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  1. Select the type of Trading Partner - usually this information will be provided by the Trading Partner.





  2. Configure Name, Alias, Description for the Trading Partner.

  3. Configure Headers Inbound - The sending ID information are provided by the Trading Partner such as Interchange ID Qualifier and Interchange Sender ID.





  4. Configure Headers Outbound - The receiving ID information are provided by the Trading Partner such as Interchange ID Qualifier and Interchange Sender ID.





  5. Configure Mapping





  6. Configure T-Sets - click on Add T-Set - add all EDI documents types needed such as 880, 997, etc...


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