Gentran:Viewpoint® for zSeries
`
`User’s Guide
`
`Release 6.5
`
`5iTE‘f‘“f1g Cr:unr“i‘2er'C:E
`
`Sterling Commerce (Mid America), Inc.
`4600 Lakehurst Court Dublin, OH 43016-2000 * 614/793-4000
`-(Q Copyright 1988 —2()09—Stcrling Commerce, Inc.
`
`2223-650-L SLRO1-0000
`
`

`

`July 2009
`
`Gentranzwewpoint for zSeries
`© Copyright 1988 — 2009
`Sterling Commerce, Inc.
`ALL RIGHTS RESERVED
`
`Sterling Commerce Software
`Trade Secret Notice
`
`THE GENTRAN:VIEWPOINT AND GENTRAN:BASIC FOR ZSERIES SOFTWARE
`
`(“STERLING COMMERCE SOFTWARE”) IS THE CONFIDENTIAL AND TRADE SECRET
`PROPERTY OF STERLING COMMERCE, INC., ITS AFFILIATED COMPANIES OR ITS OR
`THEIR LICENSORS, AND IS PROVIDED UNDER THE TERMS OF A LICENSE
`AGREEMENT. NO DUPLICATION OR DISCLOSURE VVITHOUT PRIOR WRITTEN
`PERMISSION. RESTRICTED RIGHTS.
`
`This documentation, the Sterling Commerce Software it describes, and the information and know-how they contain
`constitute the proprietary, confidential and valuable trade secret information of Sterling Commerce, |nc., its affiliated
`companies or its or their Iicensors, and may not be used for any unauthorized purpose, or disclosed to others without
`the prior written permission of the applicable Sterling Commerce entity. This documentation and the Sterling
`Commerce Software that it describes have been provided pursuant to a license agreement that contains prohibitions
`against and/or restrictions on their copying, modification and use. Duplication, in whole or in part, if and when
`permitted, shall bear this notice and the Sterling Commerce, Inc. copyright notice.
`
`As and when provided to any governmental entity, government contractor or subcontractor subject to the FARs, this
`documentation is provided with RESTRICTED RIGHTS under Title 48 CFR 52.227-19. Further, as and when provided
`to any governmental entity, government contractor or subcontractor subject to DFARs, this documentation and the
`Sterling Commerce Software it describes are provided pursuant to the customary Sterling Commerce license, as
`described in Title 48 CFR 227-7202 with respect to commercial software and commercial software documentation.
`
`These terms of use shall be governed by the laws of the State of Ohio, USA, without regard to its conflict of laws
`provisions.
`If you are accessing the Sterling Commerce Software under an executed agreement. then nothing in these
`terms and conditions supersedes or modifies the executed agreement.
`
`Product names mentioned herein may be trademarks and/or registered trademarks of their respective companies.
`Gentran, Gentran:Basic, Gentran:Contro|, Gentran:P|us, Gentran:Rea|time, Gentranzstructure, and Gentranzviewpoint
`are registered trademarks of Sterling Commerce, Inc.
`
`Third Party Software:
`
`Portions of the Sterling Commerce Software may include products, or may be distributed on the same storage media
`with products, (“Third Party Software") offered by third parties (“Third Party Licensors").
`
`Warrang Disclaimer
`
`This documentation and the Sterling Commerce Software which it describes are licensed either "AS IS'' or with a
`limited warranty, as set forth in the Sterling Commerce license agreement. Other than any limited warranties provided,
`NO OTHER WARRANTY IS EXPRESSED AND NONE SHALL BE IMPLIED, INCLUDING THE WARRANTIES OF
`MERCHANTABILITY AND FITNESS FOR USE OR FOR A PARTICULAR PURPOSE. The applicable Sterling
`Commerce entity reserves the right to revise this publication from time to time and to make changes in the content
`hereof without the obligation to notify any person or entity of such revisions or changes.
`
`The Third Party Software is provided 'AS IS’ WITHOUT ANY WARRANTY AND ANY EXPRESSED OR IMPLIED
`WARRANTIES, INCLUDING BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, AND
`FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. FURTHER, IF YOU ARE LOCATED OR
`ACCESSING THIS SOFTWARE IN THE UNITED STATES, ANY EXPRESS OR IMPLIED WARRANTY REGARDING
`TITLE OR NON-INFRINGEMENT ARE DISCLAIMED.
`
`

