Web Search

Introduction

About This Guide

Audience

System Requirements

Browser Requirements

PC Requirements

Conventions Used in This Guide

Trading Grid Online Support

Getting Started

Access Trading Grid Online

Navigate Trading Grid Online

Trading Grid Online Tabs

User Profiles

Configure Trading Grid Online

Configure the Operations Center

Copy Components

Other Page Options

User Options

Intelligent Web Form (IWF) Users

Active Documents Users

Active Invoices with Compliance (AIC) Users

Trading Grid Messaging Service (TGMS) Users

Trading Grid Resellers

Company Administrators

Community Administrators

Transaction Manager

Overview

File Inbox

View or Download a Transaction File

Upload and Send a File

File Transfer Service

Browser Requirements

File Transfer Service Tab

Export FTS File Metadata

View File History

View a Partner’s FTS

Active Documents

Active Documents Dashboard

Dashboard Features

View Transactions from the Dashboard

Change The Reporting Period

Export Data from the Dashboard

Activity Summary

Exception Summary

Document Volume by Type Reports

Document Volume by Partner Reports

Customize the Active Documents Home Page

Search for Transactions

Search for Transactions by Search Level

Active Invoices for Compliance (AIC) Additional Search Features

Configure Search Key Settings

Search By Invoice Status

View Search Results

Download Search Results

Download Documents and Files from Search Results

Download Single Items

Download Multiple Items

Bulk File Download Errors

Change Column Settings

Results with More than 7000 Records

Save Search Criteria

Transaction Process Lifecycle Information

View Process Lifecycle Information

View Input and Output Files (Translation Step)

Bulk File Download Errors

Download Process Lifecycle Information

Download Data Files

View File and Document Heirarchies

Error Information

Status Alerts

Event Types

Functional Acknowledgement Information

Managed Service Platform Data

TGMS Data

Communication Sections

Extended Event Data

Translation Information

Related Documents

Audit Notes

Business Document Viewer

Document Viewer Analyst Mode

Reports

Schedule a Report

View Scheduled Reports

Change/Generate/Delete a Report Schedule

Delivered Reports

Download Reports

View Audit Logs

Delivered Reports Retention Period

Delete Delivered Reports

Reports for Trading Grid Messaging Service

Tips for Viewing Reports

TGMS Reports

Transaction Summary Report

About Status Reports and Billable Reports

Inbound Status Report

Outbound Status Report

Interconnect Status Report

Delivered and Scheduled Reports

Trading Partnership Transaction Report

Inbound Reactivate Report

About Transaction Alert Logs

Mailbox Arrival Report

Mailbox Error Report

Mailbox Inactivity Report

Functional Acknowledgement Delinquency Report

Interchange Exceptions Report

TGMS Report Columns

Configure TGMS Report Data

Functional Acknowledgement Management (FAM)

All Tracked Trading Partners Report

Compliant Trading Partners

Late Trading Partners Report

No Acknowledgement Trading Partners Report

Excluded from Tracking Report

Filter Report Data

View Data by Trading Partner or Document Type

Functional Acknowledgement Scorecard (FAS)

