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About this guide
Overview
Navigation
Checking the Automotive Exchange services versions
Checking recent notifications
Transformation Services
Overview
Transformation Services terminology
Processing incoming messages
Transformation steps
Publishing messages
Transformation Services in practice
Supported message standards
Manage Messages
Reviewing the list of messages
Validating messages
Deleting messages
Detail view of Manage Messages
Reviewing the message details
Reviewing the print requests of a message
Checking the log entries of a message transformation
Downloading formatted EDI and XML data to a file
Setting the message status to Error
Checking the Application Advice of an ASN message
Import Messages
Detail view of Import Messages
Manually importing a message
Editing a manually imported message
Uploading XML files
Deleting messages
Application Advice
Detail view of Application Advice
Checking the list of Application Advice messages
Functional Acknowledgment
Detail view of Functional Acknowledgment
Checking the list of Functional Acknowledgment messages
Configuration
Message Formats
Reviewing the list of message format rules
Detail view of Message Formats
Reviewing the message format
Creating a message format rule
Editing a message format rule
Copying a message format rule
Deleting a message format rule
Message IDs
Reviewing the list of message ID setups
Message ID examples
Detail view of Message IDs
Reviewing the message ID setup
Creating a message ID setup
Editing a message ID setup
Copying a message ID setup
Deleting a message ID setup
Partner IDs
Reviewing the list of partner ID setups
Detail view of Partner IDs
Reviewing the details of a partner ID setup
Creating a partner ID setup
Editing a partner ID setup
Copying a partner ID setup
Deleting a partner ID setup
Configuring a unique number range of transmission reference numbers
Import Partner IDs
Importing partner IDs
Export Partner IDs
Exporting partner IDs
Transformation Rules
Reviewing the list of transformation rules
Time zone conversion
Detail view of Transformation Rules
Reviewing the details of a transformation rule
Creating a transformation rule
Editing a transformation rule
Copying a transformation rule
Deleting a transformation rule
Printing Definitions
Reviewing the list of printing definitions
Detail view of Printing Definitions
Reviewing the details of a printing definition
Creating a printing definition
Editing a printing definition
Copying a printing definition
Deleting a printing definition
Publishing Services
Detail view of Publishing Services
Creating a parameter definition for a publishing service
Editing a parameter definition of a publishing service
Copying a parameter definition of a publishing service
Deleting a parameter definition of a publishing service
Communications Registry
Reviewing the list of HTTP parameter definitions
Detail view of Communications Registry
Creating an HTTP parameter definition
Editing an HTTP parameter definition
Copying an HTTP parameter definition
Deleting an HTTP parameter definition
Style Sheets
Detail view of Style Sheets
Creating a modified style sheet
Editing a style sheet
Additional configuration options
File import
Configuring the file import job
Sequencing processes
Sending functional acknowledgment
Configuring the sending of functional acknowledgment
Release Management
Overview
Release Management terminology
Importing release orders
Creating and processing plans
Publishing messages
Release Management in practice
Managing plans
Statuses of plans
View Contracts
Reviewing the list of contract lines
Detail view of contracts
Reviewing the contract line details
View Shipment History
Reviewing the shipment history
Detail view of shipments
Deleting or revalidating failed shipments
View Plans
Searching plans
Searching current and historic plans
Reviewing the list of plans
Detail view of plans
Reviewing the contract information
Reviewing the shipments
Reviewing the current status of CUMs
Reviewing the CUM history
Combined Plan
Reviewing the header information
Reviewing the CUM Information field set
Reviewing the Release Information field set
Reviewing the Trading Partner Information field set
Reviewing order lines of the combined plan
Planning Schedule
Reviewing the header information
Shipment Schedule
Reviewing the header information
Reviewing notes
Comparing releases
Manage Planning Schedules
Searching Planning Schedules
Detail view of Manage Planning Schedules
Reviewing confirmed shipments
Creating a plan for planning schedules manually
Specifying header information
Specifying CUM information
Specifying release information
Specifying trading partner information
Specifying item information
Specifying logistic information
