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IBM Sterling Gentran:Viewpoint for z/OS
User Guide
Release 6.6
2223-650-USER01-0001
This edition applies to the 6.6 Version of IBM® Sterling Gentran:Viewpoint® for z/OS® and to all
subsequent releases and modifications until otherwise indicated in new editions.
Before using this information and the product it supports, read the information in Notices on page
N-1.
Licensed Materials - Property of IBM
IBM® Sterling Gentran:Viewpoint® for z/OS®
© Copyright IBM Corp. 1988, 2011. All Rights Reserved.
US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP
Schedule Contract with IBM Corp.
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide i
Table of Contents
Chapter 1 Product Description
Executive Overview ................................................................................................. 1-2
Feature Summary ...................................................................................................... 1-5
Concepts and Terminology ..................................................................................... 1-12
System Architecture ............................................................................................... 1-16
System Operation ................................................................................................... 1-19
How To Get Help ................................................................................................... 1-22
Chapter 2 Implementation Process
Overview of Implementation .................................................................................... 2-2
Develop a Configuration Strategy ............................................................................ 2-4
Set Up the Sterling Gentran:Viewpoint System ..................................................... 2-11
Operational Procedures .......................................................................................... 2-20
Optional Features .................................................................................................... 2-23
Chapter 3 Tutorial
Exception Management Tutorial .............................................................................. 3-3
Determining Exception Management Business Requirements ................................ 3-5
Exception Management Tutorial Setup .................................................................... 3-8
Exception Setup ...................................................................................................... 3-11
Exception Management Tutorial Processing .......................................................... 3-29
Exception Inquiry ................................................................................................... 3-31
Requesting Exception Management Reports .......................................................... 3-45
Exception Management Housekeeping .................................................................. 3-47
Exception Management Tutorial Reset .................................................................. 3-48
Tracking Management Tutorial .............................................................................. 3-49
Determining Tracking Management Business Requirements ................................ 3-51
Tracking Management Tutorial Setup .................................................................... 3-52
Tracking Management Tutorial Processing ............................................................ 3-56
Requesting Tracking Management Reports ........................................................... 3-77
Tracking Management Housekeeping .................................................................... 3-79
Tracking Management Tutorial Reset .................................................................... 3-80
Chapter 4 Using the Online Facility
Prerequisites ............................................................................................................. 4-2
Sterling Gentran:Viewpoint Options ........................................................................ 4-2
Sterling Gentran:Viewpoint Users ........................................................................... 4-4
Function Keys ........................................................................................................... 4-4
Actions ...................................................................................................................... 4-5
Jump Codes .............................................................................................................. 4-8
Table of Contents
ii IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Chapter 5 Screen Descriptions
EDIM600 – Sterling Gentran:Viewpoint Main Menu .............................................. 5-3
System Options Screens
System Options Navigation ...................................................................................... 5-5
EDIM685 – System Options Screen ......................................................................... 5-6
EDIM686 – Staging Temporary Storage Queue Directory Screen ........................ 5-10
Extended System Management Screens
Extended System Management Navigation ............................................................ 5-13
EDIM601 – Extended System Management Menu ................................................ 5-14
EDIM602 – Sterling Tracking Point Directory Screen .......................................... 5-16
EDIM603 – Sterling Tracking Point Definition Screen – Sterling Gentran ......... 5-19
EDIM603 – Sterling Tracking Point Definition Screen – Sterling Connect .......... 5-25
EDIM604 – Tracking Point System Message Control Screen ............................... 5-30
EDIM605 – Tracking Point Status Control Screen ................................................ 5-32
EDIM606 – Tracking Point Mailbox/Remote ID Control Screen .......................... 5-34
EDIM607 – Functional Area Control Screen ......................................................... 5-36
EDIM608 – Maintenance/Inquiry Options Directory Screen ................................ 5-38
EDIM609 – Maintenance/Inquiry Options Definition Screen ............................... 5-41
EDIM610 – User Tracking Point Directory Screen ............................................... 5-56
EDIM611 – User Tracking Point Definition Screen .............................................. 5-59
Exception Management Screens
Exception Management Navigation ....................................................................... 5-62
EDIM620 – Exception Management Menu ........................................................... 5-63
EDIM621 – Exception Profile Directory Screen .................................................... 5-65
EDIM622 – Exception Profile Definition Screen .................................................. 5-67
EDIM623 – Exception Capture Directory Screen .................................................. 5-70
EDIM624 – Exception Capture Definition Screen ................................................. 5-73
EDIM625 – Exception Action Directory Screen .................................................... 5-86
EDIM626 – Exception Action Definition Screen .................................................. 5-89
EDIM627 – User Message Directory Screen ......................................................... 5-92
EDIM628 – User Message Definition Screen ........................................................ 5-94
EDIM629 – User Procedure Directory Screen ....................................................... 5-97
EDIM630 – User Procedure Definition Screen ...................................................... 5-99
EDIM631 – Usage Cross Reference Screen ......................................................... 5-101
Exception Inquiry Screens
Exception Inquiry Navigation .............................................................................. 5-103
EDIM645 – Exception Inquiry Menu ................................................................... 5-104
EDIM646 – Recipient Directory Screen .............................................................. 5-105
EDIM647 – Recipient Detail Screen .................................................................... 5-107
EDIM648 – Exception List Screen ....................................................................... 5-109
EDIM649 – Exception Detail Screen – Sterling Gentran Item ............................ 5-113
EDIM649 – Exception Detail Screen – Sterling Connect Item ............................ 5-119
EDIM650 – Exception Message List Screen ........................................................ 5-123
EDIM651 – Exception Data Display Screen ........................................................ 5-126
EDIM652 – Exception History Screen ................................................................. 5-129
EDIM653 – Exception History Screen – 2 ........................................................... 5-132
EDIM654 – Exception History Update Screen .................................................... 5-134
EDIM662 – User Message Display Screen .......................................................... 5-136
EDIM663 – User Procedure Display Screen ........................................................ 5-138
Table of Contents
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide iii
Tracking Management Screens
Tracking Management Navigation ....................................................................... 5-140
EDIM700 – Tracking Management Menu ........................................................... 5-141
EDIM701 – Query Directory Screen .................................................................... 5-142
EDIM702 – Query Request Screen ...................................................................... 5-145
EDIM703 – Extended Search Condition Screen .................................................. 5-152
EDIM710 – Item Status History Screen ............................................................... 5-167
EDIM711 – Item Reference History Screen ........................................................ 5-171
EDIM712 – Item Process Detail Screen – Sterling Gentran Item ........................ 5-174
EDIM712 – Item Process Detail Screen – Sterling Connect Item ....................... 5-182
EDIM712 – Item Process Detail Screen – User Item ........................................... 5-186
EDIM715 – Item Message List Screen ................................................................ 5-190
EDIM716 – Item Data Display Screen ................................................................. 5-193
EDIM718 – Item Exception Status Screen ........................................................... 5-196
Log Display Screens
Log Display Navigation ....................................................................................... 5-199
EDIM688 – Online Log Display Screen .............................................................. 5-200
Sterling Gentran:Plus Screens
Sterling Gentran:Plus Navigation ......................................................................... 5-204
EDIM402 – Interchange Detail Screen ................................................................ 5-205
EDIM403 – Interchange Line Detail Screen ........................................................ 5-208
Chapter 6 Report Descriptions
Reporting Structure .................................................................................................. 6-2
User Reports ............................................................................................................. 6-3
Report Examples ...................................................................................................... 6-4
Appendix A Jump Codes
Notices
Trademarks .............................................................................................................. N-3
Glossary
Index
Table of Contents
iv IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Chapter
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 1-1
1Product Description
This chapter provides an introduction to IBM® Sterling Gentran:Viewpoint® for z/OS® Release
6.6, including features and benefits, concepts and terminology, and system architecture and
operation.
Chapter One is organized into five sections:
Topic Page
Executive Overview .............................................................................................................. 1-2
Feature Summary ................................................................................................................... 1-5
Concepts and Terminology .................................................................................................. 1-12
System Architecture ............................................................................................................1-16
System Operation ................................................................................................................ 1-19
Executive Overview
1-2 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Executive Overview
Many companies may have found the initial impact of introducing EDI into their business systems
to be complex—increases in staff, time, and paper. The opportunities for more accurate
information, faster turnaround, and reduction in errors are still there. You simply need a way to
manage the process.
Sterling Gentran:Viewpoint not only addresses these challenges, but also provides the tools
necessary to fully exploit the opportunities.
Sterling Gentran:Viewpoint is an advanced set of tools that will help you automate the monitoring,
control, and management of your EDI environment. Specifically, it allows you to more efficiently
manage your day-to-day EDI operations and continuously increase your number of trading
partners, messages, and applications. Improved access to critical information can enhance
customer service and internal communications.
The primary objective of Sterling Gentran:Viewpoint is to make the right information, about
events which have occurred in EDI business operations, available to the right people at the right
time. Sterling Gentran:Viewpoint accomplishes this objective with two major capabilities:
• Exception Management
• Tracking Management
Exception Management is a part of the base Sterling Gentran:Viewpoint product. It allows you to
capture exception information, notify the appropriate users, and optionally take automated action
for exceptions that are specific to their EDI business needs. An example of Exception
Management is to capture outbound invoice errors, make the information available online for the
appropriate payables people, and automatically send an e-mail to inform them that the exception
has occurred.
Tracking Management is an optional module for Sterling Gentran:Viewpoint that allows you to
query the status and history of a document as it moves through the entire end-to-end EDI
environment. The user has the ability to query based on identifiers that they know and understand.
An example of Tracking Management is a customer calling to inquire about their purchase order.
Using the PO Number, the service person can determine online that the document was received but
has failed compliance checking, and that the rejected acknowledgement was sent out to the
customer.
The context of Sterling Gentran:Viewpoint within your environment is illustrated in Figure 1.1.
Any System/Process (Tracking Point) that has been set up to communicate with the Sterling
Gentran:Viewpoint system can pass information to be monitored by Sterling Gentran:Viewpoint.
The Exception Management capabilities focus on IBM® Sterling Gentran:Basic® for z/OS®
processes that are a part of the “Translation” box and Sterling Connect processes that are a part of
the “Communications” box for IBM® Sterling Gentran:Plus® for z/OS® installations. Also, the
Network Reconciliation and Acknowledgment Reconciliation provide information from the
“Networks” and “Trading Partners” boxes. With Tracking Management, you are able to track
items in the “Business Applications” and “Communications” boxes by using User Gateways into
Sterling Gentran:Viewpoint.
Executive Overview
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 1-3
Figure 1.1 Sterling Gentran:Viewpoint Context
Users of Sterling Gentran:Viewpoint can realize many benefits:
• Reduced operating costs resulting from automated business processes and faster
provision of information
• Reduced business risks through better controls, tracking, and auditing
• Improved quality of EDI processing through the use of better EDI management
tools
Your business can quickly gain tangible benefits using Sterling Gentran:Viewpoint. Some of the
benefits are described below.
Reduced operating costs through increased automation and greater efficiency
• Less people time
• Fewer paper reports
• Faster information
• Faster operation
Business
Applications Translation Communications Networks Trading
Partners
Sterling Gentran:Viewpoint
EDI Business Management
and Support
Executive Overview
1-4 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Reduced business risk through advanced controls, tracking, and auditing
• Business/application-oriented detection of exceptions
• User-defined Exception Capture and Notification
• User-defined concise, understandable resolution information
• End-to-end business process tracking
Higher service levels - Quality
• Responses to customers can be greatly enhanced.
• Business users can easily access the information they require.
• Problem notification is distributed to the right users with the right information.
• Automated actions may be defined for responding to exceptions.
Sterling Gentran:Viewpoint combines with the strength and experience of the Sterling
Gentran:Basic and Sterling Connect product families to provide a powerful EDI management tool.
Feature Summary
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 1-5
Feature Summary
Key features of Sterling Gentran:Viewpoint are summarized in this section. Features are described
within the following categories:
• System-Wide Features
• System Management
• Exception Management
• Tracking Management (optional module)
Note: Exception Management is included with the basic
Sterling Gentran:Viewpoint product; Tracking
Management is an optional feature to the Sterling
Gentran:Viewpoint product.
System-Wide Features
The following are global features of Sterling Gentran:Viewpoint.
Online Facility - Real-Time System Access
Sterling Gentran:Viewpoint provides user-friendly online capabilities, which enable you to quickly
and easily perform all setup and operational functions. The online system is a seamless integration
with the Sterling Gentran:Basic and IBM® Sterling Gentran:Realtime® online systems.
Integrated Security
All security features of Sterling Gentran:Viewpoint are completely integrated with the existing
Sterling Gentran:Basic security system. This means one-time setup for the control and
management of access to the entire EDI environment.
Comprehensive User Documentation
Complete user documentation is provided, which addresses both the technical and business user.
User-defined Online Maintenance and Inquiry Criteria
Maintenance and inquiry options that are required may be set up from the Sterling
Gentran:Viewpoint Online Facility. This option provides powerful selection capabilities.
Sets of selection criteria can be saved and reused. This eliminates the need to manage batch control
parameters and simplifies setting up maintenance and inquiry requests.
"Prompt" Feature
You can enter options quickly and accurately using selection lists provided by the prompt feature.
Full Online Help
Screen-level and field-level (context sensitive) help is provided for all screens and fields.
CUA Compliant
The Online Facility complies with current guidelines for Common User Access (CUA).
Action lists
Action lists simplify the use of the online functions and provide for quick screen navigation.
Feature Summary
1-6 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Trading Profile Compatibility
Sterling Gentran:Viewpoint allows for the use of existing and new Sterling Gentran:Basic Trading
Profile information in your exception capture set up. This means no duplication of Trading Profile
information is necessary.
System Image Feature
The system image feature allows multiple Sterling Gentran:Viewpoint Images to run concurrently
in the same CICS region. Each system image has its own set of data sets, and operates
independently of any other Sterling Gentran:Viewpoint image. Refer to the IBM® Sterling
Gentran:Viewpoint® for z/OS® Release 6.6 Installation Guide “Appendix B” for more
information.
Program Image Feature
The program image feature allows the first three characters of all CICS program IDs to be user
defined. It allows different system images of Sterling Gentran:Viewpoint, on different releases of
Sterling Gentran:Viewpoint software, to be run in the same CICS region. Refer to IBM® Sterling
Gentran:Viewpoint® for z/OS® Release 6.6 Installation Guide “Appendix B” for more
information.
System Management
Sterling Gentran:Viewpoint provides online real-time control and management of all of its
functions.
Flexible/Dynamic System Configuration
Extended System Management allows you to configure your Extended EDI System online from
the Sterling Gentran:Viewpoint system. Users are able to monitor as much or as little of their
Extended EDI System as they wish.
Dynamic System Operation
From the System Options screen the entire Sterling Gentran:Viewpoint system, or selected
portions of the system, may be dynamically deactivated or activated.
A built-in trace facility allows Sterling Gentran:Viewpoint background CICS tasks to be
monitored.
An online Error User Exit may be invoked to respond to various system conditions.
Powerful Maintenance and Inquiry Options
Setup and management of system maintenance and reporting can be easily accomplished using the
online Maintenance/Inquiry Options.
Exception Management
The Exception Management capabilities of Sterling Gentran:Viewpoint allow you to capture
information, notify users, and take automated action for exceptions that are specific to your EDI
business needs. Sterling Gentran:Viewpoint provides several components that allow you to
effectively manage exceptions. The emphasis in Exception Management is to provide you with the
ability to define the extent of Exception Management you require.
Exception Management features include:
Feature Summary
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 1-7
• User-defined exceptions
• User-defined notification
• User-defined automated response
User-defined Exceptions
An “exception,” within the context of Sterling Gentran:Viewpoint, is an event or series of events
resulting from a process for which you want some action to be performed. For example, an event
could be that a mapping error was encountered during creation of an outbound purchase order. The
action to be performed could be that an end user, in order processing, is notified of the error and
alerted with a procedure to follow. An exception does not have to be an error. For example, an
exception could be defined that causes the Accounts Payable clerk to be notified when invoices are
received.
Components for defining exceptions include:
Flexible Exception Capture Definitions
Online screens simplify the definition of exception events and the data relevant to the
event to be captured. The definition can be as general or as specific as you choose to make
it. For example, you may want to define exception control in a general manner for all
mapping errors and define additional detailed control for a specific system error message.
Flexible User Messaging
The Sterling Gentran:Viewpoint system provides the ability to attach user-written
messages, and user-written procedures to an exception. This information is then available
through exception inquiry screens, which aid in the resolution of the exception.
Event-driven Exception Capture
The Sterling Gentran:Viewpoint system provides the ability to capture exceptions in an
event driven manner. Specifically, exceptions are only captured if a particular event or
series of events has occurred. This can greatly reduce the amount of time required to
resolve those critical problems that may impact business success.
Multiple Exception Capture Levels
Sterling Gentran:Viewpoint allows for exception capture, and therefore Exception
Management, at various levels including System (for example, Sterling Gentran:Basic and
Sterling Connect), Process (for example, Inbound Mapping and Mailbox), Trading
Partner, Item (for example, batch, document, transaction, functional group, or
interchange), or an Event (for example, acknowledgement status, document status, or
envelope status).
User-defined Notification
Once an exception has been captured, the appropriate people need to be notified to resolve it. The
following features are included within User-defined Notification:
User-controlled Distribution
The user can control who is responsible for an exception through the use of exception
profiles and online screens. These distribution capabilities include:
• Definition of exception recipients
Feature Summary
1-8 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
• Transfer of exceptions to other recipients
• Attachment of review notes to an exception
• Closing of an exception
Individual, Multiple, and Group Recipients
The Sterling Gentran:Viewpoint system provides the flexibility to define one or more
users as the recipients of an exception, or to define a group to be the recipient. This
flexibility allows almost any operational setup to be accommodated.
User-defined Order of Exception Presentation
Sterling Gentran:Viewpoint allows the user to specify the order in which exceptions are
displayed. For example, a user can specify that all documents processed by the Inbound
Mapper are to be ordered by application and partner.
Powerful Inquiry Capabilities
Exception Inquiry provides powerful capabilities to view and manage data and
information that has been captured as specified by exception definitions. Inquiry
capabilities include:
• Summary lists at the recipient and exception levels
• Lists of system messages at the exception level
• Display of system messages in the document data to put the exception in
context
• Display of user written messages and procedures to aid in the resolution
of an exception
User-defined Automated Response
Sterling Gentran:Viewpoint provides the ability to initiate automated responses for a captured
exception. This response, or Exception Action, is associated with an exception definition and
enables the user to achieve a high level of unattended operation.
User Defined Automated Response includes the following features:
Immediate Real-time Action
Exception actions allow a user to be alerted immediately, via any system they have
available in their environment (for example, E-mail, an auto-ops system)
Interfaces to Batch and Online User Applications
Both batch and online user applications can be automatically invoked to take action for an
exception.
Flexible Control of Data Passed
The Sterling Gentran:Viewpoint system allows for both control and status data captured
through exception definitions and user-defined data to be passed to the automated
response application.
Feature Summary
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 1-9
User defined Triggers
The automated response associated with an exception can be triggered at various levels of
processing. An exception action can be initiated once at the end of processing or for each
item that incurs an exception during processing.
Feature Summary
1-10 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Tracking Management
Whereas Exception Management provides information on exceptions occurring with documents
moving through the EDI system, Tracking Management provides information on the status and
history of documents (items) moving through the entire end-to-end EDI environment.
The Tracking Management module is an optional add-on capability for the Sterling
Gentran:Viewpoint product and requires the base Sterling Gentran:Viewpoint system to be
installed.
The emphasis of Tracking Management is twofold:
• Allow you to interface your online and batch applications with Sterling
Gentran:Viewpoint. These Gateways, or APIs, provide the ability to track or
obtain history for any item across the entire end-to-end EDI environment.
• Provide a query-based dialog so that you can locate items travelling through their
extended EDI system. This dialog provides process history and detailed
information for the item.
Tracking Management features include:
•User gateways (APIs)
• Trace ID
• Tracking user exit
• Basic queries
• Extended search conditions
• Query save/reuse, update and delete
• Search limit/find limit
• Process history
• Process detail
• Item messages display
• Item data display
User Gateways (APIs)
User Gateways, or APIs, are provided for both online and batch user applications. These APIs
allow you to connect your applications to the extended EDI environment for end-to-end
monitoring of all EDI traffic.
Trace ID
Tracking Management assigns and manages a Trace ID for items being tracked by Sterling
Gentran:Viewpoint. The Trace ID provides a link for an item between processes and also provides
a means for you to reference the item.
Feature Summary
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 1-11
Tracking User Exit
A Tracking User Exit can optionally be invoked when an item has been processed for a tracking
point. This feature allows you to populate your own database for subsequent inquiry.
Basic Queries
Basic Queries provide the ability to make simple queries against stored Tracking Information
using preset criteria. Available criteria for a basic query are Item Type, Reference, Partner, and
Date/Time.
Extended Search Conditions
For queries that cannot be performed using the basic query criteria, this feature allows you to
extend the search condition up to a 7-expression condition with full Boolean logic and AND/OR
connectors.
Query Save/Reuse, Update and Delete
For queries that are repeated frequently, you may save, reuse, and delete queries that you set up.
Search Limit/Find Limit
For queries that involve a lengthy search, you can limit the number of items that Tracking
Management evaluates. Similarly, the query request can be limited to a user-specified number of
items found that meet the criteria.
Process History
Process History provides you with a view of all processes that an item has been processed by and
the status issued by each of those processes for the item.
Process Detail
Detailed information related to an item for a specific process is provided by Process Detail. Some
of the details included are: whether exceptions have been captured for the item, the Application,
Network, User, Partner, and other information that may be helpful in taking further action.
Item Messages Display
All messages issued for the item are listed by the Item Message display. This function is available
for Sterling Gentran:Basic, Sterling Connect, and User processes. From this list, for Sterling
Gentran:Basic processes, you can select a message for Data Display. This causes all messages to
be inserted into the data for the item and you will be positioned in the data at the selected message.
Item Data Display
For Sterling Gentran:Basic data items, the Item Data Display screen displays the data and all
messages for the item. This function applies to data residing on the Sterling Gentran Databank
Message Store files.
For Sterling Gentran:Plus® users, Sterling Connect data items are displayed by the Interchange
Detail screen. This function applies to data residing on the Sterling Connect data queues.
Concepts and Terminology
1-12 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Concepts and Terminology
The fundamental concepts and terminology of Sterling Gentran:Viewpoint are introduced in this
section. For an explanation of specific terms used by Sterling Gentran:Viewpoint, refer to the
Glossary.
Figure 1.2 illustrates the basic concepts and terminology of Sterling Gentran:Viewpoint.
Figure 1.2 Sterling Gentran:Viewpoint Concepts
The following major concepts are described:
• Extended EDI system
• Exception Management
• Tracking Management
Business
Applications
EDI
Translation Communications Networks Trading
Partners
Extended EDI
Exception Capture/Tracking
Information
Inquiry
Notification/
Resolution
Tracking Query
“Auto” Actions
Exception Management/
Tracking Management
Tracking Points
EDI Business Management
and Support
Concepts and Terminology
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 1-13
Extended EDI System
Sterling Gentran:Viewpoint introduces a concept in EDI processing called the Extended EDI
System. The Extended EDI System encompasses all systems between your EDI-enabled
applications and your partner's EDI-enabled applications (End-To-End).
The primary component of the Extended EDI System is the Tracking Point. A Tracking Point is a
system/process that has been defined to Sterling Gentran:Viewpoint. The Tracking Points, which
are defined in Extended System Management, form your Extended EDI System. Tracking points,
currently enabled for use with Sterling Gentran:Viewpoint Exception Management, are the
Sterling Gentran:Basic and Sterling Gentran:Realtime (if installed) translation processes (for
example, Inbound Editor, Inbound Mapper, Network Reconciliation), and the Sterling Connect
processes (STOUTL) for Sterling Gentran:Plus installations. These same tracking points are also
enabled for use with Sterling Gentran:Viewpoint Tracking Management. In addition, as long as the
application has the ability to call the Sterling Gentran:Viewpoint gateway, any batch or online
application can be enabled for Tracking Management.
Sterling Gentran:Viewpoint provides monitoring of all Tracking Points (Systems) that are defined
to the Extended EDI System. Figure 1.2 shows how Tracking Points relate to the Extended EDI
System.
Sterling Gentran:Viewpoint provides the Extended System Management functions to define and
manage the Extended EDI System for your environment. From the Extended System Definition,
you are able to optimize your Extended EDI System configuration.
Major components, which could affect a business document traveling through the Extended EDI
System, are defined in this functional area. Major components in the Extended EDI System are
considered to be User Applications, EDI Translation Software, Communications, Networks, and
Trading Partners. This does not exclude the addition of other components to the Extended EDI
System, such as encryption or decryption.
Exception Management
The concept of Exception Management revolves around providing you with the ability to define
which events (exceptions) in the Extended EDI System are relevant. You then need the ability to
distribute and resolve these exceptions.
Sterling Gentran:Viewpoint Exception Management provides automatic Exception Capture,
Notification, and Action for exceptions you have defined in your Extended EDI System. From this
functional area, you build Exception Profiles to automate the management of your exceptions.
Exception Management capabilities are accomplished using the following functions and options:
Exception Profiles
An Exception Profile is a set of criteria you have defined to Sterling Gentran:Viewpoint
for managing an exception. The Exception Profile provides the instructions needed to
Capture an exception, provide the appropriate Notification for an exception, and initiate
the correct Action for an exception.
Exception Capture Definitions
This function is used to define the exceptions you want captured.
Concepts and Terminology
1-14 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Recipient Notification
This option is used to define who should be notified about an exception that has been
captured.
Exception Action Definitions
The Exception Action function allows you to define automated actions that can be
initiated in response to an exception.
Tracking Management
Tracking Management provides the ability for you to track an item (for example, a document) as it
travels through the extended EDI system. You can query the status and history of an item using a
variety of criteria, including identifiers that are known to you (that is, user references).
The focus of Tracking Management is on determining the current status or history of an item,
whereas the emphasis of Exception Management is on automatic detection, notification, and
resolution of exceptions or events that are relevant to you, and as they occur. The table on the
following page lists the attributes of these two functional areas.
Tracking Management capabilities are accomplished using the following functions and options:
Tracking Points
Tracking Points are processes enabled for Sterling Gentran:Viewpoint. You can define Sterling
Gentran:Basic, Sterling Connect, or User tracking points. Sterling Gentran:Basic and Sterling
Gentran:Realtime (if installed) translation processes are enabled to allow tracking of items as they
are processed. These processes include the Mappers, Editors, Databank Extracts, and Network and
Acknowledgement Reconciliation.
For Sterling Gentran:Plus users, the Sterling Connect processes, Offline Utilities (STOUTL), and
Sterling Connect Outbound and Inbound Interfaces are enabled for tracking communication batch
items.
In addition, you have the ability to define user tracking points, such as their application or
communication systems. In this case, the application must be able to invoke a user gateway to pass
information to Sterling Gentran:Viewpoint.
Note: User Tracking Points are only available with Tracking
Management.
User Gateways
User Gateways are programming interfaces (APIs) that can be used to pass tracking information to
Sterling Gentran:Viewpoint from your application. Both batch and online user gateways are
provided. User Gateways allow complete end-to-end tracking of items.
Tracking Management Query
When the status information is stored in Sterling Gentran:Viewpoint, you have the ability to search
or query on the status or history of an item by using the Tracking Management Query dialog. Both
basic and extended queries can be performed, and queries can be saved and reused for frequent
inquiries.
Concepts and Terminology
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 1-15
Comparing/Contrasting Exception and Tracking Management
The following table summarizes Exception Management and Tracking Management.
Exception Management Tracking Management
Problem Detection Business Process Tracking
Resolution (user defined) Document Status
Current View Past and Present View
Automated Responses Extensive Query Capability
IBM Processes Any Processes
System Architecture
1-16 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
System Architecture
This section provides a brief description of the major components of Sterling Gentran:Viewpoint.
Figure 1.3 illustrates each of the major components and their relationships.
Figure 1.3 System Architecture
Connect
System
Tracking
Points
User
Batch
Tracking
Points
User
Online
Tracking
Points
Gentran
System
Tracking
Points
Sterling
Gateways
User
Batch
Gateways
User
Online
Gateway
Sterling
Gateways
Batch
User
Action
Online
User
Action
Track-
ing
User
Exit
Staging Area
• Staging Files
•Post
Processor
•Staging
Temporary
Storage
Queues
(CICS)
• Communica-
tion Post
Processor
Repository
Profiles
Master
Index
Reports
Gentran
Databank
Connect
System
Tracking
Points
User
Batch
Tracking
Points
User
Online
Tracking
Points
Sterling
Gateways
User
Batch
Gateway
User
Online
Gateway
Sterling
Gateways
Batch
User
Action
Online
User
Action
Tracking
User Exit
Online Facility
• Extended
System
Management
•Exception
Management
• Exception Inquiry
• Tracking
Management
Repository
Profiles
Master
Index
Connect
Data
Queues
Batch Maintenance/Inquiry
Archive
Reports
VIEWPOINT
System Architecture
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 1-17
Major Components
Tracking Points
Tracking points are processes in your Extended EDI System that are enabled for Sterling
Gentran:Viewpoint. Sterling Gentran:Basic, Sterling Connect or User tracking points can be
defined to pass data for Sterling Gentran:Viewpoint processing via the Sterling Gentran:Viewpoint
Gateways.
