Data Sync Users Guide v67

7/25/2019 Data Sync Users Guide v67

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Copyright 2004, LANSA, Inc. 1All rights, domestic and international, reserved

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ContentsI ntroduction & Concepts ............................................................................................................5

Introduction ......................................................................................................................................... 5

What is Global Data Synchronization? ......................... ........................... ......................... .................... 5Data Sync Direct ................................................................................................................................. 6

Training and Documentation ........................ ......................... .......................... ......................... ............ 7

Basic Terminology .....................................................................................................................8What is a GTIN? ........................ .......................... .......................... ......................... ........................... .. 8

What is Containment? ......................................................................................................................... 8

What is a GLN? ................................................................................................................................... 8

What is a Subscription? .......................... .......................... ......................... .......................... ................ 9

What is a Publication? ......................................................................................................................... 9

What is Schema? ................................................................................................................................ 9What are Class Extensions? ........................ ......................... .......................... ......................... ............ 9

Getting Famili ar wi th Data Sync Direct ................................................................................... 10Primary Components .......................... ......................... .......................... .......................... .................. 10

Secondary Components .................................................................................................................... 10

Authority and Access .......................... ......................... .......................... .......................... .................. 10

User Access .......................... .......................... .......................... ......................... .......................... . 10

GLN Authority ............................................................................................................................... 10

Environments ................................................................................................................................ 10

Data Sync Di rect Login Page ................................................................................................... 12

GTINs Overview ....................................................................................................................... 13

Preamble ........................... ......................... .......................... .......................... .......................... ..... 13

Secured Access to GTINs by GLN Authority .......................... ......................... .......................... ..... 13

Role-based User Attribute Permissions ......................................... ......................... ....................... 13

Intelligent Life Cycle Messaging .................................................................................................... 13

Validation Rules Integrated with GTINs ........................ ......................... .......................... .............. 13

Components ...................................................................................................................................... 13

GTINs Search and Instance List .......................... .......................... ......................... ....................... 13

GTIN Details ................................................................................................................................. 14

GTINs....................................................................................................................................... 15

GTINs Search and Instance List ........................................................................................................ 15

GTIN ............................................................................................................................................. 15Information Provider ...................................................................................................................... 15Target Market ........................ .......................... .......................... ......................... ........................... 15

Description .................................................................................................................................... 15

Status ........................................................................................................................................... 15

GPC .............................................................................................................................................. 16

Brand Name .......................... .......................... .......................... ......................... .......................... . 16

Product ID ......................... ......................... .......................... .......................... .......................... ..... 16

Effective Date ........................ .......................... .......................... ......................... ........................... 16

Product Type................................................................................................................................. 16

Link ............................................................................................................................................... 16

Additional Links ......................... .......................... .......................... ......................... ....................... 16

GTINs List : Search Component ......................... .......................... .......................... ......................... . 16

GTINs List : Adding a New GTIN ........................ .......................... .......................... ......................... . 17

Listed GTIN Details Tab .................................................................................................................... 18

GTIN Messaging ............................................................................................................................... 19GTIN Registration Options ........................... ......................... .......................... .......................... ......... 20GTIN Details PageDate ................................................................................................................. 20

GTIN Details PagePackaging ........................................................................................................ 21


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GTIN Details PageMisc ................................................................................................................. 22

Net Change Management ......................................................................................................... 23

Contai nment M anager ............................................................................................................. 24Overview ........................... ......................... .......................... .......................... .......................... ..... 24

Mixed Pallets ..................................................................................................................................... 25

Publ ication Manager ................................................................................................................ 26Tr ansaction Wizard .................................................................................................................. 28

Overview ........................... ......................... .......................... .......................... .......................... ..... 28

Automating Your Transactions ......................... ......................... .......................... .......................... ..... 28

Step 1: Determine the transaction type you want to run ............................................. ....................... 30

I want to run............................................................................................................................... 30

Step 2: Identify the data ......................... .......................... .......................... ......................... .............. 30

Using these Items...................................................................................................................... 30

Step 3: Filtered by......................................................................................................................... 31

Step 4: Review the results .......................... ......................... .......................... .......................... ......... 31

Spreadsheet Upload in the Transaction Wizard ..................................... ........................... ................. 32Processing Publications in the Transaction Wizard ........................ .......................... ......................... . 33

Tr ading Par tners ...................................................................................................................... 35

Overview ........................... ......................... .......................... .......................... .......................... ..... 35Trading Partners List PageDisplay Fields .......................... .......................... .......................... ......... 35

GLN Manager Detail PageMaintainable Fields ........................... .......................... .......................... 36

Products ................................................................................................................................... 37Overview ........................... ......................... .......................... .......................... .......................... ..... 37

Products ListDisplay Fields ............................................................................................................ 37

Products Search Component ........................... ......................... .......................... .......................... ..... 37

Catalogs.................................................................................................................................... 38

Overview ........................... ......................... .......................... .......................... .......................... ..... 38

Details Tab ....................................................................................................................................... 38

Adding a new Catalog .................................... ........................... ......................... .......................... ..... 38

Catalogs Tab ..................................................................................................................................... 39

Distribution List Tab ....................... .......................... .......................... ......................... ....................... 39

My Workf low ............................................................................................................................ 41

Overview ........................... ......................... .......................... .......................... .......................... ..... 41

To Dos Display Fields ................................................................................................................ 41To Dos Search.............................................................................................................................. 42Workflow Step Detail ......................................................................................................................... 42Workflow Step DetailDisplay Fields .......................... ........................... ......................... .................. 43

Transfer To ................................................................................................................................... 44

Messaging H istory .................................................................................................................... 45

Overview ........................... ......................... .......................... .......................... .......................... ..... 45

