Orderful now supports multiple Guideline variants to help you complete guidelines for complex transactions such as an 856.
Clicking "New Guideline" will now bring up the Guideline Structure Editor, which you can use to select relevant loops or segments that you need. To add variants, simply click the "+" and variants will appear. To remove a variant, you can click the "-" button.
We've added a new way to create and customize your guidelines using the Guideline Structure Editor. Say goodbye to marking entire loops and segments as not used to remove them from your guideline, and use this instead to pick and choose the items that you'll need in your guideline!
Click on any Guideline that you wish to edit, and then select the "Edit Guideline Structure" button. A window will open that allows you to select and de-select specific loops or segments.
We're happy to announce that we have introduced Draft, Published, and Archived Guidelines to Orderful. With this new feature, transactions will not be validated against a guideline until it is has been published.
Here is an example of how you would go about Publishing a Guideline
If you wish to make changes to an already published guideline, you can make use of the Copy To New button to make an improved version of your Guideline.
Organizations often have more than one ISA ID that they use to send EDI transactions. With this release, we're happy to announce that Orderful now supports multiple ISA IDs per organization.
Just as before, a 'relationship' in Orderful continues to exist between two organizations, but enabling a relationship now means that documents can be transmitted between any of the sending or receiving party's ISA IDs. Any EDI guidelines that have been created for the sender or receiver will apply, regardless of which ISA ID is being used – which means that you only need to set them up once.
If your organization only uses one ISA ID, you don't need to change anything with your existing workflow. If you'd like to add a second ISA ID, you can do that under the new 'EDI Accounts' option under your organization's settings, as shown below.
If you'd like to view all the ISA IDs being used by your trading partners, you can do so under the 'Relationships' link by clicking on an individual relationship.
New Organization -> EDI Accounts tab:
EDI Accounts tab
Create/Edit EDI account modal:
New columns on the transactions views:
New columns on the transaction detail view:
View relationship -> edi accounts table:
We have added support for the following transactions to the Print View feature:
Changelog
Rule logs are a new Orderful feature meant to make it easier for you to troubleshoot a Relationship Rule or Transaction Type Rule. Now, whenever you are unsure about why or how a rule was applied to a property in your transaction, we show you a step by step evaluation of how the rule was executed. This is especially useful when a rule isn’t giving you the results you expect or when a rule is giving you an error.
This is an example of the step by step evaluation. Expressions are evaluated from the inside out to reflect the logical order of execution. In this example the first three steps resolve references that will become the arguments used in step 4.
Example Rule Log
Notifications allow you to stay informed of significant events in Orderful. In this release, we are introducing three types of Email Notifications:
These Notification types track a Transaction state change in which the new state of a particular transaction is Invalid, Failed, or Rejected. An Email Notification will be sent to users who subscribed to any of those Notification types via their Account's settings panel.
To subscribe to Notifications, go to Settings and click on Notifications (under User Settings). You'll then be able to subscribe to any of the available Notification types by checking the box associated with the desired Notification type and clicking "Save Changes". To unsubscribe, uncheck the box associated with the desired Notification type and click "Save Changes".
Subscribing to Notifications
In this example, a user who has subscribed to Invalid Transaction Notifications is notified by email that a transaction sent to a trading partner is Invalid because it does not meet the validation requirements of the trading partner. Read more about Transaction Statuses here.
Invalid Transaction Email Notification
Our Print View make EDI transaction data easy to understand with the naked eye and our web form feature allows you to create any transaction easily on our web site. Now, we've combined the power of both to allow for data entry in an attractive, simple package.
Supported transaction types:
To start, go the transaction list and click 'New Transaction'. Once you have selected one of the supported transaction types above, you will see the new print view entry where you can preview the print view as you fill out the form.
As you focus on an input field and start typing, if the field is used to form the print view, it will be highlighted in yellow on the print view and display the value, otherwise, it will be shown under the 'Additional Fields'.
You can also click on the print view field or the additional field, and it will scroll to the corresponding input field on the form.
Once you click 'Save', if there are errors, they will be displayed both on the form and on the print view. You can click the errors on the print view or simply click 'Start fixing' on the new error wizard, and you will be navigated through the errors and be able to correct them.
Changelog
We have added support for the following transactions to the Print View feature:
Application Advice
Credit/Debit Adjustment
Text Message
Changelog
Introducing organization logos!
Wherever you are in Orderful's application, you'll now always see your active organization's logo in the navigation bar, so you'll always know which organization's data you're looking at. Don't have a logo yet? No worries – we've set the default logo as your organization's initials.
To upload a logo, navigate to the 'Organization' tab in 'Settings' and upload either a JPEG or PNG image file. To delete your uploaded logo and restore the default logo, simply click 'Delete Image'.
Changelog
