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Active Documents Classic : Search for Transactions : Begin Searching

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Define a New Search

To begin a new search

1

To define a new search, first set up your filter parameters. Filter parameters are:

Parameter

Description

GXS Ref No

Unique number created at GXS to track documents.

Your EDI address and/or one or more Partner Address(es)

Separate multiple addresses with a comma.

Specific partner name(s)

Separate multiple names with a comma)

Mailbox

Specific GXS mailbox, or leave All selected. (TGxx, GXS only).

Direction

Only files that you sent, or you received, or both.

a

Enter any parameter criteria.

b

To return files for a specific time period, in the Time Frame drop-down list select one of the following options:

Option

Description

Specific No. of Days

In the Last X No. of Days From and To fields type the most recent number of days to search and the start and end times for those days. For example, search from 5 days ago to 3 days ago, beginning at 00:00:00 the first day and ending at 11:59:59 on the ending day.

Specific Date Range

In the From and To fields enter a start date and time and an end date and time. Click the calendar icon to open a dialog where you can select a date.

Relative Time Range

In the From drop-down list, select the beginning of the time period, such as Monday of Last Week or First of this Month, and in the next drop-down list select a time of that day. In the To drop-down list, select Today or Yesterday and select a time on that day for the end of time period.

None

Do not use a Time Frame to restrict the search.

If you select None, Active Documents searches the past 90 days of tracking data. This might delay results. Results might exceed the maximum number of records that the system displays.

2

Select a Tracking Data Level. Tracking data consists of information at the file (system default), interchange, or document level.

Select one:

Tracking Data Level

Description (can vary by GXS implementation)

File

Data translated to or from one non-EDI data format to another non-EDI data format, or data processed as a pass-through (without translation).

Options might include searching for files with or without errors, negative alerts, or other events.

Interchange

EDI-formatted data reporting activity at the interchange level.

Document

EDI-formatted data reporting activity at the document level, or XML-formatted data processed with XML document identification.

Options include viewing related documents (for example, Invoices related to Purchase Orders searched for).

Search options vary by tracking data level. For example, at the document level, you might search for a Document Type.

3

Based on your selection in the previous step, the page redisplays with the applicable fields. Enter data in these fields as needed.

For field information, see the“Glossary” on page 464.

4

(Optional) If your Trading Grid service lets you

Search for documents that are related to the documents returned by the original search. See “Search for Related Documents” on page 439.

Configure the Search page to search for files as well as documents by Primary Key and Secondary Key. See “Search on Keys” on page 438.

Group file search results. See “Group Search Results” on page 439.

5

Click Search.

6

Go to “Search Results” on page 440.

Note: After viewing your search results, you can “Save all Search Criteria” on page 442 for future use.

16.2 release. Updated October 23, 2016

Trading Grid Online User Guide PDF

Parameter	Description
GXS Ref No	Unique number created at GXS to track documents.
Your EDI address and/or one or more Partner Address(es)	Separate multiple addresses with a comma.
Specific partner name(s)	Separate multiple names with a comma)
Mailbox	Specific GXS mailbox, or leave All selected. (TGxx, GXS only).
Direction	Only files that you sent, or you received, or both.

Option	Description
Specific No. of Days	In the Last X No. of Days From and To fields type the most recent number of days to search and the start and end times for those days. For example, search from 5 days ago to 3 days ago, beginning at 00:00:00 the first day and ending at 11:59:59 on the ending day.
Specific Date Range	In the From and To fields enter a start date and time and an end date and time. Click the calendar icon to open a dialog where you can select a date.
Relative Time Range	In the From drop-down list, select the beginning of the time period, such as Monday of Last Week or First of this Month, and in the next drop-down list select a time of that day. In the To drop-down list, select Today or Yesterday and select a time on that day for the end of time period.
None	Do not use a Time Frame to restrict the search. If you select None, Active Documents searches the past 90 days of tracking data. This might delay results. Results might exceed the maximum number of records that the system displays.

Tracking Data Level	Description (can vary by GXS implementation)
File	Data translated to or from one non-EDI data format to another non-EDI data format, or data processed as a pass-through (without translation). Options might include searching for files with or without errors, negative alerts, or other events.
Interchange	EDI-formatted data reporting activity at the interchange level.
Document	EDI-formatted data reporting activity at the document level, or XML-formatted data processed with XML document identification. Options include viewing related documents (for example, Invoices related to Purchase Orders searched for).