Messaging History List PageDisplay Fields ....................... .......................... .......................... ......... 45

Messaging History Search Component ........................ ........................... ......................... .................. 46

Publ ications .............................................................................................................................. 47Overview ........................... ......................... .......................... .......................... .......................... ..... 47Publications List PageDisplay Fields ........................ ........................... ......................... .................. 47

Catalog Item Notification.................................................................................................................... 47

Conf irmations .......................................................................................................................... 49Overview ........................... ......................... .......................... .......................... .......................... ..... 49

Confirmations List PageDisplay Fields .......................... ......................... .......................... .............. 49

Creating Confirmations ...................................................................................................................... 50

Subscription Manager .............................................................................................................. 51


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RFCIN/CIS .............................................................................................................................. 52Overview ........................... ......................... .......................... .......................... .......................... ..... 52

Creating Requests and Subscriptions ................................................................................................ 52

Dashboards .............................................................................................................................. 54Overview ........................... ......................... .......................... .......................... .......................... ..... 54

My User I nf ormation ............................................................................................................... 56Overview ........................... ......................... .......................... .......................... .......................... ..... 56

Util i ties ..................................................................................................................................... 57

I nterfaces ................................................................................................................................. 58Overview ........................... ......................... .......................... .......................... .......................... ..... 58

Table of F igures ....................................................................................................................... 59


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Introduction & Concepts

Introduction

The purpose of this guide is to familiarize you with LANSAs Data Sync Direct solution.

This Product Management System manages your companys products, leverages yourexisting product data you already have in other systems, integrates business process viathe workflow engine and provides tools to keep your product data in synchronization

with your trading partners.

LANSA Data Sync Direct is a direct integration solution that on the Supply side,leverages existing item information on your production server and synchronizes that

information with your data pool, the Global Registry and your Trading Partners. On theDemand side, it receives item data from your suppliers via the Global Registry andsynchronizes their item data with your internal Item Catalog. Data Sync Direct is based

on LANSAs core technology, proven for more than 20 years, which can be deployed on

IBM i, Microsoft Windows, Linux or UNIX servers.

What i s Global Data Synchronization?

Global Data Synchronization (GDS) is an industry-endorsed initiative that was created toeliminate product data inaccuracies in the supply chain. Using GDS means that

inefficiencies and costs inherent in using manual or proprietary systems are avoided.Instead, all companies using GDS only enter their product/item data once, in a single

place and can send/synchronize this data to multiple users, nationally and globally. Thestandards body that governs GDS is GS1.


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Figure 1: GDS Overview

Data Sync Direct

Data Sync Direct is a rapidly implementable solution that supports all the requiredsupply-side and demand-side messaging required for manufacturers, distributors,

retailers, brokers and importers to synchronize item information with their tradingpartners. Data Sync Direct goes beyond basic messaging and allows you to manage all of

your GTIN activity with your trading partners via GDSN synchronization services usinga point-and-click, browser-based interface.
http://www.lansa.com/images/resources/jargonbuster_gds_imglg.jpg


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Figure 2: LANSA Data Sync Direct

Training and Documentation

This guide is intended for all audiences that will be general users of Data Sync Direct. Inorder to adequately prepare you for the Data Sync Direct software implementation, you

should have gone through the LANSA Concepts & Fundamentals training course.

Besides this user guide, you might also want to look at the following additional guides:

Data Sync Upgrade Guide iSeries v67

Data Sync Upgrade Guide Windows v67

Data Sync Administrators Guide v67


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Basic Terminology

What is a GTI N?

GTIN is an acronym meaning Global Trade Item Number. It is a 14-digit identifier for

any trade item in a unique package configuration.

The most basic example of a GTIN is one that represents an individual product unit that aconsumer would purchase. Other GTINs might represent the same product in a case pack

or pallet configuration.

The GTINs 14 digits arecomprised of four components. They are:

Package indicator (position 1)

Company prefix as designated by EAN/UCC (positions 29)

Unique number within the organizations product set (positions 1013)

Check digit (position 14)

The exact constructs of the GTIN can vary based on a number of factors, depending onthe GTIN assignment rules adopted by each organization.

Typically an existing 12-digit UPC is left-filled with zeros to make a compliant 14-digitGTIN. Below is a sample matrix of GTINs for an existing UCC-12 code:

Package level GTIN UPC UPC Type

Each 0001547892001C 01547892001C UCC-12

Case 1001547892001C 01547892001C Case code number

Pallet 2001547892001C 01547892001C EAN/UCC-14

What is Containment?

Containment is the term representing multiple packaging variations of the same item (orUPC) as seen in the chart above. An each is contained in an inner pack which is

contained in a case which is stacked on a pallet.

What is a GLN?

GLN is an acronym meaning Global Location Number. It is a unique 13-digit numberrepresenting a physical, functional or legal entity. It is used to set up relationships

between organizations that want to sync item information with each other.

Every subscriber or trading partner is issued a GLN for their organization. When a GTIN

is added to the Global Registry, a suppliers GLN is associated with it . A supplier thenpublishes that GTIN to another trading partner GLN in the supply chain (such as aretailer). When the retailer receives a publication, they will recognize the publishing

trading partner by their GLN.

Additionally, there can be a hierarchy of GLNs within an organization. These are known

as sub-organizations. For example, a major retailer could configure all their distributioncenters (or even individual stores) as sub-organizations underneath their master GLN.

This facilitates the following:


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A supplier could publish either to the top-level GLN or to a specific sub-organizations GLN.

A supplier could have multiple sub-orgs within their own organization torepresent different manufacturing divisions or brands. This way a supplier sub-organization (such as the power tool division) could publish to a retailer sub-organization (such as a chain store).

What i s a Subscri ption?

