3. Test and Go Live as a Leader
3.1 Generate an example payload with Integration Assistance
The Integration Assistance page can help you generate the correct payload structure that matches the Guideline for a particular Relationship.
- Sign in to your Orderful account:
- Orderful US: https://ui.orderful.com
- Orderful EU: https://ui-eu.orderful.com
- From the left navigation menu, click on Integration Assistance:
- Click on each drop-down to select:
- Transaction Type corresponding to an existing Relationship
- Direction: "In" or "Out"
- Data Format: “EDIFACT”, "JSON" or "X12"
- Version e.g. "1" or "4010"
- Partners
You will see a list of Trading Partners that you have this Relationship with. When you select one of these Trading Partners, a valid payload will be generated below. You can click on Copy to copy the payload contents.
Although the structure of the payload corresponds to the Relationship's Guideline, the value of the element (in X12) or property (in JSON) is only a placeholder. Ensure that the values are valid before using this example payload according to your own guideline.
3.2 Create a Transaction
In most instances, EDI transactions will be created by your System of Record (SOR) and then passed on to Orderful. However there are situations where you may want to enter a Transaction directly into Orderful, for example for testing purposes.
The Transaction must correspond to an existing, configured Relationship in Orderful. This means that, in order to send a test Transaction, you must have at least one inbound Relationship configured.
To create a Transaction you can:
Upload a file
To upload a transaction in a file:
- From the left navigation menu, click on Transactions.
- Click on Create New and select Upload transaction.
- Choose the file you want to upload.
Transaction files in X12 format can use
.txt,.x12or.ediextensions, while files in JSON format must use the.jsonextension. For more information about how the file contents must be structured see format information below.
File format for JSON
Files containing JSON must use the following structure. The contents of your Transaction should be entered into the message object. For help generating this transaction content, see Generate an example payload with Integration Assistance.
To see the possible Transaction Type values, see Available Transaction Types.
{
"type": {
"name": "TRANSACTION_TYPE_NAME"
},
"stream": "test",
"message": {
[...] // Enter your data here
},
"sender": {
"isaId": "ISA_ID_SENDER"
},
"receiver": {
"isaId": "ISA_ID_RECEIVER"
}
}File format for X12
Files in the X12 format must:
- Start with an ISA segment.
- Have at least one interchange envelope (ISA/IEA segments).
- Have at least one functional group inside each interchange envelope (GS/GE segments).
- Have at least one transaction set inside each functional group (ST/SE segments).
- Respect the presence and order of loops, segments, and elements defined by the X12 standards for each transaction type inside each transaction set.
Make an API call
You can create a Transaction by sending an HTTP POST to the Orderful API's /transactions endpoint.
You can send the Transaction data in either JSON or X12 format.
For help generating the content of the transaction, see Generate an example payload with Integration Assistance. For a full description of this endpoint, please see Create a Transaction.
curl --location --request POST 'https://{baseUrl}/v3/transactions' \
//{baseUrl} is api.orderful.com (US) or api-eu.orderful.com (EU)
--header 'Content-Type: application/json' \
--header 'orderful-api-key: YOUR_API_KEY' \
--data-raw '{
"stream": "test",
"sender": {
"isaId": "YOUR ISA ID HERE"
},
"receiver": {
"isaId": "AMAZONIADEMO"
},
"type": {
"name": "850_PURCHASE_ORDER"
},
"message": {
"transactionSets": [
{
"transactionSetHeader": [
{
"transactionSetIdentifierCode": "850",
"transactionSetControlNumber": "0001"
}
],
"beginningSegmentForPurchaseOrder": [
{
"transactionSetPurposeCode": "00",
"purchaseOrderTypeCode": "SA",
"purchaseOrderNumber": "PO123456789",
"date": "20200828"
}
],
"referenceInformation": [
{
"referenceIdentificationQualifier": "DP",
"referenceIdentification": "210"
}
],
"dateTimeReference": [
{
"dateTimeQualifier": "002",
"date": "20200910"
},
{
"dateTimeQualifier": "010",
"date": "20200905"
}
],
"N1_loop": [
{
"partyIdentification": [
{
"entityIdentifierCode": "BT",
"name": "ODF Buyer HQ"
}
],
"partyLocation": [
{
"addressInformation": "1119 BUSH STREET"
}
],
"geographicLocation": [
{
"cityName": "SAN FRANCISCO",
