Product: Transaction Manager

Article Link: http://help.truecommerce.com/en/articles/2213862-transaction-manager-differences-between-the-folders-in-the-transactions-section

The Folders Menu (1) on the left side of the Transactions workspace organizes all your transactions based on their state in the transaction process.

The Transactions Grid (2) on the right displays different transactions based on the folders you select from this menu, described below.

The Inbox is where you will receive any incoming transactions. For instance, if your trading partner sends you a Purchase Order, you will receive it in your Inbox. Certain actions can be taken in the Inbox, such as performing a Turnaround, Exporting a transaction or printing a packing list for those who own the TrueCommerce Packing List Solution. Subfolders can be created within this folder to keep your transactions organized.

Any time an action is taken with a transaction in your Inbox, that transaction would be automatically moved to your Received folder. For example, if you perform a Turnaround on a Purchase Order in your Inbox, the Purchase Order would then be found in your Received folder. Actions that can be taken in the Received folder include performing a Turnaround, moving transactions back to the Inbox, and printing packing lists for those that own the TrueCommerce Packing List Solution. Subfolders can be created within this folder to keep your transactions organized.

Is it possible to have a transaction automatically move from Inbox to Received?

The Outbox contains transactions that you intend to send to your trading partner. Outgoing transactions appear in the Outbox if a Turnaround is performed from a transaction in either your Inbox or Received folders or if a transaction is imported from your business system to Transaction Manager. Transactions in the Outbox can be edited.

Red X next to a transaction

Sending transactions

Any transaction that was sent to your trading partner will appear in the Sent folder. These transactions can be moved from the Sent folder to the Outbox if any edits need to be made. This folder also contains the Date Ack column where you can verify if the trading partner received your transaction.

Red X next to a sent transaction

Any transaction that has been deleted will be moved to the Deleted Items folder. Transactions in this folder can be restored.

Emptying the Deleted Items Folder

Restoring Transactions

The Search function at the bottom of the Folders Menu invokes the Foundry Search Panel. Check out this article for more on finding and filtering transactions in Transaction Manager.

rev: 11/24/23