Search for Transactions by Search Level

The following explains how to perform specific searches based on File, Interchange, and Document Search levels.

To search for a file

1	Click Search in the Active Documents Dashboard.

2	Set the standard search criteria. See “Search for Transactions” Step 3.

3	Select File for the search level.

4	Set the search criteria for the file search, as applicable. To expand the file Search page, click Show other options.

Search Field	Description
Application Reference	The application reference for the file, which typically indicates a file or document type.
Sender Reference	A number or alpha-numeric value that references the file in the routing process. The system assigns this value during the routing cycle.
Status	A drop-down list of possible statuses for a search, based on the platform, tracking level, and configuration. Status searches can apply to inbound and outbound transactions. In Managed Services, you can search for the following status: With Errors Without Errors With Negative Alerts — The last status alert was for an error or an event that did not occur within a specified time period for the event type. Without Negative Alerts — The status alert for the file was for an event that occurred within the specified time period for the event type. In other implementations, you might also be able to search on these statuses: Extracted — The trading partner retrieved the document from the mailbox or interconnect service. Unextracted — The trading partner did not retrieved the document from the mailbox or interconnect service. Rejected (by OpenText) Rejected from Interconnect Incomplete — Incomplete itineraries (OpenText instructions for processing a document) All
Original File Name	The name of the original file that was sent.
Communication Type	The communications protocol, standard, or interface used to submit a transaction to the Trading Grid.
ILOG Number	Input Log Number. A unique, 11-digit number assigned by the the system to identify a file transmitted by the Sender. This number is based on a combination of the month, day, Greenwich Mean Time, and the decimal fraction of the hour.
Mailbag ID	A unique number that references an interconnect service such as a third-party VAN.
Translation Instance	Identifies which Application Integrator translation instance processed the transaction.  The number of translation instances depends on your system implementation.
Translation Session Number	A unique number assigned to each translation process.
Service Reference	A unique identifier assigned by the messaging platform. Typically for internal use.
Key Name	The type and value of a document identifier, assigned by the sender to identify a particular document, for example, Purchase Order Number. Note: If using TGMS, select DOCUMENT ID.
key value	Type the identifier value(s) for the selected key. For example, type the actual PO Number or Product ID to use in the search. You can type a partial value ending in an asterisk (*) for the system to return any documents with the key value that begins with those characters. You can add multiple values separated by a comma.
Primary Key	Select this option if the first key you entered is the primary key.
+Add Another Key	Click this link to add one or more secondary keys.

5	Click Search.

To search for an interchange

1	Click Search in the Active Documents Dashboard.

2	Set the standard search criteria. See “Search for Transactions” Step 3.

3	Select Interchange for the search level.

4	Set the search criteria for the interchange search.

Search Field	Description
Interchange Control Number	A number assigned by EDI systems to the interchange header and trailer segments of an EDI file to verify data integrity.
Production/Test Flag	A field or flag in the EDI interchange header for ANSI X12 formats, indicating if a transaction is for testing or production purposes. Users can send test transactions in the production system to Trading Partners, and this flag distinguishes which transactions are test and which are production.  Consult your Trading Partner to determine how to use this flag.

5	Click Search.

To search for a document

1	Click Search in the Active Documents Dashboard.

2	Set the standard search criteria. See “Search for Transactions” Step 3.

3	Select Document for the search level.

Set the search criteria for the document search, as applicable. To expand the document Search page, click Show other options.

Parameter	Description
Document Type	An EDI code that identifies a specific type of EDI document, such as 810 or INVOIC. To search for multiple Document Types: To search for multiple types of documents, separate each type with a comma. For example, type 810, INVOICE.
Status	A drop-down list of possible statuses for a search, based on the platform, tracking level, and configuration. Status searches can apply to inbound and outbound transactions. In Managed Services, you can search the following statuses, depending on your service subscription: Acknowledged Not Acknowledged In any implementation, leave All selected to not search based on a specific status.
Key Name	The type and value of a document identifier, such as a purchase order number, assigned by the sender to identify a particular document. Active Invoice for Compliance (AIC) Users: Active Documents provides additional search support for AIC. See “Active Invoices for Compliance (AIC) Additional Search Features” on page 48 TGMS Users: Select DOCUMENT ID. This applies to any type of document identification number (Purchase Order Number, Invoice Number, Ship Notice Number, etc.), specified in the key value field.
key value	The identifier value, or values, for a selected key. For example, type the actual purchase order number or product ID to use in the search. To search for multiple key values: To search for multiple key values, separate each type with a comma. For example, type 123, 789. Search Tip: Type a partial value, followed by an asterisk (*) to retrieve all documents that begin with those characters, for example, 1234*.
Primary Key	Select this option if the first key typed is the primary key.
+Add Another Key	Click this link to add one or more secondary keys.
Functional Group Type	A two-digit code in the group header segment of an ANSI X12 EDI-formatted file that identifies the type of business document it contains such as PO, PS, IN.
Functional Group Control Number	A number assigned by EDI systems to the functional group header and trailer segments of an EDI file to verify data integrity. Typically, this number applies only to data in ANSI X12 format.
My Functional Group Address	Your EDI functional group address. Applies only to the ANSI X12 standard.

4	Click Search.

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

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