ePortal Transaction Grid Customization
For many of our valued eBridge Connections customers, the ePortal is a vital service which hosts, transmits, and displays the fundamental data interactions between their business and the broader marketplace utilizing EDI. ePortal allows for a seamless connection between your back-office financial system and your EDI trading partners, Webstore customers, and external business applications like CRM and SCM.
Monitoring of this platform is essential for those in charge of EDI for their company. For many eBridge customers, the ePortal acts as an information dashboard which is relied upon as a tracking tool for their day-to-day business interactions. The ePortal not only enables connectivity and exchange between trading partners, it also filters documents for compliancy with EDI standards, and acts as a storage device for vital business documents.
From a Support perspective, we want to make sure that our customers are taking advantage of all the information ePortal has to offer concerning fundamental interactions with their trading partners. This information is helpful for general reference and business intelligence, but it is particularly prescient when an issue arises that requires information to be sought and investigation to ensue.
The basic setup of the ePortal interface grid is as follows:
The basic column headings above can be seen without prompt by the user, and they include: Document Number, Type, Receiver, Transaction Time, Status (very important), Doc In and Doc Out (displaying raw document data), Related, and Sender.
However, there is much more data that can be mined out of the ePortal interface! As mentioned above, this information can be generally useful, but also absolutely vital should there be any discrepancy or technical compliance issue between trading partners.
The ePortal interface can be customized to display even more headings which include important information about business documents and their status. These headings can be populated by clicking on the “Customize your grid” button in the top right hand corner of the interface, circled in red below:
After clicking this “Customize you grid” button, an interface will appear displaying for selection the additional headings which are available:
These headings include Document Date, Integration Message, Integration Document Reference, Ref. ID 1, Ref. ID 2, Messages, Mailbox, and Respond.
If there is a compliancy or integration issue, this information can prove to be very useful in determining the cause of the issue. If you should come across a compliancy issue in ePortal, for example, bringing up “Messages” will often indicate exactly what the compliancy issue is, i.e. headings are too short, segment is missing, etc.
To populate the desired headings simply check the box next to the description and click “Save”.
If you have any issues with documents in your ePortal account, bringing up these headings using the “Customize your grid” button can offer essential clues in investigating the issue and coming to a prompt resolution.
Thank you for taking the time to read, and we hope you find this information useful!
Until next week,
eBridge Support Services