Account Manager : Active Document Data Policies : Customize Key Names/Labels

Customize Key Names/Labels

You can define custom labels for your keys, then use the labels to search those keys. Use this procedure to define key names rather than use the predefined names.

Important: Once you define a custom key name, you must define custom key names for ALL of your keys, as you will not see any of the system-predefined key names.

To define a key name

1
Click Service Configuration > Custom Key Names.
2
Click Add.
3
*
Level (required) — Select the applicable option:
*
Document — Data is transformed into (or from) EDI format.
*
File — Data is transformed between two custom data formats.
*
Element Name (required) — From the drop-down menu, select the applicable element key name to replace.
Note: Existing key names are case-sensitive. Select the correct version of the key name for your data.
*
Custom Key Name (required) — Enter a unique name to use for this key.
*
Direction (required) — Select the direction(s) when the custom key name applies.

The remaining fields are optional. You can limit the use of the new custom key name to one of your own addresses, and/or a specific trading partner’s address, and/or document type. Click the dropdown to select a value.

4
Click Save, or to add this key to the list and define a new key, click Save & New.

16.2 release. Updated October 23, 2016


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