EDI Inbox
The EDI Inbox helps teams review electronic tenders, trading partner connections, EDI history, and EDI usage when this module is enabled for the organization.
Inbox
Use Inbox to review incoming EDI tenders before building or updating a load.
Review:
- Trading partner.
- Tender status.
- Shipment reference numbers.
- Pickup and delivery details.
- Requested dates and appointment details.
- Equipment, commodity, weight, and service requirements.
- Rate confirmation details when included.
- Documents attached to the tender.
- Required accept, reject, or follow-up action.
Accepting or rejecting a tender sends the partner response when your connection is configured for it. After accepting, choose Create Load, confirm customer and team, review the draft load, then create the linked load.
Build or update the load only after confirming the tender details match the freight your team intends to handle.
Linked loads and status updates
Linked EDI loads keep the tender, load, and partner messages connected. Use shipment status updates from the EDI workflow when a partner needs 214 status updates.
Connections
Connections show trading partner relationships assigned to the organization. A missing connection can prevent tenders from appearing in the expected inbox.
Contact support for new partner setup, missing partners, or connection changes.
History
History shows previous EDI activity, status changes, processing outcomes, acknowledgments, and error details. Use History when researching whether a tender was received, accepted, rejected, updated, acknowledged, or failed.
Usage
Usage reporting helps review EDI activity volume and operational history. Use it to confirm tender volume and investigate repeated processing issues.
Common EDI terms
- EDI tender: electronic load offer sent by a trading partner.
- Tender acceptance: confirmation that the organization accepts the offered shipment.
- Tender rejection: confirmation that the organization declines the offered shipment.
- 990: tender response sent after accepting or rejecting a tender.
- 997: acknowledgment that an EDI message was received and processed at the transaction level.
- 214: shipment status update sent to a trading partner.
- Trading partner: customer or external party connected through EDI.
- BOL: bill of lading document or reference associated with a shipment.
- POD: proof of delivery document used after delivery.
- Rate confirmation: document confirming carrier rate and shipment terms.
When to contact support
Contact support for new partner setup, missing connections, repeated tender failures, unclear EDI status, missing tender data, or a tender that does not match the expected load details.