Transactions & Monitoring¶
Overview¶
Every electronic document the app sends or receives is logged in Electronic Document Transactions. Each transaction has a status, a direction, the related document, and — when something goes wrong — an error message and the transport response. EDI coordinators use this page to view files, retry failed exchanges, and cancel transactions.
Open the page by searching for Electronic Document Transactions in Business Central. It is read-only and sorted with the newest entry first.
Transaction Status¶
| Status | Meaning |
|---|---|
| Not Processed | Recorded but not yet handled. |
| Ready for Upload | An outgoing file is built and waiting for the access point. |
| Downloaded | An incoming file has been downloaded. |
| In Process | The transaction is being processed. |
| Processed | The transaction finished successfully. |
| Error | Processing failed. See Error Message. |
| Canceled | The transaction was cancelled. |
| Deleted Remotely | The remote file was removed from the server. |
| Sent to Access Point | Handed to the Logiq access point (when Logiq is used). |
Key Fields¶
| Field | Description |
|---|---|
| Entry No. | The transaction number. |
| Sending Method | Electronic Document, Email, Printer, or Disk. |
| Status | The current status (see above). |
| Direction | Import or Export. |
| Type | The document type. |
| Document No. / External Document No. | The related document. |
| Date Created / Date Modified | When the transaction was created and last changed. |
| File Name / File Path | The file and where it was stored on the remote server. |
| Error Message | The reason a transaction failed. |
| File Transfer Status Code | The HTTP status code returned by the remote server. |
| File Transfer Reason Phrase | The text description returned by the remote server. |
| External ID | The ID assigned to the transaction by the access point. |
Actions¶
| Action | Does |
|---|---|
| View File | Downloads the file to your device so you can view it. |
| Open Related Record | Opens the document the transaction belongs to. |
| Retry | Retries processing the selected transactions. |
| Cancel | Cancels the selected transactions. Already-processed transactions are skipped. |
| Create Test Transaction | Creates a test transaction to try the app end to end. |
The same Cancel, Retry, and View File actions are available from the Electronic Documents factbox on each document.
Activity Cue¶
The Electronic Document Status cue on the Order Processor, Business Manager, and Service Dispatcher Role Centers shows:
| Cue | Meaning |
|---|---|
| Errors | EDI errors or warnings from failed imports, exports, jobs, or emails. Highlighted when above zero. |
| Open Orders | Open EDI sales orders. |
| Transactions Today | EDI transactions created today. |
Each tile drills down to the underlying list. Use Set Up Cues to configure the tiles.
Testing with a Sample File¶
Use Create Test Transaction to simulate a document without a real trading partner:
- Open Create Test Transaction.
- Set the Direction, Type, and Electronic Document Format Code.
- Drill into Attachment No. to upload a sample file.
- Confirm to run the transaction end to end.
This is a safe way to verify formats and processing before going live.