Download the EDI Notepad installer, run it, and a setup wizard will show up and guide you liaison edi notepad the installation process. This popular go-to tool has been downloaded over 100,000 times, and can be downloaded for free here. Building EDI from ScratchIn addition to inserting elements, segments, and other document components into existing EDI files, as discussed previously in the section titled Editing EDI on page 19, you can also use Liaison EDI Notepad's insert tools to build new EDI envelopes, groups, and transactions from scratch. For sophisticated developers (like me) EDI files can be viewed in editors, the one which I use is Liason EDI Notepad https://www.liaison.com/products/integrate/edi.
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EDI Notepad GuideEDI Notepad Express EDI Notepad Professional
Liaison
All rights reserved. No part of this document may be copied, duplicated, or reproduced without written consent from Liaison. Copyright 2011 Liaison. Liaison EDI Notepad, Liaison Delta, and Liaison ECS are trademarks of Liaison. Microsoft is a registered trademark and Windows, Access, and Internet Explorer are trademarks of Microsoft Corporation. All other trademarks mentioned are trademarks of their respective holders.
United States Office Liaison, Inc. 911 Olive Street Santa Barbara, CA 93101 Phone +1 805-882-2588 Fax +1 805-882-2599 Netherlands Office Liaison B.V. Brouwersgracht 136 1013 HA Amsterdam Phone +31 (0)20 6388077 Fax +31 (0)20 3306478 http://www.liaison.com
Table of Contents1 2 INTRODUCTION ....................................................... 1 DESKTOP ORIENTATION................................................. 1Orientation Overview .........................................................2 Tabbed Document Interface....................................................... 2 Two-Pane Layout ................................................................ 3 Configurable Themes............................................................. 4 Opening EDI ................................................................6
3
VIEWING EDI ......................................................... 7HTML View .................................................................8 Edit View ................................................................. 10 Text View ................................................................. 12 Hex View ................................................................. 13
4
VALIDATING EDI ...................................................... 14Syntax Validation Checks ..................................................... 15 Syntax Error Display ......................................................... 16 Error Highlights in Document Display Interface ....................................... 16
5
EDITING & MANAGING EDI .............................................. 18Editing EDI................................................................ 19 Editing Elements ............................................................... 19 Inserting Segments ............................................................. 21 Dragging and Dropping Segments .................................................. 24 Deleting Segments .............................................................. 24 Splitting Transactions ........................................................... 25 Managing EDI .............................................................. 25 Find ......................................................................... 26 Print ......................................................................... 28 Copy/Paste ................................................................... 28 Undo/Redo ................................................................... 29 Find/Replace .................................................................. 29
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Export ....................................................................... 29 Control Number Incrementation................................................... 29 Interchange Summary Report ..................................................... 29 Trading Partner Manager Integration ............................................... 30 Command-Line Support (EDI Notepad Professional Only) ............................. 30 Printing ...................................................................... 30 Functional Acknowledgments ..................................................... 31 Validation..................................................................... 31 SMTP Send .................................................................... 31 Transaction Splitter ............................................................. 33 Logging....................................................................... 34
6 7 8
BUILDING EDI FROM SCRATCH ........................................... 35 GENERATING ACKNOWLEDGMENTS ....................................... 39 SENDING EDI ........................................................ 40
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IntroductionLiaisons EDI Notepad is available in two editions: EDI Notepad Express and EDI Notepad Professional. This guide contains information about both editions of EDI Notepad; features available only in EDI Notepad Professional are designated as such. Unless otherwise indicated, all features and functions described in this guide are available in both editions of EDI Notepad.
Desktop OrientationIn this chapter, we'll discuss the basic organization of Liaison EDI Notepad's desktop, as well as the properties that a file must possess in order to render appropriately in EDI Notepad.
Orientation Overview Opening EDI 6
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Orientation OverviewWhen you first open EDI Notepad, the Document window features Liaison EDI Notepad's Welcome page. The Welcome page displays a variety of quick-start links that allow you to create new documents or open recent documents. Of course, the Document window has a much more important function than hosting the Welcome page; it's also where you'll view, edit, and build EDI transactions. In the following sections, we'll take a closer look at the interface components of the Document window:
Tabbed document interface (see next section) Two-pane layout (see page 3)
Tabbed Document InterfaceAs shown in the next graphic, the Document window features a tabbed document interface that supports easy navigation between multiple open documents.
If you have more tabs than can fit in the Document window, EDI Notepad displays tools in the upper right corner that allow you to slide the tabs to the left or right. Or, as highlighted here, you can use the drop-down icon to jump to a document whose tab doesn't fit in the window.
Each document you open in the Document window displays a tab to the right of the right-most tab. If you'd like to switch up this default order, you can drag and drop tabs as you see fit. If you'd like to view more than one open document, you can cascade or tile the documents in the Document window from commands available under the Window menu.
