Define or Modify a Rule

To define or change a rule

1	Click Service Configuration.

2	In the section that expands, click Event Management.

3	On the Transaction Events Rules and Alerts page, in the Rule Type dropdown, select FA Delinquency, and in the Mailbox dropdown, select your first mailbox.

4	Click the Configure link.

5	On the Functional Acknowledgement Rules page, do one of the following:

To add a new rule, click Add Rule.

To modify a rule, select the rule, click Actions > Modify.

Important: Make sure the Enable this Event Rule option is selected. If it is not, you cannot add or modify rule data.

6	In the Tracking Type section, select either

Included for Tracking — Default. Usually select this option. It includes all transactions that meet the rule conditions.

Excluded for Tracking — Select this to exclude from notifications and reports the transactions that meet the conditions in this rule. With this option, you cannot enter any Tracking Policy conditions because they do not apply.

7

(Optional) Enter data in the Rule Conditions section. To select a specific Document Type for the rule, click Browse, find the type, and double-click it. You can search and select EDI addresses. If you select a Partner EDI Address, Trading Grid Online automatically populates the Trading Partner field.

8	In the Tracking Policy section, you can select these options:

Apply the Business Calendar — Select this option to apply the rule on "working days" as defined in your Business Calendar.

Functional Acknowledgement address must match original transaction address — Select this option to exactly match addresses between the FA and original transaction.

9	Define the Delinquency Policy for this rule as follows:

Time to Delinquency — Number of hours after receipt that the Trading Partner must acknowledge all documents or document groups.

Notify Contact — Specify who to notify.

Note: These are contacts in your Service Contacts list.

For the Default Contact to receive the alert, click the check box. Click the Default Contact link to see contact information.

For the designated Alert Contact(s) to receive the alert, click the check box. Click the Alert Contacts link to see contact information.

For someone else to receive the alert, select the Other check box, then click Modify List. A list of all your service contacts displays. Select a contact, then click Submit.

To remove a contact from this list, click Modify List. Deselect the contact, then click Submit.

If you do not see the contact you want, define that contact using the “Service Contacts” procedures.

10	Notify Trading Partner Contact — Select this option for Trading Grid Online to send a notification to the Trading Partner.

11	Define the Escalation 1 policy, that is, the action to take when the Time to Delinquency expires. Time for Delinquency is the number of hours the Trading Partner has to acknowledge the document(s) before Trading Grid Online again escalates it.

12	Specify the contacts to notify for this escalation.

13	Define the Escalation 2 policy, that is, the action to take when the Escalation 1 Time from Delinquency expires. This Time for Delinquency is the number of hours the Trading Partner has to acknowledge the document(s) before Trading Grid Online escalates it for the final time.

14	Specify the contacts to notify for this final escalation.

15	Click Submit.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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