Info Exchange How-Tos

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Search Messages

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  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Info Exchange.
  2. Fill in one or more of the following search fields:
    • ProcessLink or Service – Only messages from the ProcessLink or service selected return in the results table. The ProcessLink or Service selected determines the options in the Business Process - Transaction Type drop-down.
    • Processing Status – Only messages with the selected processing status return in the results table.
      • All
      • Submitted – Only submitted statuses.
      • Failed - All – All available failed statuses (i.e. all of the below failed options).
      • Success - All – All available success statuses (i.e. all of the below success options).

      For descriptions of specific processing statuses, see Processing Status Descriptions and Icons.

    • Updated On Or After (GMT) – Only messages that were updated on or after this date return in the results table. This field defaults to two days prior to the current GMT date.
    • Updated On Or Before (GMT) – Only messages that were updated on or before this date return in the results table. This field defaults to the current GMT date.
    • Input File – Only messages including this value in the input file name return in the results table.
    • Business Process - Transaction Type – Only messages from the business process and message type selected return in the results table.

      See Message Types for more information.

    • Partner – Only messages sent to or from the selected trade partner return in the results table.
    • Include Reconciled Transactions – Includes messages that have been addressed and marked as Reconciled in the search results.
  3. Select Search.

    The results display in the table.

  • To access the View Transaction Details screen, select the View Details icon in the Actions column.
  • To download a message's files, select Input File or Last Output File in the Input File / Last Output File column.
  • To process a message manually, select Continue Processing in the Actions column for any message with a Processing Status of Failed - Needs Investigation.

Reconcile a Message

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Info Exchange.
  2. Search for the message to reconcile.
  3. Select the Reconcile icon in the Actions column.
  4. Select the Reconcile checkbox in the dialog box to mark the message as reconciled.
  5. Enter any comments or annotations about the reconciliation in the Reconcile Reason field (optional).
  6. Select Confirm.

    The dialog box closes, and TraceLink begins asynchronously reconciling the message.

  • To edit or undo the reconciliation, select the Reconcile icon in the Actions column for any message with a Processing Status of Reconciled.

Import a Message

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Info Exchange.
  2. Select Import File.
  3. Select the ProcessLink or app to import the file into from the ProcessLink or Service drop-down.

    Determines the available options in the Transaction Type field.

  4. Select the message's Transaction Type from the drop-down. (See Message Types for more information.)
  5. Select the File Format being uploaded from the drop-down:
    • CSV - TraceLink's Format – Defined and maintained by TraceLink.
    • Configured Format – The user-defined file format for that Link (e.g. an XML file).

      The Configured Format drop-down menu option is selected in most instances.

    A zip file of the above mentioned formats can be uploaded. The zip file can contain only one message file. This feature is best used for larger files as it prevents significant upload latency. If a zip file is uploaded, that file can also be downloaded by users.

  6. Select Choose File.
  7. Browse for and select the desired File to Upload, with a maximum size of 50MB.
  8. Select Import File.

    The Info Exchange screen displays, and TraceLink begins asynchronously processing the imported message.

Extract Message Metadata

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Info Exchange.
  2. Select Download Info Exchange Data from the Go To drop-down in the top-right.
  3. Select Create Data Extract.
  4. Set the parameters for the messages to include in the extract:
    1. Select the ProcessLink or app the messages are sent to from the ProcessLink or Service drop-down (optional).
    2. Enter an Input File name to matches all or part of the file sent by the message (optional).
    3. Select the current Processing Status of the messages (optional).
      • All
      • Submitted – Only submitted statuses.
      • Failed - All – All available failed statuses (i.e. all of the below failed options).
      • Success - All – All available success statuses (i.e. all of the below success options).

      For descriptions of specific processing statuses, see Processing Status Descriptions and Icons.

    4. Select the Business Process - Transaction Type to include in the extract. (See Message Types for more information.)
    5. Enter the start date for the extract's date range in the Updated On or After field.
    6. Enter the end date for the extract's date range in the Updated On or After field.
    7. Enter a Partner that the messages are sent to or from (optional).
    8. Select the Include Reconciled Messages checkbox to include reconciled messages in the extract (optional).
  5. Select Submit.

    The Download Info Exchange Data screen displays, and TraceLink begins asynchronously generating the extract. Refresh this screen in a few minutes to see the new extracted file.

