Transaction Designer

Transaction Designer is an PortX feature that enables you to design the elements of a transaction. Transaction elements include:

  • Document Types

  • Endpoints

  • Channels

  • Maps

Transaction Designer enables you to configure these elements from a central page that displays the elements along with their completion status, and what steps may remain in order to complete them. To see how to use this feature to create a transaction that receives a Purchase Order, see PortX Tutorial: Designing a Transaction.

  1. Start PortX. The Transaction Monitoring Page appears.

  2. In the left-hand navigation pane, in the CONFIGURATION section, click Partners and Applications. The Partners and Applications Page appears.

Figure 1. Partners and Applications Page
  1. In the CONFIGURATION section of the left-hand navigation pane on the Company Information Page, click Transaction Designer.

Figure 2. Transaction Designer Page

Design a New Transaction

When you choose this method of designing a transaction, you start from scratch. This gives you complete control over the channels, documents, endpoints, and maps that make up the transaction. However, you also have to make the choices required to create those elements.

Start Designing a New Transaction from a Template

When you start designing a new transaction from an existing template, the elements created when that template was created (and subsequently modified, if applicable) are available to you. For example, you could use the template created in PortX Tutorial: Designing a Transaction for a template for purchase orders from partners other than Acme Home Supply (the partner in the tutorial).

Create a New Transaction Design Template

A Transaction Design Template is a template that you create to facilitate future transaction design. When you create a Transaction Design Template, you identify elements that are constant across multiple transactions, then create and save them in the template so that you don’t have to create them again.

For example, you might create a template for receiving a Purchase Order from a customer. The process of creating such a template is documented in PortX Tutorial: Designing a Transaction.

Transaction Design Templates typically leave one or more elements to be completed at the time a new transaction is created. For example, in PortX Tutorial: Designing a Transaction, you open a template in order to Design a Source Channel that is not present in the template itself.