Guideline Versioning

We’ve made it easier than ever to update your partner guidelines You can now create and manage guideline versions directly in the Orderful UI, keeping your rules up to date while preserving full version history.

What’s New

Create New Version — From any existing guideline, click Actions → Create New Version to start a new editable draft.

Version Notes— Document your changes clearly for your team (e.g., “Added new PO104 code values”).

Version History — Quickly see which versions are Draft, Published, or Archived.

Auto-Archiving — Publishing a new version automatically archives the previous one, so your history stays clean.

Why It Matters

Versioning helps your team:

1. Keep audit history of every change to partner rules.
2. Safely test updates before deploying.
3. Avoid confusion around which guideline version is live.
4. Simplify collaboration between compliance and EDI ops teams.

How It Works

Open a guideline and select Create New Version.

Rename it (e.g., Partner ABC 850 v2.0) and add your Version Notes.

Update guideline requirements

Publish your new version when ready.

(Optional) Set it as the default for that partner or transaction type.

Previous versions remain archived for reference and cannot be edited, ensuring clean version control and data integrity.

Learn More

See the full step-by-step help guide