View Transaction Details
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  4. Viewing Transaction Details

 

Viewing Transaction Details

Following are the primary methods for you to view the complete details of a transaction in Transaction Manager. Most information can be found under Transaction Details; however, if a trading partner needs you to review the contents of a specific EDI element, then you will need to view the transaction in the form of raw EDI. 

Other methods for viewing transaction details are available via Print Previewer, Export to Excel. In addition, you can click the    button to the far left of a record to open a popup summary of the Transaction History Report.  

Transaction Details Page

To open the Transaction Details page:

  1. Select Transaction Manager > Transactions on the Foundry   Menu to launch the Transactions workspace.

  2. Choose a folder from the Folders menu. 

  3. Double-click on a transaction record or select  Transaction Details from the View  dropdown control. 



    This launches the Transaction Details page (specific to the selected transaction). You can review information on this page by clicking through the various tabs (View, Items, Terms, Shipping, and so on).



    The transactions you select from the Inbox, Received, or Sent folders are view only. Outbound transactions from the Outbox folder can be edited here before you send them to the trading partner. 

 

NOTE

If you select an Outbox transaction that has a   flag to the left of the record, this means some mandatory fields must be filled in before you can send the transaction. Missing or incomplete fields will be highlighted in red when you open the Transaction Details page.

 

Tools Menu

The Tools   dropdown menu is enabled on the Transaction Details action bar for quick access to any of the lists, defaults, and lookup tables defined for the associated trading partner and company in Transaction Manager.

Click on a menu option to view the associated content in the flyout panel to the right. For example, if you click  Address List , the information displayed in the flyout panel would be pulled directly from the associated partner's Address List.

 

Transaction Details Search

When you are in Transaction Details, you can click Search on the action bar to search the contents of the transaction selected. You might need this feature on occasion when a specific piece of data needs to be examined and/or corrected (requested by your trading partner).

This control launches the Transaction Details Search panel, where you have two options for performing your search.  

Data Search

Select the Data Search option to search the contents of the transaction fields. Use the 'find' controls to locate any instance of the Seach Value in the data fields based on the criteria selected.

EDI Segment/Element Search

Select the EDI Segment/Element Search option to search by segment and element if you are looking for transaction details in the raw EDI. Use the 'find' controls to locate instances of the Segment and Element values in the EDI content.
 

If more than one value appears in your search, check for an additional piece of information called a qualifier (provided by your trading partner). This value will show up in the search results, as well. 

Raw EDI

To view EDI content:

  1. Select Transaction Manager > Transactions on the Foundry   Menu to launch the Transactions workspace.

  2. Choose a folder from the Folders menu. 

  3. Select a transaction record and then select    Raw EDI from the View  dropdown control. 



    EDI content displays in a new page.



As an alternative, you can select Raw EDI from View  options via the Transaction Details page.

 

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