Sterling Gentran:Viewpoint Gateways
Sterling Gentran:Viewpoint Gateways provide the ability to pass data (or information) to Sterling
Gentran:Viewpoint that the user may wish to monitor. The data passing through Gateways is
placed in the Sterling Gentran:Viewpoint Staging Area. The following gateways are provided:
Staging Area
Data that is passed to Sterling Gentran:Viewpoint through Sterling Gentran:Viewpoint Gateways is
processed through the Sterling Gentran:Viewpoint Staging Area. The actual data from the
Gateways reside on one or more Staging Files or Staging Temporary Storage Queues.
The Sterling Gentran:Viewpoint Staging Area provides filtering of the data and reorganization of
the filtered data into the Sterling Gentran:Viewpoint Repository and Master Index files. The
Sterling Gentran:Viewpoint Staging Area Post Processor (a background online processor) is
responsible for these functions.
For Sterling Gentran:Plus users, the Communications Post Processor (a background, online
processor) formats the Sterling Connect communications information into a Staging TSQ to be
processed by the Sterling Gentran:Viewpoint Post Processor. The Staging Area allows Sterling
Gentran:Viewpoint to minimize its impact to the processing throughput of Tracking Points.
Sterling Gentran:Viewpoint Profiles
The Sterling Gentran:Viewpoint Profiles file stores all Sterling Gentran:Viewpoint definitions and
profiles. Sterling Gentran:Viewpoint definitions and profiles are maintained by the user from the
Online Facility Extended System Management, Exception Management, and Tracking
Sterling
Gateways
Sterling Batch and Online Gateways are called from Sterling
Gentran:Basic and Sterling Connect system tracking points to pass
both exception and tracking information to Sterling
Gentran:Viewpoint.
User Batch
Gateway
The User Batch Gateway passes Tracking Management information to
Sterling Gentran:Viewpoint from user applications running in batch.
The gateway is specific to the Tracking Management module, and
cannot be used for Exception Management. Refer to the IBM® Sterling
Gentran:Viewpoint® for z/OS® Release 6.6 Technical Reference
Guide, Chapter 4, “User Exits and APIs” for detailed information.
User Online
Gateway
The User Online Gateway passes Tracking Management information to
Sterling Gentran:Viewpoint from online user applications running
under CICS. The gateway is currently specific to the Tracking
Management module and cannot be used for Exception Management.
Refer to the IBM® Sterling Gentran:Viewpoint® for z/OS® Release
6.6 Technical Reference Guide, Chapter 4, “User Exits and APIs” for
detailed information.
System Architecture
1-18 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Management options. These definitions and profiles are used by the Staging Area to perform
filtering and reorganization, as well as by the Online Facility to perform tracking queries.
Maintaining definitions and profiles in the Sterling Gentran:Viewpoint Profile files may be
performed from the Online Facility or from Batch. Inquiry reports may also be produced from
Sterling Gentran:Viewpoint Profiles information.
Sterling Gentran:Viewpoint Repository
The Sterling Gentran:Viewpoint Repository stores exceptions that have been captured, as well as
tracking status and history information. End users, who are responsible for the management and
control of business documents, manage the Repository information using the Online Exception
Inquiry and Tracking Management Query functions. Maintaining data from the Sterling
Gentran:Viewpoint Repository may be performed from the Online Facility or from batch. Inquiry
reports may also be produced from Repository information.
Sterling Gentran:Viewpoint Master Index
The Sterling Gentran:Viewpoint Master Index is used by the Tracking Management module to
maintain the processing history for items being tracked. The primary purpose of the Master Index
is to provide quick access to the data to show you the process history for an item. The Master
Index also provides a link to exceptions that have been captured for an item.
Online Facility
Sterling Gentran:Viewpoint Online Facility provides the tools you need to set up, control, and
manage your EDI processing information. This includes Extended System Management,
Exception Management, Exception Inquiry, and Tracking Management. The online facility is
designed to work with both technical users and business users. For more information on Sterling
Gentran:Viewpoint online facility, refer to Chapter 4, "Using the Online Facility".
Batch Inquiry
Sterling Gentran:Viewpoint Inquiry processes provide inquiry reports. Inquiries can be made
against Sterling Gentran:Viewpoint Profiles and Repository files. Parameters for controlling these
processes are set up using the Maintenance/Inquiry options in Extended System Management of
the Online Facility.
Batch Maintenance
Sterling Gentran:Viewpoint Maintenance processes provide all the functionality necessary for
maintaining Sterling Gentran:Viewpoint Profiles, Repository, and Master Index files. The
Maintenance processes run in batch. Parameters for controlling these processes are set up using the
Online Facility Maintenance/Inquiry Options function in Extended System Management. Options
of Maintenance are to archive and restore data that has been purged.
User Actions
A user action is a user batch procedure or an online transaction that you defined in Sterling
Gentran:Viewpoint as an Exception Action. The User Action is automatically initiated by the
Sterling Gentran:Viewpoint Post Processor when an exception has been captured.
Tracking User Exit
A Tracking User Exit can be invoked by Tracking Management when an item has been processed
for a tracking point. This feature allows you to pass information to your database for subsequent
inquiry.
System Operation
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 1-19
System Operation
The following section describes the operational flow using the major components of Sterling
Gentran:Viewpoint. Figure 1.4 illustrates general activities that are performed using Sterling
Gentran:Viewpoint (both Exception Management and Tracking Management).
Figure 1.4 Operational Activity Flow
Setup
• User Activity
• One-time
• As Required
Capture/
Tracking
• System Activity
• Ongoing
Filtering
• System Activity
•Online
Notification
• System Activity
• Ongoing
Resolution/
Query
• User Activity
• Ongoing
Maintenance/
Inquiry
• User Activity
• As Required
Operational Activities
Online Facility
Extended
System
Management
Exception
Management
Tracking
Management
Implementation
Tracking
Point
Staging Area
Viewpoint
GATEWAY
Viewpoint
Profiles Staging
Area
Viewpoint
Repository
Master
Index
Online Facility
Exception
Inquiry
Exception
Management
User
User
User
User
Systems
Online Facility
Tracking
Management
Online Facility
Tracking
Management Archives
Viewpoint
Repository,
Profiles, &
Master Index
files
Reports
Viewpoint
Batch
Control
Parameters
System Operation
1-20 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Operational Activities
Setup
Perform the Setup activity to configure Sterling Gentran:Viewpoint for your environment and
information needs.
Sterling Gentran:Viewpoint provides three options in the Online Facility for performing this
activity: Extended System Management, Exception Management, and Tracking Management.
From the Online facility, define the systems and processes you wish to monitor. For Exception
Management, define the information that is important to you and how you wish to be notified. For
Tracking Management, define queries you wish to use repeatedly.
Perform this activity "one-time," and as required by changes in your environment or information
needs. Refer to Chapter 5, "Screen Descriptions" for detailed information.
Capture/Tracking
Capture and Tracking are system activities in which data/information being processed by Sterling
Gentran:Viewpoint-enabled applications is passed through the Sterling Gentran:Viewpoint
Gateways to Sterling Gentran:Viewpoint.
Sterling Gentran:Viewpoint confirms that the application is a valid Tracking Point and passes the
received data/information to the Staging Area.
Sterling Gentran:Viewpoint performs this activity on an ongoing basis.
Refer to Chapter 5, "Screen Descriptions" for detailed information.
Filtering
Filtering is a system activity that analyzes exception and tracking data/information received
through the Sterling Gentran:Viewpoint Gateways. Using the Sterling Gentran:Viewpoint Profiles
created in “Setup,” Sterling Gentran:Viewpoint distributes the information to the appropriate
people (for exceptions) and/or user systems (for exceptions or tracking information). For Tracking
Management, the information is stored and is available for online query.
Sterling Gentran:Viewpoint performs this activity on an ongoing basis.
For more details, refer to "Exception Management Screens" in Chapter 5, "Screen Descriptions".
Notification
Notification is the Exception Management system activity that builds resolution information and
delivers that information to the right recipients and/or User "Auto Actions".
Sterling Gentran:Viewpoint performs this activity on an ongoing basis.
For more details refer to "EDIM626 - Exception Action Definition Screen" in Chapter 5, "Screen
Descriptions".
Resolution/Query
Resolution/Query are user activities. Use the Sterling Gentran:Viewpoint Exception Inquiry option
to achieve resolution for Exception Management or use your own application support system that
has been connected to Sterling Gentran:Viewpoint through Auto Actions. Exception Inquiry
provides powerful tools to manage and resolve the exceptions that have been captured. For
Tracking Management, you have the ability to query the status and history for any item being
System Operation
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 1-21
tracked through the extended EDI system. Queries may be saved and reused, and you can view any
exceptions you may have captured for the item.
Perform this activity on an ongoing basis.
For more detailed information refer to "Exception Inquiry Screens" and "EDIM702 -Query
Request Screen" in Chapter 5, "Screen Descriptions".
Maintenance/Inquiry
Maintenance and Inquiry is a user-initiated activity performed by Sterling Gentran:Viewpoint. The
Maintenance/Inquiry Options function of the Online Facility is used to define the control
parameters for running Maintenance and Inquiries against the Sterling Gentran:Viewpoint
Repository, Profiles, and Master Index. Maintenance options allow for archiving and restoring
purged data.
Perform this activity as required.
For more details refer to “Extended System Management Screens” in Chapter 5, “Screen
Descriptions,” and to the IBM® Sterling Gentran:Viewpoint® for z/OS® Release 6.6 Technical
Reference Guide, Chapter 1, “Batch Program Descriptions”.
How To Get Help
1-22 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
How To Get Help
IBM® Sterling Customer Center provides a wealth of online resources that are available around
the clock to enrich your business experience with IBM® Sterling Gentran®. By using Sterling
Customer Center, you gain access to many self-support tools, including a Knowledge-Base,
Documentation, Education, and Case Management. Access Sterling Customer Center at http://
customer.sterlingcommerce.com.
Once logged in, select Support Center from the top navigation menu, and then locate Sterling
Gentran product-specific support information from the left navigation menu.
Additionally, our Customer Support Reference Guide outlines our support hours, contact
information, and key information that will enhance your support experience with us. For detailed
information about Customer Support, please refer to the Customer Support Reference Guide
accessible from the login page. (http://customer.sterlingcommerce.com)
Chapter
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 2-1
2Implementation Process
This chapter describes the major steps to effectively implement Sterling Gentran:Viewpoint into
your environment.
This chapter is organized into the following sections:
Topic Page
Overview of Implementation.................................................................................................. 2-2
Develop a Configuration Strategy .......................................................................................... 2-4
Set Up the Sterling Gentran:Viewpoint System ................................................................... 2-11
Operational Procedures......................................................................................................... 2-20
Optional Features.................................................................................................................. 2-23
Overview of Implementation
2-2 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Overview of Implementation
The instructions in this chapter assume that the user performing these activities has the following:
• An understanding of the business requirements that Sterling Gentran:Viewpoint
addresses.
• Familiarity with Sterling Gentran:Viewpoint features and functions.
• A working knowledge of the environment into which Sterling Gentran:Viewpoint
will be installed.
Refer to Chapter 1, “Product Description” and to the IBM® Sterling Gentran:Viewpoint® for z/
OS® Release 6.6 Installation Guide “Installing Sterling Gentran:Viewpoint” chapter to fulfil these
prerequisites.
To implement your Sterling Gentran:Viewpoint system, complete the following major activities:
Note: With the exception of the tasks outlined in the "Set up the
System" section, you can perform the implementation
process activities before, or in parallel with, the
installation. However, you must perform System Setup
after installation has been completed (including the
verification test).
Develop a
Configuration
Strategy
You can configure Sterling Gentran:Viewpoint in a variety of ways to
meet a wide range of requirements. The “Develop a Configuration
Strategy” section focuses on how to implement Sterling
Gentran:Viewpoint to meet your requirements.
In particular, you should analyze your EDI environment for exceptions
that you would like to monitor. If you have Tracking Management, you
should determine which end-to-end paths you would like to track. That
is, which applications would you like to include in tracking.
System Setup After establishing a configuration strategy, you need to set up various
files and parameters. The “Set up the System” section describes the
steps for completing system setup.
Operational
Procedures
Based on the standards and policies of your environment, you may be
required to establish certain procedures. The "Operational Procedures"
section outlines these procedures.
Optional
Features
Sterling Gentran:Viewpoint provides a number of optional features for
managing the system, exceptions, and tracking. Depending on the
capabilities of your environment, you may choose to implement these
features. This activity describes these features, their benefits, and how
to implement them.
Overview of Implementation
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 2-3
Figure 2.1 illustrates the implementation process.
Figure 2.1 Sterling Gentran:Viewpoint Implementation Process
Develop a
Configuration
Strategy
System Setup
Operational
Procedures
Optional
Features
Implementation
Test
Production
Viewpoint
Installation
Verification
Software
Installation
Develop a Configuration Strategy
2-4 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Develop a Configuration Strategy
This section outlines decisions you need to make to configure Sterling Gentran:Viewpoint. Use
these decisions as a guideline in setting up the Sterling Gentran:Viewpoint system.
You may implement Sterling Gentran:Viewpoint in a variety of ways to meet your specific
requirements. The main considerations for your configuration strategy are as follows:
These considerations are described in detail below.
Sterling Gentran:Viewpoint Users and Security
Sterling Gentran:Viewpoint users fall into two categories: The first category of users performs
administrative tasks such as system set up and maintenance. The second category performs end
user tasks, for example: resolving problems that can occur with a business document or
performing a query on a particular document.
To determine your requirements for defining Sterling Gentran:Viewpoint users, refer to the
following references in Chapter 5, “Screen Descriptions.” These references describe functions
used for administrative and business purposes:
Administrative Type User:
System Options Screens
Extended System Management Screens
Exception Management Screens
Tracking Management Screens
Business Type User:
Exception Management Screens
Exception Inquiry Screens
Tracking Management Screens
Sterling Gentran:Viewpoint users are defined using the Sterling Gentran:Basic Security
Maintenance functions at the following four levels:
• Division (data access)
• Access (product access)
• Authority Level (function access)
• Recipient (user access)
Consideration Page
Sterling Gentran:Viewpoint users and security 2-4
Staging files 2-6
Tracking Points 2-7
Exception Management 2-8
Tracking Management (optional module) 2-9
Sterling Gentran databank configuration 2-10
Develop a Configuration Strategy
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 2-5
Division
Sterling Gentran:Viewpoint assigns a division to data captured for Exception Inquiry or Tracking
Management from the Partner profile used to process the data. A division is also assigned to each
User ID in Security Maintenance to control online access to data. The division of the User ID and
the data is compared in the following manner:
• Users with division 000 have access to all data.
• Data with a division of spaces is visible to all users.
• Users with a specific division (for example, 100) may only access data with the
same division.
Access
Access controls which options display on the Sterling Gentran:Basic Main Menu for the User ID.
Sterling Gentran:Viewpoint options display on the security selection list.
Authority Level
When a User ID is granted access to the Sterling Gentran:Viewpoint subsystem, an Authority
Level must also be specified to define the scope of view and update rights. The following
Authority levels are provided:
Recipient
A User ID can also have access to the Exception Inquiry subsystem limited to a specific Recipient
ID. This security level is used to limit access of sensitive data to only those staff members with a
need to know. If this security level is not implemented, a User ID will have access to Exception
data for all Recipient IDs.
Refer to the IBM® Sterling Gentran:Basic® for z/OS® Release 6.6 User Guide Chapter 5, “The
Administration Subsystem” for complete details about Sterling Gentran:Viewpoint Security
Options.
Level Has access to... Permitted to...
System
Administrator
System Options
Extended System Management
Exception Management
Exception Inquiry
Tracking Management
view and update
EDI Coordinator Exception Management
Exception Inquiry
Tracking Management.
view and update
Business User Exception Inquiry
Tracking Management
view and update
Business User
(no update)
Exception Inquiry
Tracking Management
view
Develop a Configuration Strategy
2-6 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Staging Files
Sterling Gentran:Viewpoint uses staging files as temporary holding areas for data and information
received from the Gateways. This data is then processed by the Post Processor, based on the
Sterling Gentran:Viewpoint profiles you defined (refer to Chapter 1, “System Architecture”).
You must determine how you will configure the staging files. Use the following rules and
guidelines to determine your staging area configuration.
Rules
• You must always define and enable at least one staging file for Sterling
Gentran:Viewpoint to capture data.
• Only one tracking point may access a staging file at one time.
• A maximum of 20 staging files may be enabled.
Recommended Configuration
When setting up Sterling Gentran:Viewpoint, you should define and enable one staging file per
Tracking Point. This single staging file will be used as the temporary holding area for both
Exception Management and Tracking Management.
The advantages of this configuration are:
• It maximizes system throughput.
• It allows critical processing to be isolated to a single staging file.
The following table shows an example of this strategy:
Chapter 2, “Set Up the Sterling Gentran:Viewpoint System,” provides the steps necessary for
defining staging files.
Direction Tracking Point Staging File
Outbound Mapper 1
Outbound Editor 2
Inbound Editor 3
Inbound Mapper 4
n/a Ack Reconciliation 5
Develop a Configuration Strategy
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 2-7
Tracking Points
Decide which tracking points to monitor with Sterling Gentran:Viewpoint.
For Exception Management and Tracking Management, the available tracking points are:
For Tracking Management users only
You may also enable user applications for Tracking Management by defining them as User
Tracking Points, and by having the applications call the Sterling Gentran:Viewpoint User
Gateway. An important consideration for tracking is that in order to track an item from one
tracking point to another (for example, business application to the Network), all tracking points in
between must be enabled for tracking.
Sterling Gentran Processes:
EBDI001 Inbound Editor
EBDI002 Outbound Editor
EBDI041 Inbound Mapper
EBDI042 Outbound Mapper
EDID205 Outbound EDI Databank Extract
EDID255 Sterling Gentran:Realtime Outbound EDI Databank Extract
EDID405 Inbound Application Databank Extract
EDID455 Sterling Gentran:Realtime Inbound Application Databank
Extract
EDID510 Acknowledgement Reconciliation/Monitor
EDID515 Sterling Gentran:Realtime Acknowledgement Reconciliation/
Monitor
EDID850 Network Reconciliation/Monitor
EDIR001 Sterling Gentran:Realtime Inbound Editor
EDIR002 Sterling Gentran:Realtime Outbound Editor
EDIR041 Sterling Gentran:Realtime Inbound Mapper
EDIR042 Sterling Gentran:Realtime Outbound Mapper
Sterling Connect Processes:
MAILBOX Sterling Connect
STOUTL Sterling Connect Offline Utilities
EDIR314 Sterling Connect Outbound Interface
EDIR316 Sterling Connect Inbound Interface
Develop a Configuration Strategy
2-8 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Refer to “Tracking Management” below and the IBM® Sterling Gentran:Viewpoint® for z/OS®
Release 6.6 Technical Reference Guide “User Exits and APIs” chapter for more details on defining
User Tracking Points.
Exception Management
The decisions you make for implementing Exception Management are at the heart of the
implementation process. Identifying which exceptions should be captured, who should be notified,
and how they should be notified will determine your initial configuration for managing exceptions.
To simplify this portion of your configuration strategy, refer to the following guidelines:
Use the information derived from this guideline to complete the step, Build Sterling
Gentran:Viewpoint Profiles in the “Set Up the Sterling Gentran:Viewpoint System” section of this
chapter.
Chapter 3, Tutorial, in this document also details the steps required for managing exceptions.
Tracking Management (optional module)
Tracking Management enables you to determine the status and history of an item (for example, a
business document) as it travels through the extended EDI system. The more processes or
applications enabled for tracking, the more complete will be the history for the item.
Note: Use caution when deciding to track all documents or
items, as this will require a significant amount of storage.
Identify
Exceptions
Identify the events occurring in your Sterling Gentran or
Sterling Connect processing that you wish to monitor/manage
with Sterling Gentran:Viewpoint (example: Inbound Mapping
Errors, a purchase order was just received from partner ABC).
For complete details on the available processes and criteria for
exception capture, refer to:
• “EDIM624 - Exception Capture Definition Screen" in
Chapter 5, "Screen Descriptions".
• “User Exit Parameters Chart” in the IBM® Sterling
Gentran:Viewpoint® for z/OS® Release 6.6 Technical
Reference Guide “User Exits and APIs” chapter.
Identify
Recipients
You can directly notify the person or persons responsible for
responding to exceptions. Identify these people as recipients
and associate them with the exceptions for which they are
responsible.
Identify
Automated
Systems
If your environment has automated systems available (for
example, e-mail), you may also use these systems for
responding to captured exceptions. Identify the systems and
associate them with exceptions and/or recipients.
Develop a Configuration Strategy
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 2-9
Enable Tracking Management on the Sterling Gentran:Viewpoint record in the Sterling Gentran
Configuration file. Once enabled, all valid tracking points generate and pass information to
Sterling Gentran:Viewpoint.
In order to limit the volume of data that is to be tracked, Sterling Gentran:Basic contains flags in
the partner profile that indicates whether Sterling Gentran:Viewpoint Tracking is enabled. By
default, tracking information is retained for all levels unless the indicator value is set to No.
You can limit tracking communications information using remote IDs. Specify the remote IDs to
be included or excluded from Tracking Management on the Tracking Point Remote ID Control
screen (EDIM606). Refer to "EDIM606 -Tracking Point Remote ID Control Screen" in Chapter 5,
Screen Descriptions, of this document.
For deciding on applications to track, several options are available:
Track using Sterling Gentran Tracking Points only
This is the simplest approach to tracking, and involves the least amount of effort. By using the
Sterling Gentran tracking points you could, for example, track a document (by the document user
reference) through the outbound processes (Mapper, Editor, Databank Extract), when the Network
processed it (Network Reconciliation), and when the trading partner validated it
(Acknowledgment Reconciliation). You can track the same data by its EDI forms (for example,
transactions, functional groups, and interchanges) as long as the identifiers are known. You can
follow a similar approach for inbound data as well.
Add Sterling Connect Tracking Points
For Sterling Gentran:Plus users, communication items or batches can also be tracked for Sterling
Connect, Sterling Connect Offline Utilities (STOUTL), and Sterling Connect Outbound and
Inbound Interfaces. You can now track a document from user application, to the translation
process, to communications.
Add Business Applications as Tracking Points
The next approach to Tracking Management is to add business applications to the tracking process.
For example, you can enable a receivables system to call the Sterling Gentran:Viewpoint Gateway
so that a Tracking Management user would know when an invoice was generated in the
receivables system. The invoice document can then be tracked through the entire EDI process.
Adding applications as tracking points involves defining the tracking point, enabling the
application to call the Sterling Gentran:Viewpoint Gateway, and passing or accepting a fixed
format Trace ID record. This Trace ID links the document, or item, throughout the tracking path.
Add Other Operational Applications as Tracking Points
Similar to adding business applications, you can enable other operational applications for tracking
by having them call the Sterling Gentran:Viewpoint Gateway. For example, you can add a
communications package to the tracking path by having it call the Sterling Gentran:Viewpoint
Gateway from an exit. The application must be able to pass, or accept, the fixed format Trace ID
record used with Sterling Gentran:Viewpoint Tracking Management or a user program needs to be
written to parse out this record prior to running the communications application. In this situation,
the exit used in the application would need to reconcile the status information with the Trace ID
information created by the parsing program prior to calling the Sterling Gentran:Viewpoint
Gateway.
Develop a Configuration Strategy
2-10 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
More information on User Gateways can be found in the IBM® Sterling Gentran:Viewpoint® for
z/OS® Release 6.6 Technical Reference Guide “User Exits and APIs” chapter.
Sterling Gentran Databank Configuration
Sterling Gentran:Viewpoint uses much of the data and information that is stored with the Sterling
Gentran:Basic and/or Sterling Gentran:Realtime Databanks.
Note: The Databank associated with any Sterling Gentran
tracking point that is going to be monitored by Sterling
Gentran:Viewpoint must be configured to have at least a
Directory-level configuration. For example, if the
Outbound Editor is going to be monitored, the Outbound
EDI databank must be configured with Directory-level.
If Exception Inquiry or Tracking Management users access the Data Display, the databank for the
tracking point must be configured with Message Store-level. For more details about the Data
Display, refer to Chapter 5, "Screen Descriptions".
Set Up the Sterling Gentran:Viewpoint System
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 2-11
Set Up the Sterling Gentran:Viewpoint System
This section outlines the steps for setting up the Sterling Gentran:Viewpoint system. Use the
information that was developed in the previous section, “Develop a Configuration Strategy” here.
Note: This section assumes that the Sterling Gentran:Viewpoint
Installation Verification has been completed for all
Sterling Gentran products (that is, Sterling
Gentran:Basic, Sterling Gentran:Plus, Sterling
Gentran:Realtime) that are enabled for Sterling
Gentran:Viewpoint monitoring.
The steps required to set up the Sterling Gentran:Viewpoint system are:
Step 1 Identify where Sterling Gentran:Viewpoint will be set up initially
The first step in setting up the Sterling Gentran:Viewpoint system is to identify where
Sterling Gentran:Viewpoint will reside initially. The alternatives are to set up Sterling
Gentran:Viewpoint in a production environment immediately or set up Sterling
Gentran:Viewpoint in a test environment and then migrate to production.
Note: It is recommended that Sterling Gentran:Viewpoint be
implemented in a test environment initially.
Step 2 Re-allocate files for production space requirements
Sterling Gentran:Viewpoint uses Sterling Gentran:Viewpoint-specific files, as well as the
existing databank files for detailed status information and data. The following files are
part of the Sterling Gentran:Viewpoint system:
Step Action Page
1. Identify where Sterling Gentran:Viewpoint will be set up
initially
2-11
2. Re-allocate files for production space requirements 2-11
3. Review/Revise CICS Region 2-14
4. Set up Tracking Points 2-15
5. Revise Sterling Gentran JCL 2-15
6. Update the Sterling Gentran Configuration file 2-15
7. Define Sterling Gentran:Viewpoint Users 2-16
8. Build Sterling Gentran:Viewpoint Profiles 2-16
9. Build Tracking Management Queries 2-16
10. Set Sterling Gentran:Viewpoint System Options 2-17
11. Review/Revise Databank Configuration 2-17
12. Integrate communications monitoring 2-17
Set Up the Sterling Gentran:Viewpoint System
2-12 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
File Description
Archive file The Archive file contains items removed from the Profiles, Repository,
and Master Index files.
Configuration file The Configuration file contains records to control system level features
and options.
JCL file The JCL file contains entries for JCL streams, which are submitted for
execution through online functions.
Profile file The Profile file contains the rules, which are used to control the
system, as defined in Extended System Management, Exception
Management, and Tracking Management.
Prompt file The Prompt file contains system information which is used for online
prompt requests.
Repository file The Repository file contains information relating to exceptions
detected by Sterling Gentran:Viewpoint. The repository includes
control/status information relating to the exception, system messages
relating to the exception, as well as user entered exception
management information relating to the exception. The Repository file
also contains status and history information relating to items tracked by
Tracking Management.
Staging files The Staging files pass data from a Sterling Gentran:Viewpoint enabled
system to Sterling Gentran:Viewpoint. Staging files contain system
messages issued by the Sterling Gentran:Viewpoint enabled system as
well as control, status, and tracking information.
Staging TSQs The Staging TSQs pass data from the Online Gateway, Online User
Gateway and the Communications Post Processor to Sterling
Gentran:Viewpoint. The Staging TSQs contain system messages as
well as control, status, tracking and communications information.
Master Index This file is only available with the Tracking Management module.
The Master Index is used by the Tracking Management module, to
store information about each item or document to be tracked. The
Master Index provides fast access to information by providing "fast
paths," or alternate keys, for common reference criteria such as User
Reference and Partner.
Trace ID file This file is only available with the Tracking Management module.
The Trace ID file is used by batch processes to ensure the uniqueness
of Trace IDs associated with items as they travel through the extended
EDI system.
Set Up the Sterling Gentran:Viewpoint System
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 2-13
The Sterling Gentran:Viewpoint system uses standard VSAM file sharing features between CICS
and batch processing. All Sterling Gentran:Viewpoint files are updated in either CICS or batch,
and are defined with VSAM Shareoptions of 2,3 except for the Communications Queue file and
the Trace ID Cross Reference file which have VSAM Shareoptions of 4,3.
Multiple Sterling Gentran:Viewpoint enabled processes, which run concurrently, can not access
the same Staging file. Each process, which may run concurrently, must have a unique Staging file.
When performing maintenance, using the Sterling Gentran:Viewpoint Maintenance/Inquiry
program, the files being processed must not be open for update access in CICS. Inquiry may be
performed while CICS has update access.
The following files will likely require re-allocation after installation verification to meet the space
requirements for your implementation of Sterling Gentran:Viewpoint:
• Profiles file
• Repository file
• Master Index (Tracking Management only)
• Staging file(s)
• Communications Queue file (Sterling Gentran:Plus users only)
• CICS Auxiliary Storage
Online Trace ID file This file is only available with the Tracking Management module.
The Online Trace ID file is used by online processes to ensure the
uniqueness of Trace IDs associated with items as they travel through
the extended EDI system.
Sterling Connect
Failure Codes file
This file is only available for Sterling Gentran:Plus users. The
Sterling Connect Failure Codes file contains the text messages
associated to communications failure codes.
Sterling Connect
Cross Reference file
This file is only available for Sterling Gentran:Plus users. The
Sterling Connect Cross Reference file contains the record of which
communications batch numbers were re-assigned after running the
Sterling Connect maintenance utilities.
Communications
Queue file
This file is only available for Sterling Gentran:Plus users. The
Communications Queue file is used to pass Sterling Connect
Communications Log file information to Sterling Gentran:Viewpoint.
Trace ID Cross
Reference file
This file is only available for Sterling Gentran:Plus users of the
Tracking Management module. The Trace ID Cross Reference file is
used to store Sterling Gentran:Viewpoint Trace IDs assigned to
communications batch numbers.
