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Build Workflows Inbound / Outbound

Building work flow is the key in building flexible process that are required between a trading partner and a application. Once the trading partner information is created and the required application are created to transfer the files to and from. 

The next step is to build the Work flow between the applications. 

To Create a new work flow Navigate to Data Flows—>Build work flow 

    • Select the Partner Profile   

To create workflow process for corresponding Partner.Select partner profile and choose Specific trading partner in drop down list of Partner profile.Select partner name from the drop down field and add application profile from drop down.

    • Select the Application Profile

Application Profiles: Select the required Application profile From Available Application profiles in the same way as the partner is selected using the drop down.

  • Build Work flow

The process of moving the files from one end point (partner) to the other end point (application) is Manage Work flow. Pragma Edge Community Manager exhibits Non-disruptive work flow by creating rules between partner and application.

Click on Build Work flow and update Partners profile and Application Profile in the required fields.As it was a new setup we don’t find any matching Work flow in between the Partners and Application Profile.

Click on Setup Work Flow to setup new rules in-between Partner and Application

Create work flow Setups for inbound/Outbound transactions.
All Inbound Transactions are setup on the Inbound and All Transactions that are outbound from the application are setup in the Outbound Tab.

Work Flow can be build in two ways, From the Initial Setups or by copying the existing workflows

    • a) Fresh Setup

Initially we should create Inbound and Outbound transaction details. This transaction details consist of File Name, Document Type (XML, Flat File, etc.), Transaction (810, 811, etc.), Sender ID and Receiver ID

Selecting DocHandling as Inbound File Handling (The DocHandling picks the file according to the Inbound Document Parameters mentioned)
On Selecting MFT ( The MFT picks the file according to the name convention of the file )

Inbound/Outbound File Handling then you will get following two options
-> DocHandling
-> MFT

Doc handling:
The file will pick up according to the Inbound Document Parameters sender ID, Receiver ID and DOC Trans – Accordingly it will reroute the file.

MFT :
On Selecting MFT (The MFT picks the file according to the naming Convention of the file)

Provide inbound document properties as mentioned below, and then Click on -> Add to add the properties.
Inbound Document Parameters ( * = Mandatory )

Inbound File Handling  Select “MFT” or “Doc Handling” as per the requirement  * 
File Name  Name of the file  * 
Document Type  Provide Document Type (Ex:XML,FLAT FILE)  * 
Transaction  Provide Transaction number to identify the transaction type(Ex:850,820)  * 
Sender Id  Provide Sender Id  * 
Receiver Id  Provide Receiver Id  * 


Inbound Document parameters are successfully updated

In the same manner, Outbound transaction details consist of File Name, Document Type (XML, Flat File, etc.) , Transaction ID (INVOIC, DESADV etc.). The sender and receiver ID to recognize the outbound file. In case of MFT, we can use the same as mentioned for Inbound.

Rules

After creating Inbound and Outbound Document Parameters to the transactions, Apply Rules and Provide properties for the transaction by click on Rules, and Edit or Delete the transaction.
Add required Rules to be processed in the workflow.

Select the required rule as per the work flow for file processing and then Click on -> Add to apply the rule.

Select Remove to remove any unwanted rule from the work flow. Move Up and Move Down can be used to change the location of the rule in the Work flow.
Rule Properties can be seen by Properties option.

    • b) Importing

The importing process can be done, when we need any existing workflow to be used. First, go to the existing Work Flow and select the Export Workflow Option.
This will give us the export file.

Once we have the export file, we can select the Partner and Application and select the Import Workflow option and choose the export file. It will load all the workflows present in the exported file.

    • c) Copying Wokflows

Go to B2B TAB—> MANAGE WORKFLOW—> BUILD WORKFLOW—> SELECT PARTNER AND APPLICATION PROFILES> SEARCH WORK FLOW-> COPY WORK FLOW.

First, we need to select the workflow which we would like to copy. Here we are selecting 000partner Partner connecting to APP Application.

Copying the Workflow of any one customer to simply create the workflow for other customers will reduce the time. Generally, build workflow will involve dragging the rules one after other. But copy workflow will reduce work.

Every partner can have a different process, but most of the rules might be the same with few changes. In that case, we can use the copy workflow feature.

In this we can add multiple workflows from different partners to the existing workflow

Inbound sender id,Inbound receiver id,Outbound Sender id, Outbound Receiver id then select the partners from the search table, Now the workflows of the selected partners will refelect in the existing flow with the Inbound sender id aa and Inbound receiver id as ab.

Then click on save workflow to save the changes.

  • d) Setup from Multiple Workflows 

Select a partner and application profile which doesn’t have any workflow setup previously. Now click on Setup From Multiple Flows and then give the Inbound and Outbound sender id’s receiver id’s.

Here am taking the Inbound sender id as bb,Inbound receiver id as bc,Outbound sender id as cb Outbound receiver id as cd.

Now the new workflow will have the the workflows from the selected partner in the search workflow with the given sender and receiver id’s and then save the workflow.

a)Partner Profile:  Here you need to select partner profile for which you must create the workflow.

Firstly, any one partner should be created with workflow and later using copy workflow multiple partners can be created.
Creating a new partner is called Partner profile. Partner Profile consists of a list of partners, Application Profile contains a list of applications.

b. Application Profile: Here we need to select application profile to where we have to send the file (Inbound or outbound).
Application:
The partners using Oracle as Application we use the Oracle App.

C. Inbound: Give Inbound Sender Id and Receiver Id. Give the details for the partner you want to copy workflow.

d. Outbound: Give Outbound Sender Id and Receiver Id. Then finally click on update button.

Taking Walmart Workflow as a reference and using Copy workflow, the complete workflow Structure of Walmart partner will be copied and the new partner which you want to create will get those Workflow structures. Only make changes to partner name in Sourcefilearchive, Destinationfilearchive and Translation map name in the newly created workflow and to the other rules if any other changes are applicable.

After that, we need to update the new workflow with new partner details. This will result in the new partner having all the workflows of the existing partner.

Updated on December 30, 2019

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