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Orientation Overview
You can right-click on a tab in the Document window to display a convenient list of commands, as shown next.
Two-Pane LayoutEDI Notepad's desktop is divided into two panes. In the left pane, there is an EDI structure tree that displays three nested node types, each representing a different EDI component: envelope, group, and transaction. When you highlight a node from the left pane, EDI Notepad displays its details in the right pane.
https://coursesrenew233.weebly.com/blog/download-windows-phone-recovery-tools. Liaison EDI Notepad Guide
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Orientation Overview
When you first open a document in EDI Notepad, it defaults to the HTML view mode, as shown here. However, you can edit this default from EDI Notepad's application preferences, available under Tools|Settings.
Configurable ThemesChange the look and feel of EDI Notepad according to your preference by selecting from a list of available themes.
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Orientation Overview
To change your theme, choose from a list of available options under Tools|Settings|Workspace.
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Opening EDIAny text file containing valid, raw EDI can be opened in EDI Notepad. EDI Notepad considers EDI to be valid if it contains either a properly formatted ISA segment (ANSI X12), a properly formatted UNB segment (UN/EDIFACT), or a properly formatted STX segment (TRADACOMS). If you attempt to open a file that does not contain a properly formatted ISA, UNB, or STX segment, EDI Notepad will alert you, to the best of its ability, to the errors it encountered in the ISA, UNB, or STX segment, as shown in the next graphic.
Any document on your system with an extension of .edi will automatically open in EDINotepad. By default, all .edi files opened outside of EDI Notepad will open in the current open instance of EDI Notepad. However, if you want .edi files opened from other applications to open new instances of EDI Notepad, you can deselect the Open new files in a single instance of EDI Notepad option found under Tools|Settings. Another preference you can set from EDI Notepad's Settings page is the folder that EDI Notepad will reset file browsing to each time you open the application.
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Viewing EDILiaison EDI Notepad offers four view modes. You can switch from one view to another using either EDI Notepad's View menu or the drop-down view selection from EDI Notepad's toolbar, as shown in the next graphic.
All four of these view modes are discussed in this chapter.
![Liaison Liaison](https://www.liaison.com/images/edi-notepad/splitenvelopes.jpg)
HTML View Edit View Text View Hex View
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HTML ViewEDI Notepad's HTML view displays EDI transaction sets as attractive business documents, as shown in the next graphic. If you're looking to easily read or comprehend the information contained in an EDI document, this is the ideal viewing mode.
By default, the Download partner logo and display information dynamically from Liaison option is enabled from EDI Notepad's Settings page (Tools|Settings). Pertaining to the HTML view only, this option dynamically queries Liaison's database of trading partners, looking for one that has a qualifier/identifier pair that matches the sender or receiver of the document currently open in EDI Notepad. If a match is found, EDI Notepad will display the custom template that Liaison has created for that trading partner's documents, as shown in the next graphic.
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HTML View
Liaison's custom templates are initially created for clients who are using Liaison's forms-based EDI application, Liaison Athena, to exchange EDI documents with their trading partners. Since EDI Notepad uses the same architecture as Athena when rendering EDI in HTML, Liaison is able to provide EDI Notepad users with this same enhancement.
By default, the details contained within some segments of an EDI document are collapsedwhen you initially open a document in HTML view. If you would like all segment details to expand upon opening, you can enable the Expand all segments when opening an EDI message option found under Tools|Settings.
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Edit ViewEDI Notepad's edit view displays EDI transaction sets in a columnar format. The left column can either display a segment's formal name or a segment's position in the EDI document, whichever you prefer. The Data column displays the EDI segment and its accompanying elements.
Whether the edit view displays segment name or position in the first column depends on which view ('Segment Name' or 'Segment Position') you currently have enabled from the View menu. In this graphic, segment name is shown.
EDI Notepad's edit view supports on hover highlights and tooltips. For example, as shown in the next graphic, when you hover over a piece of data, EDI Notepad highlights the element and displays a yellow tooltip with additional information about the element.
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You can customize the background and text color of highlighted data under Tools|Settings.
The edit view is the viewing mode you will use to edit and build EDI transactions, asdiscussed in detail in chapters 4 and 5, beginning on page 18.
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Text ViewEDI Notepad's text view displays, in a native EDI format, all the envelopes, groups, and transaction sets included in the current EDI batch.
As shown in the previous graphic, if a line break is not used as the transaction's segment delimiter, the native EDI displays as one long line of text, which is accurate. However, if you'd like a friendlier view in the text view (or for copying/pasting/printing operations), a convenient feature is the ability to view the text with line breaks added in. This can be accomplished on a per-transa..
Why is this archaic format still used in the face of easier-to-use technologies? Does it provide some benefit that I'm not seeing? It seems that a large amount of vendors still provide data only in this format, instead of something more manageable and easier to use such as XML; at the least it would make sense to me to offer both formats.