File Description
Set Up the Sterling Gentran:Viewpoint System
2-14 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Note: Staging Temporary Storage Queues (TSQs) are stored as
CICS Auxiliary TSQs, which are created as entries on the
CICS Auxiliary Temporary Storage (DFHTEMP) data
set. Sterling Gentran:Realtime users should examine their
requirements for CICS Auxiliary Storage.
Enabling Exception Management and Tracking Management for all business activity uses a
considerable amount of storage. This is especially true of Tracking Management as an item can
travel through many processes and transforms several times. Review space requirements carefully
and reallocate depending on the volume of transactions at your installation.
Perform the following activities for each file:
1. Calculate the space requirements for each file. For detailed information on space
calculations for these files, refer to the IBM® Sterling Gentran:Viewpoint® for z/OS®
Release 6.6 Technical Installation Guide “File Descriptions” chapter.
2. Define and initialize each file using the JCL supplied with the system. Refer to the IBM®
Sterling Gentran:Viewpoint® for z/OS® Release 6.6 Installation Guide, Appendix A,
“Library Descriptions” for a list of the JCL supplied with the system.
Step 3 Review/Revise CICS Region
The CICS resource definitions and region JCL will most likely need to be revised to meet
the standards of your environment.
For detailed information regarding these activities, refer to the IBM® Sterling
Gentran:Viewpoint® for z/OS® Release 6.6 Technical Reference Guide “CICS Region
Information” chapter.
Perform the following activities to complete this step:
1. CICS Region JCL
Add the necessary JCL statements to your CICS Region JCL.
2. File Resource Definitions
Review the Resource Definitions for all Sterling Gentran:Viewpoint files.
3. Transaction Resource Definitions
• If you use an "Exception Action" Online Procedure (see "EDIM626 - Exception
Action Definition Screen" in Chapter 5, "Screen Descriptions"), add the necessary
CICS Resource Definition for defining the transaction ID to initiate the Exception
Action online procedure.
• If you use a Tracking User Exit procedure (see “EDIM685 - System Options
Screen” in Chapter 5, “Screen Descriptions”), add the necessary CICS Resource
Definition for the transaction ID to initiate the Tracking User Exit procedure.
4. Program and Mapset Resource Definitions
Review the Resource Definitions for all Sterling Gentran:Viewpoint programs.
5. PLT Entry (optional)
Set Up the Sterling Gentran:Viewpoint System
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 2-15
If you initiate the Sterling Gentran:Viewpoint Scanner at region start-up, add a
CICS PLT entry for the Automatic System Start-Up (EDIVPLT) program.
Step 4 Set up Tracking Points
Use the Sterling Tracking Point Directory screen to enable the Sterling Gentran or Sterling
Connect tracking points that are to be monitored (for exceptions and tracking) and disable
the tracking points that will not be monitored. It is important to note that to track
information along an end-to-end path (for example, the outbound path), all tracking points
along the path must be enabled. Breaking the chain will prohibit the display of the
complete history for an item.
Refer to “EDIM602 - Sterling Tracking Point Directory Screen” in Chapter 5, “Screen
Descriptions,” and Chapter 3, “Tutorial” for detailed information on enabling and
disabling Tracking Points.
For Tracking Management, you may also enable user applications for tracking. This
involves defining the user tracking point, and enabling the application to support a fixed
format Trace ID record and call the Sterling Gentran:Viewpoint Gateway. Both online and
batch applications are allowed for tracking. Refer to “EDIM610 - User Tracking Point
Directory Screen” in Chapter 5, “Screen Descriptions”. Also, refer to the IBM® Sterling
Gentran:Viewpoint® for z/OS® Release 6.6 Technical Reference Guide “User Exits and
APIs” chapter.
Step 5 Revise Sterling Gentran JCL
Any JCL you use for running programs that are defined as Tracking Points must be
revised to include the JCL statements required by Sterling Gentran:Viewpoint. The
following JCL must be inserted:
For Exception and Tracking Management:
//EDIVP DD DSN=...,DISP=SHR - Viewpoint Profiles file
//EDIVSF DD DSN=...,DISP=SHR - Viewpoint Staging file
For Tracking Management:
//EDIVT DD DSN=...,DISP=SHR - Trace ID file
For Sterling Gentran:Plus users of Tracking Management:
//EDIVPPX DD DSN=...,DISP=SHR - Trace ID Cross Reference file
Only required for the following tracking points:
EBDI001 Inbound Editor
EBDI002 Outbound Editor
EDID205 Outbound EDI Databank Extract
Step 6 Update the Sterling Gentran Configuration file
Update the Sterling Gentran system Configuration file to include the Sterling
Gentran:Viewpoint configuration entry. This adds the required Sterling
Gentran:Viewpoint configuration information to your Sterling Gentran environment.
Refer to “Update the Configuration file” in the IBM® Sterling Gentran:Viewpoint® for z/
OS® Release 6.6 Installation Guide “Installing Sterling Gentran:Viewpoint” chapter.
Set Up the Sterling Gentran:Viewpoint System
2-16 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Step 7 Define Sterling Gentran:Viewpoint Users
Based on the results from “Sterling Gentran:Viewpoint Users and Security” in the section,
“Develop a Configuration Strategy,” define your Sterling Gentran:Viewpoint Users using
the Sterling Gentran Security Maintenance option.
Step 8 Build Sterling Gentran:Viewpoint Profiles
Based on the results from "Exception Management" in the section, "Develop a
Configuration Strategy,” you may now build your initial Exception Profiles.
Perform the following activities for each profile you wish to build:
1. Define the Exception Capture Definition
Refer to "EDIM624 - Exception Capture Definition Screen" in Chapter 5, "Screen
Descriptions" and Chapter 3, "Tutorial" to complete this activity. Note that any
Exception Profile that is created can use these Capture definitions.
2. Define the Exception Action Definition (optional)
An Exception Profile may include Exception Actions for automating the response
to an exception. Refer to the “EDIM626 -Exception Action Definition Screen” in
Chapter 5, “Screen Descriptions,” and Chapter 3, “Tutorial”. For detailed
information on implementing the required user interface for using Exception
Actions, refer to the IBM® Sterling Gentran:Viewpoint® for z/OS® Release 6.6
Technical Reference Guide “User Exits and APIs” chapter. Note that any
Exception Profile that is created can use these Exception Action definitions.
3. Create the Exception Profile
Use the Exception Profile to combine all the components you have defined for
responding to an exception. The capture definition, recipient and, optionally, the
action definition are all joined in the Exception Profile for automating the
response to an exception.
Refer to "EDIM622 - Exception Profile Definition Screen" in Chapter 5, "Screen
Descriptions" and Chapter 3, "Tutorial," for detailed information on defining an
Exception Profile.
Step 9 Build Tracking Management Queries
Based on the results from "Tracking Management" in the section, "Develop a
Configuration Strategy,” you may now build your initial Tracking Management Queries.
These are queries that you know you will use repeatedly in monitoring your environment.
Alternatively, you can perform queries in an ad hoc way on a day-to-day basis, and save
them for when more knowledge of required tracking information is determined.
Perform the following activities for each query you wish to save:
1. Establish the Query
It may take a number of iterations of setting search criteria (both basic and
extended) and analyzing the results before you have established a query that
produces manageable results.
Refer to "EDIM702 - Query Request Screen" in Chapter 5, "Screen Descriptions".
2. Save the Query
Set Up the Sterling Gentran:Viewpoint System
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 2-17
Once you have established a query, you may save it using the Add function from
the Query Request screens. Refer to Chapter 5, "Screen Descriptions" for more
details.
Step 10 Set Sterling Gentran:Viewpoint System Options
This step completes the options you need to set for configuring your Sterling
Gentran:Viewpoint system.
Refer to "EDIM685 - System Options Screen" in Chapter 5, "Screen Descriptions," for
detailed information regarding these options.
You must set the following options:
• System Status
•System Trace
• Scan Interval
• Error User Exit (Optional)
• Error User Exit Data (Optional)
• Tracking User Exit (Optional)
• Staging file Control
• Staging TSQ Full
Step 11 Review/Revise Databank Configuration
Based on the results from “Sterling Gentran Databank Configuration” in the section,
“Develop a Configuration Strategy,” you should now reconfigure your Databank
Configuration.
Refer to the IBM® Sterling Gentran:Basic® for z/OS® Release 6.6 Installation Guide,
Appendix A, “Implementing the Databank Facility,” for complete details.
Step 12 Integrate communications monitoring
For Sterling Gentran:Plus users integrating communications monitoring into their Sterling
Gentran:Viewpoint system, the following changes are required to the Sterling Connect
and/or Sterling Gentran:Plus systems.
Sterling Connect Changes
Modify the Sterling Connect Options Definition File (ODF) to specify the Sterling
Gentran:Viewpoint Log Exit program:
XLOG=EDIVLX or EDIVLXU
For more information about the Sterling Gentran:Viewpoint Log Exit programs, refer to
the IBM® Sterling Gentran:Viewpoint® for z/OS® Release 6.6 Technical Reference Guide
“Batch Program Descriptions” chapter.
Set Up the Sterling Gentran:Viewpoint System
2-18 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Add the following DD statement to the JCL for starting the online portion of your
communications system (Sterling Connect:):
//EDIVCQ DD DSN=GENTRAN.V6X6.VPT.VSAM.EDI.EDIVCQ,DISP=SHR
Include the load library for the Sterling Gentran:Viewpoint Log Exit module by adding the
following DD statement to the STEPLIB, or JOBLIB concatenation, in the JCL for
starting the online portion of the communications system (Sterling Connect).
// DD DSN=GENTRAN.V6X6.VPT.CONNECT.LOAD,DISP=SHR
Sterling Gentran:Plus JCL Changes
In the JCL to execute the Sterling Connect Offline Utilities ADD function, change the DD
statement for the SYSPRINT and REPORTS files to save the reports to cataloged data sets
as follows:
//SYSPRINT DD DSN=GENTRAN.V6X6.GPL.ADD.SYSPRINT,
// DISP=(NEW,CATLG,DELETE),
// UNIT=DISK,
// VOL=SER=XXXXXX,
// SPACE=(TRK,(5,5),RLSE),
// DCB=(RECFM=FBA,LRECL=133,BLKSIZE=1330)
//REPORTS DD DSN=GENTRAN.V6X6.GPL.ADD.REPORTS,
// DISP=(NEW,CATLG,DELETE),
// UNIT=DISK,
// VOL=SER=XXXXXX,
// SPACE=(TRK,(5,5),RLSE),
// DCB=(RECFM=FBA,LRECL=133,BLKSIZE=1330)
The SYSPRINT and REPORTS file data sets should be passed to the Sterling
Gentran:Viewpoint STOUTL Report Processor program (EDIN110) as the EDIVOUXR
and EDIVOURT data sets, respectively.
Note: If using IBM® Sterling Connect:Enterprise® version 1.4
or higher, change the DCB parameter for the REPORTS
DD statement to:
DCB=(RECFM=FBA,LRECL=173,BLKSIZE=1730)
In the JCL to execute the Sterling Connect Offline Utilities EXTRACT function, the DD
statement for the REPORTS file should be changed to save the report to a cataloged data
set as follows:
//REPORTS DD DSN=GENTRAN.V6X6.GPL.EXTRACT.REPORTS,
// DISP=(NEW,CATLG,DELETE),
// UNIT=DISK,
// VOL=SER=XXXXXX,
Set Up the Sterling Gentran:Viewpoint System
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 2-19
// SPACE=(TRK,(5,5),RLSE),
// DCB=(RECFM=FBA,LRECL=133,BLKSIZE=1330)
The REPORTS file data set should be passed to the Sterling Gentran:Viewpoint STOUTL
Report Processor program (EDIN110) as the EDIVOURT data set.
Note: If using Sterling Connect:Enterprise version 1.4 or
higher, change the DCB parameter for the REPORTS DD
statement to:
DCB=(RECFM=FBA,LRECL=173,BLKSIZE=1730)
All Sterling Gentran:Plus inbound and outbound translation JCL streams should be
changed to execute the Sterling Gentran:Viewpoint STOUTL Report Processor Program
(EDIN110) immediately after the Offline Utilities (STOUTL). For a model of these JCL
streams, refer to members INGPL (inbound) and OUTGPL (outbound) in the
GENTRAN.V6X6.VPT.JCL data set.
Refer to the IBM® Sterling Gentran:Viewpoint® for z/OS® Release 6.6 Technical
Reference Guide, Chapter 1, “Batch Program Descriptions” for more information about
the “EDIN110 - STOUTL Report Processor”.
The Sterling Gentran:Plus JCL member REORGDB should be replaced by the
REORGDB member included in the GENTRAN.V6X6.VPT.JCL data set. The Sterling
Gentran:Viewpoint version contains statements to run the Sterling Gentran:Viewpoint
Communications Re-Org Program (EDIN120).
Operational Procedures
2-20 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Operational Procedures
Sterling Gentran:Viewpoint is designed for automated operation. This section provides operational
procedures for monitoring the system as well as maintaining your Sterling Gentran:Viewpoint
files.
The procedures documented are:
Monitor System Activity
Data captured by Sterling Gentran:Viewpoint is automatically processed in the background for the
user. Sterling Gentran:Viewpoint provides two methods for monitoring this activity:
• The Online Log Display
• System Options - Error User Exit
The Sterling Gentran:Viewpoint system requires a minimal amount of human intervention under
normal circumstances.
Online Log Display
The Online Log Display provides a real-time view of the Sterling Gentran:Viewpoint online
system. As the Sterling Gentran:Viewpoint system runs (largely as background CICS tasks), it
records errors and other critical events on the log. The Online Log can be displayed for immediate
diagnosis of system conditions. Enable the Systems Options - System Trace feature to display
additional detail on the log. For detailed information regarding the Online Log Display refer to
“EDIM688 - Online Log Display Screen” in Chapter 5, “Screen Descriptions”.
System Options - Error User Exit
The System Options - Error User Exit feature allows the Sterling Gentran:Viewpoint system to
report system errors to a user supplied program. The message is then forwarded by the user
supplied program to a central automation system or an operator to be notified. Specify this option
from the System Options screen. Refer to “System Options - Error User Exit” in the IBM®
Sterling Gentran:Viewpoint® for z/OS® Release 6.6 Technical Reference Guide “User Exits and
APIs” chapter for detailed information on using this option.
Procedure Page
Monitor System Activity 2-20
Perform File Maintenance Procedures 2-21
Dynamically Enable/Disable the Sterling Gentran:Viewpoint
System
2-22
Dynamically Enable/Disable Tracking Points 2-22
Dynamically Enable/Disable Sterling Gentran:Viewpoint
Profiles
2-22
Operational Procedures
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 2-21
Perform File Maintenance Procedures
Sterling Gentran:Viewpoint provides flexible user control for maintaining the Sterling
Gentran:Viewpoint files. Using the “Maintenance/Inquiry Options” screen in “Extended System
Management,” you may create definitions for handling all of your file maintenance needs.
Use the EDIN140 - Maintenance/Inquiry batch program to maintain the Profiles, Repository and
Master Index files off-line. Perform housekeeping to remove items that are no longer required. An
example of housekeeping would be to remove all exceptions from the repository that have been
closed.
The files that require periodic housekeeping are:
• Sterling Gentran:Viewpoint Profiles
• Sterling Gentran:Viewpoint Repository
• Sterling Gentran:Viewpoint Master Index (Tracking Management only)
Perform the following steps for each file:
1. Create the maintenance definition(s) required for maintaining the file.
Refer to "EDIM609 - Maintenance/Inquiry Options Definition Screen" in Chapter
5, "Screen Descriptions,” for detailed information regarding the wide range of
selection criteria available for file maintenance control.
2. Create the JCL required for running the Maintenance/Inquiry program
(EDIN140). Sample JCL has been provided with the system.
Refer to program “EDIN140 - Maintenance/Inquiry” in the IBM® Sterling
Gentran:Viewpoint® for z/OS® Release 6.6 Technical Reference Guide “Batch
Program Descriptions” chapter for detailed information on setting up these control
parameters.
3. Add this JCL to your operations processing schedule.
Note: The batch program EDIN140 - Maintenance/Inquiry
must have exclusive control of the file(s) while
performing a Purge, Restore, or Archive operation.
EDIN140 does not require exclusive file control while
performing the Inquiry operation.
The frequency for performing housekeeping against these files will be based on your volumes,
space calculations, and retention requirements.
Operational Procedures
2-22 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Dynamically Enable/Disable the Sterling Gentran:Viewpoint System
Sterling Gentran:Viewpoint allows dynamic enabling or disabling of the entire system while the
CICS region is running.
To manually disable the Sterling Gentran:Viewpoint online background processing system, use the
System Options screen to change the System Status to disabled. Disabling the system causes the
following state:
1. The Sterling Gentran:Viewpoint Scanner will shut down (that is, the staging area
is not processed).
2. The Sterling Gentran:Viewpoint Gateway will still pass data from Tracking Points
to the Staging Area.
To automate the process, run a batch utility program that can start the CICS transaction EDIW to
execute the System Status Toggle Program (EDIVTOGL).
Note: The specific batch utility program used to automate the
process is site dependant. You should consult your
systems programmers to determine which utility to use.
Dynamically Enable/Disable Tracking Points
Sterling Gentran:Viewpoint allows dynamic enabling or disabling of individual Tracking Points
while the CICS region is running.
To disable a Tracking Point, use the Tracking Point Directory screen to change the Tracking Point
Status to disabled. While a Tracking Point is disabled, the Gateway rejects any requests from that
Tracking Point (that is, data will not be passed through to Sterling Gentran:Viewpoint). Exceptions
that were captured prior to the tracking point being disabled are still available to Exception Inquiry
Users.
Dynamically Enable/Disable Sterling Gentran:Viewpoint Profiles
Sterling Gentran:Viewpoint allows dynamic enabling or disabling of individual Exception Profiles
while the CICS region is running.
To disable an Exception Profile, use the Exception Profile Directory screen to change the Profile
Status to disabled. While a profile is disabled data in the staging area for that profile will not be
processed by Sterling Gentran:Viewpoint.
Optional Features
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 2-23
Optional Features
Optional Features are described in this section. These features enable you to take full advantage of
the powerful functions Sterling Gentran:Viewpoint provides.
The Optional Features described in this section are:
System Options - Error User Exit
The System Options - Error User Exit provides the capability for a user-supplied program to be
initiated when a severe condition occurs within Sterling Gentran:Viewpoint.
A System Options - Error User Exit may be specified from the System Options screen (EDIM685).
Any severe condition occurring in Sterling Gentran:Viewpoint (for example, staging file full)
causes this exit to be initiated. The Sterling Gentran:Viewpoint Error User Exit passes the system
message ID to the user program. Any value entered in the Data field on the System Options screen
(EDIM685) is also passed to the user program.
Possible severe conditions are:
• Staging file full
• Post Processor cannot continue (I/O error)
For detailed information on the use of the “Systems Options - Error User Exit” refer to the IBM®
Sterling Gentran:Viewpoint® for z/OS® Release 6.6 Technical Reference Guide “User Exits and
APIs” chapter.
Trading Profile Integration
Sterling Gentran:Viewpoint allows you to control the monitoring of documents based upon your
Sterling Gentran trading profiles. You can control whether or not documents should be monitored
(for exceptions and/or tracking status) by completing the Sterling Gentran:Viewpoint options in
Sterling Gentran:Basic Partner Maintenance.
For Exception Management, the Sterling Gentran:Viewpoint option can be specified on any or all
three of the trading profile levels: Control Information, Group Information, and Transaction
Information. It is recommended that all three levels be specified to provide the maximum coverage
for exceptions.
Feature Page
System Options - Error User Exit 2-23
Trading Profile Integration 2-23
Exception Actions 2-24
User Messages 2-26
User Procedures 2-26
Tracking User Exit 2-27
Optional Features
2-24 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
For Tracking Management, you can also specify the Sterling Gentran:Viewpoint option on any or
all three of the trading profile levels: Control Information, Group Information, and Transaction
Information. How it is specified is particularly important for Tracking Management as this module
can generate a large amount of data depending on the volume of transactions.
Use the Sterling Gentran:Viewpoint Trading Profile option for the following processes in Sterling
Gentran:
For both Exception Management and Tracking Management, there may be no need to make any
changes to your trading profiles. The default for Sterling Gentran:Viewpoint in trading profiles is
YES. This implies that even though the option appears as blank in your trading profile, Sterling
Gentran:Viewpoint still monitors that relationship based on your Sterling Gentran:Viewpoint
Profiles. You can override this default on the Configuration file so that a blank for Exception
Management flags and Tracking Management flags can mean Yes or No.
For detailed information regarding the use of the Sterling Gentran:Viewpoint Trading Profile
option, refer to the IBM® Sterling Gentran:Basic® for z/OS® Release 6.6 User Guide “The
Partner Subsystem” chapter.
Exception Actions
Exception Actions enable you to fully automate your responses to exceptions that occur. An
example of an exception action would be to send a FAX message to your trading partner notifying
them that you have rejected their invoice.
The user program, initiated by an Exception Action, may be a batch program or an online program.
If the user program is an online program, you only need to perform steps 1 and 2. If the user
program is a batch program, you must perform all of the following steps:
1. Prepare Interface
IBM® Sterling Gentran:Basic® for z/OS® Release 6.6 Technical Reference Guide “User
Exits and APIs” chapter documents the “Exception Action” in detail, specifically the
communications area that is passed to the user program from Sterling Gentran:Viewpoint.
Tracking
Points Description
EBDI001 Inbound Editor
EBDI002 Outbound Editor
EBDI041 Inbound Mapper
EBDI042 Outbound Mapper
EDIR001 Sterling Gentran:Realtime Inbound Editor
EDIR002 Sterling Gentran:Realtime Outbound Editor
EDIR041 Sterling Gentran:Realtime Inbound Mapper
EDIR042 Sterling Gentran:Realtime Outbound Mapper
Optional Features
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 2-25
Review this section to determine how the user program will receive data from the Sterling
Gentran:Viewpoint Exception Action.
Optional Features
2-26 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
2. Define the Exception Action
Refer to "EDIM626 - Exception Action Definition Screen" in Chapter 5, "Screen
Descriptions," for details on how to define an exception action.
Note: If the user program is a batch program, the Batch
Procedure field must be specified as the actual program
name of the user program.
3. Create Batch JCL
Using the sample JCL provided for program "EDIN200 - Batch Action Processor," create
the JCL necessary for running the user supplied batch program.
4. Load the Online JCL file
Using the program “EDIG010 - Online JCL File Maintenance,” load the JCL created in
step 3 into the Online JCL file. For detailed information on using the program “EDIG010
- Online JCL file Maintenance,” refer to the IBM® Sterling Gentran:Basic® for z/OS®
Release 6.6 Technical Reference Guide “Batch Program Descriptions” chapter.
User Messages
User Messages allow you to define messages which have explanations that are relevant and
meaningful to you. User Messages may be associated with Capture Definitions. By attaching a
User Message to an Exception Capture Definition, the User Message is available to you while you
are working on exceptions. The User Message can be used online, at the time and place you
require the information to resolve the exception.
The User Message is displayed for the current exception from the "EDIM662 - User Message
Display Screen". Refer to Chapter 5, "Screen Descriptions" for detailed information.
Refer to Chapter 3, "Tutorial" for an example of how to use User Messages.
User Procedures
User Procedures allow you to document actions, steps or procedures that should be followed when
resolving an exception.
User Procedures may be attached to Exception Capture Definitions. By attaching a User Procedure
to an Exception Capture Definition, the User Procedure is available to end users while they are
working on exceptions. The User Procedure can be used online, at the time and place the end user
requires the information to resolve the exception.
The User Procedure may be retrieved from Exception Inquiry on the "EDIM663 -User Procedure
Display Screen". Refer to Chapter 5, "Screen Descriptions" for more information.
Refer to Chapter 3, "Tutorial" for an example of how to use User Procedures.
Optional Features
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 2-27
Tracking User Exit
The Tracking Management module provides a tracking user exit that can be invoked each time an
item is processed by the Sterling Gentran:Viewpoint Post Processor. This provides the ability to
post tracking information to an alternate repository, such as a database from which you can
perform your own queries or reports.
The Tracking User Exit must be an online program and is specified in the Sterling
Gentran:Viewpoint System Options as a transaction ID. An online program is used to avoid the
amount of overhead and possible system flooding that might occur if batch jobs are submitted as
each item (for example, transaction or document) is processed by the Post Processor.
Refer to the IBM® Sterling Gentran:Basic® for z/OS® Release 6.6 Technical Reference Guide
“User Exits and APIs” chapter for details on the communications area used with this user exit, and
on how the user program receives data from Sterling Gentran:Viewpoint.
Optional Features
2-28 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Chapter
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-1
3Tutorial
This chapter is organized into the Exception Management Tutorial and the Tracking Management
Tutorial. It is designed to provide a new user with a basic understanding of setting up, managing
exceptions and using Tracking Management with Sterling Gentran:Viewpoint.
Chapter 3 may be used in two ways: you can read and perform the tutorial from beginning to end
(which is recommended for new users), or you can refer to the actions listed below for a quick
reference to the specific tasks of using Sterling Gentran:Viewpoint.
Topic Page
Exception Management Tutorial
Determining Exception Management Business Requirements ....................................... 3-5
Sample 1 - Inbound Error Rejection ............................................................................... 3-5
Sample 2 - Outbound Mapping Errors ............................................................................ 3-6
Sample 3 - Overdue Acknowledgements from Trading Partners ................................... 3-6
Sample 4 - Alert when Specific Partner Sends Specific Document ............................... 3-7
Sample 5 - Alert when Communications Data is Received from a Specific Mailbox..... 3-7
Exception Management Tutorial Setup ............................................................................. 3-8
Set Up Logon .................................................................................................................. 3-8
Set Up Partners and Maps ............................................................................................. 3-10
Exception Setup ................................................................................................................. 3-11
Selecting Tracking Points ............................................................................................. 3-11
Defining User Messages and Procedures ...................................................................... 3-14
Defining Exception Capture .......................................................................................... 3-19
Defining Exception Action ........................................................................................... 3-22
Building Exception Profiles .......................................................................................... 3-25
Exception Management Tutorial Processing ................................................................... 3-29
Tutorial Batch Processing ............................................................................................. 3-29
Exception Inquiry ..............................................................................................................3-31
Reviewing Exceptions ................................................................................................... 3-31
Transferring Exceptions ................................................................................................ 3-38
Closing Exceptions ....................................................................................................... 3-40
Deleting Exceptions ...................................................................................................... 3-44
Requesting Exception Management Reports .................................................................. 3-45
Creating an Inquiry Definition ...................................................................................... 3-45
Generating Reports ....................................................................................................... 3-46
3-2 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Exception Management Housekeeping ............................................................................ 3-47
Creating a Maintenance Definition ............................................................................... 3-47
Performing File Maintenance ........................................................................................ 3-47
Exception Management Tutorial Reset ........................................................................... 3-48
Tutorial Reset Instructions ............................................................................................ 3-48
Tracking Management Tutorial
Determining Tracking Management Business Requirements ....................................... 3-51
Tracking Management Tutorial Setup.............................................................................. 3-52
Tutorial Setup ................................................................................................................ 3-52
Tracking Setup .............................................................................................................. 3-52
Defining User Tracking Points ..................................................................................... 3-52
Tracking Management Tutorial Processing .................................................................... 3-56
Tutorial Batch Processing ............................................................................................. 3-56
Tracking Query Requests .............................................................................................. 3-57
Using Saved Query Requests ........................................................................................ 3-58
Ad Hoc and Extended Query Requests ......................................................................... 3-64
Reviewing Exceptions from Tracking Management .................................................... 3-72
Requesting Tracking Management Reports .................................................................... 3-77
Creating an Inquiry Definition ...................................................................................... 3-77
Generating Reports ....................................................................................................... 3-78
Tracking Management Housekeeping ............................................................................. 3-79
Creating a Maintenance Definition ............................................................................... 3-79
Performing File Maintenance ........................................................................................ 3-79
Tracking Management Tutorial Reset ............................................................................. 3-80
Tutorial Reset Instructions ............................................................................................ 3-80
Exception Management Tutorial
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-3
Exception Management Tutorial
This Tutorial will demonstrate how to perform the basic tasks required to use the Sterling
Gentran:Viewpoint system. By navigating through the Sterling Gentran:Viewpoint screens and
performing common tasks, you will become acquainted with the functions used for managing
exceptions.
It is recommended that you read Chapter 1, "Product Description" before performing the tutorial.
The Product Description will familiarize you with the features, concepts, and terminology of
Sterling Gentran:Viewpoint. You may also refer to the Glossary.
Using Sterling Gentran:Viewpoint to manage exceptions can be described in the following
procedures:
Determining Exception Management Business Requirements
The first step in managing an exception is to identify what the exception is, and how the
exception should be responded to. “Determining Exception Management Business
Requirements” is an analysis task. A thorough analysis will simplify exception setup. The
tutorial provides five sample business requirements that may be used as models for your
own implementation. The sample business requirements are described later in
“Determining Exception Management Business Requirements”.
Exception Management Tutorial Setup
Tutorial Setup provides information for setting up the tutorial.
Exception Setup
Exception Setup allows you to define which events are exceptions, and how they should
be responded to.
The Tutorial provides a complete walk-through for setting up the first sample business
requirement. Setup can then be repeated for the other four sample business requirements.
Exception Management Tutorial Processing
Tutorial Processing provides instructions for the tutorial batch processing.
Exception Inquiry
Exception Inquiry provides you with the ability to respond to and resolve exceptions that
have been captured.
