Product: Account Management Portal

Article Link: http://help.truecommerce.com/en/articles/3878840-amp-using-transaction-history-search

Within the Account Management Portal, there is a feature titled Transaction History, which allows you to search the TrueCommerce network for a high-level snapshot of transaction activity. This feature replaces the Customer Center transaction search feature. If you're still using the Customer Center search feature, please note that this article doesn't apply to it.

Within the Foundry Platform, expand the menu (top left), expand Account Management and select Transaction History.

When you first access Transaction History, you will be presented with a grid of the most recent transactions.  To hone in your search, make use of the filters above the grid.

You can add multiple filters, edit existing filters, or remove filters through the interface.

We also offer a guided tutorial to orient you to the transaction history feature.  Simply launch our Guided Tutorials feature and search for Transaction History Search to learn more.

Understanding the filters and fields

The filters and fields carry over from the legacy Customer Center search.  To enhance your searching, read below to orient yourself to each field and the values expected.

Control # - The nine digit Interchange Control Number (ICN) of the document.  This is specific to X12 data.  If you are not familiar with the term, you most likely don't use it or don't have the number.

Date - Date or date range the document was received on the TrueCommerce network.

Document # - This is the primary document number.  If it's a purchase order, it would be the PO number.  If it's an invoice, it would be the Invoice number.

Receiver ID OR Receiver Qualifier - Specific to EDI data flow; this would be the ID/Qualifier of the recipient of the document.

Receiver Name - The recipient name (text as displayed in the product) of the document.

Sender ID OR Sender Qualifier - Specific to EDI data flow; this would be the ID/Qualifier of the sender of the document.

Sender Name - The sender name (text as displayed in the product) of the document.

Type - The document type.  If it's an X12 document, this would be the three digit document type ID (example: 850 for PO; 810 for Invoice; 856 for Shipment).  If this document is EDIFACT or eCommerce, the text name such as ORDER or INVOICE would suffice.

TIP: When you first launch the Transaction History Search, the grid presented to you will show the values and columns to help you isolate which values you may want to include in your filters.

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