Adding a new segment for
use in your customized transaction
Activate the Segment tab.
Choose File>New.
The New Segment window displays.
If you’re using the Transaction Tree view, choose Segment>New.
Enter the following on the New Segment window:
Segment – Select the up arrow to select a segment from the Select Segment window
Sequence Number – Enter the position of the new segment in the transaction.
Description – a textual description of the new segment. It is auto-populated by the program from the segment code selected. You can modify this field. Changes made to this field will be saved with this segment within this transaction.
Requirement has three options:
Mandatory segment – must occur at this point in the sequence.
Optional segment – may occur.
Conditional segment – required only if a specific condition exists.
Max Seg Occurrence – the maximum number of times that the new segment can occur at this point if it does not start a loop.
The following information pertains when this segment starts a loop:
Loop ID – the identifier for the loop started by the new segment.
Level – the nested depth of this loop within this message and within the loops of this message.
Max Loop Occurrence – the maximum number of times this loop can occur.
Use the following for implementation guides only (for compliance checking in particular) and not for full X12 standards:
Element – identifies the element position within this segment whose value (entered in Value) can cause this segment to start this loop.
Sub-Element – identifies the sub-element within this element whose value (entered in Value) can cause this segment to start a loop.
Value – the value in the Element/Sub-Element specified above that can cause this segment to start a loop.
Select Next to add another segment
or
OK if you are finished adding segments.
Modifying a segment to
use in your customized transaction
Highlight the segment and choose Edit>Properties. from the Edit menu. (n the Transaction Tree view, highlight the segment on the <transaction set> window and choose Properties from the Edit menu.
The Segment Properties window displays.
On the Segment Properties window, you can change the same information you entered on the New Segment window.
Adding a new element
Highlight the segment on the Segments tab of the Create Transaction: <transaction set> window.
Make the Elements tab active and choose New from the File menu. In the Transaction Tree view, highlight the segment and choose New from the Element menu on the <transaction set> window. The New Element window displays.
Enter the following information on the New Element window:
Segment – the identifier for the segment to which you are adding an element and is auto-populated by the program from the currently selected segment.
Segment Description – a brief textual description of the segment associated with the segment identifier and is auto-populated by the program from the currently selected segment.
Element – the position of the new element within the list of elements in the segment.
Sub-Element – an additional element identifier used to create a composite, or compound, element.
Element Number – the numeric identifier of the EDI element. You can enter a valid element number or select the up arrow to select from a list. The Select Element window displays. Double-click an element to select it from the list on the window.
Double-click an element and the program automatically populates the Element Number, Element Type, Maximum Repetitions, Minimum Length, and Requirement text boxes. You can change the values in the individual text boxes.
Element Type – displayed by the program, based on the element number selected.
Element Description – a brief textual description of the element associated with the element identifier and is populated by the program from the currently selected element.
Maximum Repetitions is the maximum number of times this element can appear in this segment.
Minimum Length – the minimum length of this element and is displayed by the program, based on the element number selected.
Maximum Length – the maximum length of this element and is displayed by the program, based on the element number selected.
Requirement has three options:
A Mandatory element must contain data.
An Optional element may or may not contain data.
A Conditional element is required only if a specific condition exists.
Once you have entered all the necessary information, select Next to add another element or OK to return to the Create Transaction: <transaction set> window.
Modifying an element
Highlight the element on the Elements tab of the Create Transaction: <transaction set> window and choose Properties from the Edit menu. In the Transaction Tree view, highlight the element on the <transaction set> window and choose Properties from the Element menu. The Element Properties window displays.
On the Element Properties window, you can change the same information you entered on the New Element window. Select Next to modify another element or OK to return to the Create Transaction: <transaction set> window.
Adding a new code to the
full code or implementation code list
Highlight the element on the Elements tab of the Create Transaction: <transaction set> window.
Make the Full Code List or Implementation Code List tab active and choose New from the File menu.
In the Transaction Tree view, highlight the element on the <transaction set> window and choose Full Code List or Implementation Code List from the Code List menu.
Either the Full Code List or Implementation Code List window appears. On this window, choose New from the File menu. Enter:
Element – the number and description of the EDI element to which you are adding a code. When you enter an element, the program auto-populates the following text box with the description that corresponds to the element.
Code – the value of the EDI element code you are adding to the element. When you enter a code, the program auto-populates the following text box with the description that corresponds to the code.
Select Next to add another code or OK to return to the Create Transaction: <transaction set> window.
Modifying a code in the
full code or implementation code list
Highlight the element on the Elements tab of the Create Transaction: <transaction set> window.
Make the Full Code List or Implementation Code List tab active and choose Properties from the Edit menu.
In the Transaction Tree view, highlight the element on the <transaction set> window and choose Full Code List or Implementation Code List from the Code List menu. Either the Full Code List or Implementation Code List window appears. On this window, choose Properties from the Edit menu.
Either the Element Code Properties or the Implementation Code Properties window displays.
On the Element Code Properties or the Implementation Code Properties window, change the same information you entered on the New Element Code or New Implementation Code window.
Selecting the segments
to be included in the EDI message
Choose Create Transaction from the Build menu on the main ECMap window.
If you are using the default or chose the tabular presentation, the Create Transaction: <transaction set> window displays. If you chose the tree presentation, the <transaction set> window displays.
In the tabular format, the Create Transaction: <transaction set> window has five tabs - Transactions, Segments, Elements, Full Code List, and Implementation Code List. The Segments tab is active when the window is opened since customizing a transaction set or message involves selecting the segments to be included in the transaction set/message.
On the Create Transaction: <transaction set> window, right-click the segments you want to include in your transaction. You can also use the two choices on the Options menu:
To select all of the segments in a transaction, choose Check All.
To deselect all of the currently selected segments (except those that are mandatory), choose Erase Checkmarks.
To create your transaction with the segments displayed in a tree presentation, choose Standard Tree from the View menu.
The Transaction window and <transaction set> window (in tree presentation) display side-by-side.
The transaction for the current map is selected on the Transaction window and the segments for that transaction display on the <transaction set> window. Select the check box next to each segment you want to include in your customized transaction.
In the tree view, use the Segment menu choices to select all of the segments in a transaction (Check All) or deselect all of the currently selected segments (Erase Checkmarks). You can switch back to the tabular format by choosing Standard Table from the View menu.
Making the transaction
Choose Make Transaction from the File menu on the Create Transaction: <transaction set> window if you are in the Transaction Table view, or the <transaction set> window if you are in the Transaction Tree view.
If you previously created this transaction, you are asked to confirm that you want to overwrite the original transaction.
If you answer No, the flow tables are not overwritten, and you return to Create Transaction: window.
If you answer Yes, new flow tables are generated. A second message box appears, asking you whether you want to overwrite the earlier flow tables.
Although you usually choose to overwrite the flow tables,
there may be instances where you would like to preserve the original
flow.
The Mapping window displays.
If you are mapping an inbound EDI message, the segments and elements in the EDI template you created display on the right side of the Mapping window – under the section labeled Source: X12 (or Source: HL7 or Source: EDIFACT).
If you are mapping an outbound EDI message, the segments and elements in the EDI template you created display on the left side of the Mapping window – under the section labeled Destination: X12. (or Destination: HL7 or Destination: EDIFACT).