Exception Inquiry is the primary task you will perform daily using Sterling
Gentran:Viewpoint. The tutorial walks you through the Sterling Gentran:Viewpoint
"review and response" capabilities.
Exception Management Reports
A wide range of reporting criteria and procedures for requesting and printing reports are
provided.
Exception Management Housekeeping
Housekeeping provides operational flexibility for maintaining your Sterling
Gentran:Viewpoint files.
Exception Management Tutorial
3-4 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Housekeeping procedures are described at the end of the tutorial. Maintenance procedures
for deleting/archiving exceptions from Sterling Gentran:Viewpoint are summarized.
Exception Management Tutorial Reset
Tutorial Reset provides instructions for resetting the tutorial.
Detailed information for all Sterling Gentran:Viewpoint screens is provided in Chapter 5,
"Screen Descriptions".
To integrate Sterling Gentran:Viewpoint into your EDI processing, refer to Chapter 2,
"Implementation Process".
Tips for setting up and using Sterling Gentran:Viewpoint.
• Sterling Gentran:Viewpoint provides predefined tracking points for all of the
Sterling Gentran:Basic and Sterling Gentran:Realtime system processes. For
Sterling Gentran:Plus or Sterling Gentran:Realtime installations, Sterling
Gentran:Viewpoint also provides tracking points from the Sterling Connect
communications system. Your exception tracking will be from these predefined
points.
• Do your business requirements analysis first. You will determine what
information you want to track - this should be matched to the predefined tracking
points. Also, you will want to determine what response you require for
notification when an exception occurs, both system action and human action.
• It is a good idea to write several User Messages and User Procedures that clarify
exceptions and enter them into the system. You can then select these messages and
procedures when you are building new Exception Profiles.
• It is recommended that the first exception that you set up parallels a manual
process you already do. If you set up Sterling Gentran:Viewpoint to track
something you do not currently track, it may be difficult for you to know if you
have completed the setup properly.
For example, you read printed Sterling Gentran reports every day looking for
overdue acknowledgements. You can easily set up Sterling Gentran:Viewpoint to
monitor this for you. You can use both Sterling Gentran:Viewpoint and the printed
reports for a time to confirm your setup, before you move on to the next exception
setup.
Determining Exception Management Business Requirements
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-5
Determining Exception Management Business Requirements
Five sample business requirements are provided as examples of exceptions that a company may
wish to monitor. These samples represent the kind of information that would be generated from
your "Determining Business Requirements" analysis.
The sample company sends purchase orders and receives invoices. In the course of doing business,
your EDI staff wants to have some notification of certain exceptions that may occur during this
process.
The five samples provided monitor the following exceptions:
Sample 1 - Inbound Error Rejection
Sample 2 - Outbound Mapping Errors
Sample 3 - Overdue Acknowledgements from Partners
Sample 4 - Alert when specific partner sends specific document.
Sample 5 - Alert when communications data is received from a specific mailbox.
Sample 1 - Inbound Error Rejection
The accounts payable department needs to be notified whenever an invoice that has been sent to
them gets rejected during inbound EDI compliance checking. A FAX should be sent to the AP
department as the alert when this event occurs. Also, a user message and procedure should be
attached to the exception, for use by the AP clerk during resolution.
Your analysis determines that to automate this process and track using Sterling Gentran:Viewpoint
you will need to set up the following:
Recipient: AP Department
User Message: “Critical Error - Rejected Invoice”
User Procedure: 1. Identify Partner.
2. Get Envelope Control Numbers.
3. Notify Partner to have invoice sent again.
4. Transfer this exception to the recipient: &TEDIGRP
(The EDI Department) who will close this exception out.
Capture Condition: Acknowledgment Status = Rejected AND Transaction Set = 810
Action: Print FAX and send to AP Department to notify them to log on to Sterling
Gentran:Viewpoint. This uses an Exception Action User Exit.
Determining Exception Management Business Requirements
3-6 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Sample 2 - Outbound Mapping Errors
Customer relations would like to contact their trading partner when an incorrect purchase order is
sent to the trading partner. A user message and procedure should be attached to the exception for
use by Customer Relations. An E-Mail should be sent to MIS to notify them that a mapping error
has occurred.
Your analysis determines that to automate this process and track using Sterling
Gentran:Viewpoint, you will need to set up the following:
Recipient: Customer Relations
User Message: “Warning - Mapping Error Encountered”
User Procedure: 1. Identify Partner.
2. Get Envelope Control Numbers.
3. Note Mapping Errors.
4. Notify Purchasing.
5. Check if order was transmitted.
6. Notify Partner if order was terminated.
Capture Condition: Mapping Status GT 00.
Action: Send E-Mail message to MIS.
Sample 3 - Overdue Acknowledgements from Trading Partners
The EDI Group wants to be notified when Acknowledgements are overdue from their trading
partners. A user message and procedure should be attached to the exception for use by the EDI
Group.
Your analysis determines that to automate this process and track using Sterling
Gentran:Viewpoint, you will need to set up the following:
Recipient: EDI Group
User Message: “Warning - P.O. Func.Acknowledgment overdue”
User Procedure: 1. Identify Partner.
2. Call Trading Partner if more than one day overdue.
Capture Condition: Acknowledgment Status = O (Overdue).
Action: No automatic process needs to be performed.
Determining Exception Management Business Requirements
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-7
Sample 4 - Alert when Specific Partner Sends Specific Document
The EDI Group needs to be notified when an invoice is received from Vendor 3. A user message
and procedure should be attached to the exception, for use by the EDI Group.
Your analysis determines that to automate this process and track using Sterling
Gentran:Viewpoint, you will need to set up the following:
Recipient: EDI Group
User Message: “Alert - Vendor 3 now sending Invoices via EDI”
User Procedure: 1. Alert Accounts Payable that this partner sends invoices via EDI
instead of paper.
2. Alert Purchasing that their copy of the invoice will be delivered
via MIS reports and not from the vendor directly.
Capture Condition: Transaction Set = 810 AND Partner = Vendor-3.
Action: No automatic process needs to be performed.
Sample 5 - Alert when Communications Data is Received from a Specific Mailbox
This sample only applies to Sterling Gentran:Plus or Sterling Gentran:Realtime installations
integrating communications monitoring into their Sterling Gentran:Viewpoint Exception
Management processing.
The EDI Group is monitoring data from a newly installed mailbox, to confirm that the mailbox
setup is correct. When data is extracted from that mailbox, the EDI Group wants to be informed
through a user message. A user message should be attached to the exception for use by the EDI
Group.
Your analysis determines that to automate this process and track using Sterling
Gentran:Viewpoint, you will need to set up the following:
Recipient: EDI Group
User Message: “Alert - Data has been received from new mailbox”
User Procedure: No user procedures are required
Capture Condition: Remote ID = TUTORVP AND Extracted Flag = Y.
Action: No automatic process needs to be performed.
Step-by-step instructions are provided in the tutorial for completely setting up the first sample. It is
recommended that you repeat the tutorial for the remaining samples. Sample 5 may be omitted by
users without Sterling Connect systems.
Exception Management Tutorial Setup
3-8 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Exception Management Tutorial Setup
Before you or your staff begin the tutorial, you need to perform the following tasks:
•Set Up Logon
•Set Up Partner
Both tasks are described in detail below:
Set Up Logon
To perform the tutorial you will need to create a User ID.
1. Log on to Sterling Gentran.
2. Select Administrative Maintenance from the Main Menu.
3. Select Security Maintenance Menu from the Administrative Main Menu.
4. Select User ID Maintenance by typing 2 and pressing Enter. A blank User ID
Maintenance-1 Screen is displayed.
5. Enter the following:
6. Press F9=Add
The system will display a message to re-enter the password and to confirm the add.
7. Re-enter the password and press F9=Add.
The system will display a message confirming that the user was added as displayed in the
following example.
User ID: VPTUT
Password: VTUT
Division: 000
Initials: VPT
Last Name: TUTORIAL
First: VIEWPOINT
MI: P
Options Access Authority Level
All N blank
Exception Management Tutorial Setup
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-9
8. Press F5 to view more options. The User ID Maintenance-2 screen is displayed for the
User Id VPTUT.
9. Enter the following:
10. Press F10=Updt
The system will display a message confirming that the User Id was updated as displayed in
the following example.
Options Access Authority Level
Plus N blank
Control N blank
Realtime N blank
Databank
Maintenance
Nblank
Viewpoint Y 1
EDIM201 4.1.2_____ USER ID MAINTENANCE-1 XXX 06/01/2011
12:00:00
User Id..... VPTUT___ Password.. Division.. 000 Initials.. VPT
Last Name.. TUTORIAL______________________ First.. VIEWPOINT______ MI.. P
Last Update Date..: 06/01/11 User..: XXX
Options Access Authority Level
Partner Maintenance N (Y/N) 3 (1/2/3)
Standards Maintenance N (Y/N) 3 (1/2/3)
Databank Maintenance N (Y/N) 6 (1/2/3/4/5/6)
Mapping Integration N (Y/N) 3 (1/2/3)
Administrative Maintenance N (Y/N) 3 (1/2/3)
Security Maintenance N (Y/N) 3 (1/2/3)
Message Maintenance N (Y/N) 3 (1/2/3)
Configuration File Maintenance N (Y/N) 3 (1/2/3)
Global Parameter Maintenance N (Y/N) 3 (1/2/3)
USER ID ADDED
Enter PF1=Help PF3=Exit PF4=Dir PF5=More Opts PF6=Nxt User
PF9=Add PF10=Updt PF11=Del PF12=CANCL
Exception Management Tutorial Setup
3-10 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
11. Press F3=Exit three times.
You will be returned to the Sterling Gentran Main Menu.
Set Up Partners and Maps
The data for the Tutorial jobs is set up to use the same Partners and Maps that were used during the
Installation Verification process that was performed during the Installation of the Sterling
Gentran:Viewpoint product.
If these Partners and/or Maps are not available, they must be reloaded before you can perform the
Tutorial.
Installation jobs LOADTPM and LOADTMPR load the Partners and Maps for Partner/Qualifier
and Relationship modes respectively. Refer to the IBM® Sterling Gentran:Viewpoint® for z/OS®
Release 6.6 Installation Guide for instructions on how to execute these jobs.
EDIM202 __________ USER ID MAINTENANCE-2 XXX 06/01/2011
12:00:00
User Id..... VPTUT
Last Update Date..: 06/01/11 User..: XXX
Options Access Authority Level
GENTRAN:Plus N (Y/N) 3 (1/2/3)
GENTRAN:Control N (Y/N) 3 (1/2/3)
GENTRAN:Realtime N (Y/N) 3 (1/2/3)
Realtime Databank Maintenance N (Y/N) 6 (1/2/3/4/5/6)
Sterling Gentran:Viewpoint Y (Y/N) 1 (1/2/3/4)
Recipient __________ (optional)
USER ID UPDATED
Enter PF1=Help PF3=Exit PF4=Prev
PF10=Updt
Exception Setup
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-11
Exception Setup
The tasks demonstrated in the tutorial for Exception Setup are:
• Selecting Tracking Points
• Defining User Messages and Procedures
• Defining Exception Capture
• Defining Exception Action
• Building Exception Profiles
The tutorial provides a complete walkthrough for setting up Sample 1. Each of these setup tasks
should be repeated for the remaining samples, if applicable. Detailed information for each of the
samples is provided in the tutorial.
Please note that F1=Help may be used at any time during the tutorial to receive additional
information. Also, some fields provide a prompt function F4=Prompt. You may use this function
to display a selection list for completing the field.
Selecting Tracking Points
The system/process that will produce the events which form your exception must be defined to
Sterling Gentran:Viewpoint as a Tracking Point. All the Tracking Points used in the tutorial are
delivered with the Sterling Gentran:Viewpoint system. The following steps show you how to
review a tracking point and ensure that it is enabled.
1. Sign on to Sterling Gentran using User ID: VPTUT and Password: VTUT.
2. Select Sterling Gentran:Viewpoint from the Sterling Gentran Main Menu.
The Sterling Gentran:Viewpoint Main Menu options used for exception setup tasks are
Extended System Management and Exception Management.
EDIM600 9.0_______ VIEWPOINT MAIN MENU 06/01/2011
Select one of the following.
__ 1. System Options
2. Extended System Management
3. Exception Management
4. Exception Inquiry
5. Tracking Management
99. Log Display
F1=Help F3=Exit F15=Logoff
Exception Setup
3-12 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
3. Select Extended System Management from the Sterling Gentran:Viewpoint Main Menu.
4. Select Sterling Tracking Point Directory from the Extended System Management.
Note: All of the tracking points are predefined to simplify
setup.
5. Type a 5 in the Action Field next to GENTRAN EBDI001 and press Enter to view the
Tracking Point definition for the Sterling Gentran Inbound Editor.
EDIM601 9.2_______ EXTENDED SYSTEM MANAGEMENT MENU 06/01/2011
Select one of the following.
_ 1. STERLING Tracking Point Directory
2. STERLING Tracking Point Definition
3. Functional Area Control
4. Maintenance/Inquiry Options Directory
5. Maintenance/Inquiry Options Definition
6. User Tracking Point Directory
7. User Tracking Point Definition
F1=Help F3=Exit
EDIM602 9.2.1____ STERLING TRACKING POINT DIRECTORY 06/01/2011
Type Action, press Enter.
1=Add 4=Delete 5=Select 6=Enable 7=Disable
System CONNECT___
Process ALL_____
Status _ (E=Enabled, D=Disabled)
A System Process Description Status
_ CONNECT ALL CONNECT GENERAL TRACKING E
_ CONNECT EDIR314 CONNECT OUTBOUND INTERFACE E
_ CONNECT EDIR316 CONNECT INBOUND INTERFACE E
_ CONNECT MAILBOX CONNECT COMMUNICATIONS PRODUCT E
_ CONNECT STOUTL CONNECT OFFLINE UTILITIES E
_ GENTRAN ALL GENTRAN GENERAL TRACKING E
_ GENTRAN EBDI001 GENTRAN INBOUND EDITOR E
_ GENTRAN EBDI002 GENTRAN OUTBOUND EDITOR E
_ GENTRAN EBDI041 GENTRAN INBOUND MAPPER E
_ GENTRAN EBDI042 GENTRAN OUTBOUND MAPPER E
_ GENTRAN EDID205 GENTRAN OUTBOUND EDI DATABANK EXTRACT E
_ GENTRAN EDID255 REALTIME OUTBOUND EDI DATABANK EXTRACT E
F1=Help F3=Exit F7=Bkwd F8=Fwd F12=Cancel
Exception Setup
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-13
The tracking point for the Inbound Editor is displayed. Ensure the status for the tracking
point is E Enabled.
For detailed information on editing a Tracking Point Definition, refer to “EDIM603 -
Sterling Tracking Point Definition Screen,” in Chapter 5, “Screen Descriptions”.
6. Press F3=Exit twice to return to the Sterling Gentran:Viewpoint Main Menu.
EDIM603 9.2.2_____ STERLING TRACKING POINT DEFINITION 06/01/2011
Type Action, press Enter.
_ 1=Add 2=Update 4=Delete
System . . . . . GENTRAN___
Process . . . . EBDI001_
Description . . GENTRAN_INBOUND_EDITOR_______________________
Item Type(s) . : TRANSACTION, FUNCTIONAL GROUP, INTERCHANGE, RUN
Status . . . . . E (E=Enabled, D=Disabled)
Tracking Point Control
System Message A (A=All, N=None, D=Detail)
Status . . . . A (A=All, N=None, D=Detail)
Order By Control
System . . . . Y (Y=Yes, N=No)
Process . . . Y (Y=Yes, N=No)
Values . . . . _______________ _______________ ______________ (F4=Prompt)
F1=Help F3=Exit F4=Prompt F10=FldDtl F12=Cancel
Exception Setup
3-14 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Defining User Messages and Procedures
The following steps explain how to define User Messages and Procedures. Later in the tutorial,
these user messages and procedures will be attached to exceptions for use during response and
resolution.
1. From the Sterling Gentran:Viewpoint Main Menu select Exception Management.
2. Select User Message Directory from the Exception Management Menu.
The User Message Directory is displayed.
EDIM620 9.3_______ EXCEPTION MANAGEMENT MENU 06/01/2011
Select one of the following.
__ 1. Exception Profile Directory
2. Exception Profile Definition
3. Exception Capture Directory
4. Exception Capture Definition
5. Exception Action Directory
6. Exception Action Definition
7. User Message Directory
8. User Message Definition
9. User Procedure Directory
10. User Procedure Definition
11. Usage Cross Reference
F1=Help F3=Exit
EDIM627 9.3.7_____ USER MESSAGE DIRECTORY 06/01/2011
Type Action, press Enter
1=Add 4=Delete 5=Select 8=Usage
User Message ID U999999
A ID User Message Text Severity
_ U999999 ACKNOWLEDGEMENT FROM PARTNER VENDOR-2 FOR PURCHASE ORDE WARNING
_
_
_
_
_
_
_
_
_
_
_
_
LAST ENTRY DISPLAYED
F1=Help F3=Exit F7=Bkwd F8=Fwd F12=Cancel
Exception Setup
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-15
3. Type a 1 on any A (Action) line and press Enter to display a blank User Message
Definition screen.
4. Enter the following information:
5. Type a 1 in the Action Field to add the information you have entered, and press Enter. A
confirmation message will be displayed. Press Enter again to complete the Add.
6. Press F3=Exit to return to the Exception Management Menu.
To enter the user messages for samples 2, 3, 4 and optionally 5, repeat steps 2 through 6
using the following information:
User Message ID: U003001
Severity: S
Text: CRITICAL ERROR -- REJECTED INVOICE
Explanation: AN INBOUND INVOICE WAS REJECTED BY THE EDI
EDITOR FOR FAILURE TO PASS COMPLIANCE
CHECKING.
Sample 2 Outbound Mapping Errors
User Message ID: U003002
Severity: W
Text: WARNING -- MAPPING ERROR ENCOUNTERED
EDIM628 9.3.8_____ USER MESSAGE DEFINITION 06/01/2011
Type Action, press Enter
_ 1=Add 2=Update 4=Delete 8=Usage
User Message ID U003001
Severity . . . S (I=Information, W=Warning, E=Error, S=Severe, F=Fatal)
Text
CRITICAL_ERROR_--_REJECTED__________________________________________
____________________________________________________________________
Explanation
AN_INBOUND_INVOICE_WAS_REJECTED_BY_THE_EDI_EDITOR_FOR_FAILURE_TO_PASS______
COMPLIANCE_CHECKING._______________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
ADD COMPLETE
F1=Help F3=Exit F12=Cancel
Exception Setup
3-16 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
7. Select the User Procedure Directory screen from the Exception Management Menu.
The User Procedure Directory is displayed.
Sample 3 Overdue Acknowledgments from Partners
User Message ID: U003003
Severity: W
Text: WARNING -- P.O. FUNC. ACKNOWLEDGEMENT
OVERDUE
Sample 4 Alert when Specific Partner sends Specific Document
User Message ID: U003004
Severity: I
Text: ALERT -- VENDOR-3 NOW SENDING INVOICES VIA EDI
Sample 5 Alert when Communications Data is received from a Specific
Mailbox
User Message ID: U003005
Severity: I
Text: ALERT -- DATA HAS BEEN RECEIVED FROM NEW
MAILBOX
EDIM629 9.3.9_____ USER PROCEDURE DIRECTORY 06/01/2011
Type Action, press Enter
1=Add 4=Delete 5=Select 8=Usage
Procedure @MODEL-JIT
A Procedure Description
_ @MODEL-JIT PROCEDURE FOR HANDLING JUST-IN-TIME SUPPLIERS
_
_
_
_
_
_
_
_
_
_
_
_
_
LAST ENTRY DISPLAYED
F1=Help F3=Exit F7=Bkwd F8=Fwd F12=Cancel
Exception Setup
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-17
8. Type a 1 on any A (Action) field and press Enter to display a blank User Procedure
Definition screen.
9. Enter the following information:
10. Type a 1 in the Action Field to add the information you have entered and press Enter. A
confirmation message is displayed. Press Enter again to complete the Add.
11. Press F3=Exit once to return to the Exception Management Menu.
To enter the user procedures for samples 2, 3, and 4, repeat steps 7 through 11 using the
following information:
Procedure: UP3001
Description: HANDLE REJECTED INVOICES
Procedure: 1. IDENTIFY PARTNER
2. GET ENVELOPE CONTROL NUMBERS
3. NOTIFY PARTNER TO HAVE INVOICE SENT AGAIN
4. TRANSFER THIS EXCEPTION TO THE RECIPIENT
&TEDIGRP (EDI GROUP) WHO WILL CLOSE THIS
EXCEPTION OUT
Sample 2 Outbound Mapping Errors
Procedure: UP3002
Description: HANDLE MAPPING ERRORS
Procedure: 1. IDENTIFY PARTNER
2. GET ENVELOPE CONTROL NUMBERS
EDIM630 9.3.10____ USER PROCEDURE DEFINITION 06/01/2011
Type Action, press Enter
_ 1=Add 2=Update 4=Delete 8=Usage
Procedure UP3001____
Description HANDLE_REJECTED_INVOICES_____________________
Procedure
1._IDENTIFY_PARTNER________________________________________________________
2._GET_ENVELOPE_CONTROL_NUMBERS____________________________________________
3._NOTIFY_PARTNER_TO_HAVE_INVOICE_SENT_AGAIN_______________________________
4._TRANSFER_THIS_EXCEPTION_TO_THE_RECIPIENT_&TEDIGRP_(EDI_GROUP)_WHO_WILL__
___CLOSE_THIS_EXCEPTION_OUT________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
ADD COMPLETE
F1=Help F3=Exit F12=Cancel
Exception Setup
3-18 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
You may now continue with Defining Exception Capture.
3. NOTE MAPPING ERRORS
4. NOTIFY PURCHASING
5. CHECK IF ORDER WAS TRANSMITTED
6. NOTIFY PARTNER IF ORDER WAS TRANSMITTED
Sample 3 Overdue Acknowledgments from Partners
Procedure: UP3003
Description: HANDLE OVERDUE ACKNOWLEDGEMENTS
Procedure: 1. IDENTIFY PARTNER
2. CALL TRADING PARTNER IF MORE THAN 1 DAY
OVERDUE
Sample 4 Alert when Specific Partner sends Specific Document
Procedure UP3004
Description: HANDLE NEW EDI INVOICE PARTNER
Procedure: 1. ALERT ACCOUNTS PAYABLE THAT THIS PARTNER
SENDS INVOICES VIA EDI INSTEAD OF PAPER
2. ALERT PURCHASING THAT THEIR COPY OF THE
INVOICE WILL BE DELIVERED VIA MIS REPORTS
AND NOT FROM THE VENDOR DIRECTLY
Sample 2 Outbound Mapping Errors
Exception Setup
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-19
Defining Exception Capture
The conditions that define your exception must be defined to Sterling Gentran:Viewpoint. An
Exception Capture Definition needs to be defined to complete this task.
1. From the Exception Management Menu, enter a 3 to select the Exception Capture
Directory.
The Exception Capture Directory lists a number of models that are provided with the
Sterling Gentran:Viewpoint system.
2. Type a 1 on any A (Action) field and press Enter to display the Exception Capture
Definition screen to add an exception capture definition.
3. Enter the following information:
System: GENTRAN
Process: EBDI001
Capture ID: &TEDIREJ
Description: CAPTURE REJECTED INVOICES
User Message: U003001
User Procedure: UP3001
Item Type: TRANSACTION
Capture Condition: COMPLIANCE STATUS GT 00 AND TRANSACTION SET EQ
810
EDIM623 9.3.3_____ EXCEPTION CAPTURE DIRECTORY 06/01/2011
Type Action, press Enter
1=Add 4=Delete 5=Select 8=Usage
System . . CONNECT___
Process EDIR314_
Capture ID @MODEL-CMO
A System Process Capture ID Description
_ CONNECT EDIR314 @MODEL-CMO CONNECT OUTBOUND INTERFACE ERRORS
_ CONNECT EDIR316 @MODEL-CMI CONNECT INBOUND INTERFACE ERRORS
_ CONNECT MAILBOX @MODEL-CM CONNECT ERRORS
_ CONNECT STOUTL @MODEL-OU CONNECT OFFLINE UTILITIES ERRORS
_ GENTRAN ALL @MODEL-DS ALL DOCUMENT SUSPENSE ERRORS
_ GENTRAN ALL @MODEL-GS ALL GROUP SUSPENSE ERRORS
_ GENTRAN ALL @MODEL-IS ALL INTERCHANGE SUSPENSE ERRORS
_ GENTRAN ALL @MODEL-TS ALL TRANSACTION SUSPENSE ERRORS
_ GENTRAN ALL @MODEL-16 ALL FATAL ERRORS
_ GENTRAN EBDI001 @MODEL-IE INBOUND COMPLIANCE ERRORS
_ GENTRAN EBDI002 @MODEL-OE OUTBOUND COMPLIANCE ERRORS
_ GENTRAN EBDI041 @MODEL-IM INBOUND MAPPING ERRORS
F1=Help F3=Exit F7=Bkwd F8=Fwd F12=Cancel
Exception Setup
3-20 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
4. Type a 1 in the Action Field to add the information you have entered and press Enter. A
confirmation message will be displayed. Press Enter again to complete the Add.
5. Press F3=Exit to return to the Exception Management Menu.
To enter the exception capture definitions for samples 2, 3, 4, and optionally 5, repeat
steps 1 through 5 using the following information:
Sample 2 Outbound Mapping Errors
System: GENTRAN
Process: EBDI042
Capture ID: &TERROM
Description: CAPTURE OUTBOUND MAPPING ERRORS
User Message: U003002
User Procedure: UP3002
Item Type: DOCUMENT
Capture Condition: MAPPING STATUS GT 00
Sample 3 Overdue Acknowledgments from Partners
System: GENTRAN
Process: EDID510
Capture ID: &TOVRDUE
EDIM624 9.3.4_____ EXCEPTION CAPTURE DEFINITION 06/01/2011
Type Action, press Enter
_ 1=Add 2=Update 4=Delete 8=Usage
System . . . GENTRAN___
Process . . EBDI001_
Capture ID &TEDIREJ__
Description CAPTURE_REJECTED_INVOICES____________________
User Message U003001 (F4=Prompt) User Procedure UP3001____ (F4=Prompt)
Item Type TRANSACTION_____ (F4=Prompt)
Capture Condition (F4=Prompt)
Field Op Value Connector
COMPLIANCE_STATUS________ GT 00_________________________________ AND
TRANSACTION_SET__________ EQ 810________________________________ ___
_________________________ __ ___________________________________ ___
_________________________ __ ___________________________________ ___
_________________________ __ ___________________________________ ___
_________________________ __ ___________________________________ ___
ADD COMPLETE
F1=Help F3=Exit F4=Prompt F7=Bkwd F8=Fwd F12=Cancel
Exception Setup
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-21
Note: Capture Condition value is O - Overdue
You may now continue with Defining Exception Action.
Description: CAPTURE OVERDUE ACKNOWLEDGEMENTS
User Message: U003003
User Procedure: UP3003
Item Type: FUNCTIONAL GROUP
Capture Condition: ACKNOWLEDGEMENT STATUS EQ O
Sample 4 Alert when Specific Partner sends Specific Document
System: GENTRAN
Process: EBDI001
Capture ID: &TNEWEDI
Description: CAPTURE NEW EDI INVOICES FROM A CUSTOMER
User Message: U003004
User Procedure: UP3004
Item Type: TRANSACTION
Capture Condition: TRANSACTION SET EQ 810 AND PARTNER EQ VENDOR-3
Sample 5 Alert when Communications Data is received from a Specific
Mailbox
System: CONNECT
Process: STOUTL
Capture ID: &TCOMMIN
Description: CAPTURE INCOMING COMMUNICATIONS DATA STATUS
User Message: U003005
User Procedure: N/A - No user procedure required
Item Type: BATCH
Capture Condition: REMOTE ID EQ TUTORVP AND EXTRACTED FLAG EQ Y
Exception Setup
3-22 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Defining Exception Action
An automatic action (user system) may, optionally, be initiated using an Exception Action. The
sample 1 exception action used in this tutorial requests that a FAX be sent to Accounts Payable.
Note: For the purposes of the tutorial, the above batch action
produces a hard copy printout, not a FAX. This report
lists all the data that is passed by Sterling
Gentran:Viewpoint to user applications like FAX, E-
Mail, and other systems if present in your operations.
Note: For detailed information about implementing Exception
Actions, refer to “Optional Features” and to the IBM®
Sterling Gentran:Viewpoint® for z/OS® Release 6.6
Technical Reference Guide, Chapter 4, “User Exits and
APIs”.
1. From the Exception Management Menu, select the Exception Action Directory.
The Exception Action Directory lists a number of models that are provided with the
Sterling Gentran:Viewpoint system.
2. Type a 1 on any A (Action) field and press Enter to display the Exception Action
Definition screen.
3. Enter the following information:
Action: &TBTCHFAX
Description: FAX TO ACCOUNTS PAYABLE DUE TO REJ INVOICE
Type: B
Status: E
Batch Procedure: EDIVBACT
EDIM625 9.3.5_____ EXCEPTION ACTION DIRECTORY 06/01/2011
Type Action, press Enter
1=Add 4=Delete 5=Select 8=Usage
Action @MODEL-BAT
Type _ (B=Batch, O=Online)
Status _ (E=Enable, D=Disable)
A Action Description Type Status
_ @MODEL-BAT SAMPLE BATCH ACTION BATCH D
_ @MODEL-ONL SAMPLE ONLINE ACTION ONLINE D
_
_
_
_
_
_
_
_
_
LAST ENTRY DISPLAYED
F1=Help F3=Exit F7=Bkwd F8=Fwd F12=Cancel
Exception Setup
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-23
Note: The above Batch Procedure will produce a hard copy
printout, not a FAX. This report lists the parameters that
can be passed to other applications like FAX, E-Mail, and
other systems that are available in your operations.
