Configure

User can configure the Routes, Business Partners, Child Grid to ease the management of the file transmissions 

  1. Business Unit 
  2. Route 
  3. Child Grid 

1) Business Unit: 

 A business unit is an organization or organizational subset that is independent about one or more accounting or operational functions. The Admin will configure the business unit and assign the groups associated with the business unit based on the access level.  

Path: 

Login   >   Dashboard   >   Configure   >   Business Unit 

In the below figure1 user has configured the Business unit ‘CSR Team’ for the ACME Group. 

 

Figure 1: Business Unit Creation  

Property  Description 
Business Unit Name   Name of the collection of groups 
Business Unit ID  Unique ID of the collection of groups 
Assign Groups  Can assign groups to partners 
Edit  Edit/update the input fields of business unit 
Delete  Deletes particular row of record 

 

Figure 2: On Successful creation of Business Unit 

In Manage Section User has edit/delete options to perform on business units. 

‘EDIT’ option is used to edit the Business unit details. For example, a business unit that was created previously could be modified, by clicking on the edit option, consequently the page will be navigated to create page module where a user could change details as per requirement. 

‘Update’ button, after making the required changes, the application will update the Business unit details as shown in figure3. 

                                          Figure 3: Edit Business Unit 

 

Property  Description 
Business Unit Name   Name of the collection of groups 
Business Unit ID  Unique ID of the collection of groups 
Assign Groups  Can assign groups to partners 
Update  update the input fields of the business unit 
Delete  Deletes particular row of record 

 

A business unit record could be permanently deleted with ‘DELETE’ option as shown in below figure 4. 

                                Figure 4: On successful deletion of Business Unit 

2) Route: 

 Route means the various communication channel the trading partner use to transmit the file from a source application and destination application. User can configure the Various routes that the client will expect the file from their Trading partners. 

 

Path: 

Login   >   Dashboard   >   Configure   >   Route 

In the below figure 5 user has configured the Business unit ‘SFG to FS’ for the ACME Client. 

 

Figure 5: Create/Edit Route Configuration  

Property  Description 
Route Name   Route name of applications 
Route Steps  Step by Step of application names separated by / 
Update  Update/edit the name of the routes 
Cancel  Clears the values of inputs  

 

Figure 6 refers to the successful creation of a Route. 

    Figure 6: Successful creation of a route  

In Manage Section, user has edit/delete options to perform on Routes as shown in below figure 7. 

Figure 7: Manage Route 

 

‘EDIT’ option is used to edit the Route details. For example, Route that was created previously could be modified, by clicking on the edit option, consequently the page will be navigated to create page module where a user could change details as per requirement. 
‘Update’ button, after making the required changes, the application will update the Route details. 

Route record could be permanently deleted with ‘DELETE’ option as shown in below figure 8. 

 

Figure 8: On Successful deletion of Route 

3) Child Grid:

User can personalize the child grid with desired fields that they want to view in the child grid of File Life cycle.  

Path: 

Login   >   Dashboard   >   Configure   >   Child Grid 

In the below, Figure 9 User can select or deselect the fields in the child grid config section. 

 

  Figure 9Configurable Child Grid 

After selecting all desired fields in this Child grid config section. 

By Clicking on the ‘Update’ button, after making the required changes, the application will update the child grid details as shown in figure 10. 

 

Figure 10: Child Grid updated successfully 

Updated on July 23, 2019

Was this article helpful?

Related Articles

Leave a Comment