A subscription allows one organization (GLN) to maintain synchronization for a givenitem (GTIN) whose information is maintained by a different organization (GLN). This isalso referred to as data alignment.

As an example, if the manufacturer issues an item correction message to the Data Pool,all those trading partners that had subscribed to that GTIN will be notified of the new

data content.

What i s a Publication?

Publication is initiated when the maintainer of an item updates that item and sends thatupdated item information to other organizations that have subscribed to it.

Publication has also been referred to as notification.

What is Schema?

The information necessary to describe an item varies by industry.

What are Class Extensions?

This is the Schema term for attributes specific to an industry. In addition to the coreattributes that can represent any trade item, each industry can have additional attributes to

more accurately identify a GTIN. Examples of industry extensions include HBC (health,beauty, and cosmetics), OTC (over-the-counter), Produce, Shelf-Stable, FMCG (fast-moving consumer goods), Hardlines, Food Service and Healthcare.


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Getting Familiar with Data Sync Direct

Primary Components

LANSAs Data Sync Direct solution consists of four major business functions:

GTINsmanages all GTIN information.

Trading Partnersmanages trading partner relationships.

Productsallows you to view ERP items that have GTINs assigned.

To Dostracks subscription events and workflow participation.

Secondary Components

Data Sync Direct also includes the following secondary functions:

Messaging Historyallows you to obtain detailed audit information for allregistry messages.

Publicationsallows you to obtain detailed audit information for publications.

Subscription Managerallows you to subscribe to registry events that are ofinterest.

My User Informationallows changes to your user profile information.

Au thor ity and Access

Access to Data Sync Direct is password-protected by user profiles. These profiles are setup in the Data Sync Direct Utilities menu. There are a number of security features

associated with user profiles, such as:

User Access

Each user is associated with a Role. This universal role may be applied to groups of

users such as Production, Sales, Logistics, etc. Roles control permissions such as:

Menu access rights

Workflow authorities

GLN Authority

Internal and external GLNs affect your access to GTIN information.

Internal GLNsrepresent entities within your own organization such asdivisions, manufacturing plants or possibly brands.

External GLNsare those trading partners to whom you publish GTINinformation. As an example, one account manager may be able to publishGTINs to one retailer but not another.

Environments

Environments allow for logical partitioning of the Data Sync Direct application.Environments can represent test or production environments.


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Environments can logically separate activity of one division from another. DataSync Direct environments are a primary feature used to segment subscriber

activity when using Data Sync Direct in a hosted or ASP mode (wherein asupplier can only see his registry message history).

In summary, different people can see different information within Data Sync Direct based

on their job functions. Speak with your Data Sync Direct administrator to confirm or toset up your authority and access rights.


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Data Sync Direct Login Page

Access to all Data Sync Direct functionality is controlled by the User Login page. An

example of the URL for this is shown below, however, your company may set up a

shortcut so that it can be easily remembered and bookmarked.

http://your.domain/CGI-BIN/lansaweb?webapp=LPMLOGINW+webrtn=LPMLOGINWR

+ml=LANSA:XHTML+partition=UCP+language=ENG+F(VF_ELCLS)=NET2007BLUE

A Data Sync Direct user profile requires setup in the User Manager menu. See your Data

Sync Direct administrator if this has not been done for you.

Note: Your Data Sync Direct user profile is in addition to any iSeries or

Windows profiles.

It is important to understand that the Data Sync Direct user name and password are both

case sensitive.

If for some reason you forget your password, clicking the Forgotten your password?link will email you a system-generated password that can be subsequently changed in theMy User Information menu option.

Figure 3: Data Sync Direct Login Page


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GTINs Overview

Preamble

The GTINs menu option is the focal point of activity for maintaining GTIN information

and submitting messages to the item registry. From this interface, GTIN information canbe searched in a multitude of ways and item information can be viewed and maintainedbased on the users authority.

This function can be mapped directly to your existing item/product database so certain

attributes may come from your existing ERP system and some will come from LANSAsGTIN extensions.

The following features of GTINS make it a robust tool for gathering item information

gathering and collaboration.

Secured Access to GTINs by GLN Authority

A person can be restricted to viewing only those GTINs that pertain to the GLN to which

they are assigned. If you have the authority to update, you can only apply GLNs towhich you are authorized to GTINs to which you are authorized.

Role-based User Attribute Permissions

For a given role, a user can be restricted to the following within the GTIN Manager:

GTIN maintenancecan they update any fields?

Can they submit any messages to the registry?

Can they add a new GTIN?

Can they perform spreadsheet uploads?

What attributes can they see and update?

Intelligent Life Cycle Messaging

GTINs will display messages based on their status in the registry. This minimizes the

confusion for users new to the registry.

Validation Rules Integrated with GTINs

All rules such as mandatory fields, allowable values and dependencies are built in, which

makes GTINs a data cleansing tool. It does not allow messages to proceed unless all the

GTIN attributes are in compliance. This ensures successful acceptance of the message by

1SYNC with no time wasted on errors that should have been discovered earlier in themaintenance cycle.

Components

GTINs contains two major components:

GTINs Search and Instance List

Search for GTINs by GTIN, item number or item description

Add or clone a new GTIN


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Drill down to the GTIN details

View messages for a specific GTIN

View publications for a specific GTIN

GTIN Details

View and maintain GTIN attributes

Link various GTIN package variations (item containment)

Submit messages to the registry (Add, Modify)

View publications for a GTIN

View messages for a GTIN

Now that you have an overview of the capabilities of the GTINs menu option, pleaserefer to the following sections on specifics for processing messages.


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GTINs

GTI Ns Search and I nstance L ist

Shown below inFigure 4: GTINs Search and Instance Listis a sample of the main

GTIN presentation list.