Specifying order information
Creating order lines
Creating confirmed shipments
Saving the plan and checking the results
Creating a new requirement situation for planning schedules
Modifying the current requirement situation for planning schedules
Manage Shipment Schedules
Searching Shipment Schedules
Detail view of Manage Shipment Schedules
Creating a plan for shipment schedules manually
Creating a new requirement situation for shipment schedules
Modifying the current requirement situation for shipment schedules
Manage Unprocessed Plans
Manual approval of release orders
Failed import of release orders
Status of unprocessed plans
Searching unprocessed plans
Reviewing the list of unprocessed plans
Detail view of Manage Unprocessed Plans
Reviewing contract information and status messages
Reviewing log entries
Reviewing an unprocessed plan
Approving an unprocessed plan
Editing an unprocessed plan
Revalidating an unprocessed plan
Revalidating a partially sequenced plan
Rejecting an unprocessed plan
Archiving an unprocessed plan
Deleting an unprocessed plan
Manage Sequential Call-Offs
Searching sequential call-offs
Reviewing the list of sequential call-offs
Detail view of Manage Sequential Call-Offs
Reviewing the details of a sequential call-off
Manually creating and processing a sequential call-off
Editing and manually processing a sequential call-off
Copying a sequential call-off
Deleting a sequential call-off
View Text Messages
Plan notes handling
Reviewing the list of text messages
Text Message Details
Reviewing the text message details
Validating a text message
Managing CUMs of current plans
CUM modification of current plans
Changing the shipped CUMs
Looking up the CUM history
CUM reset of current plans
Resetting the current received CUM
CUM reset for a bundle of plans from a customer
Resetting CUMs of all plans from a customer in an accounting entity
Delete Unprocessed Plans
Deleting unprocessed plans
Configuration
Overview
Phase Out Items
Reviewing the list of phase out items
Detail view of Phase Out Items
Reviewing the detail settings of a phase out item
Creating a phase out item
Editing a phase out item
Access hierarchy for processing rules
Message Processing Rules
Reviewing the list of message processing rules
Detail view of Message Processing Rules
Reviewing the detail settings of a message processing rule
Creating a message processing rule
Editing a message processing rule
Copying a message processing rule
Deleting a message processing rule
Manual Approval Rules
Reviewing the list of manual approval rules
Detail view of Manual Approval Rules
Reviewing the detail settings of a manual approval rule
Creating a manual approval rule
Editing a manual approval rule
Copying a manual approval rule
Deleting a manual approval rule
Date Range Rules
Reviewing the list of date range rules
Detail view of Date Range Rules
Reviewing the detail settings of a date range rule
Creating a date range rule
Editing a date range rule
Copying a date range rule
Deleting a date range rule
CUM Adjustment Rules
Reviewing the list of CUM adjustment rules
Detail view of CUM Adjustment Rules
Reviewing the settings of a CUM adjustment rule
Creating a CUM adjustment rule
Editing a CUM adjustment rule
Copying a CUM adjustment rule
Deleting a CUM adjustment rule
Requirement Consolidation Rules
Reviewing the list of requirement consolidation rules
Detail view of Requirement Consolidation Rules
Reviewing the detail settings of a requirement consolidation rule
Creating a requirement consolidation rule
Editing a requirement consolidation rule
Copying a requirement consolidation rule
Deleting a requirement consolidation rule
BOD Separation Rules
Reviewing the list of BOD separation rules
Detail view of BOD Separation Rules
Reviewing the BOD separation details
Creating a BOD separation rule
Editing a BOD separation rule
Copying a BOD separation rule
Deleting a BOD separation rule
Trading Partner Mappings
Reviewing the list of trading partner mappings
Detail view of Trading Partner Mappings
Reviewing the settings of a trading partner mapping
Creating a trading partner mapping
Editing a trading partner mapping
Copying a trading partner mapping
Deleting a trading partner mapping
Field Mappings
Reviewing the list of field mappings
Detail view of Field Mappings
Reviewing the field mapping lines
Creating a field mapping
Editing a field mapping
Copying a field mapping
Deleting a field mapping
Additional configuration options
Time zone support
Sequencing processes
RAN process with planning schedules
BOD workflow
Configuring the RAN process
Plan adjustment examples
Flexible contract search
Configuring additional ship to information
Shipping
Overview
Shipping terminology
Why use the Shipping functional area?