4. Type a 1 in the Action Field to add the information you have entered and press Enter. A
confirmation message will be displayed. Press Enter again to complete the Add.
5. Press F3=Exit to return to the Exception Management Menu.
To enter the exception action definition for sample 2 repeat steps 1 through 5 using the
following information:
User Data Area: AN INVOICE WAS RECEIVED THAT HAS BEEN
REJECTED DURING INBOUND EDI COMPLIANCE
CHECKING. LOGON TO STERLING
GENTRAN:VIEWPOINT FOR DETAILS.
Sample 2 Outbound Mapping Errors
Action: &TEMAIL
Description: E-MAIL MESSAGE SENT TO MIS
Type: O
Status: D (DISABLED - for demonstration only)
Online Trans ID: MAIL
User Data Area: AN ERROR WAS ENCOUNTERED MAPPING OUTBOUND
DATA. CHECK LATEST EDI RUN AND CALL THE EDI
GROUP TO INVESTIGATE IF MAPPING NEEDS
ADJUSTMENT.
EDIM626 9.3.6_____ EXCEPTION ACTION DEFINITION 06/01/2011
Type Action, press Enter
_ 1=Add 2=Update 4=Delete 8=Usage
Action . . . . &TBTCHFAX_
Description . . FAX_TO_ACCOUNTS_PAYABLE_DUE_TO_REJ_INVOICE___
Type . . . . . B (B=Batch, O=Online)
Status . . . . E (E=Enable, D=Disable)
Batch Procedure EDIVBACT
Online TransID ____
User Data Area
AN_INVOICE_WAS_RECEIVED_THAT_HAS_BEEN_REJECTED_DURING_INBOUND_EDI_____
COMPLIANCE_CHECKING._LOGON_TO_VIEWPOINT_FOR_DETAILS.__________________
______________________________________________________________________
______________________________________________________________________
ADD COMPLETE
F1=Help F3=Exit F12=Cancel
Exception Setup
3-24 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
You may now continue with Building Exception Profiles.
Exception Setup
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-25
Building Exception Profiles
Exception Profiles are used by Sterling Gentran:Viewpoint to coordinate and perform the activities
you require for an exception. Defining the Exception Profile identifies to Sterling
Gentran:Viewpoint what the exception is, who should be notified, and what action, if any, should
be performed.
In sample 1, you are capturing rejected inbound invoices, informing the Accounts Payable
Department, and generating a FAX that will alert Accounts Payable to log onto Sterling
Gentran:Viewpoint and resolve the problem.
1. From the Exception Management Menu, select Exception Profile Directory (EDIM621).
The Exception Profile Directory lists a number of models that are provided with the
Sterling Gentran:Viewpoint system.
2. Type a 1 on any A (Action) field and press Enter to display the Exception Profile
Definition screen.
EDIM621 9.3.1_____ EXCEPTION PROFILE DIRECTORY 06/01/2011
Type Action, press Enter
1=Add 4=Delete 5=Select 6=Enable 7=Disable
Profile @MODEL-AR_
Status _ (E=Enabled, D=Disabled)
A Profile Description Status
_ @MODEL-AR ACKNOWLEDGEMENT ERRORS E
_ @MODEL-CM COMMUNICATIONS ERRORS E
_ @MODEL-CMI COMMUNICATIONS ERRORS (CONNECT INBOUND API) E
_ @MODEL-CMO COMMUNICATIONS ERRORS (CONNECT OUTBOUND API) E
_ @MODEL-DS ALL DOCUMENT SUSPENSE ERRORS E
_ @MODEL-GS ALL GROUP SUSPENSE ERRORS E
_ @MODEL-IE INBOUND COMPLIANCE ERRORS E
_ @MODEL-IM INBOUND MAPPING ERRORS E
_ @MODEL-IS ALL INTERCHANGE SUSPENSE ERRORS E
_ @MODEL-OE OUTBOUND COMPLIANCE ERRORS E
_ @MODEL-OEX OUTBOUND EDI EXTRACT ERRORS E
_ @MODEL-OM OUTBOUND MAPPING ERRORS E
_ @MODEL-OU COMMUNICATIONS ERRORS (STOUTL) E
F1=Help F3=Exit F7=Bkwd F8=Fwd F12=Cancel
Exception Setup
3-26 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
3. Enter the following information:
4. Type a 1 in the Action Field to add the information you have entered and press Enter. A
confirmation message will be displayed. Press Enter again to complete the Add.
5. Press F3=Exit to return to the Exception Management Menu.
To enter the exception profile definitions for the remaining samples, repeat steps 1 through
5 using the following information:
Profile: &TEDIREJ
Description: REJECTED INVOICES
Status: E
Capture: &TEDIREJ
Recipient: &TAPDEPT
Description: ACCOUNTS PAYABLE DEPARTMENT
CC Recipient: blank
Description: blank
Action: &TBTCHFAX
Trigger Level: EXCP
Sample 2 Outbound Mapping Errors
Profile: &TERROM
Description: OUTBOUND MAPPING ERRORS
EDIM622 9.3.2_____ EXCEPTION PROFILE DEFINITION 06/01/2011
Type Action, press Enter
_ 1=Add 2=Update 4=Delete
Profile . . . . &TEDIREJ__
Description . . REJECTED_INVOICES____________________________
Status . . . . E (E=Enabled, D=Disabled)
Capture . . . &TEDIREJ__ (F4=Prompt)
Description : CAPTURE REJECTED INVOICES
Recipient . . . &TAPDEPT__ (F4=Prompt)
Description . . ACCOUNTS_PAYABLE_DEPARTMENT__________________
CC Recipient . __________ (F4=Prompt)
Description . . _____________________________________________
Action . . . . &TBTCHFAX_ (F4=Prompt)
Description : FAX TO ACCOUNTS PAYABLE DUE TO REJ INVOICE
Trigger Level EXCP
ADD COMPLETE
F1=Help F3=Exit F4=Prompt F12=Cancel
Exception Setup
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-27
Status: E
Capture: &TERROM
Recipient: &TCUSTRLS
Description: CUSTOMER RELATIONS SPECIALIST
CC Recipient: blank
Description: blank
Action: &TEMAIL
Trigger Level: EXCP
Sample 3 Overdue Acknowledgments from Partners
Profile: &TOVRDUE
Description: OVERDUE ACKNOWLEDGEMENTS
Status: E
Capture: &TOVRDUE
Recipient: &TEDIGRP
Description: EDI DEPARTMENT
CC Recipient: blank
Description: blank
Sample 4 Alert when Specific Partner Sends Specific Document
Profile: &TNEWEDI
Description: NEW EDI INVOICES FROM A CUSTOMER
Status: E
Capture: &TNEWEDI
Recipient: &TEDIGRP
Description: EDI DEPARTMENT
CC Recipient: blank
Description: blank
Exception Setup
3-28 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
You have now completed all the exception setup tasks required for managing the five sample
exceptions.
Sample 5 Alert when Communications Data is received from a Specific
Mailbox.
Profile: &TCOMMIN
Description: INCOMING COMMUNICATIONS DATA
Status: E
Capture: &TCOMMIN
Recipient: &TCOMMNTR
Description: COMMUNICATIONS MONITOR
CC Recipient: blank
Description: blank
Exception Management Tutorial Processing
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-29
Exception Management Tutorial Processing
Tutorial Batch Processing
The steps provided here will cause the exceptions you have defined in Exception Setup to be
produced. You will then be able to use Sterling Gentran:Viewpoint's Exception Inquiry capabilities
for reviewing and responding to the exceptions created.
In normal system operation, the processing performed by these steps would be an integrated part
of your every day processing. For complete details about integrating Sterling Gentran:Viewpoint
into your system operations, refer to Chapter 2, "Implementation Process".
1. Configure JCL Member VPTUT200, in GENTRAN.V6X6.VPT.JCL, to your site naming
standards. This is the tutorial JCL for executing the FAX exception action you defined.
2. Configure, then submit JCL VPTUT010. This will load the JCL member VPTUT200 into
the VSAM Online JCL (EDIJCL) file. This will complete your batch setup for the batch
procedure EDIVBACT, which corresponds to the exception action &TBTCHFAX.
3. For users without the Sterling Connect system, the JCL in member VPTUTOUT, from
the GENTRAN.V6X6.VPT.JCL library, should be configured and submitted. This runs the
outbound processes in Sterling Gentran using the tutorial data.
Note: If you are processing in Partner Relationship mode, you
need to comment out the SYS095 DD statements for the
Partner Cross Reference file and uncomment the
EDIPREL DD statements for the Partner Relationship
file.
Also, you need to modify the second parameter record in
SYS001 for EBDI042 to assign “YOUR COMPANY” as
the Default User ID starting in position 40.
For users with Sterling Connect, the JCL in member VPTUTOPL from the
GENTRAN.V6X6.VPT.JCL library should be configured and submitted for processing.
This runs the outbound processes in Sterling Gentran and the Sterling Connect Offline
Utilities using the tutorial data.
Note: If you are processing in Partner Relationship mode, you
need to comment out the SYS095 DD statements for the
Partner Cross Reference file and uncomment the
EDIPREL DD statements for the Partner Relationship
file.
Also, you need to modify the second parameter record in
SYS001 for EBDI042 to assign “YOUR COMPANY” as
the Default User ID starting in position 40.
4. For users without the Sterling Connect system, the JCL in member VPTUTIN from the
GENTRAN.V6X6.VPT.JCL library should be configured and submitted for processing.
This runs the inbound processes in Sterling Gentran using the tutorial data.
Exception Management Tutorial Processing
3-30 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Note: If you are processing in Partner Relationship mode, you
need to comment out the SYS095 DD statements for the
Partner Cross Reference file and uncomment the
EDIPREL DD statements for the Partner Relationship
file.
For users with Sterling Connect, the JCL in member VPTUTIPL from the
GENTRAN.V6X6.VPT.JCL library should be configured and submitted for processing.
This runs the inbound processes in Sterling Gentran and the Sterling Connect Offline
Utilities using the tutorial data.
Note: If you are processing in Partner Relationship mode, you
need to comment out the SYS095 DD statements for the
Partner Cross Reference file and uncomment the
EDIPREL DD statements for the Partner Relationship
file.
Note: In order to run the VPTUTIPL job, ensure that the
Sterling Gentran:Viewpoint tutorial data has been added
successfully to the Sterling Connect Data Queues using
the LOADVPPL JCL member. If the data is not
available, JCL member LOADVPPL should be submitted
for processing prior to running VPTUTIPL.
5. After these jobs finish, data from Sterling Gentran and optionally Sterling Connect will
now reside in the Sterling Gentran:Viewpoint Staging area.
6. From CICS, enter the task code EDIV to start the Sterling Gentran:Viewpoint scanner.
This will trigger the Sterling Gentran:Viewpoint Post Processor to move the data from the
Sterling Gentran:Viewpoint Staging area to the Sterling Gentran:Viewpoint Repository.
Note: The response “Viewpoint Scanner Started” is displayed
by EDIV. To verify the Sterling Gentran:Viewpoint
scanner start up, select Log Display from the Sterling
Gentran:Viewpoint Main Menu.
Note: If you are using system image, replace EDI with your
system image characters.
You may now continue with the tutorial at Exception Inquiry.
Exception Inquiry
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-31
Exception Inquiry
The system has been set up and now you are ready for the daily tasks. Exception Inquiry tasks
provides you with an idea of the direct benefits provided by Sterling Gentran:Viewpoint.
This tutorial example will walk step-by-step through sample 1. The following tasks should be
performed:
• Reviewing Exceptions
• Transferring Exceptions
• Closing Exceptions
• Deleting Exceptions
These tasks demonstrate how to use Exception Inquiry to review and respond to exceptions that
have been captured for you by Sterling Gentran:Viewpoint.
Reviewing Exceptions
At selected times during the day, you will check to see if you have any exceptions.
Sterling Gentran:Viewpoint can be configured to actively notify you by using the Exception
Action User Exit. This user exit is particularly useful when combined with E-Mail or paging
systems.
In sample 1, “Inbound Error Rejection,” you are a staff accountant in Accounts Payable who
receives a FAX. This FAX was initiated by the Sterling Gentran:Viewpoint system and indicates
that an inbound invoice has been rejected by Sterling Gentran.
Note: The above figure is a simulated FAX. Sample 1 in the
tutorial was set up to initiate the batch procedure
EDIVBACT. Check this batch output for a complete list
of the information that is available to user batch and
online systems when the rejected inbound invoice was
rejected for sample 1.
Sample programs are provided with the Sterling Gentran:Viewpoint system for passing
information to a batch or online system, like a FAX or E-Mail system. For detailed information
about implementing Exception Actions, refer to “Optional Features” and to the IBM® Sterling
Gentran:Viewpoint® for z/OS® Release 6.6 Technical Reference Guide, Chapter 4, “User Exits
and APIs”.
FAX INITIATED BY VIEWPOINT
FAX TO: ACCOUNTS PAYABLE DUE TO REJECTED INVOICE
AN INVOICE WAS RECEIVED THAT HAS BEEN REJECTED DURING INBOUND EDI
COMPLIANCE CHECKING.
LOG ON TO VIEWPOINT FOR DETAILS. SEE RECIPIENT &TAPDEPT.
Exception Inquiry
3-32 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
1. Select Exception Inquiry from the Sterling Gentran:Viewpoint Main Menu.
2. Select the Recipient Directory. This directory displays the Sterling Gentran:Viewpoint
recipients.
All active Sterling Gentran:Viewpoint recipients are displayed with the number of
exceptions currently being monitored by Sterling Gentran:Viewpoint for them.
EDIM645 9.4_______ EXCEPTION INQUIRY MENU 06/01/2011
Select one of the following.
_ 1. Recipient Directory
2. Exception List
F1=Help F3=Exit
EDIM646 9.4.1_____ RECIPIENT DIRECTORY 06/01/2011
Type Action, press Enter. 12:00:00
4=Delete 5=Select 6=ExcpList
Recipient &TAPDEPT__
Excp Last Activity
A Recipient Description Count Date Time
_ &TAPDEPT ACCOUNTS PAYABLE DEPARTMENT 00001 06/01/2011 12:00
_ &TCOMMNTR COMMUNICATIONS MONITOR 00000 06/01/2011 12:00
_ &TCUSTRLS CUSTOMER RELATIONS SPECIALIST 00000 06/01/2011 12:00
_ &TEDIGRP EDI DEPARTMENT 00000 06/01/2011 12:00
_ @ACKREC ACKNOWLEDGEMENT RECONCILIATION ERRORS 00000 00/00/0000 00:00
_ @COMM-ERRS COMMUNICATIONS MONITOR 00000 00/00/0000 00:00
_ @EDITORS EDI COMPLIANCE MONITOR 00002 06/01/2011 12:00
_ @FATAL FATAL ERRORS 00000 00/00/0000 00:00
_ @MAPPERIN INBOUND MAPPING ERRORS 00002 06/01/2011 12:00
_ @MAPPEROUT OUTBOUND MAPPING ERRORS 00001 06/01/2011 12:00
_ @SUSPENSE SUSPENSE ERRORS 00000 00/00/0000 00:00
_
_
LAST ENTRY DISPLAYED
F1=Help F3=Exit F7=Bkwd F8=Fwd F12=Cancel Enter=Refresh
Exception Inquiry
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-33
3. Select the &TAPDEPT recipient by typing 5 in the Action Field and pressing Enter. The
Recipient Detail Screen is displayed for recipient &TAPDEPT.
Refer to the Status fields on the Recipient Detail Screen. This screen tells you that there is
one Open exception for recipient &TAPDEPT.
From this screen you may request further details about your active exceptions by selecting
the Exception List.
4. Type 6 in the Action Field, and press Enter.
The Exception List Screen is displayed.
This screen displays all exceptions for a single recipient.
EDIM647 __________ RECIPIENT DETAIL 06/01/2011
Type Action, press Enter.
_ 6=ExcpList
Recipient . . &TAPDEPT__ ACCOUNTS PAYABLE DEPARTMENT
Last Activity: 06/01/2011 - 12:00
EXCEPTIONS
Status Count
OPEN 00001
REVIEW 00000
TRNSFR 00000
CLOSED 00000
TOTAL 00001
F1=Help F3=Exit F12=Cancel
EDIM648 9.4.2_____ EXCEPTION LIST 06/01/2011
Type Action, press Enter.
4=Delete 5=Select 6=MsgList 7=Data 8=UserMsg 9=UserProc 10=ExcpHist 11=Recip
Recipient . . &TAPDEPT__ ACCOUNTS PAYABLE DEPARTMENT
Date From . . __________ To __________
Excp Status A (A=All, O=Open, C=Closed, R=Reviewed, T=Transferred)
A System Process Reference S Date
__ GENTRAN EBDI001 000000237 /000000091 /000025056 O 06/01/11
__
__
__
__
__
__
__
__
__
__
LAST ENTRY DISPLAYED
F1=Help F3=Exit F7=Bkwd F8=Fwd F12=Cancel
Exception Inquiry
3-34 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
5. Select the exception by typing 5 in the Action Field and pressing Enter.
The Exception Detail Screen will be displayed for the exception.
This screen displays important information about the exception, its status, when it
occurred, what the system did in response, when it responded, and other information.
From this information you can determine the basic information about the exception:
• Who is the partner?
• What document?
• What went wrong?
In this part of the example, you are the Accounts Payable staff accountant. You can tell
that the problem is definitely EDI related and you need to know what steps to follow next.
EDIM649 __________ EXCEPTION DETAIL 06/01/2011
Type Action, press Enter.
__ 4=Delete 6=MsgList 7=Data 8=UserMsg 9=UserProc 10=ExcpHist 11=Recip.
Recipient . . : &TAPDEPT ACCOUNTS PAYABLE DEPARTMENT
Excp Status . : OPEN 06/01/2011 12:00
Excp Tag . . : 0000000047
User Reference: 000000237 /000000091 /000025056
System/Process: GENTRAN /EBDI001 Excp. Action: &TBTCHFAX
Date-Time . . : 06/01/2011 - 12:00 Action Dt-Tm: 06/01/2011-12:00
Capture ID. . : &TEDIREJ Databank: GENTRAN
Description . : CAPTURE REJECTED INVOICES
Application : Interchange: 000000237
Network . . . : Group: 000000091
Direction/Set : INBOUND /810 Trans: 000025056
Partner . . . : VENDOR-1
Qual . . . . :
F1=Help F3=Exit F6=Next F12=Cancel
Exception Inquiry
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-35
6. Enter an 8 in the Action Field and press Enter.
The User Message Display screen is displayed.
This screen contains a message that was created to explain the exception. This message
was set up by you or someone on your staff when setting up the exception profile for this
exception, in order to make it easier to understand and respond to this exception. These
messages are not created by the Sterling Gentran:Viewpoint system.
7. Enter a 9 in the Action Field and press Enter.
The User Procedure Display is displayed.
EDIM662 __________ USER MESSAGE DISPLAY 06/01/2011
Type Action, Press Enter.
__ 6=Excp 7=MsgList 8=Data 9=UserProc 10=ExcpHist
Reference : 000000237 /000000091 /000025056
Excp Tag : 0000000047
Description: CAPTURE REJECTED INVOICES
Message
U-003001 CRITICAL ERROR -- REJECTED
Explanation
AN INBOUND INVOICE WAS REJECTED BY THE EDI EDITOR FOR FAILURE TO PASS
COMPLIANCE CHECKING.
F1=Help F3=Exit F12=Cancel
EDIM663 __________ USER PROCEDURE DISPLAY 06/01/2011
Type Action, Press Enter.
__ 6=Excp 7=MsgList 8=Data 9=UserMsg 10=ExcpHist
Procedure : UP3001
Description: HANDLE REJECTED INVOICES
Procedure
1. IDENTIFY PARTNER
2. GET ENVELOPE CONTROL NUMBERS
3. NOTIFY PARTNER TO HAVE INVOICE SENT AGAIN
4. TRANSFER THIS EXCEPTION TO THE RECIPIENT &TEDIGRP (EDI GROUP) WHO WILL
CLOSE THIS EXCEPTION OUT
F1=Help F3=Exit F12=Cancel
Exception Inquiry
3-36 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
This screen contains a procedure which is made up of a series of steps that you will need to
follow to respond to the exception. This procedure was set up by you or someone on your
staff to make it easier to understand and respond to this exception. These procedures are
not created by the Sterling Gentran:Viewpoint system. The procedures listed do not
represent any system action by Sterling Gentran:Viewpoint. These procedures require
human action, not system processing procedures.
8. Enter a 7 in the Action Field and press Enter.
The Exception Message List is displayed.
This screen displays the messages produced by Sterling Gentran for the exception as it
was being processed by the Inbound Editor (EBDI001).
EDIM650 __________ EXCEPTION MESSAGE LIST 06/01/2011
Type Action, press Enter.
6=Excp 7=Data 8=UserMsg 9=UserProc 10=ExcpHist
System : GENTRAN
Process : EBDI001
Desc. : CAPTURE REJECTED INVOICES
Reference: 000000237 /000000091 /000025056
A Message
__ U-003001 CRITICAL ERROR -- REJECTED
__ 62 16 BIG 1 MISSING INDICATED MANDATORY ELE
MENT.
__ 63 19 REF 1 IN THE IDENTIFIED ELEMENT, AN I
NVALID CODE WAS FOUND.
__ 62 21 N1 1 MISSING INDICATED MANDATORY ELE
MENT.
__ 63 25 IT1 3 QQ IN THE IDENTIFIED ELEMENT, AN I
NVALID CODE WAS FOUND.
__ 62 28 CTT 1 MISSING INDICATED MANDATORY ELE
MENT.
F1=Help F3=Exit F6=Next F7=Bkwd F8=Fwd F12=Cancel
Exception Inquiry
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-37
9. Enter 7 in the Action Field, in the first line of the message list, and press Enter.
The Exception Data Display screen is displayed for the exception.
This screen displays the actual data for the exception. All messages generated for the
exception from the message list are inserted into the data. The messages inserted in the
data are indicated with an "*" in the first position of each line on the display.
If necessary, you can examine the data using this screen to determine what the specific
problem was and how to correct it. For this example, a "missing indicated mandatory
element" caused the error.
You may use the F8=Fwd key to page through the data or skip through the messages using
the F6=Next key. You will find that a missing mandatory element (BIG01 - Invoice Date)
caused the error.
10. Press F3=Exit to return to the Exception Inquiry Menu.
EDIM651 __________ EXCEPTION DATA DISPLAY 06/01/2011
Type Action, press Enter.
__ 6=Excp 7=MsgList 8=UserMsg 9=UserProc 10=ExcpHist
System : GENTRAN
Process : EBDI001
Desc. : CAPTURE REJECTED INVOICES
Reference: 000000237 /000000091 /000025056
Exception Data
*U-003001 CRITICAL ERROR -- REJECTED
ST*810*000025056?
BIG**INV56*20020731*PONUMBER-056?
* 62 16 BIG 1 MISSING INDICATED MANDATORY ELEME
* NT.
NTE**-------------------------------------------------------?
NTE** TERMS ARE SPECIFIED BELOW?
NTE** DISCOUNT WILL NOT BE APPLIED UNLESS INVOICE IS PAID?
NTE** IN FULL BY THE DISCOUNT DUE DATE.?
NTE**-------------------------------------------------------?
REF* *00547?
F1=Help F3=Exit F6=Next F7=Bkwd F8=Fwd F12=Cancel
Exception Inquiry
3-38 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Transferring Exceptions
As staff accountant in Accounts Payable, you have now determined from the steps followed above
what went wrong and discovered that the problem is EDI related (not accounting). You want to
transfer the exception to the EDI staff for them to resolve the problem.
1. From the Exception Inquiry Menu, enter a 1 to select the Recipient Directory.
2. Find recipient &TAPDEPT and type 6 in the Action field for this recipient. Press Enter.
The Exception List screen will be displayed.
3. Position your cursor to the exception you wish to transfer, type 10 in the Action Field for
the exception, and press Enter.
The Exception History screen will be displayed.
From this screen you may scroll through a running history for the exception.
4. Type 9 in the Action Field, and press Enter to display the Exception History Update
screen.
EDIM652 __________ EXCEPTION HISTORY 06/01/2011
Type Action, Press Enter.
_ 6=Excp 7=Data 8=MsgList 9=HistUpdt
Reference . . : 000000237 /000000091 /000025056
Current Status : OPEN
Date-Time . . : 06/01/2011 - 12:00
Status . . . . :
Update Initials:
Date-Time . . : -
Recipient . . :
Note . . . . . :
LAST ENTRY DISPLAYED
F1=Help F3=Exit F6=Next F8=Fwd F12=Cancel
Exception Inquiry
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-39
5. Type T in the Status Field and type &TEDIGRP in the Recipient field. Type the
following note in the NOTE field:
HAVE ASKED PARTNER TO RESEND INVOICE.
NOTIFIED EDI DEPARTMENT OF REJECTED INVOICE.
Type a 2 in the Action Field and press Enter to update the exception. The system will
display a confirmation message. Press Enter again to complete the update.
6. Press F3=Exit to return to the Exception Inquiry Menu.
This process will transfer the exception from Accounts Payable to the EDI Department.
The next steps would be followed by the recipient that the exception was transferred to,
EDI Group (&TEDIGRP).
EDIM654 __________ EXCEPTION HISTORY UPDATE 06/01/2011
Type Action, Press Enter.
_ 2=Update
Reference . . : 000000237 /000000091 /000025056
Current Status : OPEN
Date-Time . . : 06/01/2011 - 12:00
Status . . . . . T (C=Close, R=Review, T=Transfer)
Update Initials: VPT TUTORIAL
Date-Time . . : 06/01/2011 - 12:00
Recipient . . . &TEDIGRP__ (F4=Prompt)
Description . . EDI DEPARTMENT
Note . . . . . . HAVE_ASKED_PARTNER_TO_RESEND_INVOICE._____________________
NOTIFIED_EDI_DEPARTMENT_OF_REJECTED_INVOICE._____________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
UPDATE COMPLETE
F1=Help F3=Exit F4=Prompt F12=Cancel
Exception Inquiry
3-40 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Closing Exceptions
When you are satisfied the exception has been clearly identified and resolved, you are ready to
close the exception.
1. From the Exception Inquiry Menu, enter a 1 to select Recipient Directory.
From this display you will notice that the recipient &TEDIGRP has 1 active exception
with a last activity date and time that reflects the transfer that was just performed for the
rejected invoice exception. Also, notice that the recipient &TAPDEPT no longer has any
outstanding exceptions.
EDIM646 9.4.1_____ RECIPIENT DIRECTORY 06/01/2011
Type Action, press Enter. 12:00:00
4=Delete 5=Select 6=ExcpList
Recipient &TAPDEPT__
Excp Last Activity
A Recipient Description Count Date Time
_ &TAPDEPT ACCOUNTS PAYABLE DEPARTMENT 00000 06/01/2011 12:00
_ &TCOMMNTR COMMUNICATIONS MONITOR 00000 06/01/2011 12:00
_ &TCUSTRLS CUSTOMER RELATIONS SPECIALIST 00000 06/01/2011 12:00
_ &TEDIGRP EDI DEPARTMENT 00001 06/01/2011 12:00
_ @ACKREC ACKNOWLEDGEMENT RECONCILIATION ERRORS 00000 00/00/0000 00:00
_ @COMM-ERRS COMMUNICATIONS MONITOR 00000 00/00/0000 00:00
_ @EDITORS EDI COMPLIANCE MONITOR 00002 06/01/2011 12:00
_ @FATAL FATAL ERRORS 00000 00/00/0000 00:00
_ @MAPPERIN INBOUND MAPPING ERRORS 00002 06/01/2011 12:00
_ @MAPPEROUT OUTBOUND MAPPING ERRORS 00001 06/01/2011 12:00
_ @SUSPENSE SUSPENSE ERRORS 00000 00/00/0000 00:00
_
_
LAST ENTRY DISPLAYED
F1=Help F3=Exit F7=Bkwd F8=Fwd F12=Cancel Enter=Refresh
Exception Inquiry
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-41
2. Type 6 in the Action Field, next to the &TEDIGRP recipient, and press Enter.
The Exception List Screen is displayed for recipient &TEDIGRP.
From this display you will notice that this recipient now has the exception which has a
status of T (transfer)
3. Position your cursor at the transferred exception, type 10 in the Action Field, and press
Enter.
The Exception History screen is displayed for the exception.
EDIM648 9.4.2_____ EXCEPTION LIST 06/01/2011
Type Action, press Enter.
4=Delete 5=Select 6=MsgList 7=Data 8=UserMsg 9=UserProc 10=ExcpHist 11=Recip
Recipient . . &TEDIGRP__ EDI DEPARTMENT
Date From . . __________ To __________
Excp Status A (A=All, O=Open, C=Closed, R=Reviewed, T=Transferred)
A System Process Reference S Date
__ GENTRAN EBDI001 000000237 /000000091 /000025056 T 06/01/11
__
__
__
__
__
__
__
__
__
__
LAST ENTRY DISPLAYED
F1=Help F3=Exit F7=Bkwd F8=Fwd F12=Cancel
EDIM652 __________ EXCEPTION HISTORY 06/01/2011
Type Action, Press Enter.
_ 6=Excp 7=Data 8=MsgList 9=HistUpdt
Reference . . : 000000237 /000000091 /000025056
Current Status : TRANSFER
Date-Time . . : 06/01/2011 - 12:00
Status . . . . : TRANSFER
Update Initials: VPT TUTORIAL
Date-Time . . : 06/01/2011 - 12:00
Recipient . . : &TEDIGRP EDI DEPARTMENT
Note . . . . . : HAVE ASKED PARTNER TO RESEND INVOICE.