Figure 4: GTINs Search and Instance List

You can choose what fields to display and the order in which you want them to bedisplayed. You can also click on any column to sort the list by that column, ascending ordescending. Listed below are some of the commonly displayed fields.

GTIN

This is the GTIN assigned by your company. When you click on a GTIN, its details aredisplayed in a frame below the list. An to the left of the GTIN indicates that there are

actions that need to be taken in order for the GTIN to get back in synch with the Data

Pool registry. A indicates the GTIN is synchronized. The does notmean that an

error has occurred or that there is something wrong with the GTIN. A GTIN that has notyet been registered wont display either symbol.

Information Provider

This is the GLN of the information provider that registered the GTIN (note that Schema

allows multiple occurrences of the same GTIN).

Target Market

This is the target country of the GTIN.

Description

This is the item name description as entered or mapped from your ERP system.

Status

This is the status of GTIN as it relates to the Data Pool.

Unregistered means the GTIN has been defined locally in Data Sync Direct buthas not been added to the Global Registry.

Listed means the GTIN has been added to the Global Registry via an Item Add.


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Cancelled means the GTIN has been completely removed from the Data Pool andis no longer useable.

GPC

This is the GPC code and description assigned to the GTIN.

Brand Name

This is the brand that you have assigned to the GTIN.

Product ID

This is your internal Item Number from your ERP Item Master.

Effective Date

This is the date the GTIN becomes effective in the Registry.

Product Type

This is the packaging for this GTINfor example, Each, Pack, Case, or Pallet.

Link

This shows the relationship that another GTIN has to this GTIN the other GTIN is the

Parent or Child of this GTIN. If the GTIN is listed, it can be linked to other GTINs to

form a logical containment of packaging levels.

Additional Links

When you right-click on a GTIN, you will see the following links if they are applicable to

the GTIN:

Product ID: clicking on this choice will result in a display only of the GTINsassociated with the Product ID of this GTIN.

Net Change: clicking on this choice will bring up the Attribute Change Actionsto be taken in the frame below the GTIN list.

Publish: clicking on this choice will bring up the Publication Manager in theframe below the GTIN list. If the GTIN is listed, it can be communicated to

trading partners via Publication.

Relationships: clicking on this choice will bring up the Containment Manager inthe frame below the GTIN list.

Transactions: if there is at least one message posted against the GTIN, you willsee a Transactions choice when you right-click on the GTIN. Clicking on this

choice will bring up the Transaction Details in the frame below the GTIN list.

Delete: If the GTIN is unregistered, you will see a Delete choice when you right-click on the GTIN. Clicking on this choice will delete the GTIN from Data SyncDirect. This is acceptable since the Global Registry is not aware of the GTIN.

GTI Ns L ist : Search Component

To the left of the rows of GTIN details is a search component that allows you to build theGTIN list by certain criteria. To search, enter the desired data, then either tab out of the

search field or click Go. Searches can be conducted using the following criteria:


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GTIN searches for a specific GTIN assigned to your ERP item description.

Provider GLN lists GTINs that match this information provider GLN.

Product ID searches for an ERP Item Number. Entering a partial Product IDstring will produce a list of GTINs whose Product ID begins with that number.

Product Description searches over the GTIN short description. This query is notcase sensitive.

EAN/UCC code lists all GTINs matching this code.

Brand Name lists all GTINs matching this brand name. Note that the selection isa drop-down containing all of your brand names.

Filters: you can narrow your returned list of GTINs using and/or filter logic.

o Status allows you to select only GTINs who status matches yourselection from this dropdownSynchronized, Not-Synchd,Unregistered, Listed, Published, and Discontinued.

o Product Type allows you to select only GTINs whose product typematches your selection, such as Each or Case.

Note that there is a Result Count dropdown that allows you to limit the numberof returned rows of GTIN data.

GTINs L ist : Adding a New GTIN

To add a new GTIN to your data, click the New button on the left side of the screen, near

the top. This allows you to define a new GTIN within Data Sync Direct. Users will entera new GTIN and associate it with valuesseeFigure 5: Add New GTINbelow.

Figure 5: Add New GTIN

Product IDis your ERP item number associated with this GTIN. If your ERPsystem is integrated with Data Sync Direct, the mapping function will populate

this new GTIN with all mapped fields specific to this Product ID.

Clone attributes fromallows you to populate this new GTIN with all theexisting values of another GTIN, in preparation for changing only the fields thatare unique to the new GTIN. This can save a lot of keystrokes when the new

GTIN is similar to an existing GTIN. Using the Prompt button presents you with


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a list of your current GTINs and an option to filter that list so you can easily find

the GTIN that you want to clone.

GTINis the 14-digit number you are going to create. The last digit of the GTINis the check digit and can be calculated using the Append Check Digit button.

GLNis the information provider GLN that identifies the organization actuallyregistering the GTIN. Only those GLNs you have authority to will be displayedin the dropdown list (see User Access).

Target Countryis also referred to as Target Market (such as United States,Canada, or Mexico). It is possible that a product could have different attributes(such as physical dimensions) for different countries where it is sold.

Once the values have been entered and selected, clicking the Add button willproceed to the GTIN Details Page, which will allow you to specify all the 200+

attributes for that GTIN.

Note that the key structure of a GTIN in Schema is GTIN + GLN + TM (Target

Market). The same GTIN could be registered by multiple organizations such asdistributors or Private Label Manufacturers.

L isted GTIN Details Tab

Shown below inFigure 6: Listed GTIN Details Tabis a sample of the GTIN Details

Tab, showing the core attributes to register a GTIN. The system will validate requiredfields as well as edit for valid values as determined by the specifications of the Data Pool.

All date fields are entered using the calendar button to the right of the field.

