Verify that your data is present

This step simply means making sure that the documents that you uploaded that are included in your BTI instance are present and inclusive.

About this task

When you use BTI, you have to identify which documents from your Managed Services profile you want to have included in your instance. The objective of BTI is to link your documents into a coherent picture of your business activity. Once your data begins flowing into BTI, you need to confirm that your documents are loading successfully.

Procedure

Note: Before you start this task, it is recommended that you wait at least two to three days from the first day that you start exchanging data. At that point, all your document types should loaded into, and you should have a good sample size to compare to InFlight. The length of time this task will take depends on your order volume and order processing cycle. For some product types, there is a longer interval from order to payment than with other products.
  1. Check what document types you have.

    You should check each document type that your company uses. For most users this list includes orders (EDI 850s or 875s), acknowledgments (EDI 876 or 855), shipments (EDI 856), Invoices (EDI 810s and 880s) and Payments (EDI 820s). For information about all the supported document types, see Document standards.

  2. Check the dashboard to see that the numbers are increasing for all the document types and seem reasonable for your usual data flow.

    Dashboard

What to do next

After you verify that BTI is processing your documents correctly, validate that your data is displaying properly.