Search Pages

Search Documents Page

This page lets you find documents that match criteria that you select.

For performance reasons, at least one criterion must be a search-only transaction filter. They are custom filters, and will have “Transaction filter for xxx” after their name, as shown in the example below.

To conduct a search:

1.  Click Documents on the left menu under Search.

2.  Select a transaction set and version at the top.

3.  Adjust the date range (maximum 31 days). Smaller date ranges display results faster.

4.  On the top row, select a field. See the Fields chart below.

5.  Select an operator for that row. See the Operators chart below.

6.  Select or type a value for that row. This can include an at-sign such as bill@hillsdale.com.

7.  If you have additional criteria, continue with additional lines.

     Note: One field must be a transaction filter. If you do not have one, contact your TI administrator:

    

Fields

Field

Description

Direction

Set by the Importer i or o parameter.

Internal Partner
External Partner

Set by your TI administrator.

Test/Production Data

Set by the ISA15 or Importer’s t parameter.

External Partner

Set up by your TI administrator.

Amount
Document Date
Submitter Identifier

Automatically flagged by TI from the data; varies by transaction.

See ApplicationDocTables.pdf.

Number of Errors

Number of errors in the document with severity greater than 2.

Transaction Filters

Vary by transaction. Set up by your TI administrator.

When searching, you must select at least one transaction filter. TI requires at least one transaction filter to avoid potential performance problems caused by returning too many results.

Operators

Operator

Description

=

Equal to

Greater than

Numeric data

>=

Equal to or greater than

Numeric data

Less than

Numeric data

<=

Less than or equal to

Numeric data

!=

Not equal to

like

Can use the * wildcard

Examples:

A*            Any value starting with A

*A            Any value ending in A

*A*          Any value containing A

External Identifier Search

Your Search Documents page may have a tab like this, which lets you search for TI documents with an ID code that your company has assigned it:

If so, choose the field and type a value to see one or more documents with that ID.

This is customized for your company. Please contact your TI administrator for details.