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Webinar: Transaction Manager, Full Transaction Cycle

Walk through the transaction cycle, end to end, working with transactions, folders, templates and settings to troubleshooting in Transaction Manager

Written by Anthony Hodge
Updated today

Product: Transaction Manager


About this Webinar

This session provides a step‑by‑step overview of the Full Transaction Cycle in Transaction Manager, demonstrating how users receive, view, export, and send transactions within the system. It explains the key folders (Inbox, Received, Outbox, Sent), how to perform turnarounds, resolve required‑field issues, manage test vs. production documents, and proceed with troubleshooting. Users are also shown how to adjust trading‑partner settings, select available document types, and use templates to speed up data entry.

Attendee Q&A addresses common customer questions about errors, acknowledgements, browser issues, sending corrections, printing raw EDI, and other workflow scenarios.


Additional Content

Session: Fall 2022

rev: 4/02/26

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