Understanding the Shipping functional area
The Shipping functional area in practice
Understanding the carrier interface
Additional information
Supported documents
Generation of Shipping Paperwork
Shipping
Manage Shippers
Searching shippers
Editing projected shipments
Editing shipper details
Adding notes
Understanding the AETC process
Adding multiple tracking IDs
Editing shipment details
ASN Cancellation
Canceling an ASN
ASN Replacement
Replacing an ASN
Editing shipment line details
Editing container details
Processing tasks
Aborting tasks
Reviewing log entries
Configuring and printing export-related documents
Configuring the workflow and item master data
Preparing the printing of export-related documents
Printing export-related documents
Reassigning shippers
Manage Master Shipments
Creating a pool point
Configuring the Customers code list
Creating a master shipment-related workflow
Assigning shippers
Setting the master shipment status
Searching master shipments
View Invoices
Manage Warehouse Container
Searching containers
Editing warehouse containers
Manage Packaging
Manage Packaging basics
Packaging of incoming shipments
Understanding packaging instructions
Manage Packaging tutorials
Searching shipments
Merging shipments
Editing a shipment line
Editing multiple containers
Selecting a packaging instruction
Creating a packaging structure
Deleting containers
Copying a container
Relocating a container
Creating mixed containers
Creating a virtual container
Manage Container CUMs
Configuring container CUMs
Working with container CUMs
Reviewing the container CUM history
Understanding Workflow
Creating a workflow
Printing
Understanding label printing
Configuring label printing
Configuring GALIA waybill printing
Configuring the printing of multiple waybills
Configuring printing the packing slip at an early stage in the shipment process
Configuring the NAFTA certificate of origin
Configuring multi-digit weight displays
Configuration
Configuring Ship From Information
Configuring Packaging Information
Configuring layer calculation
Configuring Packaging Instructions
Creating Packaging Instructions
Searching Packaging Instructions
Editing Packaging Instruction Details
Copying Packaging Instructions
Configuring workflow information
Configuring the carrier interface
Specifying a default carrier interface
Specifying the exchange folder
Specifying a service variant for a carrier interface
Configuring complex container structures
Configuring the FIAT Chrysler Automobiles Clause 92 process
Managing codes for Shipping area
Editing a trading partner
Editing a customer
Configuring ASN cancellation and replacement
Configuring a trading partner for ASN cancellation and replacement
Configuring a customer for ASN cancellation and replacement
Compliance
Overview
Compliance Monitor basics
Understanding sanctions lists
Configuring sanctions lists
Sanctions lists monitored by Compliance Monitor
Understanding Compliance Monitor
Adapting the workflow
Compliance Monitor features
Check Address
Manage Sanctions Lists
Editing a sanctions list
Adding a sanctions list
Deleting a sanctions list
Manage Sanctions List Entries
Searching sanctions list entries
Adding sanctions list entries
View Compliance Log
Supported Sanctions lists and programs
Administrative Functions
Overview
Manage Code Lists
Reviewing the list of code lists
Detail view of Manage Code Lists
Reviewing the header information and the properties of a code list
Creating a code list
Editing a code list
Copying a code list
Deleting a code list
Exporting all code lists
Exporting selected code lists
Importing code lists
Manage Codes
Reviewing the list of code lines
Detail view of Manage Codes
Reviewing the header information and the properties of a code line
Creating a code
Editing a code
Deleting a code
Master Data
Manage Item Master
Reviewing the list of item master data
Detail view of Manage Item Master
Activating the ItemMaster BOD import
Making ItemMaster fields editable
Creating item master data for packaging material
Editing item master data for packaging material
Editing item master data for sales items
Copying item master data for packaging material
Deleting item master data for packaging material
Manage Customer Master
Reviewing the list of customer master data
Detail view of Manage Customer Master
Activating the CustomerPartyMaster BOD import
Making CustomerPartyMaster fields editable
Creating customer master data
Editing customer master data
Copying customer master data
Deleting customer master data
Manage Carrier Master
Reviewing the list of carrier master data
Detail view of Manage Carrier Master
Activating the CarrierParty BOD import
Making CarrierParty fields editable
Creating carrier master data
Editing carrier master data
Copying carrier master data
Deleting carrier master data
Manage Ship To Master
Reviewing the list of Ship To master data
Detail view of Manage Ship To Master
Activating the ShipToPartyMaster BOD import
Making ShipToPartyMaster fields editable
Creating ship to master data
Editing ship to master data
Copying ship to master data
Deleting ship to master data
Manage Contact Master
Reviewing the list of contact master data
Detail view of Manage Contact Master
Activating the ContactMaster BOD import
Making ContactMaster fields editable
Creating contact master data
Editing contact master data
Copying contact master data
Deleting contact master data
Manage Print Jobs
Reviewing the list of print jobs
Detail view of Manage Print Jobs
Reviewing the print job log entries
Reviewing the print job content
Reprinting a print job
Deleting a print job
Exporting print requests
Manage Scheduled Jobs
Reviewing the list of scheduled jobs
Detail view of Manage Scheduled Jobs
Managing a scheduled job
Managing all scheduled jobs
Manage Sequential Numbers
Detail view of Manage Sequential Numbers
Creating a sequential number definition
Editing a sequential number definition
Resetting the current number
Copying a sequential number definition
Deleting a sequential number definition