`

`Table of Contents
`
`Chapter 1
`
`Product Description
`Executive Overview ............................................................................................... .. 1-2
`
`Feature Summary .................................................................................................... .. 1-5
`Concepts and Terminology ................................................................................... .. 1-11
`System Architecture ............................................................................................. .. 1- 15
`System Operation ................................................................................................. .. 1-1 8
`
`Chapter 2
`
`Implementation Process
`
`Overview of Implementation .................................................................................. .. 2-2
`Develop a Configuration Strategy .......................................................................... .. 2-4
`Set Up the Gentran:Viewpoint System ................................................................. .. 2-11
`Operational Procedures ........................................................................................ .. 2-20
`Optional Features .................................................................................................. .. 2-23
`
`Chapter 3
`
`Tutorial
`
`Exception Management Tutorial ............................................................................ .. 3-3
`Determining Exception Management Business Requirements .............................. .. 3-5
`Exception Management Tutorial Setup .................................................................. .. 3-8
`Exception Setup .................................................................................................... .. 3-11
`Exception Management Tutorial Processing ........................................................ .. 3-28
`Exception Inquiry ................................................................................................. .. 3-30
`Requesting Exception Management Reports ........................................................ .. 3-44
`Exception Management Housekeeping ................................................................ .. 3-46
`Exception Management Tutorial Reset ................................................................ .. 3-47
`Tracking Management Tutorial ............................................................................ .. 3-48
`Determining Tracking Management Business Requirements .............................. .. 3-50
`Tracking Management Tutorial Setup .................................................................. .. 3-51
`Tracking Management Tutorial Processing .......................................................... .. 3-55
`Requesting Tracking Management Reports ......................................................... .. 3-76
`Tracking Management Housekeeping .................................................................. .. 3-78
`Tracking Management Tutorial Reset .................................................................. .. 3-79
`
`Chapter 4
`
`Using the Online Facility
`
`Prerequisites ........................................................................................................... .. 4-2
`Viewpoint Options .................................................................................................. .. 4-2
`Viewpoint Users ..................................................................................................... .. 4-4
`Function Keys ......................................................................................................... .. 4-4
`Actions .................................................................................................................... .. 4-5
`
`Jump Codes ............................................................................................................ .. 4-8
`
`Gentran:Viewpoint for zSeries Release 6.5 User’s Guide
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`Table of Contents
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`Chapter 5
`
`Screen Descriptions
`
`EDIM60O — Viewpoint Main Menu ....................................................................... .. 5-3
`System Options Screens
`System Options Navigation .................................................................................... .. 5-4
`EDIM685 — System Options Screen ....................................................................... .. 5-5
`EDIM686 — Staging Temporary Storage Queue Directory Screen ........................ .. 5-9
`Extended System Management Screens
`Extended System Management Navigation .......................................................... .. 5-12
`EDI)/I601 — Extended System Management Menu .............................................. .. 5-13
`EDI.\/[602 — Sterling Tracking Point Directory Screen ........................................ .. 5-15
`EDIM603 — Sterling Tracking Point Definition Screen — Gentran ..................... .. 5-18
`EDIM603 — Sterling Tracking Point Definition Screen — Connect ...................... .. 5-23
`EDIM604 — Tracking Point System Message Control Screen ............................. .. 5-27
`EDIM605 — Tracking Point Status Control Screen .............................................. .. 5-29
`EDIM606 — Tracking Point Mailbox/Remote ID Control Screen ........................ .. 5-31
`EDIM607 — Functional Area Control Screen ....................................................... .. 5-33
`
`EDIM608 — Maintenance/Inquiry Options Directory Screen .............................. .. 5-35
`EDIM609 — Maintenance/Inquiry Options Definition Screen ............................. .. 5-38
`EDIM6lO — User Tracking Point Directory Screen ............................................. .. 5-53