Figure 6: Listed GTIN Details Tab

After entering the Item information, click Update Details to save the data. Pressing

Update Details on any attributes tab will update the data included on all tabs.

Validations will be performed and, if all required fields have been properly populated, the

Item Add button will appear, as shown below inFigure 7: Unregistered GTIN.


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Note: Setting a GTIN to public on the GTIN Details tab allows third parties to

query the Registry and view the GTINs master data. But if the Private Product

dropdown is set to true, only specific users will be able to view the master data.Also, if a GTIN is set to private, you will need to populate the GLN ReceivingPrivate Data field on the Misc tab with the GLN of the trading partner you

intend to notify.

There are a number of actions that can be launched from the GTIN Details tab as well as

a number of navigation actions that jump to other functions.

If you see an to the right of the GTIN in the GTIN Details tab, you can click on it to

received detailed instructions on how to bring the GTIN in synch (see the section entitled

Net Change Management).

When a GTIN is first created, it goes into an unregistered status as displayed below. Thisindicates that the GTIN has yet to be made known to the Data Pool. The Item Add

physically creates the GTIN in the Global Registry, which is identified by 42 attributes.

Figure 7: Unregistered GTINshows a GTIN that is ready to be added to the Global

Registry through the Data Pool, via the Item Add button.

Figure 7: Unregistered GTIN

Once a GTIN has been registered as above, additional options become available,depending on the authority granted to your user ID (see GTIN Registration Options

below).

GTI N Messaging

All messaging is submitted to your Data Pool via AS2. When submitting messages, be

sure to have a Notification Query monitor job running, in order to receive and processconfirmations from the Data Pool. The monitor is set up within the Notification Monitoroption on the Utilities list.


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Note: When submitting transactions via AS2, the messages will be processed

behind the scenes allowing you to continue entering data without waiting forthe transaction to complete. This is different from the Pending Batches optionon the menu which applies only to messages submitted in batch during theupload process. (See Transaction Wizard for more details.)

GTI N Registration Options

Figure 8: Registered GTIN & Available Messagesshows a registered GTIN thatis ready to accept additional Item messages as shown in the dropdown list on the left side

of the screen (Change item). After a message type is selected, the page will refresh and a

Process button will appear. Click that button to submit the Change Item message.

Figure 8: Registered GTIN & Available Messages

The Change item option is used to make changes or corrections to item data, creating anew version of the item.

Figure 9: Additional Tabsshows additional options available to you that are listedabove the GTIN DetailsNet Change, Publish, Relationships, Transactions, Catalogs,

and Attribute Change.

Figure 9: Additional Tabs

GTI N Detail s PageDate

Shown below in Error! Reference source not found.are the various Date attributesyou might need on the GTIN. To remove a date, highlight the content of the field and

delete the value.


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Figure 10: Date Attributes

GTI N Detail s PagePackaging

Shown below inFigure 11: Packaging Attributesare the attributes related topackaging of the GTIN.

Note: There are two groups of attributes with dependent conditioning. Within

each group, if any one of the following attributes is populated, then the otherattributes in the list must also be populated in order for the attributes to beincluded in the message to the Data Pool.

Group 1

Material Code

Material Maintenance Agency

Packaging Material Composition

Packaging Material Code Description

Packaging Terms And Conditions

Group 2 Packaging Type Code

Packaging Type Description


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Figure 11: Packaging Attributes

GTI N Detail s PageM isc

You can build the data on the Misc Tab to fit the needs of your product synchronization.In fact, all of the tabs are customizable via the GTIN Views selection in Utilities.

Further, you can exclude some of the tabs if you have no use for them in the way you

handle your GTIN data.

Figure 12: Miscellaneous Details


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Net Change Management

A high level overview of the status of each GTIN can be viewed within the GTINs List

Page, allowing users to see at a glance the GTINs not in sync with the registry.

When you see an next to a GTIN as inFigure 13: GTINs List Net ChangeIndicator,you can view all the actions required to bring the GTIN back intosynchronization with the registry by clicking on the Net Change tab, shown inFigure

14: Required Actions for Synchronization.

After performing the required actions, the GTIN will be back in synch with the registry

and a will replace the .

Figure 13: GTINs List Net Change Indicator

Figure 14: Required Actions for Synchronization


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Containment Manager

Overview

Shown below inFigure 15: Containment Manageris a sample of the Containment

Manager screen. This is a summary page that is divided into a header section (the sourceGTIN) and a relationship section (those GTINs that have a parent / child relationship with

the source GTIN). In order to build a hierarchy of related GTINs by Product Type, you

will link the GTINs in the Containment Manager, as shown below. During the linkingprocess, a transaction to link will be sent to the Data Pool. If a GTIN needs to be

removed from the Containment Manager, you will submit an Unlink transaction. Theestablishment of the parent / child relationship is an internal transaction that you perform

within Data Sync Directno message is sent to the Data Pool that the relationship hasbeen established (or removed). It is the Link transaction, which you perform after you

have established the parent / child relationship, which is sent to the Data Pool to definethe hierarchy within the registry.

Figure 15: Containment Manager

Listed below is an explanation of each display field on the Containment Manager screen:

Containment for GTIN is the GTIN and description of the source GTIN.

GLN is the information provider GLN associated with the GTIN.

Target Country is the ISO country code associated with the GTIN.

Package is the Product Type of the source GTIN.

When you click on the Child or Parent radio button in the Product Type gray bar,a Prompt is shown where you can search for the target GTIN.

Note: For GTINs to be linked they must share the same GPC/UDEX code.The Prompt will position to the same ERP Item Number as the source GTIN.You can find other GTINs by using the search options on the left side of the

GTIN list.