NOTIFIED EDI DEPARTMENT OF REJECTED INVOICE.
LAST ENTRY DISPLAYED
F1=Help F3=Exit F6=Next F8=Fwd F12=Cancel
Exception Inquiry
3-42 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
This screen displays the current status for the exception and any note that was entered on
the last history entry.
4. Type 9 in the Action Field, and press Enter to display the Exception History Update
screen.
5. Type C in the Status Field to close the exception and type the following note in the Note
field:
CLOSED EXCEPTION - PROBLEM RESOLVED
6. Type 2 in the Action Field and press Enter to update the exception. The system will
display a confirmation message. Press Enter again to confirm the update.
EDIM654 __________ EXCEPTION HISTORY UPDATE 06/01/2011
Type Action, Press Enter.
_ 2=Update
Reference . . : 000000237 /000000091 /000025056
Current Status : TRANSFER
Date-Time . . : 06/01/2011 - 12:00
Status . . . . . C (C=Close, R=Review, T=Transfer)
Update Initials: VPT TUTORIAL
Date-Time . . : 06/01/2011 - 12:00
Recipient . . . __________ (F4=Prompt)
Description . .
Note . . . . . . CLOSED_EXCEPTION_-_PROBLEM_RESOLVED_______________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
UPDATE COMPLETE
F1=Help F3=Exit F4=Prompt F12=Cancel
Exception Inquiry
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-43
7. Press F12=Cancel to return to the Exception History screen.
The exception is displayed with a status of Closed. The User Initials of the person who
closed the exception and the Date-Time it was closed is also displayed.
8. Press F8=Fwd to view the previous history entries for the exception.
9. Press F12=Cancel to return to the Exception List screen.
EDIM652 __________ EXCEPTION HISTORY 06/01/2011
Type Action, Press Enter.
_ 6=Excp 7=Data 8=MsgList 9=HistUpdt
Reference . . : 000000237 /000000091 /000025056
Current Status : CLOSED
Date-Time . . : 06/01/2011 - 12:00
Status . . . . : CLOSED
Update Initials: VPT TUTORIAL
Date-Time . . : 06/01/2011 - 12:00
Recipient . . :
Note . . . . . : CLOSED EXCEPTION - PROBLEM RESOLVED
F1=Help F3=Exit F6=Next F8=Fwd F12=Cancel
EDIM653 __________ EXCEPTION HISTORY 06/01/2011
Type Action, Press Enter.
_ 6=Excp 7=Data 8=MsgList 9=HistUpdt
Status . . . . : TRANSFER Date-Time: 06/01/2011 - 12:00
Update Initials: VPT TUTORIAL
Recipient . . : &TEDIGRP EDI DEPARTMENT
Note . . . . . : HAVE ASKED PARTNER TO RESEND INVOICE.
NOTIFIED EDI DEPARTMENT OF REJECTED INVOICE.
Status . . . . : Date-Time: -
Update Initials:
Recipient . . :
Note . . . . . :
LAST ENTRY DISPLAYED
F1=Help F3=Exit F6=Next F7=Bkwd F8=Fwd F12=Cancel
Exception Inquiry
3-44 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Deleting Exceptions
From the Exception List screen you may mark exceptions for deletion by the Sterling
Gentran:Viewpoint Maintenance/Inquiry Program.
1. From the Exception List screen, position your cursor to the exception that has a status of
Closed.
Type 4 in the Action Field and press Enter. A confirmation will be displayed. Press Enter
to mark the exception for deletion. The exception will be deleted/archived by Sterling
Gentran:Viewpoint when you run the Sterling Gentran:Viewpoint Maintenance/Inquiry
Program.
Note: This exception has now been marked for deletion. It will
be removed from the system when you perform
scheduled maintenance purges (refer to "Exception
Management Housekeeping" later in this chapter).
This completes the Exception Inquiry tasks for the first sample. You may use these steps to review,
transfer, close, and delete the other exceptions generated by the tutorial data. These exceptions can
be used to explore the system and exercise the functions of the Sterling Gentran:Viewpoint system.
EDIM648 9.4.2_____ EXCEPTION LIST 06/01/2011
Type Action, press Enter.
4=Delete 5=Select 6=MsgList 7=Data 8=UserMsg 9=UserProc 10=ExcpHist 11=Recip
Recipient . . &TEDIGRP__ EDI DEPARTMENT
Date From . . __________ To __________
Excp Status A (A=All, O=Open, C=Closed, R=Reviewed, T=Transferred)
A System Process Reference S Date
__ GENTRAN EBDI001 ENTRY HAS BEEN MARKED FOR DELETION
__
__
__
__
__
__
__
__
__
__
__
LAST ENTRY DISPLAYED
F1=Help F3=Exit F7=Bkwd F8=Fwd F12=Cancel
Requesting Exception Management Reports
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-45
Requesting Exception Management Reports
Although Sterling Gentran:Viewpoint automates the tasks of monitoring your EDI processing,
there may still be instances when reports will need to be generated. The Sterling
Gentran:Viewpoint Maintenance/Inquiry feature allows you to specify the type of information you
want reported.
For detailed information about the wide range of selection criteria available, refer to the "Selection
Criteria Reference Chart" in Chapter 5, "Screen Descriptions".
In this example, the EDI manager wants to know how many Sterling Gentran:Viewpoint
Exceptions are outstanding.
Creating an Inquiry Definition
1. From the Sterling Gentran:Viewpoint Main Menu, select Extended System Management.
2. From the Extended System Management Menu, select Maintenance/Inquiry Options
Directory. The Maintenance/Inquiry Options Directory screen will be displayed.
The Maintenance/Inquiry Options Directory lists a number of models that are provided
with the Sterling Gentran:Viewpoint system.
3. Type a 1 on any A (Action) field and press Enter to display the Maintenance/Inquiry
Options Definition Screen.
4. Enter the following information:
Identifier: &TACTVEXCP
Description: EXCEPTIONS ACTIVE (NOT CLOSED) IN VIEWPOINT
Status: E
EDIM608 9.2.4_____ MAINTENANCE/INQUIRY OPTIONS DIRECTORY 06/01/2011
Type Action, press Enter
1=Add 4=Delete 5=Select 6=Enable 7=Disable
File . . . _ (R=Repository, P=Profile)
Identifier @MODEL-MT1
Status . . _ (E=Enabled, D=Disabled)
A Identifier Description File Status
_ @MODEL-MT1 REPOSITORY MAINTENANCE - EXCEPTIONS REPOSITORY E
_ @MODEL-MT2 REPOSITORY MAINTENANCE - TRACKING REPOSITORY E
_ @MODEL-MT3 PROFILE MAINTENANCE - EXCEPTIONS PROFILE E
_ @MODEL-MT4 PROFILE MAINTENANCE - TRACKING PROFILE E
_ @MODEL-MT5 PROFILE MAINTENANCE - SYSTEM PROFILE E
_ @MODEL-P LIST ALL EXCEPTION PROFILES PROFILE E
_ @MODEL-R LIST EXCEPTIONS FOR PARTNER VENDOR-1 REPOSITORY E
_ @MODEL-TP LIST ALL USER TRACKING POINTS PROFILE E
_ @MODEL-TR LIST ALL TRACKED ITEMS FOR VENDOR-2 REPOSITORY E
_
_
_
LAST ENTRY DISPLAYED
F1=Help F3=Exit F7=Bkwd F8=Fwd F12=Cancel
Requesting Exception Management Reports
3-46 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
5. Type a 1 in the Action field and press Enter. The system will display a confirmation
message. Press Enter again to confirm the ADD.
6. Press F3=Exit twice to return to the Sterling Gentran:Viewpoint main menu.
Generating Reports
The report is generated by running the batch procedure, Maintenance/Inquiry (EDIN140), and
specifying the Inquiry Definition Identifier &TACTVEXCP that was just created. This job may
be included in your daily job stream.
Refer to Chapter 5, “Screen Descriptions” for detailed information about “EDIM609 -
Maintenance/Inquiry Options Definition Screen” and to the IBM® Sterling Gentran:Viewpoint®
for z/OS® Release 6.6 Technical Reference Guide, Chapter 1, “Batch Program Descriptions” for
detailed information about the “EDIN140 - Maintenance/Inquiry” batch program.
Sterling Gentran:Viewpoint is delivered with several models for Maintenance/Inquiry. You may
want to review these from the Maintenance/Inquiry Directory and build maintenance criteria and
special reports for your specific needs.
File: REPOSITORY
Mode: INQUIRY
Class: EXCEPTIONS
Report Level: BOTH
Selection Criteria: EXCEPTION STATUS NE CLOSED
EDIM609 9.2.5_____ MAINTENANCE/INQUIRY OPTIONS DEFINITION 06/01/2011
Type Action, press Enter.
_ 1=Add 2=Update 4=Delete
Identifier &TACTVEXCP
Description EXCEPTIONS_ACTIVE_(NOT_CLOSED)_IN_VIEWPOINT__
Status . . . E (E=Enabled, D=Disabled)
Operation (F4=Prompt)
File . . . REPOSITORY Class . . . EXCEPTIONS
Mode . . . INQUIRY Report Level BOTH__
Selection Criteria (F4=Prompt)
Field Op Value Con.
EXCEPTION_STATUS____ NE CLOSED_______________________________________ ___
____________________ __ _____________________________________________ ___
____________________ __ _____________________________________________ ___
____________________ __ _____________________________________________ ___
____________________ __ _____________________________________________ ___
____________________ __ _____________________________________________ ___
____________________ __ _____________________________________________
ADD COMPLETE
F1=Help F3=Exit F4=Prompt F12=Cancel
Exception Management Housekeeping
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-47
Exception Management Housekeeping
Periodic maintenance should be performed on your Sterling Gentran:Viewpoint system. For
example, you may decide to delete exceptions that have been closed for five days or longer.
Creating a Maintenance Definition
Follow these steps to create a definition that purges closed and deleted exceptions. When the
scheduled processing of the maintenance JCL occurs, the purge will occur.
1. From the Sterling Gentran:Viewpoint Main Menu, select Extended System Management.
2. From the Extended System Management Menu, select Maintenance/Inquiry Options
Definition. The Maintenance/Inquiry Options Definition screen will be displayed.
3. Enter the following information:
4. Enter a 1 in the Action field and press Enter. The system will display a confirmation
message. Press Enter again to confirm the ADD.
5. Press F3=Exit twice to return to the Sterling Gentran:Viewpoint Main Menu.
Performing File Maintenance
The exceptions will be purged, and optionally archived, by running the batch procedure
Maintenance/Inquiry (EDIN140) and specifying the Maintenance Definition Identifier
&TCLITMDLT that was just created. This job may be included in your daily job stream.
Refer to Chapter 5, “Screen Descriptions” for detailed information about “EDIM609 -
Maintenance/Inquiry Options Definition Screen” and to the IBM® Sterling Gentran:Viewpoint®
for z/OS® Release 6.6 Technical Reference Guide, Chapter 1, “Batch Program Descriptions” for
detailed information about the “EDIN140 - Maintenance/Inquiry” batch program.
Sterling Gentran:Viewpoint is delivered with several models for Maintenance/Inquiry. You may
want to review these from the Maintenance/Inquiry Directory and build maintenance criteria and
special reports for your specific needs.
Identifier: &TCLITMDLT
Description: DELETE EXCEPTIONS CLOSED OVER 5 DAYS
Status: E
File: REPOSITORY
Mode: PURGE
Class: EXCEPTIONS
Report Level: BOTH
Selection Criteria: AGE CLOSED GT 005 OR ONLINE DELETES EQ YES
Exception Management Tutorial Reset
3-48 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Exception Management Tutorial Reset
Tutorial Reset Instructions
You may reset the tutorial by using the Sterling Gentran:Viewpoint Maintenance/Inquiry feature to
purge the tutorial data from the repository.
1. Create an Online Maintenance/Inquiry Options Definition with the following information:
2. Run the batch job EDIN140, specifying the Maintenance definition identifier just created.
This will delete the tutorial data from the Sterling Gentran:Viewpoint Repository.
Note: The definitions and profiles defined in the Exception
Setup portion of the tutorial are still enabled for capturing
exceptions. To remove these, you should mark them for
deletion using the Exception Management Menu options.
Caution to the EDI Coordinator:
Use caution running any tutorial or practice data in a pro-
duction environment. It is a good idea to use the tutorial
naming convention (&T...), used in the tutorial, to ensure
that sample data will not interfere with live data.
File: REPOSITORY
Mode: PURGE
Class: EXCEPTIONS
Selection Criteria: RECIPIENT NAME EQ &TAPDEPT OR
RECIPIENT NAME EQ &TCUSTRLS OR
RECIPIENT NAME EQ &TEDIGRP OR
RECIPIENT NAME EQ &TCOMMNTR
EDIM609 9.2.5_____ MAINTENANCE/INQUIRY OPTIONS DEFINITION 06/01/2011
Type Action, press Enter.
_ 1=Add 2=Update 4=Delete
Identifier ANYNAME___
Description PURGE_TUTORIAL_DATA_FROM_REPOSITORY__________
Status . . . E (E=Enabled, D=Disabled)
Operation (F4=Prompt)
File . . . REPOSITORY Class . . . EXCEPTIONS
Mode . . . PURGE__ Report Level BOTH__
Selection Criteria (F4=Prompt)
Field Op Value Con.
RECIPIENT_NAME______ EQ &TAPDEPT_____________________________________ OR_
RECIPIENT_NAME______ EQ &TCUSTRLS____________________________________ OR_
RECIPIENT_NAME______ EQ &TEDIGRP_____________________________________ OR_
RECIPIENT_NAME______ EQ &TCOMMNTR____________________________________ ___
____________________ __ _____________________________________________ ___
____________________ __ _____________________________________________ ___
____________________ __ _____________________________________________
F1=Help F3=Exit F4=Prompt F12=Cancel
Tracking Management Tutorial
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-49
Tracking Management Tutorial
This Tutorial is only available if the Tracking Management module is installed. This Tutorial
will demonstrate how to perform the basic tasks required to use the Sterling Gentran:Viewpoint
Tracking Management functions. By navigating through the Sterling Gentran:Viewpoint screens
and performing common tasks, you will become acquainted with the functions used to track items
through the extended EDI system, as well as how Tracking and Exception Management may be
used together.
It is recommended that you read Chapter 1, "Product Description" before performing the tutorial.
The Product Description will familiarize you with the features, concepts and terminology of
Sterling Gentran:Viewpoint. You may also refer to the "Glossary".
Also, if you have not already performed the tutorial for Exception Management, it is
recommended that you complete that tutorial up to the point of transferring or closing any
exceptions. You will close an exception during the Tracking Management Tutorial. Refer to the
"Exception Management Tutorial" at the beginning of this chapter.
Using Sterling Gentran:Viewpoint to track items (for example, documents) can be described in the
following procedures:
Determining Tracking Management Business Requirements
The first step in determining how you will use Tracking Management, is to analyze how
you operate in respect to day-to-day tasks, determine those situations where you need to
find out what happened to particular documents (that is, their status and history), and how
you identify those documents.
An example may be that you have a customer help desk where you try and answer
customer questions about particular documents, such as purchase orders or invoices. This
is similar to the sample scenario that is presented in this tutorial.
Tracking Management Tutorial Setup
Tutorial Setup provides instructions for setting up the tutorial.
Tracking Setup
Tracking Setup involves the steps needed to implement tracking for business requirements
that you have determined. This may include enabling user applications to pass information
to Sterling Gentran:Viewpoint.
Tracking Management Tutorial Processing
Tutorial Processing provides instructions for the tutorial batch processing.
Tracking Query Requests
The Query Request function, with Tracking Management, provides the user with an
interactive approach to finding and displaying the status and history of items as they move
through the extended EDI system.
Tracking Management Reports
A wide range of reporting criteria and procedures for requesting and printing reports are
provided.
Tracking Management Tutorial
3-50 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Tracking Management Housekeeping
Housekeeping provides operational flexibility for maintaining your Sterling
Gentran:Viewpoint files.
Housekeeping procedures are described at the end of the tutorial. Maintenance procedures
for deleting/archiving tracking information from Sterling Gentran:Viewpoint files, are
summarized.
Tracking Management Tutorial Reset
Tutorial Reset provides instructions for resetting the tutorial setup.
Detailed information for all Sterling Gentran:Viewpoint screens is provided in Chapter 5, "Screen
Descriptions". Chapter 2, "Implementation Process" describes strategies for implementing both
Tracking Management and Exception Management in your environment.
Tips for setting up and using Sterling Gentran:Viewpoint Tracking Management.
1. Sterling Gentran:Viewpoint provides predefined tracking points for most of the Sterling
Gentran:Basic system processes. For Sterling Gentran:Plus or Sterling Gentran:Realtime
installations, Sterling Gentran:Viewpoint also provides tracking points from the Sterling
Connect communications system. Tracking Management is automatically enabled for
these processes. This may be appropriate for your site and means you can immediately
start tracking items within the translation, communications, network, and trading partner
portions of the extended EDI system.
2. Do your business requirements analysis first. You will need to determine what information
you want to track, including information from user applications. Enabling user
applications for tracking requires changes to those applications and therefore
programming resources.
3. Setting up meaningful user references, through the Sterling Gentran system, is
recommended so that you may query on identifiers that are known to your users, such as a
purchase order number. This involves identifying these references on application
definitions, and with the message standard tables.
IMPORTANT
Prior to completing the entire tutorial, the following steps must be performed:
1. Review "Determining Tracking Management Business Requirements" provided below.
2. Perform the Exception Management Tutorial up to the point of transferring or closing
exceptions. You will not need to run the batch processes for the Exception Management
Tutorial again, but you must ensure that the Exception Profiles are set up as shown in that
tutorial.
Determining Tracking Management Business Requirements
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-51
Determining Tracking Management Business Requirements
The objective of Tracking Management is to provide immediate information (that is, status and
history) about items as they move through the extended EDI system. The term "item type" refers to
the form of data as it proceeds through processes. For example, an outbound "document" item type
becomes a "transaction," which is part of a "functional group," which in turn is part of an
"interchange," which is then part of a communications "batch".
A typical use of the Tracking Management function is in a customer service role. This tutorial
describes this scenario. Tracking Management can also be used in an operational manner, such as
ensuring that documents were received and processed from a particular partner every Tuesday
afternoon.
As a background for this tutorial, the following description is provided:
• Your company trades with a company called VENDOR-1. You purchase goods
from them and receive invoices. Your company automatically pays the bills upon
receipt of the invoice, and there is usually no gap in payments unless there is a
problem with the invoice.
• You have installed Tracking Management in addition to Exception Management.
You have already set up Sterling Gentran and Sterling Connect Tracking Points,
Captures, and Profiles to handle your business needs. You have decided to include
your outbound Purchase Order application, outbound communications, inbound
communications and inbound Invoice application in the Extended EDI stream to
be tracked. These User Applications can be monitored with Tracking
Management only.
To summarize, the Tracking Management tutorial details sample customer service situations and
provides information for the following concerns:
• Sample 1 - View all orders sent in a given time period
• Sample 2 - View the history of an outbound purchase order
• Sample 3 - Verify acknowledgement with reject status was sent to customer
• Sample 4 - Verify inbound invoice rejected and pinpoint error for customer
In addition, procedures to create reports and file maintenance jobs are also presented.
Tracking Management Tutorial Setup
3-52 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Tracking Management Tutorial Setup
Tutorial Setup
Before you or your staff begin the tutorial, you need to perform some simple setup tasks. These
tasks may have already been completed with the Exception Management tutorial. Please refer to
"Exception Management Tutorial Setup" earlier in this chapter.
As described in the Exception Management Tutorial Setup, there are two tasks to complete:
1. Set Up Logon
Logon Setup creates a "tutorial user" which may be used to perform the tutorial.
2. Set Up Partners and Maps
Partner Setup ensures that the required Partners and Maps are available.
You must ensure that this setup is completed in order for the tutorial data to process.
Tracking Setup
Tracking Setup covers the task of defining and enabling user tracking points, or user applications.
A detailed explanation of enabling user applications to pass information to Sterling
Gentran:Viewpoint Tracking Management is provided in the IBM® Sterling Gentran:Viewpoint®
for z/OS® Release 6.6 Technical Reference Guide, Chapter 4, “User Exits and APIs”.
Please note that F1=Help may be used at any time during the tutorial to receive additional
information. Also, some fields provide a prompt function F4=Prompt. You may use this function
to display a selection list for completing the field.
Defining User Tracking Points
Sterling Gentran:Viewpoint Tracking Management provides a mechanism to display pertinent data
from User Applications on an Item Process Detail screen. There are 3 "process status" fields and 3
"user fields" that can be displayed. Field labels for this data, when it is displayed, can also be
created. In addition, you can pass messages, from your application to Sterling Gentran:Viewpoint,
which can be displayed on an Item Message List screen.
Four User Tracking Points have been provided for the tutorial, corresponding to the 4 applications
you want to include in Tracking Management:
@COMMIB Sample Inbound Communications Application
@COMMOB Sample Outbound Communications Application
@INVSYSTEM Sample Inbound Invoice Application
@POSYSTEM Sample Outbound Purchase Order Application
The IBM® Sterling Gentran:Viewpoint® for z/OS® Release 6.6 Technical Reference Guide,
Chapter 4, “User Exits and APIs,” explains the process of calling the Sterling Gentran:Viewpoint
Gateways to pass application information to Sterling Gentran:Viewpoint. In addition, User
Tracking Management Tutorial Setup
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-53
Tracking Points must be set up online, and be enabled in order for the application data to be
passed.
The following steps will show you how to review the Sample Outbound Purchase Order
Application Tracking Point @POSYSTEM, predefined for the Sterling Gentran:Viewpoint
Tracking Management system.
1. Sign on to the Sterling Gentran online system.
2. Select Sterling Gentran:Viewpoint from the Sterling Gentran Main Menu.
The Sterling Gentran:Viewpoint Main Menu is displayed.
3. From the Sterling Gentran:Viewpoint Main Menu select the Extended System
Management option.
EDIM600 9.0_______ VIEWPOINT MAIN MENU 06/01/2011
Select one of the following.
__ 1. System Options
2. Extended System Management
3. Exception Management
4. Exception Inquiry
5. Tracking Management
99. Log Display
F1=Help F3=Exit F15=Logoff
Tracking Management Tutorial Setup
3-54 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
The Extended System Management Menu is displayed.
4. From the Extended System Management Menu, select the User Tracking Point Directory
option.
5. Type a 5 in the Action column, next to @POSYSTEM and press Enter to view the User
Tracking Point Definition.
EDIM601 9.2_______ EXTENDED SYSTEM MANAGEMENT MENU 06/01/2011
Select one of the following.
_ 1. STERLING Tracking Point Directory
2. STERLING Tracking Point Definition
3. Functional Area Control
4. Maintenance/Inquiry Options Directory
5. Maintenance/Inquiry Options Definition
6. User Tracking Point Directory
7. User Tracking Point Definition
F1=Help F3=Exit
EDIM610 9.2.6_____ USER TRACKING POINT DIRECTORY 06/01/2011
Type Action, press Enter.
1=Add 4=Delete 5=Select 6=Enable 7=Disable
System @COMMIB___
Process VPIBCOMM
Status _ (E=Enabled, D=Disabled)
A System Process Description Status
_ @COMMIB VPIBCOMM SAMPLE INBOUND COMMUNICATIONS APPLICATION E
_ @COMMOB VPOBCOMM SAMPLE OUTBOUND COMMUNICATIONS APPLICATION E
_ @INVSYSTEM VPIBAPPL SAMPLE INBOUND INVOICE APPLICATION E
_ @POSYSTEM VPOBAPPL SAMPLE OUTBOUND PURCHASE ORDER APPLICATION E
_
_
_
_
_
_
_
_
LAST ENTRY DISPLAYED
F1=Help F3=Exit F7=Bkwd F8=Fwd F12=Cancel
Tracking Management Tutorial Setup
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-55
The User Tracking Point for the Sample Outbound Purchase Order System, is displayed.
Some information from the user application, that have significant meaning, would be
passed to Tracking Management by calling the Sterling Gentran:Viewpoint Gateway. For
more detailed information, refer to the IBM® Sterling Gentran:Viewpoint® for z/OS®
Release 6.6 Technical Reference Guide, Chapter 4, “User Exits and APIs”.
The following process status and user field labels are defined on this screen. When a query
is made on the tracking data in Sterling Gentran:Viewpoint, these labels will appear on the
Item Process Detail screen next to the data passed from the user application.
The status of the application program after it ran U:PGM. STATUS
The status of the completed order U:ORDER STATUS
The order quantity, exceeded or not U:ORDER QTY.
The date of the order U:ORDER DATE
The expected ship date of the order U:SHIP DATE
The buyer's phone number U:BUYER PHONE
Review the three other User Tracking Points that have been set up for the Tracking
Management System. These tracking points are all active, and correspond to the tutorial
jobs and test data provided with the Sterling Gentran:Viewpoint system.
For detailed information on defining a User Tracking Point Definition, refer to "EDIM611
- User Tracking Point Definition Screen" in Chapter 5, "Screen Descriptions".
6. Press F3=Exit to return to the Extended System Management Menu.
7. Press F3=Exit again to return to the Sterling Gentran:Viewpoint Main Menu.
EDIM611 9.2.7_____ USER TRACKING POINT DEFINITION 06/01/2011
Type Action, press Enter.
_ 1=Add 2=Update 4=Delete
System . . . . . @POSYSTEM_
Process . . . . VPOBAPPL
Description . . SAMPLE_OUTBOUND_PURCHASE_ORDER_APPLICATION___
Item Type . . . U:ORDER_________ (F4=Prompt)
Status . . . . . E (E=Enabled, D=Disabled)
Process Status Names User Field Names
Status 1 Name U:PGM._STATUS__ Field 1 Name U:ORDER_DATE___
Status 2 Name U:ORDER_STATUS_ Field 2 Name U:SHIP_DATE____
Status 3 Name U:ORDER_QTY.___ Field 3 Name U:BUYER_PHONE__
F1=Help F3=Exit F4=Prompt F12=Cancel
Tracking Management Tutorial Processing
3-56 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Tracking Management Tutorial Processing
Tutorial Batch Processing
The steps provided here will generate tracking information for the items contained in the tutorial
data. You will then be able to use the Sterling Gentran:Viewpoint Query Request capabilities for
reviewing and responding to the tracking information.
In normal system operation, the processing performed by these steps would be an integrated part
of your every day processing. For complete details about integrating Sterling Gentran:Viewpoint
into your system operations, refer to Chapter 2, "Implementation Process".
1. For users without the Sterling Connect system, configure and submit JCL in member
TMTUTOUT in GENTRAN.V6X6.VPT.JCL. This runs the outbound processes in
Sterling Gentran using the tutorial data.
Note: If you are processing in Partner Relationship mode, you
need to comment out the SYS095 DD statements for the
Partner Cross Reference file and uncomment the
EDIPREL DD statements for the Partner Relationship
file.
Also, you need to modify the second parameter record in
SYS001 for EBDI042 to assign “YOUR COMPANY” as
the Default User ID starting in position 40.
For users with Sterling Connect, configure and submit JCL in member TMTUTOPL in
GENTRAN.V6X6.VPT.JCL. This runs the outbound processes in Sterling Gentran and the
Sterling Connect Offline Utilities using the tutorial data.
Note: If you are processing in Partner Relationship mode, you
need to comment out the SYS095 DD statements for the
Partner Cross Reference file and uncomment the
EDIPREL DD statements for the Partner Relationship
file.
Also, you need to modify the second parameter record in
SYS001 for EBDI042 to assign “YOUR COMPANY” as
the Default User ID starting in position 40.
2. For users without the Sterling Connect system, configure and submit JCL in member
TMTUTIN in GENTRAN.V6X6.VPT.JCL. This runs the inbound processes in Sterling
Gentran using the tutorial data.
Note: If you are processing in Partner Relationship mode, you
need to comment out the SYS095 DD statements for the
Partner Cross Reference file and uncomment the
EDIPREL DD statements for the Partner Relationship
file.
Tracking Management Tutorial Processing
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-57
For users with Sterling Connect, configure and submit JCL in member TMTUTIPL in
GENTRAN.V6X6.VPT.JCL. This runs the inbound processes in Sterling Gentran using
the tutorial data and the Sterling Connect Offline Utilities.
Note: If you are processing in Partner Relationship mode, you
need to comment out the SYS095 DD statements for the
Partner Cross Reference file and uncomment the
EDIPREL DD statements for the Partner Relationship
file
Note: In order to run the TMTUTIPL job, ensure that the
Sterling Gentran:Viewpoint tutorial data has been added
successfully to the Sterling Connect Data Queues using
the LOADVPPL JCL member. If the data is not
available, JCL member LOADVPPL should be submitted
for processing prior to running TMTUTIPL.
3. After these jobs finish, data from Sterling Gentran and optionally Sterling Connect will
now reside in the Sterling Gentran:Viewpoint Staging Area.
4. From CICS, if the Sterling Gentran:Viewpoint scanner has not already been started,
enter the task code EDIV to start the Sterling Gentran:Viewpoint scanner. This task will
trigger Sterling Gentran:Viewpoint's post processor to move the data from the Sterling
Gentran:Viewpoint Staging area to the Sterling Gentran:Viewpoint Repository and Master
Index files.
Note: The response “Viewpoint Scanner Started” is displayed
by EDIV. To verify the Sterling Gentran:Viewpoint
scanner start up, select Log Display from the Sterling
Gentran:Viewpoint Main Menu.
