Adding an X12 Inbound Trade Link

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About this task

An inbound trade link is defined as one in which your (external) partner is sending data to you (the internal partner). You are the receiver of the incoming data.

To add an X12 inbound trade link

Procedure

  1. From the File menu, select Trade Links.

    The Trade Links navigator appears.

  2. Click Inbound > X12 in the Trade Links navigator.

    The X12 Inbound Trade Links window opens.

  3. Click Add Link.

    The X12 Inbound Trade Links Add Wizard opens.

  4. Follow the on-screen instructions in the Wizard to add an X12 Trade Link.
  5. When you click Finish to complete adding an inbound trade link using the Wizard, the X12 Trade Link: Add Application window opens.
  6. Select a version and functional ID.
  7. Click OK.

    You are returned to the X12 Inbound Trade Links window.

  8. Select either the Test or Production check box to activate the associated Test Post Office or Production Post Office field.
  9. Select a post office from the drop-down menu on the selected field.
    Note: The Test Post Office field, and the Production Post Office field are mandatory depending upon which Test/Production check boxes are enabled. One of these fields must be completed before you can save the Trade Link.
  10. If you want to make changes to any of the fields in the window related to acknowledgements and validation, click the Acknowledgements/Validate By tab to display those fields.
  11. If you are adding a HIPAA X12 document, click the HIPAA Validation Types tab to display the HIPAA fields.
    Note: In the preceding screen, it should be noted that the fields in the HIPAA Validation Types area are active only when a HIPAA Version and a Functional ID Code other than FA is selected. These fields display when the HIPAA Validation Types tab is selected. These fields are described in "Editing a HIPAA X12 Document" .
  12. Click Save.

    The Trade Link is saved.