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Publication Manager

This function serves the purpose of notifying, or publishing, GTIN information to

recipient GLNsyour trading partners. This function is performed on the Publish tab.

Shown below isFigure 16: Publication Manager.

Figure 16: Publication Manager

Within the header section of the Publication Manager, Status indicates if the GTIN isRegistered (Listed) with the Data Pool. Eff. Date is usually the date that the GTIN was

entered into Data Sync Direct.

Below the header section you could see a list of subordinate GTINs in the hierarchy, if

they are Linked at the Data Pool with the parent GTIN selected.

You will enter the following additional information on the page in preparation forpublishing the GTIN hierarchy.

Publish To GLN refers to your trading partner that you will be notifying. Onlythose trading partners that you have been authorized to will be displayed. You

can enter their GLN or you can click Prompt for a list.

Market Group is a collection of GLNs that has been created at the Data Pool byyour trading partner, so that you can publish to the group rather than having to

publish to each of their GLNs. You will need to set up the Market Group via

Utilities before you will see them in the dropdown. You can publish to one

Market Group at a time. You will not specify the GLNs that are included withthe Market Group.

Publication Date specifies when the GTIN publication is effective. Click thecalendar button to select the date; this assures that the date is entered in thecorrect yyyy-mm-dd format.


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Select Publication Type is a dropdown that allows you to choose ADD,DELETE, or REPUBLISH.

Initial Load or New Item: The radio button that is already selected is the properdefault value based on GTIN status and the GLNspublication history for thisGTIN:

o Initial Load is used when providing information for products of whichthe trading partner is already aware.

o New Item is used when this is the first time this item is being publishedto this trading partner.

Click Process to send the Publication to your trading partner via the Data Pool.


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Transaction Wizard

Overview

The Transaction Wizard is a robust method for mass processing of GTINs and

Publications. You access the Transaction Wizard through the Propogation selection.

Shown below is Figure 19: Transaction Manager Search.

Figure 17: Transaction Manager Search

Automating Your Transactions

Figure 18: Transaction Wizard Overviewprovides a high level overview of thedata selections and processes available within the Transaction Wizard.


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I want to run...

Upload

SpreadsheetPublications

Item

Transactions

Select

transaction

type

Load GTINDetailsNo

validation

Load GTIN

DetailsValidate

Load GTIN

Transactions

Load

Publications

Browse for the

spreadsheet

then

Using these

items...

Saved

Transactions

Show me all

GTINs (select a

category of

GTINs)

Select a

previously-run

and saved

transaction from

dropdown

Publications

or GLN-specific

selection of

GTINs?

Select

recipient GLN

from

dropdown

Yes

No

Enter

date

range

Sold to Recipient GLN

Modified

Published

With Outstanding Net Change

With Unregistered Status

With Registered Status

With Mixed Module Package

With Pallet Package Type

With Display Shipper Pkg Type

With Case Package Type

With Inner Pack Package Type

With Each Package Type

Not Linked

Failed Transactions

Filtered by Information ProviderTarget Country

Brand Owner

Brand Name

GPC Code

Final batch

submission tothe Data Pool

Verify data

Figure 18: Transaction Wizard Overview


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Step 1: Determine the transaction type you want to run

I want to run

Publications, Item Transactions, or GTIN data uploaded from a spreadsheet.

Step 2: I denti fy the dataUsing these Items

There are two options.

A saved transaction is one whose parameters were saved at the time of thelast run.

Note: If selecting a saved transaction, the system will check to make sure thesaved transaction is the type of transaction you are currently requesting to run.For example, if you want to run publications, the saved transaction must also be

for publications.

You can query the Data Sync Direct tables, as shown inFigure 19: Using

These Items.The dropdown selections can be narrowed further by populatingthe Recipient GLN field and date ranges. For publications, the Recipient GLN

will be required.

o Sold to Recipient GLNsearches for GTINs in the Pricing X-Ref tableset up within the GLN Manager. This table can be set up manually and

is also populated automatically when a publication is sent to a trading

partner.

o Publishedsearches the publication history for GTINs that have had apublication sent to a trading partner.

o With Outstanding Net Changesearches for GTINs showing an out ofsync in the GTINs List Page.

o With Unregistered Statussearches for GTINs not yet sent to theregistry.

o With Registered Statussearches for GTINs already sent to the registry.

o With Pallet Package Typesearches for GTINs showing a specificPackage Type.

o Not Linkedsearches for GTINs that have not yet been linked at the DataPool with any of your other GTINs.

o Failed Transactionssearches for GTINs that were not processed

successfully.


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Figure 19: Using These Items

Step 3: Filtered by

You can further narrow the group of GTINs returned in the initial query by InformationProvider, Brand Owner, Brand Name, and GPC Code. This is an AND conditionthe

preceding criteria in the list must be defined before the next one can be selected.

Step 4: Review the resul ts

Click the Get these itemsbutton to run the query. Figure 20: Result Screen

Optionsshows the results from selecting Item transactions.


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Figure 20: Result Screen Options

Note: If a GTIN is in error, the Information Provider and Target Market fields

will appear in red. Review the information next to the GTIN in order todetermine how best to proceed. To omit the GTIN, select the check box next to

the GTIN in error, then click to delete the GTIN from the processing list.

Spreadsheet Upload in the Transaction Wizard

You can upload GTIN attributes as well as perform a mass upload of Item andPublication messages.

If the Upload Spreadsheet option is selected, the upload interface will appear as shown in

Figure 21: Upload Selections. Select the transaction type, browse to the spreadsheetto be uploaded, and then click Upload. It is recommended that the transaction type

Load GTIN Details No validation be used rarely and only in special circumstances,

as this could allow corrupted data into the tables.