Note: If you are using system image, replace EDI with your
system image characters.
You may now continue with the Tracking Management Tutorial at Query Requests.
Tracking Query Requests
The system has been set up and now you are ready for ongoing/daily tasks. Query Request
provides you with an idea of the direct benefits provided by Sterling Gentran:Viewpoint Tracking
Management.
This tutorial example will illustrate the use of Tracking Management in the context of supporting
your customer, VENDOR-1, as outlined in "Step 1 - Determining Tracking Management Business
Requirements" earlier in this chapter. The following tasks are performed:
• Using Saved Query Requests
• Ad Hoc and Extended Query Requests
• Reviewing Exceptions from Tracking Management
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3-58 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Using Saved Query Requests
Processes included in the Extended EDI System can be queried in Tracking Management.
Decisions need to be made as to the Item Type you want to inquire on, and the selection criteria to
use to query the items to be selected. Sterling Gentran:Viewpoint Tracking Management provides
basic queries and extended search capabilities. Queries can be saved or created on an ad-hoc basis.
In order to perform a Query, an Item Type must be selected. Depending on the Item Type selected,
the number of processes displayed for status history (or, the "tracking path") will vary. The Item
Type determines the processes in the tracking path for the item that can be viewed for status
history. The lower the level of item type you select, the more complete a tracking path will be
displayed.
Level of item type refers to how close the item is, in form, to the actual end user application data.
For example:
Documents and transactions correspond on a one to one basis, so they are item types at the
same level. Many transactions are a part of a functional group, so they are item types at
different levels. History information will be available for item types at the same level, or
higher, for a given query request.
Using the sample environment, Item Types are listed below from lowest level to highest.
Process Item Type Level
User Inbound Application U:INVOICE 1
Inbound Mapper Document 1
Inbound Editor - Transaction Transaction 1
Inbound Editor - Group Functional Group 2
Inbound Editor - Interchange Interchange 3
Connect Offline Utility Extract Batch 4
User Inbound Communications U:COMM BATCH 4
User Outbound Application U:ORDER 1
Outbound Mapper Document 1
Outbound Editor - Transaction Transaction 1
Outbound Editor - Group Functional Group 2
Outbound Editor - Interchange Interchange 3
Connect Offline Utility Add Batch 4
User Outbound Communications U:COMM BATCH 4
Tracking Management Tutorial Processing
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-59
For example:
If an Item Type of Interchange were selected in the sample environment, history
information would be displayed for the Interchange and Batch/U:COMM BATCH items
only. History information would not be displayed for lower level items, such as Functional
Groups and Transactions. Selecting an Item Type of a Document will make history
information available for all item types in the tracking path connected to the document.
Two sample Queries have been defined for the Sterling Gentran:Viewpoint Tracking
Management system:
The following steps will show you how to review the orders that have been processed and sent
through the Purchase Order Application.
1. From the Sterling Gentran:Viewpoint Main Menu, select the Tracking Management option
and press Enter.
2. From the Tracking Management Menu, select the Query Directory option and press Enter.
The Query Directory is displayed showing the following sample Queries.
@ORDERQY Shows outbound purchase orders from the lowest
level Item Type U:ORDER.
@INVOICEQY Shows inbound invoices from the lowest level Item
Type U:INVOICE.
EDIM701 9.5.1_____ QUERY DIRECTORY 06/01/2011
Type Action, press Enter.
1=Add 4=Delete 5=Select
Query Id @IBRTEQY__
Item Type DOCUMENT________
A Query ID Item Type Description
_ @IBRTEQY DOCUMENT SAMPLE INBOUND REALTIME TRANSACTION QUERY
_ @INVOICEQY U:INVOICE SAMPLE INBOUND INVOICE HISTORY QUERY
_ @OBRTEQY TRANSACTION SAMPLE OUTBOUND REALTIME DOCUMENT QUERY
_ @ORDERQY U:ORDER SAMPLE OUTBOUND PURCHASE ORDER HISTORY QUERY
_
_
_
_
_
_
_
_
_
LAST ENTRY DISPLAYED
F1=Help F3=Exit F7=Bkwd F8=Fwd F12=Cancel
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3-60 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
3. Type 5 in the Action Field, next to @ORDERQY, and press Enter.
The Query Request screen is displayed with the @ORDERQY query.
4. Type 6 in the Action Field, and press Enter to initiate the search.
The search result shows all of the purchase orders that have been processed by the
VPOBAPPL application process between December 1, 2011 and December 31, 2011. The
purchase order numbers, passed from the application, are also displayed.
EDIM702 9.5.2_____ QUERY REQUEST 06/01/2011
Type Action, press Enter
_ 1=Add 2=Update 4=Delete 6=Search 7=ExtCond 8=ItemHist 9=ItemDtl
13=ItemRefs
Query ID @ORDERQY__ (F4=Prompt) Extended Condition used: NO
Description SAMPLE_OUTBOUND_PURCHASE_ORDER_HISTORY_QUERY_
Search Fields Search limit 010000 Find limit 000100
Item Type U:ORDER_________ (F4=Prompt)
Reference _____________________________________________
Partner ___________________________________
Date From 12/01/2011 To 12/31/2011
A Item Type Reference Process
__
__
__
__
__
__
F1=Help F3=Exit F4=Prompt F7=Bkwd F8=Fwd F12=Cancel
EDIM702 9.5.2_____ QUERY REQUEST 06/01/2011
Type Action, press Enter
_ 1=Add 2=Update 4=Delete 6=Search 7=ExtCond 8=ItemHist 9=ItemDtl
13=ItemRefs
Query ID @ORDERQY__ (F4=Prompt) Extended Condition used: NO
Description SAMPLE_OUTBOUND_PURCHASE_ORDER_HISTORY_QUERY_
Search Fields Search limit 010000 Find limit 000100
Item Type U:ORDER_________ (F4=Prompt)
Reference _____________________________________________
Partner ___________________________________
Date From 12/01/2011 To 12/31/2011
A Item Type Reference Process
__ U:ORDER PONUMBER-055 VPOBAPPL
__ U:ORDER PONUMBER-056 VPOBAPPL
__ U:ORDER PONUMBER-057 VPOBAPPL
__ U:ORDER PONUMBER-058 VPOBAPPL
__ U:ORDER PONUMBER-059 VPOBAPPL
__ U:ORDER PONUMBER-060 VPOBAPPL
F1=Help F3=Exit F4=Prompt F7=Bkwd F8=Fwd F12=Cancel
Tracking Management Tutorial Processing
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-61
5. You can refine this Query to show only the purchase orders sent to VENDOR-1. Enter
VENDOR-1 in the Partner Field, again type 6 in the Action Field and press Enter.
Only the purchase orders destined for VENDOR-1 are displayed.
6. Type 13 in the Action column, next to PONUMBER-055, and press Enter.
For users who have submitted the JCL in member TMTUTOPL, the Item Reference
History screen in the figure below displays reference numbers associated with the item for
each process along the tracking path.
EDIM702 9.5.2_____ QUERY REQUEST 06/01/2011
Type Action, press Enter
_ 1=Add 2=Update 4=Delete 6=Search 7=ExtCond 8=ItemHist 9=ItemDtl
13=ItemRefs
Query ID @ORDERQY__ (F4=Prompt) Extended Condition used: NO
Description SAMPLE_OUTBOUND_PURCHASE_ORDER_HISTORY_QUERY_
Search Fields Search limit 010000 Find limit 000100
Item Type U:ORDER_________ (F4=Prompt)
Reference _____________________________________________
Partner VENDOR-1___________________________
Date From 12/01/2011 To 12/31/2011
A Item Type Reference Process
__ U:ORDER PONUMBER-055 VPOBAPPL
__ U:ORDER PONUMBER-056 VPOBAPPL
__
__
__
__
LAST ENTRY DISPLAYED
F1=Help F3=Exit F4=Prompt F7=Bkwd F8=Fwd F12=Cancel
EDIM711 __________ ITEM REFERENCE HISTORY 06/01/2011
Type Action, press Enter
8=ItemHist 9=ItemDtl 10=MsgList 11=DataDisp 15=Excps
Reference: PONUMBER-055
Process VPOBAPPL
A Item Process Description Reference
__ U VPOBAPPL SAMPLE OUTBOUND PURC PONUMBER-055
__ D EBDI042 OUTBOUND MAPPER PONUMBER-055
__ T EBDI002 OUTBOUND EDITOR 000000030 /000000006 /000000011
__ F EBDI002 OUTBOUND EDITOR 000000030 /000000006
__ I EBDI002 OUTBOUND EDITOR 000000030
__ B STOUTL OFFLINE UTILITIES 00000000000030
__
__
__
__
__
__
__
F1=Help F3=Exit F7=Bkwd F8=Fwd F12=Cancel
Tracking Management Tutorial Processing
3-62 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
For users who have submitted the JCL in member TMTUTOUT, the Item Reference
History screen in the figure below displays reference numbers associated with the item for
each process along the tracking path.
7. Type 8 in the Action column, next to VPOBAPPL, and press Enter.
For users who have submitted the JCL in member TMTUTOPL for processing, the Item
Status History screen in the figure below allows you to view the status of each process
along the tracking path for the purchase order. In the sample environment, you are able to
track the item end-to-end. In addition to the status information, this screen also provides
the date and time processed and whether or not there are any Exceptions tied to this item in
Exception Management.
EDIM711 __________ ITEM REFERENCE HISTORY 06/01/2011
Type Action, press Enter
8=ItemHist 9=ItemDtl 10=MsgList 11=DataDisp 15=Excps
Reference: PONUMBER-055
Process VPOBAPPL
A Item Process Description Reference
__ U VPOBAPPL SAMPLE OUTBOUND PURC PONUMBER-055
__ D EBDI042 OUTBOUND MAPPER PONUMBER-055
__ T EBDI002 OUTBOUND EDITOR 000000030 /000000006 /000000011
__ F EBDI002 OUTBOUND EDITOR 000000030 /000000006
__ I EBDI002 OUTBOUND EDITOR 000000030
__ U VPOBCOMM SAMPLE OUTBOUND COMM OUTBOUND BATCH 4125
__
__
__
__
__
__
F1=Help F3=Exit F7=Bkwd F8=Fwd F12=Cancel
EDIM710 __________ ITEM STATUS HISTORY 06/01/2011
Type Action, press Enter
9=ItemDtl 10=MsgList 11=DataDisp 13=ItemRefs 15=Excps
Reference: PONUMBER-055
Process VPOBAPPL
A Item Process Description Status Date Time Excp
__ U VPOBAPPL SAMPLE OUTBOUND PURCHASE ORD OK 06/01/2011 12:00 0000
__ D EBDI042 OUTBOUND MAPPER 00 06/01/2011 12:00 0000
__ T EBDI002 OUTBOUND EDITOR 06/01/2011 12:00 0000
__ F EBDI002 OUTBOUND EDITOR 06/01/2011 12:00 0000
__ I EBDI002 OUTBOUND EDITOR 06/01/2011 12:00 0000
__ B STOUTL OFFLINE UTILITIES ADDED 06/01/2011 12:00 0000
__
__
__
__
__
__
F1=Help F3=Exit F7=Bkwd F8=Fwd F12=Cancel
Tracking Management Tutorial Processing
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-63
For users who have submitted the JCL in member TMTUTOUT for processing, the Item
Status History screen in the figure below allows you to view the status of each process
along the tracking path for the purchase order. In the sample environment, you are able to
track the item end-to-end. In addition to the status information, this screen also provides
the date and time processed and whether or not there are any Exceptions tied to this item in
Exception Management.
8. Press F3=Exit to return to the Tracking Management Menu.
EDIM710 __________ ITEM STATUS HISTORY 06/01/2011
Type Action, press Enter
9=ItemDtl 10=MsgList 11=DataDisp 13=ItemRefs 15=Excps
Reference: PONUMBER-055
Process VPOBAPPL
A Item Process Description Status Date Time Excp
__ U VPOBAPPL SAMPLE OUTBOUND PURCHASE ORD OK 06/01/2011 12:00 0000
__ D EBDI042 OUTBOUND MAPPER 00 06/01/2011 12:00 0000
__ T EBDI002 OUTBOUND EDITOR 06/01/2011 12:00 0000
__ F EBDI002 OUTBOUND EDITOR 06/01/2011 12:00 0000
__ I EBDI002 OUTBOUND EDITOR 06/01/2011 12:00 0000
__ U VPOBCOMM SAMPLE OUTBOUND COMMUNICATIO XMITTED 06/01/2011 12:00 0000
__
__
__
__
__
__
__
F1=Help F3=Exit F7=Bkwd F8=Fwd F12=Cancel
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3-64 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Ad Hoc and Extended Query Requests
VENDOR-1 calls you with some distressing news. A payment for one of their invoices has not
been received. They had received a call from your Accounts Payable department indicating that
the invoice had been rejected in the translation system. In fact, Exception Management Profile
&TEDIREJ had notified Accounts Payable of the rejected invoice and prompted them to call
VENDOR-1. VENDOR-1 would like you to take a look at the problem and provide some more
information, as they wish to send a new invoice. Tracking Management can be used to research the
rejected invoice while you remain on the phone with VENDOR-1.
The following steps will show you how to resolve the problem with VENDOR-1:
1. Copy down the following information which VENDOR-1 provides:
Invoice Number: INV56
Group Control Number of invoice they sent - on AK1: 000000091
Transaction Control Number from Invoice Rejected - on AK2: 000025056
The date the invoice was sent (today's date): mm/dd/yyyy
2. Verify that a Functional Acknowledgement with the reject status was sent to VENDOR-1.
You will use an ad hoc query for this task.
a. From the Tracking Management Menu, select the Query Request option and press
Enter.
To enter into ad-hoc query mode, space out the Query ID field and press Enter to
display a blank Query Request screen.
b. On the Query Request screen, type the following information:
Item Type: TRANSACTION
Partner: VENDOR-1
EDIM702 9.5.2_____ QUERY REQUEST 06/01/2011
Type Action, press Enter
_ 1=Add 2=Update 4=Delete 6=Search 7=ExtCond 8=ItemHist 9=ItemDtl
13=ItemRefs
Query ID __________ (F4=Prompt) Extended Condition used: NO
Description _____________________________________________
Search Fields Search limit 010000 Find limit 000100
Item Type TRANSACTION_____ (F4=Prompt)
Reference _____________________________________________
Partner VENDOR-1___________________________
Date From __________ To __________
A Item Type Reference Process
__
__
__
__
__
__
F1=Help F3=Exit F4=Prompt F7=Bkwd F8=Fwd F12=Cancel
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IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-65
c. You will need to refine the search further, to specify that only Outbound 997s are
to be included in the search.
On the Query Request screen, type 7 in the Action field and press Enter. This will
display the Extended Search Condition screen.
Enter the following information:
Field Op Value Connector
SET EQ 997 AND
DIRECTION EQ O
Note: The value of O indicates outbound.
EDIM703 __________ EXTENDED SEARCH CONDITION 06/01/2011
Type Action, press Enter
__ 6=Search 14=Query
Query ID :
Query Request Search Fields
Item Type: TRANSACTION
Reference:
Partner : VENDOR-1
Date From: To
Extended Condition (F4=Prompt)
Field Op Value Connector
SET______________________ EQ 997________________________________ AND
DIRECTION________________ EQ O__________________________________ ___
_________________________ __ ___________________________________ ___
_________________________ __ ___________________________________ ___
_________________________ __ ___________________________________ ___
_________________________ __ ___________________________________ ___
_________________________ __ ___________________________________
F1=Help F3=Exit F4=Prompt F12=Cancel
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3-66 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
d. Type 6 in the Action field and press Enter. A confirmation message will be
displayed. Press Enter again to run the query.
The 997 sent to VENDOR-1 is now displayed.
e. To review the detail of this Item, type 9 in the Action column next to the
transaction, and press Enter.
The Item Process Detail screen provides more information about the 997
document.
EDIM702 9.5.2_____ QUERY REQUEST 06/01/2011
Type Action, press Enter
_ 1=Add 2=Update 4=Delete 6=Search 7=ExtCond 8=ItemHist 9=ItemDtl
13=ItemRefs
Query ID __________ (F4=Prompt) Extended Condition used: YES
Description _____________________________________________
Search Fields Search limit 010000 Find limit 000100
Item Type TRANSACTION_____ (F4=Prompt)
Reference _____________________________________________
Partner VENDOR-1___________________________
Date From __________ To __________
A Item Type Reference Process
__ TRANSACTION 000000031 /000000025 /000000025 EBDI002
__
__
__
__
__
LAST ENTRY DISPLAYED
F1=Help F3=Exit F4=Prompt F7=Bkwd F8=Fwd F12=Cancel
EDIM712 __________ ITEM PROCESS DETAIL 06/01/2011
Type Action, press Enter.
__ 8=ItemHist 10=MsgList 11=DataDisp 13=ItemRefs 14=Query 15=Excps
Item Identification
Item Type . . : TRANSACTION
Reference . . : 000000031 /000000025 /000000025
Trace ID . . : OE00000029 To/From: OE00000030
User Reference:
System/Process: GENTRAN /EBDI002 Recip/Action:
Date-Time . . : 06/01/2011 - 12:00 Action Dt-Tm:
Direction/Set : OUTBOUND/997 Excp. Status:
Application . :
Network . . . :
Partner . . . : VENDOR-1
Qual . . . . :
Databank . . : GENTRAN
Process Statuses
Ack Status . . : Mapping Status :
Comp Status. . : Network Status :
Env Status . . : Seq Status . . :
F1=Help F3=Exit F12=Cancel
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IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-67
f. To view the actual data in the Databank, type 11 in the Action field and press
Enter.
The entire functional acknowledgement is displayed.
g. Press F8=Fwd to view the rest of the acknowledgement. Notice the "E" in the
AK5 segment. This tells your trading partner that this particular invoice contained
an error.
h. Press F3=Exit to return to the Tracking Management Menu.
3. Determine what happened to the invoice and why it was rejected. You will use the Query
Request and save the Query ID.
a. From the Tracking Management Menu, select the Query Request option and press
Enter.
First verify that the invoice (INV56) never made it to the Inbound Invoice
Application or the Inbound Mapper. This will determine that the invoice was
rejected in the Inbound Editor.
b. Enter a new Query ID. On the Query Request screen, type 1 to add a Query, then
type the following information:
Query ID: INVOICE1
Description: Search for Rejected Invoice
Item Type: U:INVOICE
Reference: INV56
Partner: VENDOR-1
EDIM716 __________ ITEM DATA DISPLAY 06/01/2011
Type Action, press Enter.
__ 8=ItemHist 9=ItemDtl 10=MsgList 13=ItemRefs 15=Excps
System : GENTRAN
Process : EBDI002
Desc. : OUTBOUND EDITOR
Item Type: TRANSACTION
Reference: 000000031 /000000025 /000000025
Item Data
AK4*3*355*7*QQ?
AK3*CTT*34?
AK4*1*354*1* ?
AK5*E*4*5?
AK9*E*2*2*2?
SE*16*000000025?
END OF RECORDS FOR DOCUMENT
F1=Help F3=Exit F6=Next F7=Bkwd F8=Fwd F12=Cancel
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Note: U:INVOICE are items from the Inbound Invoice
Application.
Press Enter to add the Query INVOICE1.
c. Type 6 in the Action field and press Enter to run the Query.
There is no information -- the invoice never made it to the Inbound Invoice
Application.
d. Modify the Query by changing the Item Type to DOCUMENT (referring to the
Inbound Mapper):
Item Type: DOCUMENT
Type 6 in the Action field and press Enter to run the Query.
Again, there is no information -- the invoice never made it to the Inbound Mapper.
e. Modify the Query again, this time with the following information:
Item Type: TRANSACTION
Reference:
Date From: mm/dd/yyyy
Note: TRANSACTION refers to the Inbound Editor; we are
deleting the reference as it would be a control number for
the transaction; mm/dd/yyyy refers to today's date.
Type 2 in the Action field and press Enter to update and save the Query.
f. Type 7 in the Action field and press Enter to get to the Extended Search
Condition screen. We will refine the Query to find the invoice in question.
EDIM702 9.5.2_____ QUERY REQUEST 06/01/2011
Type Action, press Enter
_ 1=Add 2=Update 4=Delete 6=Search 7=ExtCond 8=ItemHist 9=ItemDtl
13=ItemRefs
Query ID INVOICE1__ (F4=Prompt) Extended Condition used: YES
Description SEARCH_FOR_REJECTED_INVOICE__________________
Search Fields Search limit 010000 Find limit 000100
Item Type U:INVOICE_______ (F4=Prompt)
Reference INV56________________________________________
Partner VENDOR-1___________________________
Date From __________ To __________
A Item Type Reference Process
__
__
__
__
__
__
ADD COMPLETE
F1=Help F3=Exit F4=Prompt F7=Bkwd F8=Fwd F12=Cancel
Tracking Management Tutorial Processing
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-69
On the Extended Search Condition screen type the following:
Field Op Value Connector
SET EQ 810 AND
DIRECTION EQ I AND
ACKNOWLEDGEMENT STATUSEQ E
g. Type 14 in the Action field and press Enter. This will allow you to return to the
Query Request screen. Type 2 in the Action field and press Enter to update and
save the query.
EDIM703 __________ EXTENDED SEARCH CONDITION 06/01/2011
Type Action, press Enter
__ 6=Search 14=Query
Query ID : INVOICE1 SEARCH FOR REJECTED INVOICE
Query Request Search Fields
Item Type: TRANSACTION
Reference:
Partner : VENDOR-1
Date From: 06/01/2011 To
Extended Condition (F4=Prompt)
Field Op Value Connector
SET______________________ EQ 810________________________________ AND
DIRECTION________________ EQ I__________________________________ AND
ACKNOWLEDGEMENT_STATUS___ EQ E__________________________________ ___
_________________________ __ ___________________________________ ___
_________________________ __ ___________________________________ ___
_________________________ __ ___________________________________ ___
_________________________ __ ___________________________________
F1=Help F3=Exit F4=Prompt F12=Cancel
Tracking Management Tutorial Processing
3-70 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
h. Type 6 in the Action field and press Enter to run the Query.
You can find Functional Group Control Number "91" and Transaction Control
Number "25056". This is the rejected invoice.
i. Review the history of the invoice to verify where the problem occurred.
Type 8 in the Action column, next to the invoice with Transaction Control
Number "25056," and press Enter to view the Item Status History.
For users who have submitted the JCL in member TMTUTIPL for processing, the
Item Status History screen in the figure below shows you that the invoice
transaction had a status of "04" in the Inbound Editor. The next task illustrates
how the actual exception can be verified and explained to the customer.
EDIM702 9.5.2_____ QUERY REQUEST 06/01/2011
Type Action, press Enter
_ 1=Add 2=Update 4=Delete 6=Search 7=ExtCond 8=ItemHist 9=ItemDtl
13=ItemRefs
Query ID INVOICE1__ (F4=Prompt) Extended Condition used: YES
Description SEARCH_FOR_REJECTED_INVOICE__________________
Search Fields Search limit 010000 Find limit 000100
Item Type TRANSACTION_____ (F4=Prompt)
Reference _____________________________________________
Partner VENDOR-1___________________________
Date From 06/01/2011 To __________
A Item Type Reference Process
__ TRANSACTION 000000237 /000000091 /000025056 EBDI001
__
__
__
__
__
LAST ENTRY DISPLAYED
F1=Help F3=Exit F4=Prompt F7=Bkwd F8=Fwd F12=Cancel
Tracking Management Tutorial Processing
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-71
For users who have submitted the JCL in member TMTUTIN for processing, the
Item Status History screen in the figure below shows you that the invoice
transaction had a status of "04" in the Inbound Editor. The next task illustrates
how the actual exception can be verified and explained to the customer.
EDIM710 __________ ITEM STATUS HISTORY 06/01/2011
Type Action, press Enter
9=ItemDtl 10=MsgList 11=DataDisp 13=ItemRefs 15=Excps
Reference: VIEWPOINT TUTORIAL DATA
Process STOUTL__
A Item Process Description Status Date Time Excp
__ B STOUTL OFFLINE UTILITIES EXTRACTED 06/01/2011 12:00 0000
__ I EBDI001 INBOUND EDITOR 06/01/2011 12:00 0000
__ F EBDI001 INBOUND EDITOR 06/01/2011 12:00 0000
__ T EBDI001 INBOUND EDITOR 04 06/01/2011 12:00 0002
__ D EBDI041 INBOUND MAPPER 04 06/01/2011 12:00 0001
__
__
__
__
__
__
__
__
F1=Help F3=Exit F7=Bkwd F8=Fwd F12=Cancel
EDIM710 __________ ITEM STATUS HISTORY 06/01/2011
Type Action, press Enter
9=ItemDtl 10=MsgList 11=DataDisp 13=ItemRefs 15=Excps
Reference: INBOUND BATCH 4125
Process VPIBCOMM
A Item Process Description Status Date Time Excp
__ U VPIBCOMM SAMPLE INBOUND COMMUNICATION RECEIVED 06/01/2011 12:00 0000
__ I EBDI001 INBOUND EDITOR 06/01/2011 12:00 0000
__ F EBDI001 INBOUND EDITOR 06/01/2011 12:00 0000
__ T EBDI001 INBOUND EDITOR 04 06/01/2011 12:00 0002
__ D EBDI041 INBOUND MAPPER 04 06/01/2011 12:00 0001
__
__
__
__
__
__
__
__
F1=Help F3=Exit F7=Bkwd F8=Fwd F12=Cancel
Tracking Management Tutorial Processing
3-72 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Reviewing Exceptions from Tracking Management
On the Item Status History screen, an exception count for the item for each process is given. You
can "jump" to Exception Management to view details of the exceptions.
The following steps will explain how to review exceptions from Tracking Management:
1. With the example rejected invoice, there are Exceptions tied to the item.
Type 15 next to the T (Transaction) item with a status of 04 and press Enter to view the
Item Exception Status screen.
This screen shows the open exceptions; the one we care about is the one that the A/P
department has not closed.
EDIM718 __________ ITEM EXCEPTION STATUS 06/01/2011
Type Action, press Enter.
__ 8=ItemHist 9=ItemDtl 10=MsgList 11=DataDisp 13=ItemRefs 16=ExcpDtl
System : GENTRAN
Process : EBDI001
Desc. : INBOUND EDITOR
Item Type: TRANSACTION
Reference: 000000237 /000000091 /000025056
A Recipient Action Status Date Time Capture Id
__ &TAPDEPT &TBTCHFAX OPEN 06/01/2011 12:00 &TEDIREJ
__ @EDITORS OPEN 06/01/2011 12:00 @MODEL-IE
__
__
__
__
__
__
__
__
F1=Help F3=Exit F7=Bkwd F8=Fwd F12=Cancel
Tracking Management Tutorial Processing
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-73
2. Type 16 in the Action column next to the first open Exception (Recipient &TAPDEPT),
and press Enter. This action will cause a "jump" from Tracking Management to Exception
Management and display the Exception Detail screen.
3. Type 8 in the Action field and press Enter. This will provide the User Message Display.
This message was created in Exception Management to describe, in your terms, what
caused the Exception.
EDIM649 __________ EXCEPTION DETAIL 06/01/2011
Type Action, press Enter.
__ 4=Delete 6=MsgList 7=Data 8=UserMsg 9=UserProc 10=ExcpHist 11=Recip.
12=ItemExcp
Recipient . . : &TAPDEPT ACCOUNTS PAYABLE DEPARTMENT
Excp Status . : OPEN 06/01/2011 12:00
Excp Tag . . : 0000000056
User Reference: 000000237 /000000091 /000025056
System/Process: GENTRAN /EBDI001 Excp. Action: &TBTCHFAX
Date-Time . . : 06/01/2011 - 12:00 Action Dt-Tm: 06/01/2011-12:00
Capture ID. . : &TEDIREJ Databank: GENTRAN
Description . : CAPTURE REJECTED INVOICES
Application : Interchange: 000000237
Network . . . : Group: 000000091
Direction/Set : INBOUND /810 Trans: 000025056
Partner . . . : VENDOR-1
Qual . . . . :
F1=Help F3=Exit F6=Next F12=Cancel
EDIM662 __________ USER MESSAGE DISPLAY 06/01/2011
Type Action, Press Enter.
__ 6=Excp 7=MsgList 8=Data 9=UserProc 10=ExcpHist
Reference : 000000237 /000000091 /000025056
Excp Tag : 0000000056
Description: CAPTURE REJECTED INVOICES
Message
U-003001 CRITICAL ERROR -- REJECTED
Explanation
AN INBOUND INVOICE WAS REJECTED BY THE EDI EDITOR FOR FAILURE TO PASS
COMPLIANCE CHECKING.
F1=Help F3=Exit F12=Cancel
Tracking Management Tutorial Processing
3-74 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
4. Type 7 in the Action field and press Enter. This will display the Exception Message List
screen.
These are messages passed by Sterling Gentran. The same messages could have been
viewed while remaining in Tracking Management (for example, from Item Status
History). In addition, User Applications can pass messages through to Sterling
Gentran:Viewpoint. Messages for User Applications can only be viewed in Tracking
Management.
The Exception Message List screen tells us that rejection took place as a result of a
missing mandatory element.
EDIM650 __________ EXCEPTION MESSAGE LIST 06/01/2011
Type Action, press Enter.
6=Excp 7=Data 8=UserMsg 9=UserProc 10=ExcpHist
System : GENTRAN
Process : EBDI001
Desc. : CAPTURE REJECTED INVOICES
Reference: 000000237 /000000091 /000025056
A Message
__ U-003001 CRITICAL ERROR -- REJECTED
__ 62 17 BIG 1 MISSING INDICATED MANDATORY ELE
MENT.
