Getting Started
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- What is the B2B Management Center?
- What Web browsers are supported?
- What if I need more than this Help documentation?
- A note about the 'Zoom' feature of example images
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- Login to the B2B Management Center [B2BMC]
- Restore the layout of all your windows and widgets to how you left them when you last logged-out.
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- A comprehensive overview of the elements that make-up the B2B Management Center "Desktop" also referred to as the "Webtop".
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- Logout of the B2BMC
- The layout of all your windows and widgets will be saved so they can be restored the next time you login.
Shared Application Components
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- The Customer Account and Mailbox Selection control group is a shared component used to select your Mailbox context.
- It is used in every Application's Search form and most Add forms.
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- The Partner Name and Mailbox Selection control group is a shared component used to select a Partner Mailbox context.
- It is used in the TPR Application's Search and Add forms and the Document Manager.
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- The Mailbox Selection Pop-up Window is a shared component to select a Mailbox under your account
- or to select a Mailbox under a child account,
- or to select a Trading Partner's Mailbox.
System: Profile and Options
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- Setup your required and optional contact information, used globally in any application that can create a ticket.
- Setup all application window global behavior for tracking and restoration of opened windows, their position, their size, and select field values.
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- Setup contact information used by any application that can create a ticket.
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- Globally configure application window behavior pertaining to tracking and restoration of opened windows, their position, their size, and select field values.
Tool: File Upload
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- Upload a file to the VAN.
- Route EDI files like X12, EDIFACT or flat files with an ICC Header.
- Specify a sender and receiver mailbox for routing generic data like a PDF or image.
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- Technique for uploading EDI files.
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- Technique for uploading generic data
Tool: Refresh
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- Clears cached result sets
- Refreshes browser session
Tool: Show WebTop / Restore Windows
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- Minimize all open Application Windows to see the Dashboard
- Restore all previously minimized Application Windows
Application: Document Manager
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- Keep an eye on all documents sent or received, past or present.
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- Use the "super grid" to easily locate targeted sets of document transactions from your large collections of data.
- Monitor real-time traffic to and from your mailboxes.
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- View your EDI Documents
- View the Trading Partner's version of your Documents
- Perform self-reconciliation of Pass-thru or Translated data for non-repudiation
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- Download a file from the WebTop and launch in a local application.
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- Download a file from the WebTop.
- Archives the file when downloading from the inbox.
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- A Document Manager record represents a file's interchange [outer envelope] + first group + first document within the interchange.
- To see all the unique document control numbers and key fields within an Interchange, you can view the Document Details.
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- Retransmit data to your partner right from the service
- Re-queue data sent to you from your partner for an automated download into your business system
- Move test data to the archive or the trash
- Flag selected documents as on hold so they are not downloaded by your business system
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- Quickly track the progress of a file on the VAN
Tabbed Application: Mailbox Management
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- Create Mailboxes
- Inspect Mailbox Configuration
- View Mailbox History
- Create, Maintain and Delete Alert Rules
- Assign Mailbox Access to your User Accounts
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- List, filter and sort all of your mailboxes.
- Clone a mailbox.
- Edit the details of a mailbox using the Edit Mailbox feature.
- Quickly pull up a detailed history of mailbox configuration activity.
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- Create and manage mailbox alert rules .
- View alerts for all of your mailboxes or filter by Mailbox ID.
- Quickly pull up a detailed history of mailbox configuration activity.
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- Administer mailbox access for all of your users.
- Add or remove multiple mailboxes at a time.
Application: User Management
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- Create a new User
- Edit existing Users
- View User Management History
- Change your Password
- Disable or Enable a User under your Account
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- Simple Filters for Quickly Locating a User
- Grouping View allows seeing the Count of Users under each Account / Subaccount
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- Create and Edit Users
- Change Password
- Disable / Enable Login
- Mange FTP Preferences
Tabbed Application: Trading Partner Relationship Management
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- View, Create, Edit or Disable Trading Partner Relationships (A Trading Partner Relationship is also known as a TPR or TP Relationship)
- Create, Maintain and Delete Carbon Copy Rules
- Create, Maintain and Delete Auto Forward Rules
- Create, Maintain and Delete Processing Options
- Create, Maintain and Delete Segment Terminator and Element Separator Remappings
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- View, Create, Edit or Disable Trading Partner Relationships
- (A Trading Partner Relationship is also known as a TPR or TP Relationship)
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- Search for all of the Trading Partner Relationships for one of your Mailboxes
- Determine from the results if it is enabled or disabled, if it requires translation, or if it is defined with an off-network end-point.
