Process Documents
This screen displays all documents that will be sent to EDI partners.
Search
Field | Description |
From date | The start date for the documents to display. |
To date | The end date for the documents to display. |
Partner | Filter by EDI partner. |
Customer | Filter by customer. |
Shipment | Filter by a specific shipment. |
Document statuses
Field | Description |
Created | The date and time this document record was created. |
Partner | The EDI partner this document is for. |
Customer | The EDI customer this document is for. |
Pro Number | The shipment ID. |
Sent | Indicates whether the document has been sent. |
Sent on | The date and time the document was sent. |
Send Issue | Indicates whether there was an issue sending the document. |
Document Type | The type of document. |
File extension | The document file name and extension. |
Test | Checked if this document was sent in testing mode. |
 | Click this button to resend the document to the EDI partner. |
 | Click this button to delete this document status line. |
Documents File Name
Customer Partner screen → File Names tab
Use this field to define a custom file name format for documents sent to a specific EDI partner. Leave the field blank to use the default file name format.
The following tags can be used to build the file name:
{ShipmentId} - Shipment Number.
Field | Description |
|---|---|
{ShipmentId} | The full shipment number. |
{ProNumber} | The shipment number with the |
{CustomerCode3} | The customer code defined on the Customer tab of the EDI Partner. |
{ReferenceId1} | Reference Field 1 from the shipment. |
{SCACCode} | The company's SCAC code. |
{DocType} | The type of document being sent. |
{DocTypeU3} | A 3-character code for the type of document being sent. |
{yyyyMMddHHmmssffffff} | A UTC timestamp indicating when the file was created. |