Search For Documents

To search for documents

1	Click the Reports tab in Trading Grid Online.

The Active Document Search page opens.

2	Select Document to open the Document search section.

3	Specify the criteria for the document search.

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.
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.
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.
Translation Session Number	A unique nuber used to track a Translation Session.
Primary Key	Select this option if the first key typed is the primary key.
Primary Key Value	The identifier value for the primary key. For example, type the actual purchase order number or product ID to use in the search. To search for multiple primary 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*
Secondary Key
Secondary Key Value	The identifier value for the secondary key. To search for multiple secondary 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*
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 Note: In any implementation, leave All enabled to not search based on a specific status.
Legal Profile Names	My Name Partner Name
Invoice Date Range	Specific Date From Date Last ‘X’ Days To Date

4	Click Search.

The Document Search Results page displays the invoice documents that meet the search criteria. By default, the Search Results page sorts by Created Date and Time, starting with the most current date and time.

See “View Search Results” on page 123.

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

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