter 4 Using Documents iv Chapter 5 Using Communications Chapter 6 Using External Data Chapter 7 Using Interchanges Chapter 8 Using Acknowledgements v Chapter 9 Using Tracking Chapter 10 Using Archive and Restore vi Chapter 11 Using Process Control Glossary Index About this Guide W elcome Whats in this Manual Introduction Intended audience Prerequisite knowledge Description of contents Online Help Getting Support Introduction Phone number Before calling support Accessing the Sterling Commerce Support Web Site Documentation Getting Started Contents Introducing Gentran:Server for Windows Overview System Database System data store Controllers Primary system controller Secondary controllers User interface clients User interface client Logical Multiple Controllers Navigating in Gentran:Server Overview Electronic Commerce Manager window Componen ts Page Gentran:Server Data Translation Process inbound data diagram The following illustrates the inbound translation process: inbound data Page outbound data diagram The following illustrates the outbound translation process: Object Translator System Import Translation outbound data Changing your Password Introduction Procedur e Using Translation Objects Contents Page EDI Translation Object Browser Page Page Register Translation Object Dialog Box Introduction Diagram Registering New Translation Objects Introduction Automatic registration Procedur e Deleting Translation Objects Introduction Procedur e Using Partners Contents Page In this chapter Partner Editor Gentran:Server for RosettaNet Using Partner Profiles Introduction Partner definition Partner profile Process of defining a partner profile Partner Editor Dialog Box Page Partner Definition (New/Edit) Dialog Box Introduction Diagram Page Inbound Relationship Dialog Box Introduction Diagram Page Page Page Page Inbound Translation Object Dialog Box Introduction Page Page Page Page Page Page Page Inbound Group Select Dialog Box Introduction Diagram Page Inbound Group Entry Dialog Box Page Page Page Inbound Interchange Select Dialog Box Introduction Diagram Page Inbound Interchange Entry Dialog Box Introduction Diagram Page Page Page Outbound Relationship Dialog Box Introduction Diagram Page Page Page Page Outbound Translation Object Dialog Box Introduction Diagram Page Page Page Outbound Group Select Dialog Box Introduction Diagram Outbound Group Entry Dialog Box Page Page Page Page Outbound Interchange Select Dialog Box Introduction Diagram Page Outbound Interchange Entry Dialog Box Introduction Diagram Page Page Page Creating a Partner Definition Introduction Prerequisite knowledge Procedur e Page Creating an Inbound Relationship Introduction Translation objects Inbound groups and interchanges Page Page Procedur e Page Page Page Page Creating an Outbound Relationship Introduction Translation objects Outbound groups and interchanges Page Page Procedur e Page Page Page Page Page Page Editing and Deleting Partner Definitions Introduction Editing a partner profile Deleting a partner profile Routing Partner Profiles Import File Select Dialog Box Export File Build Dialog Box Introduction Diagram Page Partner Copy Dialog Box Introduction Diagram Page Page Page Importing Partner Profiles Introduction Before you begin Procedur e Page Exporting Partner Profiles Introduction Procedur e Copying Partner Profiles Introduction Procedur e Page Page Page Using Partner T ables Introduction T able use Using tables Partner Tables Dialog Box Introduction Diagram New Table Dialog Box Introduction Diagram CrossRef Select Dialog Box CrossRef Entry Dialog Box Lookup Select Dialog Box Lookup Entry Dialog Box Table Export File Build Dialog Box Introduction Diagram Page Table Import File Select Dialog Box Introduction Diagram Page Creating Partner Tables Procedur e Page Editing Partner Tables Procedur e Deleting Entries in a Partner Table Procedur e Deleting Partner Tables Procedur e Exporting Partner Tables Introduction Export file layout Export file layout Procedur e Page Importing Partner Tables Introduction Procedur e Page Using Partner Locations Introduction Before you begin Location Select Dialog Box Location Entry Dialog Box Page Creating Partner Locations Procedur e Editing Partner Locations Procedur e Delete Partner Locations Procedur e Page Using Documents Contents Page In this chapter EDI documents Document Editor Document Browsers Accessing the Document Browsers Introduction Summary dialog boxes Browser columns Procedur e In Documents Browser Page ?In Documents Browser Page In Drawer Browser Page Workspace Browser Page Out Documents Browser Page ?Out Documents Browser Out Drawer Browser Page Processing Browser Introduction Diagram Related Dialog Boxes View Choice Dialog Box Introduction Diagram Page Print Choice Dialog Box Introduction Diagram Select Export Method Dialog Box Introduction Diagram Page Choose File to Export Document Dialog Box Introduction Diagram Application Files to Import Dialog Box Introduction Diagram Document Search Dialog Box Page Filter Dialog Box Introduction Diagram Page Creating and Editing Documents Creating Documents Introduction Procedur e Page Page Page Opening and Editing Documents Introduction Procedur e Page Page Managing Documents Viewing Documents V i ew function Using the View function Viewing a Document from the Document Browsers Page Viewing a Document from the Interchange Viewing Currently Processing Documents Processing Reset function Procedur e Finding Specific Text in a Document Find function Using the