Send, Modify, and Resend Files

To resend a file without updates

1	On a Document Manager page, on the left side of the page, click Sendbox.

2	In the File Sendbox listing, in the Select column, click the box(es) of the file(s) to resend.

3	At the top of the listing, click Actions, then click Resend.

To send a new file, or to modify and resend a file

1	Click the Document Manager tab.

2	To modify a file, but no longer have the applicable file on your desktop, you can download it from the Trading Grid. To do so,

a	Click Sendbox in the left panel.

b	In your File Sendbox, click the check box for the file.

c	Click Actions > Download.

d	Follow the prompts to save the file.

3	On your desktop, make any changes to the file and click Save.

4	In the left area of any Document Manager page, click Sending Files.

5	On the Sending Files page, next to the Filename field,

a	Click Browse to locate the file on your desktop.

b	Select the file, then click Open to specify the complete path and name of the file.

For example: D:\My Documents\Test Documents\Document123.xml

6	(Optional) To make sure the file that now appears in the Filename field is the correct file, click View to see the file contents.

7	If the file you are sending contains your Trading Partner's address information, click Send.

8	If the file does not contain your Trading Partner's address information, click the Recipient data NOT embedded in file option.

9	Provide the data into the new fields that display and then click Send. All fields are required.

Field Name	Description
Profile	Click Browse to open a list of Translation Profiles, then in the list select the profile for your Trading Partner. If you do not know, or cannot find, the applicable Profile, contact Global Support Services.
Sender's Reference	Type the Sender's Transmission Reference number. This is the Identifier for the file or the interchange control number.
Trading Relationship	Click Browse to open a list of Trading Partners. Select the name of the Trading Partner you are sending the file to.
Application Reference	Application Reference — Type of data in the file. For example, for an EDI Invoice, enter 810. For non-EDI files (for example, CSV, XML, user-defined field), Trading Grid automatically appends *BIN to the Application Reference value that you enter. To disable this function, in the upper right area of the page click the Configure icon, click the check box for Do Not Include *BIN for APRF, then click Apply. For example, the receiver might have a rule based on Application Reference, therefore it might expect a specific value (for example, INVOICE) and not *BIN added to that value.

 

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

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