Change Scorecard Parameters

Active Invoices with Compliance

Overview

Active Documents Search

Active Invoices Archive

Supported Document Types

Supported Invoices

AIC Rules and Requirements

ID Requirements

Multiple Invoices

File Size

Interchange File Rejection

Mapping

Search for Invoices Using Active Documents

Basic Active Documents Searches

Search for Invoices by Time Frame

Searching for Multiple Items

Wildcard Searches

Advanced Active Documents Searches

Search For Files

Search For Interchanges

View Report Schedules

View Delivered Reports Lists

View Audit Logs

Delete Delivered Reports

View Processing Lifecycle Information

Email Alerts

Search for Invoices Using Active Invoices

Active Invoices Archive

Setup Extended Search Keys

Cancel an Invoice

Attach Files to An Invoice

Redeliver Invoices

Redelivery Notifications

Send Multiple Invoices in a Batch

Delivery Notifications

Invoice Batch Delivery Errors

Upload Unrelated and Non-sequential Invoices

Format Non-Invoice XML Files

Invoice Information Page

Signed Invoices

Non-signed EDI Invoices

Send PDFs to AIC

Process EDI Batch Files as Signed EDI Invoices

Information Links

Legal Entity Partner List

Tax Exemption Justification Documents

Trading Grid Analytics

Overview

Reporting Period

Analytics Dashboard

Analytics Dashboard Top Panel

Performance Default Ranges

Analytics Dashboard Bar Graphs

Business Metrics Bar Graphs

Operational Metric Bar Graphs

Metrics Tab

Operational Metrics Detail

Business Metrics Detail

Top Trading Partners by Spend Metrics Page

Top Trading Partners by Invoiced Amount Metrics Page

ASN Timelines Metrics Page

Invoice Accuracy Metrics Page

Order Acceptance Metrics Page

This note to be corrected in the next release.Price Variance Metrics Page

Quantity Variance Metrics Page

Filter Performance Metrics

Filter Business and Operational Metrics by Trading Partner

Filter Business and Operational Metrics by Trading Partner Address

Filter Operational Metrics by Document Type

Filter Business Metrics by Currency

Filter Business Metrics by Item Qualifier

Save Default Filters

Remove Default Filters

Export Performance Metric Data

Dashboard Settings

Trading Partner Currency Settings

Default Item Qualifier Settings

Document Manager

Overview

Hardware Requirements

Forms Viewer

Supported Forms Viewers

Forms Viewers Installation

Document Manager Inboxes and Sendboxes

Document Inbox

Document Inbox Information

Document Inbox Statuses

File Inbox

Document Sendbox

Document Sendbox Information

Document Sendbox Statuses

File Sendbox

File Sendbox Information

File Sendbox Statuses

Inbox and Sendbox Navigation Tips

Sort Items in a Column

Search for Documents and Files

View or Add Comments to Documents and Files

Configure Inboxes and Sendboxes

View Documents and Attachments

Create New Documents

Create Turn Around Documents

Navigation Tips

Document Manager without Forms Viewer

Create a New Template

Create a New Document from a Template

Optional Steps

Upload Documents to Document Manager

Create and Send Ship Notices with Labels

View/Edit Package Contents

View Hierarchy/Delete Multiple Packages

Pack Packages into Larger Units

Add Mandatory Field Values

Add Mandatory Values to One Package or Item

Assign Serial Numbers

Print Shipping Labels and Reports

Save Your Packing Information and Send the Ship Notice

Send Documents and Files

Modify and Resend Documents

Send, Modify, and Resend Files

Community Manager

Create company accounts

Company Profile

Assign a Subscription Package

Add Customer User Accounts

Add New User Accounts

Activate, Deactivate, or Delete User Accounts

Set Up Trading Relationships

Current Trading Partner List

Standard Trading Partnership

Request a Standard Trading Partnership

Open Trade Partnership

AutoForward Partnership

Set up an AutoForward Partnership

AutoCopy Partnership

An AutoCopy Distribution List

Mailboxes and EDI Addresses

Configure EDI Mailboxes

Add or Delete Mailbox Addresses

Terminate Associated Partnerships

Define the Customer’s Service Contacts

