How to Customize an EDI Document Overview

An EDI Project will generate a standard EDI Document unless it is customized. Users may customize the EDI Document based on an Implementation Guide at the Project Version Level through the EDI Management Dashboard.

Because the EDI Project is a standard document, some elements within the ISA Header and Group Header, specifically, will need to be changed based on an Implementation Guide. Changes made through the EDI Management Dashboard will apply to every generated EDI Document.

Within the EDI Management Dashboard, users can alter an Element’s (i.e., Attribute’s) generated value or assign a different Generator.

Changing the value within the EDI Management Dashboard will prevent the change from needing to be made for each test case or business scenario that is set up within the Self Service Platform.

For example, the generated EDI Document or Transaction Set requires the same Sender ID within the ISA_InterchangeControlHeader. A user can make this change within the EDI Management Dashboard.

Types of Customizations that can be made within the EDI Management Dashboard

Within the EDI Management Dashboard, users can make the following changes based on an Implementation Guide:

  • Enable/Disable Segment, Loops, or Elements
  • Remove or add values to an Element
  • Change the generated value for an Element
  • Assign a different Generator to an Element

ISA_InterchangeControlHeader

Within the ISA InterchangeControlHeader, some Elements (i.e., Attributes) have been assigned default, generic values that may need to be customized based on an Implementation Guide.

The most frequently changed values within the ISA_InterchangeControlHeader include:

  • ISA05_IDSenderQualifier – Default value is “ZZ”
  • ISA06_InterchangeSenderID – Default value is “SENDER”
  • ISA07_IDReceiverQualifier – Default value is “ZZ”
  • ISA08_InterchangeReceiverID – Default value is “RECEIVER”

Note: Please note that any Element within the ISA_InterchangeControlHeader can be modified per the Implementation Guide. The Elements displayed above are the ones that are most frequently changed.

GS_FunctionalGroupHeader

Within the GS_FunctionalGroupHeader, some Elements (i.e., Attributes) have been assigned default, generic values that may need to be customized based on an Implementation Guide.

The most frequently changed values within the GS_FunctionalGroupHeader are:

  • GS02_IDCodeSender – Default value is “SENDER”
  • GS03_IDCodeReceiver – Default value is “RECEIVER”

Note: Please note that any Element within the GS_FunctionalGroupHeader can be modified per the Implementation Guide. The Elements displayed above are the ones that are most frequently changed.

Additional EDI Document Customizations

In some instances, a change may need to be made to other Segments/Loops within the EDI Document at the Project Version Level, but only if it applies to every generated EDI Document.

Otherwise, further customizations should occur within the Self Service Platform and not within the EDI Management Dashboard.

Self Service Platform and G-Cases

The EDI Document can be customized further for a specific test case or business scenario through the Self Service Platform using Test Data Cases (or G-Cases). Changes at the Test Data Case Level only apply to the G-Case and not the entire EDI Project.

Note: More information about Self Service and G-Cases is provided in the Self Service – Customized EDI Documents section of the EDI Flight Plan.

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