`EDI)/I611 — User Tracking Point Definition Screen ............................................ .. 5-56
`Exception Vlanagement Screens
`Exception Management Navigation ..................................................................... .. 5-59
`EDI)/[620 — Exception Management Menu ......................................................... .. 5-60
`EDIM621 — Exception Profile Directory Screen .................................................. .. 5-62
`EDIM622 — Exception Profile Definition Screen ................................................ .. 5-64
`EDIM623 — Exception Capture Directory Screen ................................................ .. 5-67
`EDIM624 — Exception Capture Definition Screen ............................................... .. 5-70
`EDIM625 — Exception Action Directory Screen .................................................. .. 5-83
`EDI.\/I626 - Exception Action Definition Screen ................................................ .. 5-86
`EDIM627 — User Message Directory Screen ....................................................... .. 5-89
`EDIM628 — User Message Definition Screen ...................................................... .. 5-91
`EDIM629 — User Procedure Directory Screen ..................................................... .. 5-94
`EDIM630 — User Procedure Definition Screen .................................................... .. 5-96
`
`EDIM631 — Usage Cross Reference Screen ......................................................... .. 5-98
`Exception Inquiry Screens
`Exception Inquiry Navigation ............................................................................ .. 5-100
`EDIM645 — Exception Inquiry Menu ................................................................. .. 5-101
`EDIM646 — Recipient Directory Screen ............................................................ .4 5-102
`EDIM647 — Recipient Detail Screen .................................................................. .. 5-104
`EDIM648 — Exception List Screen ..................................................................... .. 5-106
`EDIM649 — Exception Detail Screen — Gentran Item ........................................ .. 5-1 10
`EDIM649 — Exception Detail Screen — Connect Item ....................................... .. 5-1 16
`EDIM650 — Exception Message List Screen ...................................................... .. 5-120
`EDIM65l — Exception Data Display Screen ...................................................... .. 5-123
`EDIM652 - Exception History Screen ............................................................... .. 5-126
`EDI.\/I653 — Exception History Screen — 2 ......................................................... .. 5-129
`EDIM654 — Exception History Update Screen .................................................. .. 5-131
`EDIM662 — User Message Display Screen ........................................................ .. 5-133
`EDIM663 — User Procedure Display Screen ...................................................... .. 5-135
`
`Gentran:Viewpoint for zSeries Release 6.5 User’s Guide
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`Table of Contents
`
`Tracking Management Screens
`Tracking Management Navigation ..................................................................... .. 5-137
`EDIM700 — Tracking Management Menu ......................................................... .. 5-138
`EDI.\/I701 — Query Directory Screen .................................................................. .. 5-139
`EDI.\/I702 — Query Request Screen .................................................................... .. 5-142
`EDl.\/I703 — Extended Search Condition Screen ................................................ .. 5-149
`
`EDIM710 — Item Status History Screen ............................................................. .. 5-163
`EDI.\/I711 — Item Reference History Screen ...................................................... .. 5-167
`EDIM712 — Item Process Detail Screen — Gentran Item ................................... .. 5-170
`EDI)/I712 — Item Process Detail Screen — Connect Item ................................... .. 5-178
`EDI.\/I712 — Item Process Detail Screen — User Item ......................................... .. 5-182
`
`EDIM715 — Item Message List Screen .............................................................. .. 5-186
`EDI)/I716 — Item Data Display Screen ............................................................... .. 5-189
`EDIM718 — Item Exception Status Screen ......................................................... .. 5-192
`Log Display Screens
`Log Display Navigation ..................................................................................... .. 5-195
`EDIVI688 — Online Log Display Screen ............................................................ .. 5-196
`Gentran:Plus Screens
`
`Gentran:P1us Navigation .................................................................................... .. 5-200
`EDIM402 — Interchange Detail Screen .............................................................. .. 5-201
`EDIM403 — Interchange Line Detail Screen ...................................................... .. 5-204
`
`Chapter 6 Report Descriptions
`
`Reporting Structure ................................................................................................ .. 6-2
`User Reports ........................................................................................................... .. 6-3
`Report Examples .................................................................................................... .. 6-4
`
`Appendix A Jump Codes
`
`Glossary
`
`Index
`
`Gentran:Viewpoint for zSeries Release 6.5 User’s Guide
`
`