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- Add, or [automatically] request Customer Service Add, a new Trading Partner Relationship to an existing Partner Mailbox.
- Automatically request that Customer Service define a new Partner Mailbox, and if required a Parent Customer as well, if either are not defined on the network.
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- Response examples to a Trading Partner Add request:
- TPR was Not created
- TPR was Created then put On-Hold
- TPR was defined to an Off-Network Partner (additional action required by you)
- TPR was Created and remained Enabled
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- Edit, or [automatically] request Customer Service edit an existing Trading Partner Relationship.
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- Define Carbon Copy rules to copy a transaction you are sending to one of your Trading Partners to one or more other Trading Partner(s).
- Define Auto Forward rules to forward a transaction received from one of your Trading Partners to one or more other Trading Partner(s).
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- Create, Update or Delete records in the Trading Partner Rule List
- Create, Update or Delete records in the Target [Recipient] Mailbox List
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- Create, Update or Delete automated actions via Processing Options
- Automatic document processing options are for controlling the flow of documents by set type and trading partner to and from your mailboxes.
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- View, Create, Update or Delete Segment Terminator and Element Separator Remapping
Application: Support Ticket Center
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- Create Problem Tickets
- Monitor the disposition of your Tickets
- Review a Ticket's problem description automatically created on your behalf
- Review and Monitor Tickets opened by others in your organization, subsidiaries or sub-customers.
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- Monitor the disposition of your tickets
- View/Review a ticket's summary and details
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- Create a new Problem Ticket
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- Send correspondence [a.k.a. Feedback] to Customer Support
- Read correspondence you sent to Customer Support from either the B2BMC or your e-mail client
- Read correspondence sent to you by Customer Support from the Incident Management system or their e-mail client
Application: Live Support Service Chat
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- Get quick answers to simple questions
- Provide customer support feedback
Application: Reporter
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- The new reporting engine provides more power and flexibility to newly written reports.
- New reports can support more data output formats and additional filter parameters.
- Generate close to two dozen new or existing free reports.
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- To generate and optionally customize a report, utilize the Report Request form.
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- The grid is a log of generated reports during your logged-in session.
- Provides report generation status: pending, successful or unsuccessful.
- View criteria used to generate the report.
- Re-open a previously generated report.
Application: Transaction Links
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- Transaction Links is a B2B Management Center application which displays a set of related business documents
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- Easily launch the Transaction Links application from the Document Manager
Dashboard Monitors [a.k.a. Widgets]
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- Monitor the disposition of messages and alerts in real time
- Setup custom date/time/mailbox criteria for what you need to monitor
- View a summary of key document fields that trigger the monitor
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- Add a Monitor to the Dashboard collection...
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- Shows you the number of documents that failed to reach your partner due to an error condition.
- This Monitor will watch and report on data transmission errors in your Outbox.
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- Shows you the number of your X.12 or EDIFACT documents that have been Acknowledged or Not Acknowledged by your Trading Partner.
- This Monitor will watch, reconcile, and report on data in your Outbox Archive and Inbox.
- It matches Inbound Functional Acknowledgment transactions returned to your Inbox with your successfully transmitted Outbound documents sent to your Partners residing in your Outbox Archive.
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- Shows recent transaction summary activity with the most recent transactions floating to the top.
- This Monitor is highly customizable, allowing filtering and grouping of specific transaction activity.
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- Reporting on expected inbound & outbound document activity using a Message Confirmation Monitor
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- This is not an active monitor but rather a tool to assist you in laying out your monitors.
- Enables you to position Widgets vertically with blank space between them.