New transaction
Module: EDI · For: Carrier users · Page address: /carrier-portal/edi-dashboard/transactions/new
How to get there
Section titled “How to get there”EDI Dashboard → Trading & Exchange → Transactions → Submit test interchange
Who can use this page
Section titled “Who can use this page”Needs: Create permission on the EDI module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Cancel | Delete on EDI | Must be granted on its own (not part of Manage) |
| Submit test interchange | Create on EDI | Manage also grants it |
What you see
Section titled “What you see”- Interchange
- Content
- EDI transaction card — Draft
- 204 — Load Tender
What you can do
Section titled “What you can do”- Cancel
- Submit test interchange
- Hide preview
- Test X12 interchange
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Transaction set | Yes | combobox | 204 — Motor Carrier Load Tender |
| Trading partner | No | combobox | No partner link |
| Test X12 interchange | Yes | textbox | ISA*00*...*T*:~GS*...~ST*204*0001~... |
Loading, empty and error states
Section titled “Loading, empty and error states”Loading state
Last updated 2026-10-27