Additional Services Export

Additional Services EDI Export

In TransVirtual there is the ability to create Additional Service EDI (Electronic Data Interchange) Export Rules that can send out information from TransVirtual to a location, this can be done using FTP, Email, etc, typically these export rules are used to alert a customer that you have applied an Additional Service to one of their consignments.

1. This article will detail how to setup a rule with an example.

2. To see the Additional Services Export page, go to Import/Export > Export > Additional Services. 

How to Add/Create a Rule

1. To create a new rule, go to the Additional Services page, where you will see a similar screen as shown below.

                                                      

2. On Export Additional Services page, click on the New Rule button as shown above, a pop up of Create a new export rule will display as shown below.

                                                                                    

3. Now manually enter the Rule Name where you input what you want this rule to be called. 
4. Now select the Export Framework with the help of Drop and Down button and then click on the Create button as shown above.
5. Once rule is created then it will display on Export Rules tab and highlighted in orange color as shown below.

                                                            

The Orange color shows that this rule is not yet active.

6. Now, click on the new rule and the settings for this rule will appear on the right-hand side of the page as shown below.

                                             

7. Here you can add/update the detail of the rules as applicable.

Data Filter

1. To see the data filter tab, at the bottom of the page there is a Data Filter section. The Data Filter is the driving force behind when the rule will and won't apply to a consignment.

2. The data filter tab work in similar way as describe in Runsheet Article.

To Update/Edit the Rules

1. Now, click on newly added rule, and you will see the rule details on the right side as shown below.

                                      

2. You can update the details as follows:

      a. Rule Name: Name given to rule. Can be changed at any point but should be reflective of what the rule will be used for/does. This example will leave rule name as was set on initial creation.

      b. Trigger Period: How often the import will look to import new files. In this example it will be set to the default Every 2 mins value. 

      c. Export Framework: is used to specify how the information will be exported from TransVirtual. In this example we are selecting it Email, here you can update the import framework setting by clicking on setting button, edit email setting popup will display.         

You have the ability to customize the FTP, E-mail, Webservice, Printer, Account Package and SMS using the Settings button.

      d. Export File Type: Select the export file type with the help of drop and down button. In this example we are using export file type None so setting button will be disable. 

If you want to update the settings of Export Framework and Export File type, then click here and refer Export Framework Setting and Export File type setting section.

      e. Enable Export: To enable this new rule, click on Toggle in Yes position, and then click on Update button to save the rules. Once you completed the color of the rule will be in White which means that this rule is enabled.

                                                                                                    

The Memo and Rule ID Errors are not mandatory field so in this example we keep it blank.

Delete the Rule

1. If you want to delete the rule, simply click on the delete icon, a confirm dialog will pop-up, click on Yes button, the rule will be deleted from database as shown below.

                                                                  

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