Also, what are some good ways to deal with and utilize EDI when you have no other choice but to use it? Something like BizTalk is out of the question as it's far too expensive. Are there any free/open source applications that make EDI easier to work with?
Wayne Molina
Wayne MolinaWayne Molina9,3142323 gold badges8787 silver badges153153 bronze badges
18 Answers
EDI is not that hard to understand once you familiarize yourself with the delimiters it uses. You might ask yourself as well why anyone would still be using CSV or tab-delimited data.
The answer is probably that those formats are 'domain specific languages' defined by committee and standardized in a certain industry, and that a lot of money has already been invested in supporting those formats. Where's the business case to throw that all out again?
Dave Van den EyndeDave Van den Eynde12.8k66 gold badges5454 silver badges7878 bronze badges
One word, Inertia. Developing the EDI formats by committee between various companys and organisations with different agendas was a nightmare (sad to say I have been there).
Asking them to abandon these with yet another round of committees agreeing web service API standards is going to take even longer, how do you sell the idea of replacing one electronic format with another to a non-technical board? What possible busness advantage does it give them. Originally the benefits of electronic exchange were clear but replace one with another is not. We're talking really big companies here.
AnthonyWJonesAnthonyWJones166k2929 gold badges220220 silver badges291291 bronze badges
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nullnull5,36844 gold badges2121 silver badges2727 bronze badges
And switching to XML would give you what - a slightly easier to debug line format?
Generally you set it up and leave it, there isn't a lot of need to play with the raw EDI feed, certainly not enough to abandon the standard and start again.
There are lots of standards, like FAX that could be made more readable but no real pressing need to change them.
Martin BeckettMartin BeckettThere are lots of standards, like FAX that could be made more readable but no real pressing need to change them.
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Because it's a formally established Standard (in fact a very large and comprehensive set of standards). And that's one of the claimed benefits of a standard - you won't need to change anything for a long time.
And to change it, it takes agreement between two or more (often thousands and thousands more) trading partners (including maybe all of your competitors) to agree.
EDI formats have much higher signal-to-noise ratios (because they were designed back when that was considered important.) Someone who knows and understands EDI will look at your XML and say 'Where's the beef (data)?'
Very few developers write their own parsers. There are many good mappers available (and many legacy and enterprise apps come with them built in). So there's lots of relief available for your pain (including at least one Open Source app on SourceForge).
dkretzdkretz33.3k1313 gold badges7373 silver badges130130 bronze badges
'If it ain't broke, don't fix it.'
Most of these organisations are processing vast amounts of data using EDI, and aren't about to change to something more modern without a compelling reason. And making things easy for third-party developers doesn't usually qualify, sad to say.
Mike EdwardsMike Edwards
A little information for all interested. EDI is basically a design by committee data exchange format that not only set out rules for data formatting (like XML), but also set out to define each document that could possibly ever be sent between 2 companies. So for any piece of data that could be exchanged between companies they came up with an exact definition of what was supposed to be in each of these documents. Of course, nobody could foresee every piece of data that 2 companies would want to exchange. So you end up with companies using fields that were defined for 1 thing, being used for some other piece of information.
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What you ended up with, is an extremely convoluted data format, in which many people using it don't follow the standards, because they need to send custom information, which the standard doesn't account for. So in the end, you still need to talk to each company you want to deal with, and find out all the little idiosyncrasies of their implementation, just as you would have to do if you went to someone with a custom XML interface. Except that in the case of EDI, the format is hard to parse and even harder to write well, so you end up doing a whole bunch of work just to send a document, when doing the same kind of think with having a custom XML solution would have resulted in many times less problems.
KibbeeKibbee52.1k2626 gold badges133133 silver badges172172 bronze badges
IMHO there are several problems with EDIFACT.
- It is not easy to parse or generate an Object model from it. This is probably not a big problem anymore as there are now good system around that do it for you e.g. smooks.org
- It is not easy to read. You get used to but XML is a lot easier to read
- Validation isn't that easy (compare that to validating XML)
- There are far too many different versions and flavours, D95B, D96B, D00A, D00B etc.
- But I think the biggest problem is that everyone is using the standards differently. They use the same 'format' but the fields are defined differently. We use EDIFACT to send and receive messages from Container Terminals and they all have slight differences. They would e.g. all use a D95B CODECO but for some terminals a certain segment is mandatory while for another it is optional or even not allowed to be there. Then you have segments that are used the same but the content in it is different.
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So to summarise it: It is a pain in the neck.
BenBen89022 gold badges1414 silver badges2929 bronze badges
EDI is a very compact format and is often used to keep bandwidth usage in data exchanges as small as possible. The German customs offices for example use it in their ATLAS system to exchange a very high volume of data every day.