`

`Table of Contents
`
`Gentran:Viewpoint for zSeries Release 6.5 User’s Guide
`
`

`

`Product Description
`
`This chapter provides an introduction to Gentran:Viewpoint®, including features and benefits,
`concepts and terminology, and system architecture and operation.
`
`Chapter One is organized into five sections:
`
`Topic
`
`Page
`
`Executive Overview ............................................................................................................ .. 1-2
`
`Feature Summary ................................................................................................................. .. 1-5
`
`Concepts and Terminology ................................................................................................ .. 1-11
`
`System Architecture .......................................................................................................... .. 1- 15
`
`System Operation .............................................................................................................. .. 1-18
`
`Gentran:Viewpoint for zSeries Release 6.5 User’s Guide
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`

`

`Product Description
`
`Executive Overview
`
`Executive Overview
`
`Many companies may have found the initial impact of introducing EDI into their business systems
`to be complex—increases in staff, time, and paper. The opportlmities for more accurate
`information, faster turnaround, and reduction in errors are still there. You simply need a way to
`manage the process.
`
`Gentran:Viewpoint not only addresses these challenges, but also provides the tools necessary to
`fully exploit the opportunities.
`
`Viewpoint is an advanced set of tools that will help you automate the monitoring, control, and
`management of your EDI environment. Specifically, it allows you to more efficiently manage your
`day-to-day EDI operations and continuously increase your number of trading partners, messages,
`and applications. Improved access to critical information can enhance customer service and
`internal communications.
`
`The primary objective of Gentran:Viewpoint is to make the right information, about events which
`have occurred in EDI business operations, available to the right people at the right time.
`Gentran:Viewpoint accomplishes this objective with two major capabilities:
`
`-
`
`-
`
`Exception Management
`
`Tracking Management
`
`Exception Management is a part of the base Gentran:V1ewpoint product. It allows you to capture
`exception information, notify the appropriate users, and optionally take automated action for
`exceptions that are specific to their EDI business needs. An example of Exception Management is
`to capture outbound invoice errors, make the information available online for the appropriate
`payables people, and automatically send an e-mail to inform them that the exception has occurred.
`
`Tracking Management is an optional module for Gentran:V1ewpoint that allows you to query the
`status and history of a document as it moves through the entire end—to—end EDI environment. The
`user has the ability to query based on identifiers that they know and understand. An example of
`Tracking Management is a customer calling to inquire about their purchase order. Using the PO
`Number, the service person can determine online that the document was received but has failed
`compliance checking, and that the rejected acknowledgement was sent out to the customer.
`
`The context of Gentran:Viewpoint within your environment is illustrated in Figure 1.1. Any
`System/Process (Tracking Point) that has been set up to communicate with the Viewpoint system
`can pass information to be monitored by Gentran:Viewpoint. The Exception Management
`capabilities focus on Gentran processes that are a part of the “Translation” box and Connect
`processes that are a part of the “Communications” box for Gentran:Plus installations. Also, the
`Network Reconciliation and Acknowledgment Reconciliation provide information from the
`“Networks” and “Trading Partners” boxes. With Tracking Management, you are able to track
`items in the “Business Applications” and “Communications" boxes by using User Gateways into
`Viewpoint.
`
`Gentramviewpoint for zseries Release 6.5 User’s Guide
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`

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`Executive Overview
`
`Product Description
`
`Business
`Applications
`
`_
`Translation
`
`_
`_
`Communications
`
`Networks
`
`Trading
`Partners
`
`Gentran:Viewpoint
`
`EDI Business Management
`and Support
`
`Figure 1.1 Gentranzviewpoint Context
`
`Users of Gentran:V1ewpoint can realize many benefits:
`
`-
`
`Reduced operating costs resulting from automated business processes and faster
`provision of information
`
`Reduced business risks through better controls, tracking, and auditing
`
`Improved quality of EDI processing through the use of better EDI management
`tools
`
`Your business can quickly gain tangible benefits using Gentran:Viewpoint. Some of the benefits
`are described below.
`
`Reduced operating costs through increased automation and greater efficiency
`°
`Less people time
`
`Fewer paper reports
`
`Faster information
`
`Faster operation
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`Gentran:Viewpoint for zSeries Release 6.5 User’s Guide
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`

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`Product Description
`
`Executive Overview
`
`Reduced business risk through advanced controls, tracking, and auditing
`-
`Business/application-oriented detection of exceptions
`
`User-defined Exception Capture and Notification
`
`User-defined concise, understandable resolution information
`
`°
`
`End-to-end business process tracking
`
`Higher service levels - Quality
`-
`Responses to customers can be greatly enhanced.
`
`Business users can easily access the information they require.
`
`Problem notification is distributed to the right users with the right information.
`
`-
`
`Automated actions may be defined for responding to exceptions.
`
`Gentranz‘/iewpoint combines with the strength and experience of the Gentran and Connect
`product families to provide a powerful EDI management tool.
`
`Gentramviewpoint for zSeries Release 6.5 User’s Guide
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