Activate New EDI Trading Partner

Overview

The EDI partner activation process is initiated, managed and tested by the Registrar's Office. The process consists of the following steps:

1. Activate the new trading partner on the EDISmart Workstation.

2. Activate the new trading partner on the STVSBGI from in Banner.

3. Send a test transcript and confirm receipt by your new trading partner.

4. Receive a test transcript from your new trading partner.

EDISmart Workstation Validation

1. Log onto EDISmart with your account.

2. Click on the EDI Partners button located on the 'At a Glance' window.

3. The Trading Partner window will display. Click on the Find button.

4. The Find window will display. Enter the search criteria and click on the Find All button.

5. The List window will display a listing of all the schools that fit your search criteria. Select the school that you want and click on the Go To button.

6. The program will return to the Trading Partner window. Click on the Edit button.

7. Click on the Headers tab at the top of the window.

8. The Headers information will be displayed. Change the Send/Receive fields to 22 in the first field and the SBGI code of the school in the second field on the top line.

9. Check the Activated box in the lower right hand corner of the window.

10. Click on the Save button.

11. Ensure the trading partner is set up for Production:

    1. Click on the Edit Properties button.

    2. Scroll down the Properties list until you reach Test/Production Indicator.

    3. Select it, and click on the Expand List button.

    4. Make sure there is just one entry and it is set to "Production".

    5. If there is an entry set to "Test", select it and click the Remove button and then click the Save button.

12. Click the close Button on the EDI Trading Partner Window.

13. Click the Exit button on the EDISmart window

Banner Setup (Production)

1. Log onto Banner Production.

2. Go to the STVSBGI form.

3. Perform a query to find the school you wish to update. Tab to the Electronic field and select EDI from the drop-down list.

4. Save your changes.

You are now ready to begin sending and receiving transcripts with the new trading partner.

Send a Test Transcript

1. Coordinate with your new trading partner so they know a test transcript is coming.

2. Enter a transcript request on the SHARQTC form as you would normally do.

3. Make sure that you enter the SBGI code in the External Institution Code field. If the school is setup as an EDI trading partner, the type in the EDI Information will be defaulted to 'E'.

4. Save your changes.

5. The transcript will be sent as part of the normal nightly process.

6. Check with the trading partner the following day to ensure the transcript was received.

Receive a Test Transcript

1. Coordinate with your new trading partner so you know a test transcript is coming.

2. Inform your trading partner if the transcript was received.

Summary

Once these steps are completed, you should be able to begin sending and receiving EDI transcripts with your new trading partner.