Getting Started with EDI/HQ · 21 Questions? Title: PowerPoint Presentation Author: Bess...
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Getting Started with EDI/HQ™ Presenter: Seth Lepper Copyright© 2013 1 EDI Source. All rights reserved.
Transcript of Getting Started with EDI/HQ · 21 Questions? Title: PowerPoint Presentation Author: Bess...
Getting Started with EDI/HQ™
Presenter: Seth Lepper
Copyright© 2013 1 EDI Source. All rights reserved.
Copyright© 2013 1 EDI Source. All rights reserved.
Please silence your phone Questions are encouraged anytime Presentation will be followed by a Q&A Come see me in the ReSource Center
Ground Rules
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Installing EDI/HQ™ Dashboard Data Sources Trading Partners EDI Transaction Filters Data Conversions Jobs and Processes File Definitions EDI Data Window Reports
Agenda
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EDIHQ_Setup.exe
Installing EDI/HQ™
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Installing EDI/HQ™
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Follow the On-Screen Instructions
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Installation Directories
Installing EDI/HQ™
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Select “Finish” to Complete the Install
Completing Your Installation
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EDI/HQ™ requires the activation of a valid EDI/HQ™ license in order to function.
EDI/HQ™ License Keys
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Customizing your Dashboard Edit/Delete Widgets
Dashboard
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A Data Source is a Database in which EDI/HQ stores information that the software needs to function
Utilizing Multiple Data Sources Adding Data Sources
DataSources
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Currently EDI/HQ™ supports 3 different database engine types that can be used for Data Sources:
SQLite Microsoft SQL Server Express Microsoft SQL Server
DataSources
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Importing EDI to Create a New Trading Partner Importing and Exporting Trading Partner Information Edit a Trading Partner Configure T-Sets
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Trading Partners
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Access Existing Filters Create New
EDI Transaction Filters
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Purpose of Data Conversions Create a Data Conversion from Excel and Import Create a New Data Conversion in EDI HQ
Data Conversions
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Automation in EDI/HQ™ consists of 4 components:
Processes
File Definitions
Jobs
Triggers
Jobs and Automation
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Import all Inbound EDI Data Files
Import and Map All Outbound Application Data Files
Map Inbound EDI Data to Application Data
Pause 60 Seconds
Write Outbound Mapped Data to Outbound EDI Files
Built-In Processes
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Generating a Report
Retrieving Files From an FTP Server
Loading Data into an Accounting or ERP Package
Importing EDI Transactions
User Defined Processes
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File Definitions are used to get Transactions into EDI/HQ™ so that the Transactions can be Mapped.
Inbound EDI
Outbound
File Definitions
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An EDI/HQ™ Job is a Collection of One or More Processes or File Definitions that EDI/HQ™ will Execute Sequentially.
Jobs
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You Create EDI/HQ™ Triggers to Execute Jobs When Some Certain Criteria is Reached. Currently, EDI/HQ™ has 2 different Types of Triggers:
Scheduled-Based-Used to execute a Job at set time
File-Based- Used to execute a Job when a file or files is found or when a files reach a certain size
Triggers
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Questions?
