Adding an X12 standard version

About this task

When you add a new X12 standard version, you must also add a functional ID and transaction set associated with that version. Partner Manager enables you to copy functional ID and transaction sets from an existing version. For example, you can create copies of versions with new version names.

To perform maintenance on X12 standards

Note: To exit from the Standards Maintenance window without adding a version or completing an add task, you must click Cancel. If you attempt to exit the dialog box by closing Partner Manager or the Partner Manager process, you may damage your Partner Manager database.

Procedure

From the Tools menu, select Standards.
The Standards Maintenance window opens.
Select X12 Versions from the X12 Standards drop-down menu.
Enter a version number in the Version field.
Click Save.
The Copy Transactions/Func ID's? dialog box appears.
Perform one of the following:
- To copy functional IDs and transaction sets from another version, enter that version number and click OK.
- To search for and select a functional ID, click Cancel.
Select X12 Functional ID from the X12 Standards drop-down menu.
The Standards Maintenance X12 Functional ID window appears.
Perform one of the following:
- Enter a functional ID code in the Functional ID Code field.
- Click Display Functional ID's to select a functional ID from the list box.
Click Save.
Select X12 Transaction Set from the X12 Standards drop-down menu.
The Standards Maintenance X12 Transaction Set window opens.
Perform one of the following:
- Enter a transaction set ID in the Transaction Set ID field, or
- Click Display Transaction Sets to select a transaction set from the scroll box.
Complete the Transaction Set Description field.
Click Save.