EDI Generator Inbox View

The Inbox displays all EDI messages that have been received from your trading partners. It helps users to quickly review the status and manage files with individual or bulk actions.

Understanding the Inbox Table

• Partner ID – The AS2 ID of the sender partner.
• Partner – The name of the sender partner.
• File Name – The name of the EDI file that was received.
• Type – The received EDI document type (e.g., SM, PO).

• Group # - The Functional Group Control Number of the received EDI message. Each functional group (GS/GE segment in X12 EDI) has a unique control number that helps track, organize, and reference the group of transactions within the EDI.

  The icon shown before Group control number represents the current status of the received EDI entry:
  Pending – The EDI entry has been received and is awaiting processing.
  Completed – The EDI entry has been successfully processed.
  Rejected – The EDI entry was rejected due to a validation rule failure.
  Error – The EDI entry encountered a processing error.

• TXN # – One or more unique Transaction Numbers assigned to the incoming EDI message. Multiple transaction numbers may appear if the message contains more than one transaction set.
• Key - One or more identifier values extracted from the incoming EDI message. For example, for an EDI 850, this field will contain the Purchase Order (PO) number.
• Date – The timestamp of when the EDI was received.

Single Entry Actions

Every Inbox entry provides a set of actions for viewing and managing the EDI:

View Option

Opens the EDI in three different views:

• Formatted View – The Formatted View displays the received EDI message in a human-readable, structured format. Instead of showing the raw EDI segments, it organizes the data into labeled sections, tables, and fields, making it easy to understand the content at a glance and also with the option to print the document.
• Raw Message – Displays the original EDI content exactly as received.
• JSON Representation – Shows the internal JSON structure generated by EDI Generator for this EDI during processing.

By clicking the three-dot menu (⋮) next to the view button, you can access additional actions.

Process Again

This will process the received EDI as a newly received entry without sending a functional acknowledgment. This option is useful if you need to reprocess any failed or previously processed EDI without sending an acknowledgment from your side.

Process Again and ACK

This will process the received EDI as a newly received entry and send a new functional acknowledgment. You need to be careful when using this option, because if an acknowledgment has already been sent to the partner, it might cause confusion.

Mark as

This option allows the user to manually change the status of the received entry to Pending or completed.

Archive

Moves the inbox entry to the archived state. Archived entries can be accessed by enabling the Show Archived filter.

Delete

Permanently removes the entry from the Inbox.

Selected Actions

When one or more entries are selected using the checkboxes, the action toolbar becomes active, allowing you to perform batch actions on the selected EDIs.

Change Status - Manually changes the status of the selected entries to Pending or Completed.

Archive Selected - Moves selected entries to the archived state.

Generate PDF - Creates a PDF containing the formatted views of the selected entries.

Download - Download selected entries either as Raw EDI files or JSON converted files.

Delete - Removes all selected entries.

Search and Filters

The toolbar above the table allows users to refine and locate received EDIs quickly:

Search Text Box

Search for received EDIs by TXN Set ID, Type, Key, TXN #, Group # or the File Name. You can wrap the search phrase with double-quotes for exact matches.

Filter By Partner

Filter received EDIs by specific trading partners.

Filter by Status

Filter EDIs by status such as Pending, Completed, Rejected or Error.

You can also use the toggle options to:

• Show FA Messages – Include received functional acknowledgments (FAs) in the inbox list.

• Show Archived – Display only the archived EDIs.

Filter by Date

Filter received EDIs by predefined or custom date ranges.