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Info Exchange.
  2. Select Download Info Exchange Data from the Go To drop-down in the top-right.
  3. Select Create Bulk File Extract.
  4. Search for messages containing the files to include in the extract:
    1. Select the ProcessLink or app the messages are sent to from the ProcessLink or Service drop-down (optional).
    2. Enter the start date for the extract's date range in the Updated On or After field.
    3. Enter the end date for the extract's date range in the Updated On or After field.
    4. Select the Business Process - Transaction Type to include in the extract. (See Message Types for more information.)
    5. Enter an Input File name to matches all or part of the file sent by the message (optional).
    6. Enter a Partner that the messages are sent to or from (optional).
    7. Select Search.
  5. Select the files to include in the extract from each message:
    1. Select the checkbox for the Input File to include the initial file sent to TraceLink initiating the message (optional).
    2. Select the checkbox next to the Canonical File to include the TraceLink-specific format that displays the data in a normalized fashion, independent of the Input or Output files (optional).
    3. Select the checkbox next to the Last Output File to include the most recent file sent from TraceLink (optional).
  6. Select Submit.

    The Download Info Exchange Data screen displays, and TraceLink begins asynchronously generating the extract. Refresh this screen in a few minutes to see the new extracted file.

  • See the format of the extracted files on the Download Info Exchange Data screen.

Extract EDI Settings

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Info Exchange.
  2. Select Configure EDI Settings.
  3. Select Extract Partner EDI Settings from the Go To drop-down in the top right.
  4. Select Create Data Extract.
  5. Select Submit.

    TraceLink begins asynchronously generating the extract. Refresh this screen in a few minutes to see the new extracted file.

Edit EDI Settings

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Info Exchange.
  2. Select Configure EDI Settings.
  3. Select the type of ISA identifier the company uses when receiving messages (e.g. ASN and Functional Acknowledgment) from the My Interchange (ISA) Receiver ID Qualifier drop-down.
  4. Enter the value for the ISA receiver identifier in the My Interchange (ISA) Receiver ID field.
  5. Enter the identifier for the Group Segment within the ISA message that the company uses when receiving those messages in the My Group (GS) Receiver ID (optional).

    Should match the company's Group (GS) qualifier.

  6. Select whether the company sends or receives Functional Acknowledgement messages in response to ASNs from the EDI Functional Acknowledgement (997) Messages radio buttons:
    • My Company Sends Functional Acknowledgement (997) Messages – The company sends messages to the Partner acknowledging the receipt of an ASN.
    • My Company Expects to Receive Functional Acknowledgement (997) Messages – The company receives messages from Partners acknowledging the receipt of an ASN.
  7. Select Submit.

    The Info Exchange screen displays, and the updates EDI settings are saved.

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Info Exchange.
  2. Select Configure EDI Settings.
  3. Select Choose File in the Partner EDI Settings section.
  4. Browse for an select the desired CSV File with Updated Settings (see Formatting the CSV for more information).
  5. Select Submit.

    The Info Exchange screen displays, and the updates EDI settings are saved.

  • To download a sample CSV file containing Partner EDI settings, select PartnerEDISettingSample.csv.
  • To export the company's current Partner EDI settings, select Export Current Partner EDI Settings.

Setup Info Exchange Profiles

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Info Exchange.
  2. Select Configure Info Exchange Profiles.
  3. Enter a value within from the Profile ID, B2B Connection Information, Inbound Map name , or Outbound Map name in the Keywords field (optional).
  4. Select Search.

    The results display in the table.

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Info Exchange.
  2. Select Configure Info Exchange Profiles.
  3. Select Create New Profile.
  4. Enter the unique Profile ID, which cannot contain spaces or special characters.
  5. Select the B2B Connection Name to indicate the technology protocols that the company specifies for each business-to-bussiness (B2B) relationship, set up by a Network Administrator at TraceLink.
  6. Select Choose File.
  7. Browse for and select the desired Transactional Maps CSV file (optional, see Formatting the CSV for more information).
  8. Select Submit.

    The Configure Info Exchange Profiles screen displays, and TraceLink begins processing the new profile.

  • To update an existing profile, select Update Profile Settings in the Actions column of the Configure Info Exchange Profiles screen.
  • To export the profile's map configuration, select Export Map Configuration in the Actions column of the Configure Info Exchange Profiles screen.
  • To download a sample CSV file with the Transactional Maps information, select MapConfigurationSample.csv on the Create Profile screen.