Workflow and Actions

There are currently 26 different types of action, with more being developed as ZEDI customers need them. Some of the most commonly used action types are:

Convert to XML
EDI extract
Excel export
Excel import
Map the file
Metadata extract
Register update
Report error
Send transaction
Validate
Convert to XML

Converts the data contained within a separated (CSV) or fixed-position (flat) file to XML format so that it can be mapped.

EDI extract

Scans the contents of a file for the presence of EDI data, and extracts the EDI messages it contains. Those messages can then be mapped to produce files that can be imported into your business systems.

Excel export

Produces an Excel spreadsheet which can then be delivered to a colleague or a trading partner.

Excel import

Allows information within Excel spreadsheets to be automatically converted into a sensible XML format so that it can be mapped into your business systems.

Map the file

Runs a mapping to create a file in a different format from the original file. This could be an EDI, CSV, XML, flat file or SQL script.

Metadata extract

Extracts useful information from a file, such as a list of document numbers, as well as control information that can be used to influence how the transaction get processed. For example, when receiving EDI orders, you may need to handle new orders differently from order changes.

Metadata can also be used when running searches, for example, if you need to find all the transactions that relate to a specific order number.

Register update

Records information about the transaction in a register.

Registers are customisable logs of transactions that can be used to provide information to non-technical colleagues.

Report error

Sends an e-mail to the originator of a transaction to automatically report an error and request a corrected version of the file.

Send transaction

Delivers a transaction to a business system or a trading partner using your choice of communications method.

Validate

Validates the data within a transaction prior to processing it further.

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