Find function Procedur e Page Page Searching for Documents Introduction Procedur e Page Filtering Out Drawer Documents by Status Introduction Sorting with Out Drawer browser Deleting Documents Introduction Procedur e Printing Documents Introduction Procedur e Page Routing Documents Moving Documents to the In Drawer Introduction Procedur e Copying a Document (to Reprocess and Resend) Introduction Procedur e Posting Documents Introduction Procedur e UnPosting Documents Introduction Procedur e Responding to Documents Introduction Turnaround documents Modifying documents Procedur e Page Importing Documents Introduction Additional configuration task Procedur e Page Exporting Documents Introduction Procedur e Page Using Communications Contents In this chapter Communications feature Send process Send Queue Browser Communications Session Dialog Box Process File Dialog Box Sending Document Procedur e Sending All Documents Introduction Method 1 Method 2 Resending Documents Introduction Procedur e Page Receiving Documents Introduction method 2 method 1 Page Viewing the Send Queue Introduction Procedur e Processing Data Files Introduction Procedur e Using External Data Contents In this chapter External data External data viewer External Data Summary Viewer Introduction External Data Summary Diagram Icons External Data Filter Dialog Box Page Viewing External Data Files Procedur e Filtering External Data Files Introduction Procedur e Page Using Interchanges Contents In this chapter Interchanges Interchanges Browser Introduction Page Diagram Page Document level status icons Interchange Filter Dialog Box Page Viewing Interchanges Procedur e Page Filtering the Display of Interchanges Introduction Procedur e Page Viewing Documents within Interchanges Introduction Procedur e Page Attaching Interchanges to a Partner Introduction Procedur e Page Resending Interchanges Introduction Resending interchanges automatically Resending a specific interchange Resend process Manually Acknowledging an Interchange, Group, or Document Introduction Procedur e Using Acknowledgements Contents In this chapter Defining Inbound Acknowledgement Criteria Introduction Procedur e Page Defining Outbound Acknowledgement Criteria Introduction Procedur e Page Page Manually Acknowledging Documents Introduction Procedur e Special Considerations for EDIFACT Acknowledgements Introduction Procedur e Checking for Overdue Acknowledgements Introduction Procedur e Using Tracking Contents Page Tracking Inbound Information Introduction Process file Mailbox process file process Export process Tracking Outbound Information Introduction Import process Mailbox import Send process Viewing and Printing Data Audit Information Introduction Procedur e Viewing and Printing Tracking Information Introduction Procedur e Using Archive and Restore Contents Page Archiving Data The archive Archive Manager Introduction available to view Archive Page Page Page Page Page Gentran EDI Archive Definition Dialog Box Diagram Page Interchange Selection Criteria Dialog Box Diagram Page Interchange Search Dialog Box Page Page Group Search Dialog Box Diagram Page Document Search Dialog Box Diagram Page Mailbox Archive Definition Dialog Box Diagram Page Mailbox Selection Criteria Dialog Box Diagram Page Mailbox Search Dialog Box Diagram Page External Data Archive Definition Dialog Box Diagram Page External Data Selection Criteria Dialog Box Diagram External Data Search Dialog Box Diagram Page Search Results Dialog Box Page Sort Preferences Dialog Box Diagram How to access Creating an Archive Definition Procedur e Page Archiving Data Before you begin Procedur e Viewing Archived Data Procedur e Page Page Page Searching Archived Data Introduction Procedur e Restoring Archived Data Restore featur e Restore caveats Moving archive files to tape Procedur e Restored Interchanges Browser Introduction Page Diagram Page Document level status icons Viewing Restored Interchanges Procedur e Page Filtering the Display of Restored Interchanges Procedur e Page Viewing Restored Documents Introduction Procedur e Page Reprocessing Restored Documents Introduction Procedur e Resending Restored Interchanges Introduction Resend process Procedur e Page Using Process Control Contents In this chapter Process control feature Event creation Sessions Sessions tab Action Setup Action Setup dialog box parts Commands Page Conditions Creating Sessions Procedur e Page Page Editing Sessions Introduction Procedur e Page Page Deleting Sessions Introduction Procedur e Events Introduction Before you begin Timed events Polled events Process Control (Events tab) Events tab parts Page Event Setup Event Setup dialog box parts Page Process Control (Active Events tab) Active Events tab Creating New Events Introduction Procedur e Page Page Page Editing Events Introduction Procedur e Page Page Page Deleting Events Introduction Procedur e Viewing Events Events tab Active Events tab viewing all events Procedure viewing active events Page Activating and Suspending Events Introduction activating an event suspending an event Executing an Event Immediately Introduction Procedur e Calendars Page Creating and Editing Calendars Procedur e Page Deleting Calendars Procedur e Page Glossary Page composite data element cryptographic keys copy data-view windows default dialog box digital certificate digital signature Page envelope export Page Page Page Send Queue set sort status Page Page Page Page status bar Page Page Page Index Symbols A B C F G H I L R S T U V W X