The Envelope/Lookup tab of the Trading Partner – New window contains identifying information for the trading partner that is used when creating outbound envelopes and can be used when selecting the map that runs during inbound processing. On this tab, you must enter the default receiver information for outbound envelopes, but you can also enter information that overrides the outbound sender information that you entered on the Company ID window. The sender and receiver information that you enter on this tab can also be used as part of the trading partner lookup that selects the map to run on inbound processing. If you use EC Gateway Server, ECMap’s powerful message routing software, this override feature is very useful for tailoring the Gateway to your specific requirements.
In the top section of the window, you enter Outbound Receiver Default Envelope Values and Inbound Sender Lookup Values. (The information that you enter is just like the information that you entered on the Company ID window.) The information that you enter here is used on the interchange and group envelopes to identify your trading partner as the receiver of outbound messages, can be used as part of the trading partner lookup during inbound processing, and includes information used for authorization and security.
When the program creates the outbound envelopes for your messages, it uses some or all of this information (depending on the EDI standard being used) on the interchange and group envelopes. You enter qualifiers and codes, and the program automatically enters the descriptions associated with the qualifiers you select. The qualifier defines the type of code that is used as an identifier. Qualifiers can be values such as telephone numbers or Dun & Bradstreet numbers. Possible qualifiers are found in the code lists associated with each standard. There is a more detailed explanation of qualifiers on the next page, following the instructions for entering information in the text boxes on this tab.
The Interchange code and qualifier are used on EDI interchange-level outer envelopes – as the default receiver code and qualifier on outbound messages. (They can be overridden by entries in the Outbound Receiver Override Envelope Values > Interchange > Qualifier/Code text boxes on the Overrides tab of the Trade Agreement window.) For outbound X12 messages, the code and qualifier are the Interchange Receiver Qualifier/Code on the ISA segment. For outbound EDIFACT messages, the code is the Interchange Receiver Identification on the UNB segment. For outbound HL7 messages, the code is the Receiving Facility on the MSH segment, the File Receiving Facility on the FHS segment, or the Batch Receiving Facility on the BHS segment.
The Interchange Internal ID and Interchange Internal Sub-ID codes are used only on the UNB segment of EDIFACT messages.
The Group code and qualifier are used on EDI group-level inner envelopes – as the default receiver code on outbound messages. (They can be overridden by entries in the Outbound Receiver Override Envelope Values > Group > Qualifier/Code text boxes on the Overrides tab of the Trade Agreement window.) For outbound X12 messages, this is the Application Receiver code on the GS segment. For outbound EDIFACT messages, this is the Application Receiver Identification on the UNG segment. For outbound HL7, it is the Receiving Application on the MSH segment, the File Receiving Application on the FHS segment, or the Batch Receiving Application on the BHS segment.
The Authorization code and qualifier are used for authentication purposes, such as user IDs. (They can be overridden by entries in the Outbound Receiver Override Envelope Values > Authorization > Qualifier/Code text boxes on the Overrides tab of the Trade Agreement window.) For outbound X12 messages, the code and qualifier are the Authorization Information and Authorization Information Qualifier on the ISA segment. For outbound EDIFACT messages, the code is the Application Password on the UNG segment. These values are not used on HL7 messages.
The Security code and qualifier are used for additional authentication purposes, such as passwords. (They can be overridden by entries in the Outbound Receiver Override Envelope Values > Security > Qualifier/Code text boxes on the Overrides tab of the Trade Agreement window.) For outbound X12 messages, the code and qualifier are the Security Information and Security Information Qualifier on the ISA segment. For outbound EDIFACT messages, they are the Recipient Reference/Password and Recipient Reference/Password Qualifier on the UNB segment. For outbound HL7 messages, they are the Security on the MSH segment, the File Security on the FHS segment, or the Batch Security on the BHS segment.
Interchange, Authorization, and Security each have a Qualifier, Description, and Code. The Qualifier identifies what type of Code is used, the Description is a short textual explanation for that type of code, and the Code is the actual code. In X12, for example, a qualifier of 01 is described as D-U-N-S Number, Dun & Bradstreet. The code is the actual Dun & Bradstreet number. If this were chosen as the type of interchange code, the company’s Dun & Bradstreet number would be entered in the Code field. Each set of standards that uses qualifiers has a list of available qualifiers and their associated descriptions.
Right-click the Interchange Qualifier text box, and the INTERCHANGE SELECTION window displays, listing all the possible interchange qualifiers.
Right-click the Authorization Qualifier text box, and an AUTHORITY SELECTION window displays, listing all the possible authorization qualifiers.
Right-click the Security Qualifier text box, and a SECURITY SELECTION window displays, with two (2) options:
00 No Security Information Present
01 Present.
You can scroll down the list on the INTERCHANGE SELECTION (or AUTHORITY SELECTION) window and select the qualifier you want to use by double-clicking it or by highlighting the selection and selecting OK.