General Data Protection Regulation
Security Administration
Predefined administrative users and log-on information
Creating accounting entities
Creating locations
Creating business users
Password restrictions
Assigning accounting entities, roles, and locations to a user
Standard roles and menus
Roles and menus of Transformation Services
Roles and menus of Release Management
Roles and menus of Shipping and Compliance
Roles and menus of Administrative Functions
Printing Administration
Manage Logs
Manually changing the log level of a service
Downloading log files
Code lists
Master Data
Common
Shipping
Printing
Release Management
Transformation Services
Exchange Services
Overview
Understanding the user interface
Toolbar
Input and filter fields
Group boxes
Info bar
Administration
User Administration
Creating a user
Editing a user
Deleting a user
Creating a group
Editing a group
Deleting a group
System Directories
Specifying the system directories
Sessions
Terminating a session
Locked Partners
Unlocking a locked partner
Reorg Archiving
Starting Reorg Archiving
Module Licensing
Notifications
Setting up email notifications for expired certificates
Extended Settings
Configuring extended settings
Transactions
Send Queue
Filtering send jobs
Sorting send jobs
Creating a send job
Editing a send job
Deleting a send job
Refreshing send jobs
Automatically refreshing send jobs
Restarting a send job
Reviewing send job jams
Send Archive
Filtering sent files
Sorting sent files
Viewing details of sent files
Deleting a sent file
Refreshing Send Archive
Automatically refreshing Send Archive
Resending a sent file
Receive List
Viewing the receive list
Filtering receive jobs
Sorting receive jobs
Viewing receive job details
Opening a received file
Downloading a received file
Deleting a receive job
Updating the receive list
Automatically refreshing the receive list
Restarting subsequent processing
Communication
Partner Management
Filtering partners
Sorting partners
Displaying a partner's DSNs
Copying a partner
Deleting a partner
Exporting partners
Importing partners
Editing a partner
Understanding the Partner Details dialog
Understanding the DSN Details dialog
Creating a DSN
Copying a DSN
Editing a DSN
Deleting a DSN
Creating an OFTP/IP partner
Creating other OFTP partners
Creating an OFTP partner DSN Outbound
Creating an OFTP partner DSN Inbound
Creating an FTP partner
Creating an FTP partner DSN outbound for FTP client
Creating an FTP partner DSN inbound for FTP client
Creating an FTP partner DSN outbound for FTP server
Creating an FTP partner DSN inbound for FTP server
Creating a GXS partner
Creating a GXS partner DSN outbound
Creating a GXS partner DSN inbound
Creating an X400 partner
Creating an X400 partner DSN outbound
Creating an X400 partner DSN inbound
Creating an AS2 partner
Creating an AS2 partner DSN outbound
Creating an AS2 partner DSN inbound
Creating an HTTP partner
Creating an HTTP partner DSN outbound
Creating an HTTP partner DSN inbound
Communication Systems
Creating a communication system
Configuring sending systems
Configuring receiving systems
Configuring sending and receiving systems
Editing a communication system
Deleting a communication system
ID Management
Creating a new Odette ID
Editing an Odette ID
Deleting an Odette ID
Event Programs
Configuring default processing
Configuring programs for event-driven sending
Configuring programs for event-driven receiving
Certificate Management
Exporting an own certificate
Exporting a private key
Importing an own certificate
Editing an own certificate
Refreshing the certificate list
Deleting an own certificate
Creating a certificate request
Creating a succeeding certificate
Importing a CA-signed or renewed certificate
Activating an own certificate for all partners
Importing a root certificate
Manually importing an OFTP root certificate through TSL
Creating a self-signed AS2, FTP, or HTTP certificate
HTTP-Proxy and CRL
Configuring an HTTP proxy server
Disabling CRL access for 24 hours
File Scanner
Starting the file scanner
Stopping the file scanner
Editing file scanner settings
Viewing the log file
Creating a search pattern
Using variables
Using the AutoEx URI destination wizard
Editing a search pattern
Copying a search pattern
Deleting a search pattern
Refreshing the search pattern list
Monitor and Logging
Monitor
Monitoring processes
Communication Protocols
Filtering communication protocols
Sorting communication protocols
Viewing protocol entry details
Configuring Autorefresh
Establishing a connection
Server Protocols
Displaying the server protocol
Status Overview
Displaying the status overview
Glossary
accounting entity
advance ship notice
AES
air waybill
ASN
attention of name
automated export system
auxiliary packaging
backorder
barcode
bill of lading
BOD
business object document
carrier
carrier agent
certificate of origin
code number
combined nomenclature
combined plan
commodity code
commodity type
consignee
consolidation
container
container role
container structure
container type
country of origin
CPD carnet
CUM
cumulative quantity
customs number
customs office
customs office of exit
customs office of export
delivery terms
dock
drop zone
DUNS number
EDI
electronic data interchange
EORI number
Exchange Services
FFD
format file description (FFD)
freight container
freight matrix
inner packaging
location
logistics service provider
LSP
message standard
message type
NCTS
OAGIS
OEM
open applications group integration specification
original equipment manufacturer
outer packaging
pack
package
packaging
packaging structure
partner
partner hierarchy
partner ID
pick-up sheet
place of loading
print request
print template
pro forma invoice
PUS
SBI
self-billing invoice
ship from
ship from location
shipment
shipper
Shipping
ship to
ship to location
single plan
SOR
style sheet
system of record
tenant
THU
transport handling unit
type of packaging
UA-FI
unit of measure
unprocessed plan
UOM
VDA
waybill
X.400
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