Reviewing the EDI Outgoing Status Queue

The EDI Outgoing Status Queue lists outgoing EDI documents that are in various stages of being sent. Statuses show which documents are waiting to be sent, have been enveloped, have been sent but not yet acknowledged by the recipient, or were sent with errors. Monitor and maintain this queue daily.

When a document remains in the queue too long or the status changes to ACK ERROR, you need to research the problem and handle the error.

To review the EDI Outgoing Status Queue:

  1. From the System > Systems Programming > EDI > EDI Maintenance menu, select EDI Outgoing Status Queue to display the EDI Outgoing Status Queue.

  2. Use the optional Closedheader fields to limit the display in the queue, if needed.

    Field

    Description

    Begin Date

    First date for which to view items in the queue.

    End Date

    Last date for which to view items in the queue.

    Trading Partner

    Trading partner name.

    Document Type

    Document type number.

    Status

    Queue status.

  1. Click Update to display the following information:

Field

Description

Trading Partner

Name of the trading partner to which you are transmitting the EDI document.

Doc

Type of document being sent, such as an 852 or 810.

Reference ID#

ID used to identify the document being sent, such as a purchase order number or an invoice number.

Status

Status of the outgoing document: Send, Sent, Hold, Enveloped, or Ack Error.

Entry Date/Time

Date and time assigned to the document when it entered the queue.

997

EDI ID assigned to each document on a next available number basis.

  • Blank - Waiting for status or to be cleared.

  • - Document rejected.

  • - Document accepted, but errors were noted.

Vendor Name

Name of the vendor to which you are transmitting the EDI document.

  1. Review the queue and address any errors or handle documents, as needed. See below for more options on this queue.

More Options for the EDI Outgoing Status Review Queue

The following tasks can be completed from the EDI Outgoing Status Review Queue:

Option

Description

View the envelope information.

Change View > Views > Envelope Details

View the document data as your trading partner sees it (raw data format) to confirm that the correct information is being sent

File > View Document

delete a document from the queue if an item with an Ack Error status was rejected by the trading partner due to a fatal error. A fatal error has a code of R, M, W, or X.

File > DeleteDocument

Use this option if an item with an ACK ERROR status was rejected by the trading partner due to a fatal error, indicated by code R, M, W, or X. The system records deletions in the EDI Activity Log.

delete multiple documents older than a designated date from the queue.

File > Delete by Date

At the prompt, enter the date to delete documents from that date and older. The system records deletions in the EDI Activity Log.

Note: If you use the Header fields to filter the list of documents displayed in the queue, the Delete By Date option only applies to the items on the selected list.

change the status of outbound documents from Send to Hold or from Hold to Send

Note: You can change the SENT status to SEND only for the 820, 852, and 867 documents. You cannot change the Enveloped and Ack Error statuses.

File > Change Status

Select Hold or Send and click OK.

Press and hold the Ctrl key to select more than one document.

The system saves changes in the EDI Activity Log. This record contains the EDI Reference ID and the statuses before and after the change.

view the required 997 ID for a queue item with a status of Sent

Select the Status for the selected document and let the cursor hover to display the 997 ID.

A functional acknowledgement must contain this ID for the system to clear the item from this queue.

Use with EDI Inbound Document Archive Maintenance. If the system does not clear an item off the EDI Outgoing Status Queue when the functional acknowledgment is received, use these columns to compare the required ID with the received ID.

manually post the item to the change log and clear it from the queue cleanly to keep to track of the documents.

File > Manual 997

The system prompts you to confirm the posting.

Use this option if an item with the ACK ERROR status was accepted with non-fatal errors, indicated by code E.

Note: When you clear documents from the queue using this option, the system makes an entry in the EDI Activity Log.

See Also:

EDI Maintenance Overview

EDI Outgoing Document Statuses

Handling Errors on the EDI Outgoing Status Queue

Viewing EDI Outgoing Document Data

Tasks Not Available in Solar