To modify an existing Company ID record, follow these steps:
Click the Company ID icon.
Select a listed company ID.
Right-click. A pop-up menu displays.
Select Properties. The Company – Properties window displays.
Modify the entries as appropriate.
After selecting New, the Company – New window is displayed.
On the Company ID – New screen, you enter the information that is used to create your company’s electronic address on the envelopes that enclose your EDI messages. The codes and qualifiers that you enter on this screen are those that you and your trading partner have agreed will be used for the interchange and group level addresses for the messages you are exchanging. They are usually explicitly specified in an Implementation Guide.
Profile Number – is a unique user-assigned code that allows multiple profiles to be created for the same company. Since the requirements of trading partners vary greatly, this feature enables one company to be recognized as different “senders” by different trading partners.
Name – is the name of your company.
In the Outbound Sender Default Envelope Values section, enter information that identifies your company as the sender of outbound messages and 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; the program automatically enters the description associated with the qualifier 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 following the instructions for entering information in the text boxes on the Company ID – New screen.
The Interchange code and qualifier are used on EDI interchange-level outer envelopes as the default sender code and qualifier on outbound messages. (You can override the default values by making entries in the O/B Sender Override > Interchange > Code/Qualifier text boxes on the Envelope/Lookup tab of the Trading Partner window.) For outbound X12 messages, the code and qualifier are the Interchange Sender Code/Qualifier on the ISA segment. For outbound EDIFACT messages, the code is the Interchange Sender Identification on the UNB address. For outbound HL7 messages, the code is the Sending Facility on the MSH segment, the File Sending Facility on the FHS segment, or the Batch Sending Facility on the BHS segment.
The Interchange Internal ID and Interchange Internal Sub-ID codes are used only on EDIFACT messages.
The Group Code and Qualifier are used on EDI group-level inner envelopes as the default sender code on outbound messages. (You can override the default values by making entries in the O/B Sender Override > Group > Code/Qualifier text boxes on the Envelope/Lookup tab of the Trading Partner window.) For outbound X12 messages, this is the Application Sender code on the GS segment. For outbound EDIFACT messages, this is the Application Sender Identification on the UNG segment. For outbound HL7, it is the Sending Application on the MSH segment, the File Sending Application on the FHS segment, or the Batch Sending Application on the BHS segment.
The Authorization Code and Qualifier are used for authentication purposes, such as user IDs. (You can override the default values by making entries in the O/B Sender Override > Authorization > Code/ Qualifier text boxes on the Envelope/Lookup tab of the Trading Partner 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. (You can override the default values by making entries in the O/B Sender Override > Security > Code/Qualifier text boxes on the Envelope/Lookup tab of the Trading Partner 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 to display the Interchange Selection window, which lists all the possible interchange qualifiers.
Right-click the Authorization Qualifier text box to display the Authority Selection window, which lists all the possible authorization qualifiers.
Right-click the Security Qualifier text box to display the Security Selection window, which has two 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 clicking OK.
When you have entered all the required information on all the tabs of the Company ID – New screen, click OK. Exit all open screens to return to the main ECMap window.
