Assigning levels

The Assign option on the Levels menu is used to assign levels to the EDI data. EDI Standards group segments into different levels—normally header, detail, and summary. For example, in X12 transaction sets, the data in Table 1 is header level data, the data in Table 2 is detail level data, and the data in Table 3 is summary level data. The levels you define in ECMap should be based on the EDI standard for the specific message that you are mapping.

In ECMap, levels reflect the relationship between EDI segments and the application data being mapped. As a result, the levels you assign to segments in ECMap may correspond to the levels used in the Standards or they may be different. Levels also define the context for interpreting data at a given point in time.

The level-related actions and menu options are the same on the outbound Mapping window and the inbound Mapping window.

StepsTo assign a level to a segment

  1. Select Level>Assign

    The Levels window and Segment window display side by side. If you have already created levels, they display on the Levels window.

  2. Do one of the following:

    You can also highlight a block of segments, drag them to the Levels window, and drop them onto a level.

Performing Levels window actions

On the Levels window, you can add a new level, or modify or delete a level.

StepsAdding a new level

  1. Choose File>New on the Levels window.

    The New Level window displays.

  2. Enter a number of the new level.

  3. Enter the description of the new level

  4. To add another level, select Next. Select OK to return to the Levels window.

StepsModifying a level

  1. Highlight a level and choose Edit>Properties.

    The Level Properties window displays.

  2. Modify the level number and description.

  3. Select Next to modify the next level on the list. Select OK to return to the Levels window.

StepsDeleting a level

  1. Highlight a level and choose Edit>Delete.

    You are asked to confirm that you want to delete the level before it is permanently removed.

Levels play a major part in the creation of map flow. Refer to Chapter 15, “Creating a Map Flow,”for more information about level-related actions.