Instructions to Create Outbound x12 EDI 850 Project

Cleo Clarify Workbench

Step by Step Instructions to Create Outbound x12 EDI 850 Project

In the steps below we will discuss each of the required Cleo Clarify objects needed to successfully process an outbound EDI Document. I consider this to be a good 'cheat sheet' to help acclimate new/existing Clarify users to the new object requirements. These same steps can be used for outbound EDIFACT documents too.

In our Step-by-Step instructions to translate inbound 850 EDI x12 document to database tables we reviewed the creation of Data Source, Database Adapters, and Database Schema. In these instructions we will review the Database Wizard.

  • B2B Solution: Cleo Clarify
  • Source: Database
  • Target: EDI

Note:It is advisable to use global variables in each of the objects where there a file location is referenced. Ie. Data Source.

Post Set-up - Outbound x12 EDI 850 Project

Once this project is set-up in the workspace, review the following post set-up steps:

  • Step 1 - Database Wizard
    Cleo Clarify Database Wizard Icon
  • Step 1.1 - Create DataSource
    Cleo Clarify DataSource Icon
  • Step 1.2 - Create Database Adapter
    Cleo Clarify Database Adapter Icon
  • Step 1.3 - Create Database Schema (Source)
    Cleo Clarify Database Schema Source Icon
  • Step 2 - Create Data Analysis Ruleset
    Cleo Clarify Data Analysis Ruleset Icon
  • Step 3 - Create Business Process Launcher
    Cleo Clarify Business Process Launcher Icon
  • Step 4 - Create x12 Schema (Target)
    Cleo Clarify x12 Schema (Target) Icon
  • Step 5 - Create Ruleset
    Cleo Clarify Ruleset Icon
  • Step 5.1 - Create Ruleset Data Object (RDO)
    Cleo Clarify Ruleset Data Objects Icon
  • Step 5.2 - Create SQL Access -- optional
    Cleo Clarify SQL Access Icon
  • Step 5.3 - Create Formula -- optional
    Cleo Clarify Formula Icon
  • Step 6 - Create Trading Partner
    Cleo Clarify Trading Partner Icon
  • Step 7 - Create Outbound Business Process Script
    Cleo Clarify Business Process Script Icon
  • Step 8 - Create Outbound EDI Route
    Cleo Clarify Outbound EDI Route Icon
  • Step 9 - Create File Write Adapter
    Cleo Clarify File Write Adapter Icon
  • Step 10 - Create Outbound Write Business Process
    Cleo Clarify Outbound Write Business Process Icon
  • Step 11 - Create Control Number Generators
    Cleo Clarify Control Number Generators Icon
  • Step 12 - Create EDI Enveloper
    Cleo Clarify EDI Enveloper Icon

Database Wizard

Cleo Clarify Database Wizard Icon

The wizard will use an existing Data Source and create a Database Adapter and Database Schema for Cleo Clarify users.
File > New > Database Wizard
Cleo Clarify Database Wizard

Create Data Source

Cleo ClarifyDataSource Icon

The wizard will create this object for Clarify users. In our example, the Data Source already existed. This object is what will connect to the Data Source using a JDBC Driver and the credentials to connect to the Database.
File > New > Data Source
Cleo Clarify Data Source

Create Database Adapter

Cleo Clarify Database Adapter Icon

The wizard will create this for EBI users. This object allows EXTOL to select the data in the Database and update the records as processed. We are selecting where SYEDSP is blank in this example.
File > New > Database Adapter
Cleo Clarify Database Adapter

Create Database Schema (Source)

Cleo Clarify Database Schema (Source) Icon

The wizard will create the Database Schema for Clarify users. The Database will be used as the source schema in our Ruleset.
File > New > Database Schema
Cleo Clarify Database Schema (Source)

Create Data Analysis Ruleset

Cleo Clarify Data Analysis Ruleset Icon

Once the Source Schema is created Clarify users can create your Data Analysis Ruleset. This object is placed in the Launcher Business Process and reads the defined database record/fields to determine the outbound routing..
File > New > Ruleset
Cleo Clarify Data Analysis Ruleset

Create Business Process Launcher

Cleo Clarify Business Process Launcher Icon

This Business Process is what kicks off the Outbound Process and where the Data Analysis Ruleset is placed.
File > New > Business Process
Cleo Clarify Business Process Launcher

Create Ruleset

Cleo Clarify Outbound Ruleset Icon

Once both schemas are created we can create our Ruleset. This Ruleset will select data from a Database and transform the data into an EDI document.
File > New > Ruleset
Cleo Clarify Outbound Ruleset

Create Ruleset Data Object (RDO)

Cleo Clarify Create Ruleset Data Object (RDO) Icon

Ruleset Data Object (RDO) is to define variables that are utilized by one or more Clarify Rulesets.
File > New > Ruleset Data Object
Cleo Clarify SQL Access

Create SQL Access -- optional

Cleo Clarify SQL Access Icon

These are used in a Ruleset to go out to other Database tables with certain input values and return back specific fields. This example goes out to the F0101 table with ABAN8 and returns ABAN81.
File > New > SQL Access
Cleo Clarify SQL Access

Create Formula -- optional

Cleo Clarify Formula Icon

These are used in a Ruleset to set conditions on composite rules or simple rules. This example sees if a certain value equals another value.
File > New > Formulas
Cleo Clarify Formula

Create Trading Partner

Cleo Clarify Trading Partner Icon

This object acts as a pointer to help users indicate who their trading partners are in EBI.
File > New > Trading Partner
Cleo Clarify Trading Partner

Create Outbound Business Process

Cleo Clarify Outbound Business Process Icon

This object performs tasks on the data. In this example we have a Ruleset and Database Adapter to translate and update the data in the database.
File > New > Business Process
Cleo Clarify Outbound Business Process

Create Outbound EDI Route

Cleo Clarify EDI Outbound EDI Route

This object integrates with the Data Analysis Ruleset to determine how to properly route the outbound data. The Outbound EDI Route will kick-off the EBI Outbound Business Process. This example is searching for GENERIC in SYPNID and 850 in SYEDST. Note: Under ‘Process Bindings’ more than one Business Process Scripts can be executed.
File > New > Outbound EDI Route
Cleo Clarify Inbound Outbound EDI Route

Create File Write Adapter

Cleo Clarify EDI File Write Adapter

This object is used to write the data to a specific file path and create your data. In this example we are creating a .txt document for our EDI data. Note: the File Path implements global variables for path determination.
File > New > File Adapter
Cleo Clarify Create File Write Adapter

Create Outbound Write Business Process

Cleo Clarify EDI Outbound Write Business Process

This Business Process writes out the x12 850 data once it has been generated. In this example we are using our File Write Adapter we just created. The Business Process can be generalized so we can use it for any outbound document; not just for the outbound x12 850.
File > New > Business Process
Cleo Clarify Outbound Write Business Process

Create Contol Number Generators

Cleo Clarify EDI Outbound Contol Number Generators

This object assigns sequential numbers to your trading partner’s interchanges and group control numbers.
File > New > Control Number Generators
Cleo Clarify Outbound Contol Number Generators

Create EDI Enveloper

Cleo Clarify EDI EDI Enveloper

The EDI Enveloper will envelope the trading partner information. Once the data is enveloped, the object points to the Outbound Write Business Process and Control Number Generators. This object will launch the Business Process that will send the file to the trading partner; in this case, write out the file.
File > New > EDI Enveloper
Cleo Clarify EDI Enveloper





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