Customizing the ITD Segment

The ITD segment is a conditional segment that specifies the Terms of Sale/Deferred Terms of Sale for the invoice. The standard specifies that the ITD segment can be used up to five times in one invoice. For this tutorial, you know that your users must use the ITD segment only once, so you changed the maximum use of this segment from five to one.

The ITD01 element contains the Terms Type Code, a two-character code that identifies the terms under which this invoice is valid. Sterling Gentran:Server® uses a list (instead of an edit box, or field) when you apply a standard rule that allows a selection of multiple items. When users use a translation object that contains a list, they select an item from the list, instead of typing a value in a field. You customize the ITD01 element so that a list containing all valid codes in the Terms Type Code code list is available to your users when they use the screen entry translation object. The Terms Type Code list enables them to select the appropriate EDI code from the code list.

After you specify the code list table to use for the list for the Terms Type Code field, you rename the field label. Also, you add Help text to the field.

Use this procedure to load the Terms Type Code code list from the standard, rename the field label, and add Help text to the Terms Type Code field.

  1. Double-click the ITD01 element.
  2. On the Standard Rule tab, do the following:
    • Select Use Code.
    • Click Edit to access the Edit Code List dialog.

    The Table ID box contains 0336, the name of the element for which this code list table is used. The Desc box contains TERMS TYPE CODE, the description of the element for which this code list table is used.

  3. On the Edit Code List dialog, click Load. You are prompted to select an ODBC data source name.
  4. Select the appropriate DSN and click OK to access the Load Code List dialog.
  5. On the Load Code List dialog, do the following:
    • Click Add All to select all the codes and move them to the Codes Selected list.
    • Click OK to load the code list and exit the Load Code List dialog.
  6. Click Close to exit the Edit Code List dialog.
  7. On the Display tab, enter Payment Terms Code in the Label box to replace the existing text
  8. On the Help tab, enter the following text in the Help Text list: 
    Select the payment terms code from the list.
  9. Click OK to exit the dialog.
  10. Click Generate Layout on the Main Toolbar to refresh the display.

The section of the Invoice frame that contains the field in the ITD segment now should look like this (you may need to scroll down the frame to see the field):