Figure 21: Upload Selections

In order to load multiple data fields into a GTIN (or into many GTINs) from an Excelspreadsheet, you can choose any name you want for the spreadsheet but the sheet name

containing the data must be ITEM UPLOAD. In order to publish GTINs to your trading

partners by uploading a spreadsheet, the sheet name containing the data must beNOTIFY. In order to register GTINs from a spreadsheet, the sheet name must beRCITRAN. These can be Item Add, Item Modify, or Link transactions.

Do not combine these functions within a spreadsheetuse three spreadsheets. LANSAcan provide you with boilerplate spreadsheets that you can use as a starting point to

build your data.

Be sure that you do not use any formatting of the cells in the spreadsheet. Its a goodidea to precede each data field with a tic mark (), which is a signal to the spreadsheet

software to leave the data as is.

After uploading the spreadsheet, the remainder of the processing will be the same as

selecting the Publication or Item Transactions options from the I want to run screen.

If there are records in the spreadsheet already in the Data Sync Direct tables, those

records can either be ignored or updated based on the values in the spreadsheet. Further,

if Update is selected, blank cells in the spreadsheet can either be copied over to the


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database (Update Blank Columns) updating any values in the database to blank or blank

spreadsheet values can be ignored (Do Not Update Blank Columns).

Note: When using the Transaction Wizards GTIN Upload, you can also force

specific fields in the Data Sync Direct tables to be cleared out by entering

%CLEAR in the cell you want updated to blank within the database.

Processing Publi cations in the Transaction Wizard

Once the returned list has been reviewed, the publication process is similar to the onedescribed earlier on the Publish tab. Refer to the Publication Manager section for detailson how to publish. SeeFigure 22: Results Page for Publicationsfor an example of alist of GTINs that have been selected for publication.

Figure 22: Results Page for Publications

When GTINs are submitted via the Transaction Wizard, the batch is sent immediately to

the Data Pool for processing. As shown inFigure 23: Completed Batch,themessage stating Publication staged for processing indicates that the AS2 batch is beingtransmitted to the Data Pool. Response time for completion will vary depending on a

number of factors. For faster notification of the batchs completion, you could run the

Notification Monitor more frequently or you could subscribe to the workflow batchcompletion event.


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Figure 23: Completed Batch


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Trading Partners

Overview

The GLN Manager is accessed by selecting Product Information Management and then

Trading Partners. This is whereGLNs are maintained (added, changed, or deleted).These could be your internal organizations GLN (you could have more than one) thatyou assign to yourGTINs,or they could be external trading partners to whom you

publish. Additionally, this is where you can search for a specific GLN so that you can

look at their GTIN publications. SeeFigure 24: Trading Partners List Pagefor anexample of the GLN list.

Figure 24: Trading Partners List Page

Trading Partners List PageDisplay Fields

SeeFigure 25: GLN Manager Detail Pagefor an explanation of the data elements thatare displayed on each row.

Figure 25: GLN Manager Detail Page


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GLN M anager Detail PageMaintainable F ields

Rep Party GLNis the actual GLN issued for that entity. When you click on that row inthe list above, the details for that GLN are displayed below the list. The GLN will be

automatically validated for the correct number of digits (13) and for the correct check

digit in position 13.

Partner Nameis the name you have assigned to that GLN.

Parent GLNallows you to associate an Internal GLN with its parent GLN for the

purpose of building hierarchical relationships. You can see an example of such a

hierarchy on the right side ofFigure 25: GLN Manager Detail Page.

Statuscan be Active, Inactive, Assigned or Withdrawn.

Brand Owner Capableis set to yes if the GLN can be specified as a Brand Owner of

GTINs.

Published Itemsindicates whether or not you have published GTINs to that GLN.

Information Provider Capableis set to Yes if the GLN can provide information to you

about GTINs.

Registered Nameis the description of the GLN.

Partner Role, or GLN Type, can have one of four values: Internal, Recipient, Source,

and Non-Publishable Demand.

Internal refers to your organizations GLNs. Depending on the complexity ofyour company, you might have more than one.

Recipient refers to those trading partners GLNs to whom you will be publishing.

Source refers to trading partners who publish GTIN information.

Undefined refers to trading partner sub-organizations associated with a demand-

side GLN that send back a publication notification that was issued to a higher-level parent GLN.

Primary Contactand the subsequent contact data allows you to capture address,telephone, and mail information about the GLN.

To update GLN information, use the Save GLN button. There is also the option to

Delete GLN if you have authority to do so and if the GLN is not being used.


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Products

Overview

When you click on Product Information Management and then on Products, you can view

the relationship between your existing Item Master or ERP numbers and their associatedGTINs.

Most suppliers only have their item information set up for the most common packaging

variations they sell (usually Case). For GDSN compliance, a unique GTIN must be

defined for each packaging variation of an existing UPC regardless if it is a orderable unitor not. As an example, 500 UPC codes may require the assignment of 1,500 GTINs in

order to represent the Each, Case, and Pallet levels of packaging. To make this taskeasier, Data Sync Direct allows you to quickly clone one GTIN package variation toanother (for example, a Case to a Pallet) using the Clone attributes from feature when

entering a new GTIN.

Using the Products feature allows you to easily identify those ERP item numbers that

have not been assigned GTINs, as well as allowing you to view/confirm/maintain thoseGTINs already assigned.

Products Li stDi splay Fields

Productis your internal item number from your ERP Item Master.

Descriptiondisplays how the item is described in your ERP Item Master.

UPCis the existing UPC code as stored in your ERP Item Master.

Brandis the existing brand code or name associated with the product.

Listed below each Product are those GTINs that have been assigned (if any).

Products Search Component

To the left of the Products list is a set of search components that allows you to filter theProducts list by Item Number, UPC Code, Description, or Brand Name. Also, you canfilter by GTIN Status. Entering a full or partial Product string will display all Products

that begin with that string.


