Product: Transaction Manager
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To start, click the Help Icon, select Guided Tutorials, and search for the “How to create a Transaction” tutorial. Let’s save you the time of reading the article and get right to the steps you need! Or, feel free to read the article below!
What is the Turnaround Function?
The Turnaround function is a standard operation within Transaction Manager and is used to create a transaction. For example, if you receive a Purchase Order, you can perform a Turnaround to create an outbound transaction to send to your Trading Partner. Any outgoing transaction can be created by Turnaround.
What happens when a Turnaround is performed?
Using our Purchase Order example, if you perform a Turnaround from a Purchase Order to create an Invoice, any relevant information from the Purchase Order would "pull" onto the Invoice. From there, any remaining, mandatory (red) fields would need to be populated prior to sending the transaction.
Note: While you can perform a Turnaround from any transaction, it is best practice to use the Purchase Order to create an outgoing transaction, as most of the relevant information you need will likely be found on the PO.
Where is the Turnaround button located?
Turnaround is located in the Action Bar of Transaction Manager.
Do I have to be in a specific folder to do a Turnaround?
A Turnaround can be performed in any folder. Typically, the transaction is located in either the Inbox or the Received folder.
How do I do a Turnaround?
Select the transaction you'd like to use to create your transaction. Click Turnaround in the Action Bar. Select the transaction you'd like to create, and click OK. Check the Status Bar at the bottom of Transaction Manager to make sure the Turnaround was successful. The transaction will automatically be in your Outbox. Check out this guide for more details.
Test or Production?
Check out this article to know whether or not your transaction is in Test or Production, as well as how to switch between these two settings!