Define Service Contacts

Re-Assign a Default Contact

Remove a Default Contact

View, Change, or Delete a Contact

Define Customer Alerts and Options

Alerts and Options Overview

Rules and Alerts Descriptions

Define the Enhanced Rules

Accessing Transaction Event Rules and Alerts

Functional Acknowledgment (FA) Alert Rule

Resolve Customer Issues

Invitation Tool

Create a Company Invitation

Copy a Company Invitation

Create a User Invitation

Modify a Company or User Invitation Details

On-Boarding and Self-Registration

Create Invitation for “Spoke” or “Child” Companies

Self-Registration Steps for Suppliers

Self-Registration Steps for Buyers

Pending Registrations

Account Manager

Overview

Navigation Panel

Company Profile Information

Manage User Accounts

Create Company User Accounts

User List

Add New Users

Modify User Data

Activate, Deactivate, or Delete a User

Invite Company Users

Invitation List

Create an invitation

Modify Invitation Details

Send or Resend Invitation

Approve Invited Users

User Action History

Trading Relationships

For Intelligent Web Forms (IWF) Users only

For IWF Users only

Search for Trading Partners

View Trading Partner Data

Remove a Trading Partner Relationship

Create a New Trading Partner Relationship

About your Trading Community

Current Trading Partner List

Standard Trading Partnership

Open Trade Partnership

AutoForward Partnership

AutoForward Implications

Set up an AutoForward Partnership

AutoCopy Partnership

AutoCopy Implications

Use AutoCopy with AutoForward

An AutoCopy Distribution List

Company Subscription

Mailboxes and EDI Addresses

Configure EDI Mailboxes

Add or Delete Mailbox Addresses

Terminate Associated Partnerships

Service Contacts

Define Service Contacts

Re-Assign a Default Contact

Remove a Default Contact

View, Change, or Delete a Contact

Messaging Service Alerts and Options

FAM Alerts and Report Options

Define or Modify a Rule

Enable a Specific Rule

Disable (but Do Not Delete) a Specific Rule

Enable/Disable All Rules

Delete a Rule

Active Document Status Alerts

Define an alert

Active Document Data Policies

Customize Key Names/Labels

Active Invoice Legal Profiles

Define a Legal Profile

Secure Email Delivery

Maintain Legal Entity Relationships

Machine Users

Add a Machine User

Update or View a Machine User

Activate or Deactivate a Machine User

Mailboxes and Mailslots

Cross-Reference Tables

File Format Guidelines

Update Cross-Reference Table Values

Add or Delete Rows in Cross-Reference Tables

Download Cross Reference Table as .csv Files

Upload Cross Reference Tables

Revert Cross Reference Table To Previous Versions

Billing

Configure Invoiced Bill Columns

Find an Invoiced Bill

View Invoiced Bill Data

Print Invoiced Bills

View or Download Invoiced Bills

Policy

Change Password Policy

Terms and Conditions

Active Orders Classic

Active Order Alert Management

Define Alerts

Define Business Rules

Define Display Templates

Order Display Template

Ship Notice Display Template

Invoice Display Template

Remittance Advice Display Template

DSD Invoice Display Template

Credit Note Display Template

Debit Note Display Template

Add Logos to Documents

Upload Terms and Instructions

Upload Order Closure and Retention Policy

Define Inventory Criteria

Time Period

Location Hierarchy

Manage Department Codes

Change Invoice Status Names

Manage Email Alerts

Modify Your Email Alert Settings

Field Descriptions and Terms

Active Documents Classic

Enable the Active Documents Dashboard

Use the Active Documents Dashboard

Change the Reporting Time Period

Select a Mailbox

View Dashboard Information

Save a PDF of the Dashboard

Print the Active Documents Dashboard

Search for Transactions

Configure the Search Page

Begin Searching

Use a Saved Search

Search on Keys

Search for Related Documents

Group Search Results

Search Results

Configure the Search Results Page

View the Results

Results with More than 1000 Records

Grouped Results

View Related Documents

Drill Down into Data

Print and Save Results