"stateOrProvinceCode": "CA",
"postalCode": "94101"
}
]
},
{
"partyIdentification": [
{
"entityIdentifierCode": "ST",
"name": "ODF BUYER MAIN STORE"
}
],
"partyLocation": [
{
"addressInformation": "1207 WASHINGTON RD"
}
],
"geographicLocation": [
{
"cityName": "SEATTLE",
"stateOrProvinceCode": "WA",
"postalCode": "98101"
}
]
}
],
"PO1_loop": [
{
"baselineItemData": [
{
"assignedIdentification": "1",
"quantity": "48",
"unitOrBasisForMeasurementCode": "CA",
"unitPrice": "26.25",
"productServiceIDQualifier": "UP",
"productServiceID": "711719100246",
"productServiceIDQualifier1": "VN",
"productServiceID1": "009"
}
],
"PID_loop": [
{
"productItemDescription": [
{
"itemDescriptionTypeCode": "F",
"description": "SUNGLASSES VERMILLION (E16249)"
}
]
}
]
},
{
"baselineItemData": [
{
"assignedIdentification": "2",
"quantity": "120",
"unitOrBasisForMeasurementCode": "CA",
"unitPrice": "27.45",
"productServiceIDQualifier": "UP",
"productServiceID": "611719100245",
"productServiceIDQualifier1": "VN",
"productServiceID1": "009A"
}
],
"PID_loop": [
{
"productItemDescription": [
{
"itemDescriptionTypeCode": "F",
"description": "SUNGLASSES YELLOW (F8C729)"
}
]
}
]
}
],
"CTT_loop": [
{
"transactionTotals": [
{
"numberOfLineItems": "2"
}
]
}
],
"transactionSetTrailer": [
{
"numberOfIncludedSegments": "17",
"transactionSetControlNumber": "0001"
}
]
}
]
}
}
'Send a file to your Outbound Communication Channel
If you are using an Outbound Communication Channel like AS2, FTP, or VAN, you can send the file using this system. The details of how this is done will depend on your implementation.
3.3 Transaction validation
To check your new transaction status:
- From the left navigation menu, click on Transactions.
- Find the transaction you just sent and check its validation status.
If it's Invalid, click on the Transaction row to open it.
If there are any issues, please refer to the Transaction Statuses Overview.
3.4 Scenario Testing for Leaders
At this stage, you should have:
- Set up your Orderful organization.
- Set up a Trading Partnership with a Follower.
You are now ready to try out sending and receiving some Transactions. We call this try-out phase Scenario Testing.
When you set up your Trading Partnership you also set up one or more Scenarios.
- From the left navigation menu, click on Scenario Checklists.
- If you click on a Scenario Checklist for your Partnership, this will open up a side panel on the right with further information, including the list of Scenario Checklist Steps.
Each Scenario Checklist Step includes instructions for sending or receiving a test Transaction. Instructions include:- The test transaction's Transaction Type
- The Trading Partner that must send the test transaction
- A description that indicates what business information must be included in the test Transaction
If a Scenario Checklist assigns you as the sender of the first test Transaction, you must create that test Transaction and then link it to the Scenario Checklist by clicking Transaction ID and finding your Transaction under "Most recent test transactions", and clicking Save. Then, send the Transaction to your Trading Partner. Once your Trading Partner accepts the test Transaction, the Scenario Checklist Step will turn green and a checkmark will appear beside it. You can now move on to the next step, or, if applicable, wait for your Trading Partner to perform their step.
If a Scenario Checklist assigns your Trading Partner as the sender of the first test Transaction, you must wait for them to send you that test Transaction. After they send the test Transaction, ingest it through your inbound Communication Channel. Once you have successfully ingested the Transaction, make sure to mark it as accepted by sending an Acknowledgment. Once you accept the test Transaction, the Scenario Checklist Step will turn green and a checkmark will appear beside it. You can now move on to the next step, or, if applicable, wait for your Trading Partner to perform another step.
When your Scenario Test is complete it will automatically be moved to the "Completed Testing" tab.
3.5 Go Live
You and your Trading Partner should agree on a time to go live. This communication will happen outside of Orderful. Once you’ve passed scenario testing you should email your Trading Partner and schedule a go-live time that is appropriate for both parties.
To mark your relationship as Live in Orderful:
- From the left navigation menu, click on Relationships.
- Find your relationship.
- Toggle the "Status" from "Go live ready" to "Live".
Updated 18 days ago