The Messages page displays detailed information about messages on your system in one of two views:
- Tile view - Displayed by default when you select Messages.
- Business Process view- Displayed when you click a message in Tile view.
Tile view
In Tile view, the main part of the page is an array of tiles containing high-level information about messages from your system and the left column contains some controls for filtering the messages displayed.
Message tile contents
There are two possible issue status icons.
Icon | Description |
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Indicates a Current issue. |
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Indicates a Resolved issue. |
The Reprocessing status indicates how many times the message has been reprocessed, if at all. See Reprocessing messages.
There are four possible acknowledgement icons.
Icon | Descrption |
---|---|
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Successful acknowledgment. Click this icon to display acknowledgement data in a separate dialog box. |
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Error with acknowledgment. Click this icon to display acknowledgement data in a separate dialog box. |
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Acknowledgment not received |
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Acknowledgment not expected |
Click any message tile to display the Business Context view.
Filtering messages
You can toggle filters on the messages displayed as follows:
- Clear All - Removes all filters and displays messages from the last 30 days.
- By message direction – Click Inbound or Outbound.
- By partner – In the Partners field, enter a partner’s name or ID and press Enter. You must enter the entire name or ID. You can enter a comma-separated list of partner names or IDs to search on multiple partners.
Alternatively, if you have access to more than one partner, the Browse Partners link is displayed.
Click this link to display a modal dialog box from which you can select partners to search on.
- By issue –
- In the Issues field, enter an issue number and press Enter to display only those messages pertaining to that issue. You can enter a comma-separated list of issue numbers to search on multiple issues.
- Click Current or Resolved to display only messages in the selected state.
There are several categories of Current issues:
- New - Issue is awaiting assignment to service representative.
- Open - Issue has been assigned to a representative or action is pending from Cleo.
- Pending - Action is Pending from a customer or an entity from outside of Cleo.
- On-hold - Waiting for Partner.
There are two categories of Resolved issues:- Solved - Issue is solved, but not closed. Issues are closed after 3 days of being marked as Solved.
- Closed - Issue is closed.
- By acknowledgement – Click one or more of the FA types:
- Rejected
- Accepted
- Pending
- By message – In the Messages field, enter a message ID to display the matching message. You must enter the entire message ID. You can enter a comma-separated list of message IDs to search on multiple messages.
- By message type – Select one or more message types to display just those message types. Deselect a message type to hide those messages. All messages are displayed when no message types are highlighted.
- By date – Select a date range to display messages that were sent in that range during that time.
Downloading message information

messageId
– Uniquely identifies the message.transaction_time
– Time and date the transaction took placedirection
– Whether the message was inbound or outbounddocType
– X12 transaction number.docAlias
– X12 transaction name.currency
– The currency associated with the message.faStatus
– Functional Acknowlegdement status. Possible values are Successful, Error, Not Received and Not Expected.ticketId
– Identifies the Zendesk ticket, if it exists.ticketStatus
– The status of the Zendesk ticket, if it exists.tpId
– Value uniquely identifying the Trading PartnertradingPartnerName
– The Trading Partner's name.reprocessAttempts
– The number of attempts at reprocessing the message, if any.
Sharable links
Click the link icon to get a sharable link to this page and copy it to the clipboard. You can send this link to those you want to have access to the page. Recipients can copy the link to the address bar in a browser to navigate to the page.
The recipient of the link must have permission to the linked page in order to use the link to access the page. Without permissions, the recipient cannot see the page.
If you share the link with a recipient who is already logged in to the EDI Tracker, access to the page is immediate.
If the recipient of the link is not logged in, the login page is displayed. After logging in, the recipient is taken directly to the page.
Business Process view
The left column displays a set of tiles (one message per tile) listed in chronological order. By default, the main part of the page displays detailed information about the message you clicked in the Tile view. To view detailed information about another message, click the corresponding tile in the left column.
If you click a message with an Issue status icon (open or resolved), the right pane displays two tabs: Summary and Issue.
Summary tab
The Summary tab displays detailed information about the message.
You can click the View... link in the top right corner of the tab to view the raw message data in a separate dialog box. If functional acknowledgement data exists for the message, you can view it here, too. Alternatively, you can view functional acknowledgement data (if it exists) directly from the Tile view by clicking the FA icon in the lower right corner of a given tile.
You can view message data in its original format or in its translated format, if available. You can also view the functional acknowledgement.
You can download the data being displayed (original message, translated message, or functional acknowledgement, if available) using the Download button.
In addition, you can use the Compare With menu to compare any two of the three messages (original message, translated message, and functional acknowledgment) side-by-side.
Issue tab
The Issue tab displays information about the issue related to the message extracted from the issue tracking system.
The comments from the issue are displayed in the Comments section of the Issue tab.
You can follow the issue by clicking the Follow button at the top right corner of the Issues tab. A user who is following the issue is notified via email whenever the ticket is updated.
Issue description and comments can have attachments. Click on an attachment to open it in a browser.
You can add your own comments to the ticket in the Comments text box.
Click Messages to return to the Tile view of the Messages page.
Sharable links
Click the link icon to get a sharable link to this page and copy it to the clipboard. You can send this link to those you want to have access to the page. Recipients can copy the link to the address bar in a browser to navigate to the page.
The recipient of the link must have permission to the linked page in order to use the link to access the page. Without permissions, the recipient cannot see the page.
If you share the link with a recipient who is already logged in to the EDI Tracker, access to the page is immediate.
If the recipient of the link is not logged in, the login page is displayed. After logging in, the recipient is taken directly to the page.
Reprocessing messages
You can reprocess messages for various reasons. For example, a message might have an error or a message might get lost or become corrupted downstream at some point. To reprocess a message, click the Reprocess button . The selected message is reprocessed and the reprocessing status is displayed in the tile with the rest of the information about the message.
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