Save all Search Criteria

Transaction Process Lifecycle — Classic

Enable the “Classic Lifecycle” Option

View a Process Lifecycle

Error Information

Update Error and Event Statuses

Status Alerts

FA Information

Managed Service Platform Data

TGMS Data

Communication Sections

Extended Event Data

Translation Information

Applicable Related Documents

Audits and Notes

Print a Processing Lifecycle Page

Transaction Process Lifecycle — New

Enable the “New Lifecycle” Option

View a Process Lifecycle

Error Information

Status Alerts

FA Information

Managed Service Platform Data

TGMS Data

Communication Sections

Extended Event Data

Translation Information

Applicable Related Documents

Audits and Notes

Scheduled Reports

Create a Standard Report

Create a TGMS Report or 1-Time only Report

Save/Schedule/Send Reports

View Scheduled Reports

Change/Generate/Delete a Report Schedule

Delete Delivered Reports

Glossary

Active Documents Translation Errors

Error Numbers -1 and -2

-2 Character Set read_set Error

Error Numbers 128 – 193

129 Stack Exceeded

130 Stack Underflow

131 Illegal Instruction

132 Message Queue Illegal I

133 Source Access Syntax Error

134 Source Model Syntax Error

135 Target Access Syntax Error

136 Target Model Syntax Error

137 ATTACH Error

138 Data Model Item Not Found

139 Data Model Item – No Value Found

140 No Instance

141 Mandatory Segment/Record Missing

142 Try Next Error

143 Sort on Non-sort Item

144 Wrong Argument Type

145 Parse Environment Error

146 Invalid Date, Time, or Numeric String

147 RETURN Executed

148 RELEASE Executed

149 REJECT Executed

150 CONTINUE Executed

151 BREAK Executed

152 Lookup Error

153 Memory Allocation Error

154 Virtual Memory Allocation Error

155 Virtual Memory Allocation Size Error

156 Fatal Virtual Memory Error

157 Access Memory Allocation Error

158 Data Tree Memory Allocation Error

159 Number of Allowable Translations Exceeded

160 Error Opening Infile

161 Error Opening Outfile

162 Error Opening Swapfile

163 EXEC Error

164 sort_STK malloc Error

165 Message System Call Error

166 Error Log Open Error

167 Function Not Found

168 Data Model Memory Allocation Error

169 Invalid Function Used in Target Access Model

170 Command Line (-at) ATTACH Error

171 No Children Found

172 Access Item is a Null Pointer

173 Improper Access Model Item Definition

174 Virtual Memory Free List Error

175 Virtual Memory Out of Space Error

176 Data Field/Element Too Short

177 Data Field/Element Too Long

178 Error in Administration Database Open

179 Unable to Get Lock

180 Unable to Unlock

181 Read Error in Administration Database

182 Write Error in Administration Database

183 I/O Error in Administration Database Access

184 Wrong Permissions or Invalid Output Character

185 Truncation Error – Data Model Object

186 Invalid Argument Value

187 Exceeded Maximum Data Models

188 Exceeded Maximum Access Models

189 STOP Executed

190 Mandatory Data Field – Element Missing

191 Invalid Character in the Data Field/Element

192 Missing Post Delimiter

193 Access Model Pre-Condition Not Met

Error Numbers 200 – 255

201 Recovery on Minimum

202 Recovery on Maximum

203 No Value Available for Item

205 Recovery on CHARSET

206 Recovery on POST_COND

208 Recovery on LKUP

211 Invalid Structure

212 XSL Missing Schema

213 XML Referring Invalid DTD/Schema

214 XML Invalid Against Schema

215 XML Stylesheet Error

216 XML Stylesheet Error

217 XML Proxy Server Error

218 Source Constraint Stylesheet Parse Error

219 Target Constraint Stylesheet Parse Error

220 Source Constraint Stylesheet Validation Error

221 Target Constraint Stylesheet Validation Error

222 Output XML Validation Error

237 Internal c-tree Error

238 Maximum CPU Time Exceeded

239 Maximum Output File Size Exceeded

248 Value Stack Memory Error

249 Error in idcopy In Access Parser

250 Translation Memory Error

251 Error Allocating vstack

252 Unable to Open Archive File (in ARCHIVE_REC())

254 Error Allocating Buffer Space for Device

255 Error Parsing Command Line Map Component File