The Segments tab on the Create Transaction: <transaction set> window contains six menu options—File, Edit, View, Options, Reports, and Help. When the Segments tab is active, you can add, modify, delete, or search for a segment; change to the tree view of the standards library; or create two segment-related reports.
Adding a new segment
Choose New from the File menu on the Create Transaction: <transaction set> window when the Segments tab is active. The New Segment window displays.
Enter the following on the New Segment window:
Segment – the EDI segment identifier.
Segment Description – a brief textual description of the new segment that you are adding to the library.
Select Next to add another segment to the library, or OK if you are finished. You return to the Create Transaction: <transaction set> window, and the new segment appears on the window.
Modifying a segment
Highlight a segment and choose Properties from the Edit menu on the Create Transaction: <transaction set> window when the Segments tab is active. The Segment Properties window displays.
All of the elements in the highlighted segment are listed. From the menus on the Segment Properties window, add, modify, delete, or search for a new element to the segment, as well as open the Element Library window.
Deleting a segment
Select a segment and choose Delete from the Edit menu on the Create Transaction: <transaction set> window when the Segments tab is active.
When you choose Delete, the program asks you to confirm that you want to delete the segment before it is permanently removed. If you select:
Yes – the segment is permanently removed from the standard, and you return to the Create Transaction: <transaction set> window.
No – the segment is not deleted, and you return to the Create Transaction: <transaction set> window.
Finding a segment
Choose Find or Find Next from the Edit menu on the Create Transaction: <transaction set> window when the Segments tab is active. The Find dialog box displays.
In the Find dialog box, enter the text you want to find and select Find to search for the first occurrence of the text and Find Next to search for additional occurrences.
Select Cancel to return to the Create Transaction: <transaction set> window.
Changing to the transaction
tree view of the standards library
Choose Standard Tree from the View menu on the Create Transaction: <transaction set> window.
When you change views, you automatically exit from the standards library and must reenter in the new view.
Producing segment-related
reports
When the Segments tab is active, you can create two reports from the Reports menu on the Create Transaction: <transaction set> window - the Selected Segment report and the Make Transaction report. See the Reports chapter for an explanation of these reports.
