EDI Management
This area requires global administrator access in the global tenant context. If you do not have those privileges, you will see a warning message and the content will not be displayed.
EDI Management is where you configure how GEMA processes incoming electronic data interchange (EDI) files received from client SFTP folders, and where you monitor files waiting to be processed or already accepted.
Accessing EDI Management
From the left navigation, select EDI Management. The page loads with three tabs:
- Mappings — Define and manage EDI mapping configurations.
- Incoming Files — View files that have arrived via SFTP but have not yet been processed.
- Accepted Files — View files that have been successfully processed and ingested.
Mappings Tab
The Mappings tab shows a searchable table of all EDI mapping configurations. Each row displays the mapping name, parser type (shown as a colored chip), client, priority, and whether the mapping is Active or Deactivated.
Adding a Mapping
- Select Add EDI Mapping in the upper right of the Mappings table.
- You are taken to the mapping editor where you can define the mapping configuration.
Editing a Mapping
Select any row in the Mappings table, or select the Edit (pencil icon) in the Actions column, to open the full-page mapping editor for that configuration.
In the editor you can modify the mapping rules, parser type, client assignment, priority, and active status. Save your changes when done.
Deleting a Mapping
Select the Delete (trash icon) in the Actions column for the mapping you want to remove. Confirm the deletion in the dialog that appears.
Incoming Files Tab
The Incoming Files tab lists files that have been uploaded to the SFTP and are waiting for EDI intake processing. These files have not yet been run through any mapping.
The table shows each file’s client name (displayed as a chip), file name, file size, and upload timestamp. Select Refresh to reload the list with the latest files from the SFTP source.
If no files are shown, all files have either already been processed or no new files have been uploaded.
Accepted Files Tab
The Accepted Files tab shows files that have been successfully processed and accepted into the system. Use this tab to confirm that a specific file was ingested and to look up processing details.