Basic Active Documents Searches

To search for invoices using basic search criteria

1	Click the Reports tab.

The Active Documents Search page opens. The File search level fields also display by default.

2	Set the criteria for the search.

The following options are available when searching for invoices using Active Documents.

Search Field	Description
Select Saved Searches	Choose a search that you or other users have saved. See “Save Searches” on page 186.
GXS Ref No	A unique reference number or document number, assigned by the Active Documents meta data repository to track items.
My Address	Your EDI ID or OpenText routing mailbox ID (or IDs).
Partner Name	The company name of the trading partner associated with the partner address.
Time Frame	Provides options for searching within a specific time period. See “Search for Invoices by Time Frame” on page 114.
Mailbox	A OpenText mailbox ID (or IDs).
Direction	The direction of the data flow from the ID specified in the My Address field, which can be outbound, inbound, or both. It uses the interchange sender and receiver addresses for EDI data. Otherwise, the file sender and receiver are used. See “Data Flow” on page 111.
Partner Address	The mailbox ID (or IDs) of the Trading Partner.
(Search Level) File Interchange Document	Search levels refer to the type of data that can be retrieved. File — Searches for two types of files, which contain documents passing through the Managed Services environment: Files with data that has been translated from one non-EDI data format to another non-EDI data format. Files with data that has been processed as pass-through data (without translation). Additional options include searching for files with or without errors, negative alerts, and other events. Interchange — Searches for data in an EDI format that reports activity at the interchange level. Document — Searches for electronic business documents, typically, in two formats: EDI format: Reports activity at the document level. XML format: Processed with XML document identification. Additional options include viewing related documents such as invoices related to purchase orders.

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

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