__ 63 20 REF 1 IN THE IDENTIFIED ELEMENT, AN I
NVALID CODE WAS FOUND.
__ 62 22 N1 1 MISSING INDICATED MANDATORY ELE
MENT.
__ 63 26 IT1 3 QQ IN THE IDENTIFIED ELEMENT, AN I
NVALID CODE WAS FOUND.
__ 62 29 CTT 1 MISSING INDICATED MANDATORY ELE
MENT.
F1=Help F3=Exit F6=Next F7=Bkwd F8=Fwd F12=Cancel
Tracking Management Tutorial Processing
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-75
5. Type 9 in the first Action column and press Enter. This action displays the User Procedure
Display screen.
The screen below is the User Procedure created for handling rejected invoices.
6. Type 10 in the Action field and press Enter. This will take you to the Exception History
screen where you can view the history of the Exception.
7. To close the Exception out, type 9 in the Action field and press Enter to display the
Exception History Update screen.
EDIM663 __________ USER PROCEDURE DISPLAY 06/01/2011
Type Action, Press Enter.
__ 6=Excp 7=MsgList 8=Data 9=UserMsg 10=ExcpHist
Procedure : UP3001
Description: HANDLE REJECTED INVOICES
Procedure
1. IDENTIFY PARTNER
2. GET ENVELOPE CONTROL NUMBERS
3. NOTIFY PARTNER TO HAVE INVOICE SENT AGAIN
4. TRANSFER THIS EXCEPTION TO THE RECIPIENT &TEDIGRP (EDI GROUP) WHO WILL
CLOSE THIS EXCEPTION OUT
F1=Help F3=Exit F12=Cancel
EDIM652 __________ EXCEPTION HISTORY 06/01/2011
Type Action, Press Enter.
_ 6=Excp 7=Data 8=MsgList 9=HistUpdt
Reference . . : 000000237 /000000091 /000025056
Current Status : OPEN
Date-Time . . : 06/01/2011 - 12:00
Status . . . . :
Update Initials:
Date-Time . . : -
Recipient . . :
Note . . . . . :
LAST ENTRY DISPLAYED
F1=Help F3=Exit F6=Next F8=Fwd F12=Cancel
Tracking Management Tutorial Processing
3-76 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Close the Exception by typing C in the Status field and typing a note at the bottom:
THIS ITEM HAS BEEN CLOSED BY THE EDI COORDINATOR. IT SHOULD
HAVE BEEN TRANSFERRED TO THE EDI GROUP. I WILL NOTIFY THEM.
VENDOR-1 HAS BEEN NOTIFIED AND A NEW INVOICE WILL BE SENT.
8. Type 2 in the Action field and press Enter. The system will display a confirmation
message. Press Enter again to close the Exception.
9. Press F12=Cancel to return to the Exception History screen.
10. Type 6 in the Action field and press Enter to return to the Exception Detail screen.
11. Type 12 in the Action field and press Enter to make the "jump" back to Tracking
Management and the Item Exception Status screen. The Exception will now show a status
of Closed.
12. Press F3=Exit to return to the Tracking Management Menu.
While VENDOR-1 is still on the phone, you have been able to relay the information you queried,
and the action you took. VENDOR-1 now knows what to do to correct the invoice and resend it.
This completes the Query Request tasks for the sample business situation. You may use these steps
to perform additional queries against the tutorial data.
Once you have finished using the tracking information created with the tutorial (and exceptions),
you should follow the Tutorial Reset Instructions in "Tracking Management Tutorial Reset" at
the end of this chapter.
EDIM654 __________ EXCEPTION HISTORY UPDATE 06/01/2011
Type Action, Press Enter.
_ 2=Update
Reference . . : 000000237 /000000091 /000025056
Current Status : OPEN
Date-Time . . : 06/01/2011 - 12:00
Status . . . . . C (C=Close, R=Review, T=Transfer)
Update Initials: VPT TUTORIAL
Date-Time . . : 06/01/2011 - 12:00
Recipient . . . __________ (F4=Prompt)
Description . .
Note . . . . . . THIS_ITEM_HAS_BEEN_CLOSED_BY_THE_EDI_COORDINATOR._IT______
SHOULD_HAVE_BEEN_TRANSFERRED_TO_THE_EDI_GROUP._I_WILL_NOTIFY_THEM._______
VENDOR-1_HAS_BEEN_NOTIFIED_AND_A_NEW_INVOICE_WILL_BE_SENT._______________
_________________________________________________________________________
_________________________________________________________________________
UPDATE COMPLETE
F1=Help F3=Exit F4=Prompt F12=Cancel
Requesting Tracking Management Reports
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-77
Requesting Tracking Management Reports
Although Sterling Gentran:Viewpoint automates the tasks of monitoring your EDI processing,
there may still be instances when reports will need to be generated. The Sterling
Gentran:Viewpoint Maintenance/Inquiry feature allows you to specify the type of information you
want reported.
For detailed information about the wide range of selection criteria available, refer to the "Selection
Criteria Reference Chart" in Chapter 5, "Screen Descriptions".
In this example, the EDI manager wants to list and determine how many purchase orders were
processed by the purchase order system during the current month (for example, December 2011).
Creating an Inquiry Definition
1. From the Sterling Gentran:Viewpoint Main Menu, select Extended System Management.
2. From the Extended System Management Menu, select Maintenance/Inquiry Options
Definition. The Maintenance/Inquiry Options Definition screen will be displayed.
3. Enter the following information:
Identifier: &TPOITEMS
Description: PURCHASE ORDERS PROCESSED IN A MONTH
Status: E
File: REPOSITORY
Mode: INQUIRY
Class: TRACKING
Report Level: STATUS
Selection Criteria: ITEM TYPE EQ U:ORDER AND
PROCESSED DATE GE 06/01/2011 (MM/DD/YYYY)* AND
PROCESSED DATE LE 12/31/2011 (MM/DD/YYYY)*
*. substitute start/end dates of the current month
Requesting Tracking Management Reports
3-78 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
4. Type a 1 in the Action field and press Enter. The system will display a confirmation
message. Press Enter again to confirm the ADD.
5. Press F3=Exit twice to return to the Sterling Gentran:Viewpoint main menu.
Generating Reports
The report is generated by running the batch procedure, Maintenance/Inquiry (EDIN140), and
specifying the Inquiry Definition Identifier &TPOITEMS that was just created. This job may be
included in your daily job stream.
For information about “EDIM609 - Maintenance/Inquiry Options Definition Screen,” refer to
Chapter 5, “Screen Descriptions”. For detailed information about batch program “EDIN140 -
Maintenance/Inquiry,” refer to the IBM® Sterling Gentran:Viewpoint® for z/OS® Release 6.6
Technical Reference Guide, Chapter 1, “Batch Program Descriptions”.
Sterling Gentran:Viewpoint is delivered with several models for Maintenance/Inquiry. You may
want to review these from the Maintenance/Inquiry Directory and build maintenance criteria and
special reports for your specific needs.
For this example, the number of purchase orders can be found on the "Total Entries Selected" line
in the Processing Summary Report. Each purchase order is also listed in the Status Report.
EDIM609 9.2.5_____ MAINTENANCE/INQUIRY OPTIONS DEFINITION 06/01/2011
Type Action, press Enter.
_ 1=Add 2=Update 4=Delete
Identifier &TPOITEMS_
Description PURCHASE_ORDERS_PROCESSED_IN_A_MONTH_________
Status . . . E (E=Enabled, D=Disabled)
Operation (F4=Prompt)
File . . . REPOSITORY Class . . . TRACKING__
Mode . . . INQUIRY Report Level STATUS
Selection Criteria (F4=Prompt)
Field Op Value Con.
ITEM_TYPE___________ EQ U:ORDER______________________________________ AND
PROCESSED_DATE______ GE 06/01/2011___________________________________ AND
PROCESSED_DATE______ LE 06/01/2011___________________________________ ___
____________________ __ _____________________________________________ ___
____________________ __ _____________________________________________ ___
____________________ __ _____________________________________________ ___
____________________ __ _____________________________________________
ADD COMPLETE
F1=Help F3=Exit F4=Prompt F12=Cancel
Tracking Management Housekeeping
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-79
Tracking Management Housekeeping
Periodic maintenance should be performed on your Sterling Gentran:Viewpoint system. For
example, you may decide to delete tracking information that has been saved for longer than 31
days.
Creating a Maintenance Definition
Follow these steps to create a definition that purges tracking information over 31 days old. When
the scheduled processing of the JCL occurs, the purge will occur.
1. From the Sterling Gentran:Viewpoint Main Menu, select Extended System Management.
2. From the Extended System Management Menu, select Maintenance/Inquiry Options
Definition. The Maintenance/Inquiry Options Definition screen will be displayed.
3. Enter the following information:
4. Enter a 1 in the Action field and press Enter. The system will display a confirmation
message. Press Enter again to confirm the ADD.
5. Press F3=Exit twice to return to the Sterling Gentran:Viewpoint Main Menu.
Performing File Maintenance
The items will be purged, and optionally archived, by running the batch procedure Maintenance/
Inquiry (EDIN140) and specifying the Maintenance Definition Identifier &TDELTM31 that was
just created. This job may be included in your daily job stream.
For detailed information about “EDIM609 - Maintenance/Inquiry Options Definition Screen,”
refer to Chapter 5, “Screen Descriptions”. For detailed information about the batch program
“EDIN140 - Maintenance/Inquiry,” refer to the IBM® Sterling Gentran:Viewpoint® for z/OS®
Release 6.6 Technical Reference Guide, Chapter 1, “Batch Program Descriptions”.
Sterling Gentran:Viewpoint is delivered with several models for Maintenance/Inquiry. You may
want to review these from the Maintenance/Inquiry Directory and build maintenance criteria and
special reports for your specific needs.
Identifier: &TDELTM31
Description: DELETE TRACKING INFORMATION OVER 31 DAYS
Status: E
File: REPOSITORY
Mode: PURGE
Class: TRACKING
Report Level: BOTH
Selection Criteria: AGE TRACKING GT 031
Tracking Management Tutorial Reset
3-80 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Tracking Management Tutorial Reset
Tutorial Reset Instructions
You may reset the tutorial by using the Sterling Gentran:Viewpoint Maintenance/Inquiry feature to
purge the tutorial data from the repository. The following instructions pertain to the tracking
information generated in the tutorial. Refer to "Tutorial Reset Instructions" in "Exception
Management Tutorial Reset" to remove exception information.
1. Create an Online Maintenance/Inquiry Options Definition with the following information:
File: REPOSITORY
Mode: PURGE
Class: TRACKING
Report Level: BOTH
Selection Criteria: PARTNER EQ VENDOR-1 OR
PARTNER EQ VENDOR-2 OR
PARTNER EQ VENDOR-3 OR
PARTNER EQ VENDOR-4 OR
ITEM TYPE EQ U:COMM BATCH OR
ITEM TYPE EQ U:BATCH
EDIM609 9.2.5_____ MAINTENANCE/INQUIRY OPTIONS DEFINITION 06/01/2011
Type Action, press Enter.
_ 1=Add 2=Update 4=Delete
Identifier ANYNAME___
Description PURGE_TUTORIAL_TRACKING_DATA_________________
Status . . . E (E=Enabled, D=Disabled)
Operation (F4=Prompt)
File . . . REPOSITORY Class . . . TRACKING__
Mode . . . PURGE__ Report Level BOTH__
Selection Criteria (F4=Prompt)
Field Op Value Con.
PARTNER_____________ EQ VENDOR-1_____________________________________ OR_
PARTNER_____________ EQ VENDOR-2_____________________________________ OR_
PARTNER_____________ EQ VENDOR-3_____________________________________ OR_
PARTNER_____________ EQ VENDOR-4_____________________________________ OR_
ITEM_TYPE___________ EQ U:COMM_BATCH_________________________________ OR_
ITEM_TYPE___________ EQ U:BATCH______________________________________ ___
____________________ __ _____________________________________________
ENTRY NOT DEFINED
F1=Help F3=Exit F4=Prompt F12=Cancel
Tracking Management Tutorial Reset
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 3-81
2. Run the batch job EDIN140, specifying the Maintenance definition identifier just created.
This will delete the tutorial data from the Sterling Gentran:Viewpoint Repository.
Note: The definitions and profiles defined in the Exception
Setup portion of the tutorial are still enabled for capturing
exceptions. To remove these, you should mark them for
deletion using the Exception Management Menu options.
Caution to the EDI Coordinator:
Use caution running any tutorial or practice data in a pro-
duction environment. It is a good idea to use the tutorial
naming convention (&T...) used in the tutorial to ensure
that sample data will not interfere with live data.
Tracking Management Tutorial Reset
3-82 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Chapter
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 4-1
4Using the Online Facility
This chapter provides general use information and a common reference for the Online Facility
Function Keys and Actions.
Chapter Four is organized into six sections:
Topic Page
Prerequisites ........................................................................................................................... 4-2
Sterling Gentran:Viewpoint Options ..................................................................................... 4-2
Sterling Gentran:Viewpoint Users ......................................................................................... 4-4
Function Keys ........................................................................................................................ 4-4
Actions ................................................................................................................................... 4-5
Jump Codes ............................................................................................................................ 4-8
Prerequisites
4-2 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Prerequisites
It is recommended that users of the Online Facility should be familiar with Sterling
Gentran:Viewpoint features, concepts, and terminology. For details regarding these topics, refer to
Chapter 1, “Feature Summary” and “Concepts and Terminology”. For new users, Chapter 3,
“Tutorial” provides basic instructions for managing exceptions and using Tracking Management.
Sterling Gentran:Viewpoint Options
The Sterling Gentran:Viewpoint Main Menu provides you with direct access to the primary
functions of the Sterling Gentran:Viewpoint product.
Refer to "Sterling Gentran:Viewpoint High-Level Navigation", for a high-level navigation flow of
the options for Sterling Gentran:Viewpoint.
The options available from the Sterling Gentran:Viewpoint Main Menu are:
System Options Provides global control for Sterling Gentran:Viewpoint
processing.
Extended System
Management
Provides administrative functions for defining and managing
your Extended EDI System monitoring.
Exception
Management
Provides set up and control for managing exceptions within
your Extended EDI system.
Exception Inquiry Provides end users with the tools needed to manage
exceptions that have occurred in their EDI processing
environment.
Tracking
Management
(optional)
Provides end users with query functions to search for an
item travelling through the extended EDI environment.
Log Display From the Log Display, you may view all system messages
generated by the Sterling Gentran:Viewpoint background
CICS functions.
Sterling Gentran:Viewpoint Options
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 4-3
Main Menu Options
The following diagram illustrates the Sterling Gentran:Viewpoint Main Menu.
Sterling Gentran:Viewpoint High-Level Navigation
Figure 4.1 illustrates the high-level navigation path of the Sterling Gentran:Viewpoint screens.
Figure 4.1 Sterling Gentran:Viewpoint High-Level Navigation
EDIM600 9.0_______ VIEWPOINT MAIN MENU 06/01/2011
Select one of the following.
_ 1. System Options
2. Extended System Management
3. Exception Management
4. Exception Inquiry
5. Tracking Management
99. Log Display
F1=Help F3=Exit F15=Logoff
Viewpoint
Main Menu
EDIM600
System
Options
EDIM685
Extended
System
Management
EDIM601
Exception
Management
EDIM620
Exception
Inquiry
EDIM645
Tracking
Management
(Optional)
EDIM700
Log Display
EDIM688
Sterling Gentran:Viewpoint Users
4-4 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Sterling Gentran:Viewpoint Users
The typical users of Sterling Gentran:Viewpoint fall into two categories:
• Administrative Users (for example, System Administrator, EDI Coordinator)
• End-Users (for example, Customer Order Processing clerk)
Administrative Users access System Options, Extended System Management, and Exception
Management to set up and control the Sterling Gentran:Viewpoint environment. The EDI
Coordinator typically performs these functions.
End Users access Exception Inquiry, Tracking Management, and possibly, Exception Management
to manage exceptions which occur against their business documents, and monitor their business
data through their extended EDI systems on a day-to-day basis.
Function Keys
Sterling Gentran:Viewpoint provides the following function keys in the Online Facility:
F1=Help If the cursor is not positioned on a field, screen level Help information is
displayed. If you position the cursor on a field, field level Help for that
field is displayed.
F3=Exit Returns to the previous menu.
F4=Prompt Displays a selection list of values available for the field on which the
cursor is currently located. The prompt function is only available on fields
that are marked with F4=Prompt.
F6=Next Displays the same entry or display screen for the next object from the
current list screen. No update is performed for the current object.
F7=Bkwd Scroll backward through the list on the current screen.
F8=Fwd Scroll forward through the list on the current screen.
F10=FldDtl Displays the detail screen for the field where the cursor is currently
located. The field detail function is only available for fields that have "D"
(Detail) as a valid value.
F12=Cancel Back up in the dialog, one screen at a time. No update is performed on the
current object.
Actions
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 4-5
Actions
Sterling Gentran:Viewpoint provides actions to users of the Online Facility. Actions are presented
in the form of an Action List at the top of each screen. To invoke an action, type the action code
number of the action you wish to invoke, and press Enter.
The following actions are available in the Sterling Gentran:Viewpoint Online Facility.
Add The Action code for Add is always 1. Use the Add action to add new
entries (for example, Sterling Gentran:Viewpoint Profile Definition) to
the Sterling Gentran:Viewpoint system. If the object already exists, an
error message is issued to which you must respond. In this situation, you
must either use the Update action or change the object you are trying to
add to an object that does not exist. A confirmation response is requested
for the Add action. Respond to the confirmation by pressing Enter to
complete the action. Respond to the confirmation by pressing
F12=Cancel to cancel the action.
Data Enter the Data action to display the data for the current exception. The
Exception Data Display screen displays exception data processed by the
Sterling Gentran translation system. For Sterling Gentran:Plus users,
the Interchange Detail screen displays exception data processed by the
Sterling Connect communications system.
Delete The Action code for Delete is always 4. Type 4 in the Action field to mark
the entry for deletion. The next maintenance run will remove the entry
and optionally archive it. To recover an entry that has been deleted, you
must restore it from the archive file. An entry marked for deletion is
displayed until maintenance removes it from Sterling Gentran:Viewpoint.
An entry marked for deletion cannot be updated. A confirmation response
is requested for the Delete action. Respond to the confirmation by
pressing Enter to complete the action. Respond to the confirmation by
pressing F12=Cancel to cancel the action.
Disable Use Disable to disable the Sterling Gentran:Viewpoint system, functional
areas, and profiles.
Enable Use Enable to enable the Sterling Gentran:Viewpoint system, functional
areas, and profiles.
Excp The Exception Detail screen is displayed.
ExcpHist The Exception History screen is displayed.
ExcpList The Exception List screen is displayed.
HistUpdt The History Update screen for the current exception is displayed.
MsgList The Message List screen is displayed, listing all messages issued for the
item by the process. For Sterling Gentran processes, all messages issued
by the process are listed. For Sterling Gentran:Plus users, the
explanatory text associated to a Sterling Connect failure code is
Actions
4-6 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
displayed. For User processes, the only message(s) displayed are those
passed to Sterling Gentran:Viewpoint for the item by the user application.
Recip. The Recipient Detail screen is displayed.
Select The Action code for Select is always 5. The Detail screen for the selected
entry is displayed.
TSQDir The Staging Temporary Storage Queue Directory screen is displayed.
Update The Action code for Update is always 2. The entry is updated using the
screens current values. If the entry does not exist, a message is issued
which you must respond to. In this situation you must either use the Add
action or change the object you are trying to update to be an object which
does exist. A confirmation response is requested for the Update action.
Respond to the confirmation by pressing Enter to complete the action.
Respond to the confirmation by pressing F12=Cancel to cancel the
action.
Usage The Usage Cross Reference screen is displayed.
UserMsg The User Message Display screen is displayed.
UserProc The User Procedure Display screen is displayed.
Tracking Management Only
DataDisp For Sterling Gentran data items, the Item Data Display screen is displayed
to show the data for the item. All messages for the item are inserted into
the data in the appropriate places. This action is only valid for Sterling
Gentran processes. To use this action, the Sterling Gentran Databank
Message Store must be implemented.
For Sterling Gentran:Plus users, Sterling Connect data items are
displayed by the Interchange Detail screen. To use this action, the data
must be stored on the Sterling Connect Data Queues.
Excps The Item Exception Status screen is displayed to show a list of recipients
that captured the item.
ExcpDtl The Exception Detail screen from the Exception Inquiry functional area is
displayed. This screen will display the exception detail information for
the item.
ExtCond The Extended Search Condition screen is displayed. From this screen you
may add to your search criteria specified on the Query Request screen.
This screen should be used when the Query Request screens Search Fields
are not sufficient for specifying your query condition.
ItemDtl The Item Process Detail screen is displayed.
ItemExcp The Item Exception status screen is displayed.
Actions
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 4-7
ItemHist The Item Status History screen is displayed. Processes are listed in
chronological order with a status indicator issued by each process.
ItemRefs The Item Reference History screen is displayed. Processes are listed in
chronological order with the reference assigned to the item by each
process.
Query Return to the Query Request screen. The search field, extended search
condition, and the items that were found will be displayed.
Search The Action Code for Search is 6. When Search is requested, Sterling
Gentran:Viewpoint searches for items that match the search fields that
you have entered.
There are two options set by the user on the Sterling Gentran:Viewpoint
record in the Configuration file which are used to minimize the time
Sterling Gentran:Viewpoint spends searching for items:
• One is the Search Limit, which is used to control the number of items
Sterling Gentran:Viewpoint will check before ending the search.
• The other is the Find limit, which causes Sterling Gentran:Viewpoint
to stop searching after it has found this number of items.
For more details about these configuration options, refer to “EDICFG -
Configuration File” in the IBM® Sterling Gentran:Viewpoint® for z/OS®
Release 6.6 Technical Reference Guide “File Descriptions” chapter.
The search function tries to find all items in your entire extended EDI
environment that satisfy the search field values. If an extended search
condition has been entered, the items must also match the extended
condition. The search fields and Extended Condition can be changed to
further reduce the current list by entering 6 in the Action field to perform
the search again.
Jump Codes
4-8 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Jump Codes
A Jump Code is a 10-character alphanumeric field located at the upper left corner of each Sterling
Gentran:Viewpoint screen. This field enables you to move, or “jump”, directly from one screen to
another while bypassing menus. All screens accessible through a Sterling Gentran:Viewpoint
menu have jump code values associated with them. Screens accessible only from detail screens do
not have jump code values associated with them.
How to Jump Between Screens
In the Sterling Gentran:Viewpoint system, you can jump between screens without having to
navigate through the Sterling Gentran:Viewpoint menus. Use the following procedure to jump
between screens:
1. Press Home.
The cursor moves to the jump code field at the top of the screen to the right of the screen
number.
2. Type the jump code and press Enter.
For a complete list of Sterling Gentran:Viewpoint Jump Codes and their associated
screens, refer to “Appendix A” of this guide.
Types of Jump Codes
There are three types of jump codes:
•Numeric
• Alphabetic
• Special Character
These jump codes are described in detail below:
Numeric Jump Codes
Numeric Jump Codes consist of numbers separated by periods (.). The numbers in the jump code
correspond to the numbers selected on menus, in the order in which they are selected.
For example:
To display the Sterling Tracking Point Definition screen, you could navigate using the
Sterling Gentran menus by performing the following steps:
1. Type 9 on the Sterling Gentran Main Menu and press Enter.
2. Type 2 on the Sterling Gentran:Viewpoint Main Menu and press Enter.
3. Type 2 on the Extended System Management Menu and press Enter.
OR “jump” directly to the Sterling Tracking Point Definition screen by performing the
following steps:
1. Press Home.
2. Type 9.2.2 in the jump code field of any screen, and press Enter.
Jump Codes
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 4-9
For a complete list of Sterling Gentran:Viewpoint Jump Codes and their associated screens, refer
to “Appendix A” of this guide.
Alphabetic Jump Codes
Alphabetic Jump Codes consist of alphabetic characters separated by periods (.). The alphabetic
code is an abbreviated reference to the screen name or function.
For example:
To display the Sterling Tracking Point Definition screen using the alphabetic jump code,
type VP.STPDEF in the jump code field of any screen and press Enter.
For a complete list of Sterling Gentran:Viewpoint Jump Codes, and their associated screens, refer
to “Appendix A” in this guide.
Special Character Jump Codes
Special Character Jump Codes enable you to perform standard or generic functions with jump
codes. The two special character jump codes are SWAP and EXIT.
•SWAP enables you to jump between Sterling Gentran online subsystems (for
example, Partner, Databanking, Sterling Gentran:Viewpoint, etc.) not within
subsystems. When you use jump code “SWAP”, you jump to the last screen you
“jumped” from (but not navigated from), within another subsystem. When you
jump from a different subsystem, you reset the SWAP positioning to the screen
you are jumping from.
For example:
• You are currently on the Group Information screen in the Partner
subsystem.
• You jump to the Sterling Tracking Point Definition screen in the Sterling
Gentran:Viewpoint subsystem.
• After you have reviewed the information on the Sterling Tracking Point
Definition screen, type SWAP in the jump code field.
• You will be returned to the Group Information screen in the Partner
subsystem from which you jumped.
•EXIT (or X) enables you to jump to the Sterling Gentran:Basic Logoff screen.
This feature provides a quick and easy way to exit the Sterling Gentran system
from any screen.
User Defined Jump Code Table
The User Defined Jump Code Table is a user customizing tool that enables you to define your own
jump code values. This facility requires a table that consists of the 10-character user code and the
10-character Sterling Gentran:Viewpoint jump code. It must be coded in an Assembler table, and
the name of the table must be entered on the Configuration file (Record Type 0). An entry for the
table name must be added to your CICS Resource Definitions.
When you enter a jump code, the system verifies that the jump code you entered is valid by first
checking the User Defined Jump Code Table. If you have not defined a User Defined Jump Code
Jump Codes
4-10 IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide
Table, or if the jump code you entered is not in that table, then the system checks the default jump
code table.
See member EDIJUMP in the Sterling Gentran:Basic UTILITY.SOURCE PDS for help using the
User Defined Jump Code table.
Jump Code Guidelines
The Sterling Gentran:Basic system keeps independent position information for each subsystem
(Partner, Standards, Databank, Security, and Mapping), as well as for all Sterling Gentran add-on
products (Sterling Gentran:Plus, IBM® Sterling Gentran:Control®, Sterling Gentran:Realtime,
and Sterling Gentran:Viewpoint). The independence of these subsystems enables you to jump or
navigate from subsystem to subsystem without having to re-enter a key for that screen.
The general rules for using jump codes are as follows:
• You can "jump" only to screens that are directly accessible through selecting
menu options.
• You can "jump" from any screen.
• Navigating or jumping to the Sterling Gentran Copyright/Signon screen, or
exiting the Sterling Gentran system, clears the positions for all subsystems.
• After you "jump" from a subsystem to another subsystem, you can return directly
to the screen you jumped from by typing SWAP in the jump code field.
• You cannot use "SWAP" to jump between screens within the same subsystem.
• Typing SWAP is the only method by which you can "jump" to a screen that has no
jump code associated with it, as long as SWAP positioning has been established
by jumping from one subsystem screen to a different subsystem screen.
• An invalid jump code causes the system to display the message "INVALID JUMP
CODE ENTERED" on the current screen.
• You cannot “jump” to subsystems that are not installed, or for which you do not
have security access. The message “INVALID JUMP - USER LACKS
AUTHORITY” will be displayed on the current screen.
Chapter
IBM Sterling Gentran:Viewpoint for z/OS Release 6.6 User Guide 5-1
5Screen Descriptions
This chapter describes the purpose of each screen and how to use all their related functions. Each
of the screens is described with the following format:
•Purpose
• Actions
• Function Keys
• Field Descriptions
Topic Page
EDIM600 – Sterling Gentran:Viewpoint Main Menu .................................................... 5-3
System Options Screens
System Options Navigation ............................................................................................. 5-5
EDIM685 – System Options Screen ............................................................................... 5-6
EDIM686 – Staging Temporary Storage Queue Directory Screen ............................... 5-10
Extended System Management Screens
Extended System Management Navigation .................................................................. 5-13
EDIM601 – Extended System Management Menu ...................................................... 5-14
EDIM602 – Sterling Tracking Point Directory Screen ................................................. 5-16
EDIM603 – Sterling Tracking Point Definition Screen – Sterling Gentran ................. 5-19
EDIM603 – Sterling Tracking Point Definition Screen – Sterling Connect ................. 5-25
EDIM604 – Tracking Point System Message Control Screen ...................................... 5-30
EDIM605 – Tracking Point Status Control Screen ....................................................... 5-32
EDIM606 – Tracking Point Mailbox/Remote ID Control Screen ................................ 5-34
EDIM607 – Functional Area Control Screen ............................................................... 5-36
EDIM608 – Maintenance/Inquiry Options Directory Screen ....................................... 5-38
EDIM609 – Maintenance/Inquiry Options Definition Screen ...................................... 5-41
EDIM610 – User Tracking Point Directory Screen ...................................................... 5-56
EDIM611 – User Tracking Point Definition Screen ..................................................... 5-59
Exception Management Screens
Exception Management Navigation .............................................................................. 5-62
EDIM620 – Exception Management Menu .................................................................. 5-63
EDIM621 – Exception Profile Directory Screen .......................................................... 5-65
EDIM622 – Exception Profile Definition Screen ......................................................... 5-67
EDIM623 – Exception Capture Directory Screen ........................................................ 5-70
EDIM624 – Exception Capture Definition Screen ....................................................... 5-73
EDIM625 – Exception Action Directory Screen .......................................................... 5-86
EDIM626 – Exception Action