It is hard to parse and hard to read, but if the size of the resulting data matters, it can be a good choice and is supported by most of the bigger business applications.
Sebastian DietzSebastian Dietz5,05911 gold badge2424 silver badges3737 bronze badges
GWLlosaGWLlosa15.4k1616 gold badges6767 silver badges101101 bronze badges
EDI is prolific in many industries. It would be prohibitively expensive to replace an already-working technology with a newer one.
Consider this, Walmart uses EDI to communicate with its vendors, stores, distribution chain, etc. I'm guessing they deal with tenss of thousands of vendors. Every one of them has sunk thousands of dollars into EDI technology. If Walmart decided to switch over to XML, its a decision that affects thousands of companies, not just Walmart.
This is true for any EDI user. After all, it's a standard used between trading partners.
I agree, EDI is a pain to work with. But 'back in the day', that's all we had.
Marc BernierMarc Bernier
Edifact is one of the best standards when it comes down to document interchange.Most problems come from tradingpartners sending non standardized documents.
Yes it's a bit odd format and is tedious to work with if you don't know the ins and outs but that goes for XML as well.
You really want XML over Edifact? Look at the bloated, hard to read XML standards peppol (pan-european public procurement online) is working on.
Yes it's working nice and dandy if you don't have any errors in the systems, troubleshooting edifacts is so much easier once you get used to the format than troubleshooting UBL documents.
You say you have $0.00 to use on the project?You really should look into the amount of manual work done in your company and the costsavings EDI can offer some cost benefit analysis can be mighty handy.
Toon Krijthe47.8k2222 gold badges130130 silver badges196196 bronze badges
plykkegaardplykkegaard
What types of information can be exchanged via EDI?
A variety of types of business information exchange is available via EDI including:
-•Booking information
-•Bill of Lading information
-•Invoicing
-•Electronic Funds Transfer
-•Arrival Notice Information
-•Shipment Status Information
How would choosing EDI benefit my company? -•It streamlines the communications process between you and APL
-•It eliminates the need to rekey data, thus eliminating errors and the need to recheck information
-•It eliminates paper handling and the need for document storage
-•It improves the turntime and the accuracy of your data
-•It eliminates the need for faxing
kaushik0033kaushik0033
One solution, although it will cost you, is to go to a company like ADX, which has tools you can use to convert EDI formats to more pleasing formats like CSV. Depending on the volume and type of transactions you are doing, this can be both affordable and a lot less stressful. I've used their products in the past, and while they are a bit of work to set up, they do work quote well, and are very stable. Because of the history of EDI, you could probably find hundreds of other companies that offer similar services.
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EDI has been around since before XML. Apart from the fact that two parties can pre-negotiate the EDI format that works for them both you must also consider the part of the VAN (value added network.)
In some cases the VAN performs validation of the message, or even reads the message and performs actions on it, such as copying it to additional parties based on its content.
The only reason really to use EDI is because 'that's the way it's always been done', and therefore there is a lot of existing infrastructure around to support it. Why switch to XML when there is no need? And how is to say XML wont be replaced by JSON which will then be replaced by something else?
Peter MorrisPeter Morris5,82355 gold badges4545 silver badges9191 bronze badges
Another reason is that being business messages such as order. invoices, credit notes etc there is a lot of financial worth in the transactions and they need to be secure but perhaps more importantly they need have end to end validation and verification as well as non repudiation.
For example i send you an order for 1/2 million Euros worth of goods, you send me the goods, then i 'lose' the order information and tell you i am not paying. The combination of the standards and the VANS make this almost impossible or at least with so much of an audit trail that it the problems could be tracked. This is why the 'Oh let use xml and the internet instead of EDIFACT and the VANS' tend to fail. As someone els answered, Inertia, but it is an inertia founded in a stable effective, secure, reliable and well understood system.
Doing it on the cheap is not always an option.
If it is any consolation when i first implemented EDI in '87 there was virtually no software around and so i got the Interbridge tables and wrote my own parser for the UK TRADACOMS standard using Cognos software on and HP Mini, and it worked fine. Assuming you are trading with other EDI partners the cost probably comes at the point of needing to use a VAN.
PurplePilotPurplePilot5,27433 gold badges3131 silver badges4141 bronze badges
Sherlock the six thatchers download movies. I've used EDI (ANSI X12 and EDIFACT) in 2 projects about Maritime Transport Logistics and found them to be very useful since most Ocean Carriers and Trading Partners accept them as the standard way of communication between their different systems.
So EDI format is still used and will continue to be used since it's a stablished standard and thousand companies have developed systems around them, and replacing them is a really big deal.
NathanNathan
I've had to use EDI as well and I agree. We used BizTalk to map it which worked well. Many system are built on EDI(well before XML).
Matt DavisonMatt Davison
protected by Bo PerssonDec 4 '11 at 11:06
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