Viewing Archived Documents for Remote Transactions

As your company receives and sends remote transactions, the system archives each transaction document. Using Remote Archive Maintenance, you can search and view the documents and drill down to the Eclipse-related transaction, such as a purchase order.

Use Remote Archive Maintenance to complete the following tasks:

• View archived documents.

• View or edit a remote document's transmission.

• View or edit transactions in Eclipse that are associated with the remote document.

To reprocess documents from Remote Archive Maintenance, see Reprocessing Remote Documents. To remove XML documents from the archive, use the purge routine located on Files > Merge/Purge menu in Eclipse.

Note: The current release supports only XML documents in Remote Archive Maintenance.

To view documents in Remote Archive Maintenance:

1. From the System > Custom menu, select Remote Archive Maintenance to display the Selection Criteria screen.

2. In the Start Date field and End Date field, enter the first and last dates in the range for which to display documents in the archive.

For example, to see all the documents that were received or transmitted from April 1, 2004 to April 15, 2004, enter 04/01/04 in the Start Date field and 04/15/04 in the End Date field.

The fields default to the date one week before the current date and to the current date.

3. Enter any additional, optional selection criteria in the remaining fields to filter the documents displayed in the archive.

   Field	Description
   Remote Type	The type of remote documents you want to view, such as XML or EDI. Note: The current release supports only XML documents in Remote Archive Maintenance.
   In/Out	The document type to display. Press F10 and select Incoming or Outgoing. Leave this field blank to include both incoming and outgoing documents.
   Search String	Any word, phrase, or numerical value within a document. For example, if you want to see only documents that contain a specific product, enter that product here. The system searches the document transactions for that string.
   Trading Partner	The customer or vendor for which to display documents in the archive. For example, if you want to see only documents for Joe's Electrical Supply, enter the name in this field to limit the archive display to documents sent to or received from Joe's Electrical Supply. Leave this field blank to include documents from all your vendors and customers.
   Source	A portal, marketplace, or specification for which to display documents in the archive. For example, if you want to see only documents from a single source, enter the source name to limit the archive display to include only those documents. Leave this field blank to include documents from all sources.
   Transaction	The transaction type for which to display documents in the archive. For example, if you want to see only documents that are purchase order responses, enter the type to limit the archive display to include only those documents. Leave this field blank to include all document types.

    

4. Press Esc to display the Remote Archive Maintenance screen with the documents that match your search criteria.

The screen displays details about each document the system sent or received.

Note: To refine or change your search, use the Select hot key and enter new search criteria.

To view or edit a remote document's transmission:

1. View documents in Remote Archive Maintenance.

2. Move your cursor to the document you want to view.

3. Use the Detail hot key to display the Remote Archive Detail screen with the document as it was received or sent to or from the Eclipse system.

Note: Use this function to identify potential problems that are causing a document to not process correctly. Reprocess the document, if necessary.

4. Press Esc to return to the Remote Archive Maintenance screen.

To view or edit transactions in Eclipse associated with the remote document:

1. View documents in Remote Archive Maintenance.

2. Move your cursor to the transaction you want to view or edit.

3. Do one of the following:

• Use the View hot key to open the transaction in view-only mode. For some transactions, such as a stock inquiry, select the inquiry type, such as Future Ledger, History Ledger, or Product Maintenance.

• Use the Edit hot key to open the transaction in edit mode. Select the item you want to edit from the list.

Note: The View and Edit hot keys look for any order number, customer number, or part numbers in a document and provide links to the Eclipse data from the remote archive.

See Also:

Reprocessing Remote Archived Documents

Remote Archive Maintenance Overview