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Transaction Manager: Transactions Overview

Micah A. Parker avatar
Written by Micah A. Parker
Updated this week

Product: Transaction Manager


All communications within the X12 EDI system with your Trading Partner are done with what is known as a Transaction. Each Transaction represents a particular link in the overall chain that provides critical information.

Within the Transaction Manager platform each of these Transactions are given one or more Trading Partner Maps that correspond to the particular Transaction Type (Purchase Order, Advance Ship Notice, Invoice, etc.) that contains specific information about that step in the process whether it is Order, Billing, or Shipping Information.


Transaction Forms


Transaction Manager utilizes Forms as a way to provide users with a clean interactive way of viewing and modifying X12 EDI Transactions without needing to know traditional Raw EDI as the system will automatically translate the X12 data between the Form and the Raw EDI.

Transaction Fields

Within the Transaction Form are Fields that represent each X12 EDI Element displayed in a human-readable format allowing users to easily view and modify values without worrying about breaking the require X12 structure.

Transaction Tabs

At the top of each Transaction Form is a row of Tabs that group your data that is customized based on the Transaction Type and the Trading Partner Specifications that were provided for this particular Transaction.

Common Tab Groups

Tab

Description

Main

  • Document Numbers

  • Reference Numbers

  • Purpose/Type Codes

  • Totals

Items

  • Item Codes

  • Line Numbers

  • Quantities

  • Unit Prices

Shipment Details

  • Advance Ship Notice Structures

  • Pallet Information

  • Package Information

  • Item Information

  • Quantities

  • UCC-128s / Tracking #s

Addresses

  • Ship To Info

  • Ship From Info

  • Buyer Info

  • Contact Info

Terms

  • Due Dates

  • Term Discounts

  • Term Discount %

Charges/Allowances

  • Freight Charges

  • Good and Services Charges

  • Tax Info

  • Discount Amounts

  • Promotional Allowances

  • State/Provincial Taxes

Misc

  • Vendor #s

  • Account #s

  • Divisions

  • Currency Info

  • Merchandise Types

Notes

  • Handling Instructions

  • Special INstructions

  • Personal notes or comments

EDI

  • Mailbox/Envelope Info

  • X12 Version

  • X12 Transaction ID

  • Production/Test Flag

rev 6/17/2025

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