Generate an Implementation Guide
You can generate implementation guides for standard or customized schemas to share with your trading partners.
About the Implementation Guide
An implementation guide is a single, consolidated document with full details about a B2B schema.
Typically, a host company shares the implementation guide for an EDI schema with their trading partners. This guide is shared especially when a schema has been customized to deviate from a standard X12 document. It points out some of the customizations made to the standard schema (not all customizations are highlighted in the document).
Note:
You cannot currently generate an implementation guide for EDIFACT documents.The following image shows an example implementation guide:
Description of the illustration sample-implementation-guide.png
Structure of an Implementation Guide
List of Segments and Loops
- Pos.No: The position number of the segment as defined in the X12 standard.
- Seg.ID: The segment identifier.
- Name: A descriptive name for the segment.
- Req.Des: The requirement designator (M = Mandatory, O = Optional, C = Conditional).
- Max Use: The Repeat property of the segment.
- Loop Repeat: The Repeat property of the loop, when the row represents a loop.
- Usage: The Usage property of the segment (Must Use, Not Used, Recommended, Not Recommended).
Details Section for Each Segment
Each segment has a details section that lists elements in the segment as shown in the following image:
Description of the illustration segment-detail.png
- User Option: The Usage property of the element (Must Use, Not Used, Recommended, Not Recommended).
- Ref Des: The reference designator of the element, which is a convention to represent an element. For example, BEG01 is the first element in the segment BEG. If an element is a composite element, the child elements in the composite use the convention REF04-01, where 01 is the sub-element position, 04 is the composite element's position, and REF is the segment.
- Data Element: The identifier of the element's definition.
- Name: A descriptive name assigned to the element.
- Attributes: Includes more properties of the element's definition. A value like
M ID 2/2
is made of the following parts:- The requirement designator for the element (M = Mandatory, O = Optional, C = Conditional).
- Element's data type (ID=Identifier, AN=Alphanumeric String, N0=integer number, etc.).
- Element's minimum and maximum character length. A value
1/30
implies that the element's value must be between 1 and 30 characters to be valid.
Generate the Implementation Guide for a Schema
View or download the implementation guide for a schema in the HTML format.
- For a standard schema: On the B2B Schemas page, click Generate, then click Implementation Guide.
- For a custom schema: On the B2B Schemas page, hover over a schema row and click Actions , then select Generate Implementation Guide.
- On the Generate Implementation Guide page, click Download or View to generate the document in the HTML format.