Viewing Staged Documents

You can use the View Staged Documents window to inquire on all process or column rule violations for inbound transactions or on all inbound transactions that have been loaded into the staging tables but not yet processed.

Note: The following transactions cannot be viewed from the View Staged Documents window as they are not based on the Generic Outbound Engine:

The navigator has a View By poplist that allows you to choose between the following viewing options: All Status, Status with Errors, All Transactions, and Transactions with Errors.

The Transaction selections display a hierarchical tree of transactions organized by transaction type. Some lines ("nodes") in the tree can be expanded (and collapsed) to display lower level nodes.

Each node in the tree is color-coded and icon-coded as follows:

The following table gives examples of the levels displayed in the hierachical tree.

Level Sample
Transaction Type INI Inbound Invoice
Trading Partner ABC Company
Document (Header) 123456
Line 123467

The Status selections display a hierarchical tree of transactions organized by status: The following actions are possible:

The following table lists valid status information:

Level Sample
Status Skipped Documents
Trading Partner ABC Company
Document (Header) 123456
Line 123467

You can use the View By poplist to display All Status, All Transactions, Status with Errors, or Transactions with Errors. Selecting an All option displays all documents in the staging table. Selecting with Errors displays only the documents with errors and the levels that contain errors. For example, if an invoice has a violation at line 3, only the header and line 3 are displayed. Lines 1 and 2 are not displayed.

After you have made corrections you can use the Resubmit function to reprocess one or more documents. The Resubmit function is executed by selecting Resubmit from the Tools menu. The tree is then refreshed with updated data.

Use the Delete toolbar icon to remove one or more documents from the tree.

Summary Tab

The Summary tab on the right side of the window displays read-only summary information that corresponds to the level selected on the left side of the window. For example, if you drill down on the Transaction Type level, three more levels appear.

Summary information displays for each level. Lower levels display summary information that pertains to the level above.

Summary information is dynamic. When you select nodes in your tree, summary information for the node changes as well.

Prerequisites

To view staged documents:

  1. Navigate to the View Staged Documents window.

  2. Select the view: All Status, Status with Errors, All Transactions, or Transactions with Errors.

  3. Use the left side of the window to select the tree node (or line) you want to review for rule violations.

  4. Choose the Process Violations or Column Violations button to drill down on the details.

  5. After you complete the appropriate setup or have decided to ignore rule violations, position your cursor within the navigation tree.

    All transactions contained by the node you select will be resubmitted for validation. For example, if the cursor is set on a transaction name, all those transactions are re-validated. If the cursor is set on a single transaction, only that transaction is resubmitted for validation.

    To ignore rule violations, see: Viewing Process Violations and Viewing Column Violations.

  6. From the Tools menu, choose Resubmit.

  7. If you want to delete the document, choose Delete from the Edit menu, or click the Delete icon on the toolbar.

    Deletion occurs for all transactions from the cursor position downward.

Additional Information: For additional information, see:

Inbound Exception Processing

Viewing Process Violations

Viewing Column Violations