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Catalogs

Overview

Catalogs allow a user to create a grouping of GTINs, called a Catalog. The owner of

the catalog can determine if other users can use and/or update their catalogs. If the user isan owner or administrator, they can add and remove GTINs from the catalog. A catalogcan be used to search on GTINs from within the GTIN Manager.

Details Tab

From the Catalog Maintenance option, you can create new catalogs, update the catalog

description and delete the catalog. Only the catalogs you are authorized as either the

owner or administrator will been shown.

Figure 26: Catalog Maintenance

Adding a new Catalog

To add a new Catalog, click the new button on the left side of the screen, near the top.This allows you to define the name of the Catalog.


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Catalogs Tab

This tab shows the GTINs assigned to the specific catalog.

Figure 27: Catalogs Tab

Distri bution L ist Tab

This tab allows the administrator(s) of the catalog to add and remove users from thecatalog. Users listed on the left have been authorized to the catalog. If the Admin box is

checked, that user will also have administrative rights so they can add and remove GTINsfrom the catalog.

To add a user to the catalog, select them at the right and click the

button.

To authorize All users to the catalog, select the *All Users entry.


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Figure 28: Distribution List


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My Workflow

Overview

If you are enrolled in Workflow, you will be automatically directed to your To Dos

upon login. You may also view the page at any time by selecting To Dos afterclicking on My Workflow.

To Dos displays all events that require your immediate attention. You can obtain

information on each event by clicking on its Event ID. You can then issue a response

indicating that you have taken action. Based on the workflow setup done in other menuchoices after clicking on Workflow Configuration, that event may then be passed on to

the next individual in your User Group.

You can use the To Dos list to glimpse into future events that will affect you as wellas review prior closed events that you were involved with, such as critically importantaudit trail information of the approval process.

Setup of all the Workflow options as well as a detailed discussion of workflow concepts

can be found in the LANSA document Data Sync Administrators Guide v66.

Figure 29: To Dos

To DosDisplay F ields

As with other display lists, you can click on a column heading to sort the list by thatcolumn.

Event IDis a numerically assigned number to each workflow event. When you click thislink, you are directed to the Master Worklist Manager Detail page.

Statusshows you where this worklist event is in the process. The valid statuses are:


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Openmeans that the event is still active, either with a workgroup or anindividual user.

Closedmeans that the event has been closed, either directly by a user for theirindividual subscription or the last step in the workflow event has been completed.

Futuremeans that the event has yet to require action by you.

Retiredmeans that all actions for the event are complete.

Event Date - Timeis when the event was triggered.

Eventis the description of the workflow event. The GTIN is displayed if applicable.

Action Takenrefers to your last action step on this event.

Optionindicates the next action that you could take on this event. For example, youmight want to retire your closed events so they will no longer appear on the list. You can

get back to them at any time by selecting the Retired status within the To Dos search

options.

To Dos Search

Event IDallows you to search for a specific workflow event.

Start Dateand End Dateenable you to search your To Dosby a specific dateor date range. Click the calendar icon to select your dates.

Statusprovides a dropdown list of event statuses by which you can filter your ToDos.

Event Typeprovides a dropdown list of all available events by which you canfilter your To Dos.

Work fl ow Step Detail

When you click on a row in your To Dos list, the Workflow Step Detail is displayedbeneath your list. SeeFigure 30: Workflow Step Detail. You can then review the

details of a workflow event and respond to an action for which you are responsible.

Within the detail page are all of the relevant event details, including the list of actionsthat need attention in order to fully resolve the event.


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Figure 30: Workflow Step Detail

Work fl ow Step Detail Di splay Fields

Initiated Byindicates the user that triggered this event and may include their contactphone number. The usersname is displayed as a mail to link.

GTIN Affecteddisplays a link to the GTIN referred to by this workflow step, if any.

When you click on the GTIN, you are taken to the Catalog Item Notification page for thisGTIN. You could then drill down to the GTIN Details page as needed in order tocomplete any work required so that you can satisfy this workflow step and respond to the

action. You can return to this Workflow Step Detail page by clicking on Back toWorkflow Event ID:2580.

This Step Statusindicates the status of this specific step, for a given user, within theworkflow from step to step.

OPENmeans that at least one required action remains unresolved.

CLOSEDmeans that all required actions have been resolved and you can retire

this event if you wish.

Event Specificsdisplays additional attributes that apply to each event definition. This

will vary based on the attributes that may be appropriate to more fully describe any givenevent type.

The bottom portion of the page shows a list of Required Actions related to the event as

well as an Options Alloweddropdown that allows for the management of those actions.


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Required Actionsis a brief description of the actions to be carried out.

Action Completed byis the name of the user responsible for this action. Once theuser has responded to the action in some way, the response and a date/time stamp will be

shown here.

Options Allowedis a dropdown from which you can select your response. The availableoptions are dependent on the event type and your level of authority.

Approveindicates you have completed your due diligence and has approved thisaction step, thus passing control to the next user in the workflow (or closing the

event if you are the last user in the group).

Suspendindicates to the rest of the workgroup for this event that the userresponsible for the action requires additional time to review this step. Thesuspend status can also be used to enter notes regarding an action in progress.

This option would then be followed by another response in order to move theworkflow along to the next step.

Cancel Eventallows you to cancel the workflow event. This would be used if

you feel that the event occurred in error or does not require completion throughthe remainder of the workflow steps.

Pass Backallows you to pass control back to the previous action step so that theuser for that step can take another look.

Roll Backapplies in the case of events that were triggered due to an attributechange. This option will allow you to set the attribute back to its original value

and effectively cancel the event.

Transfer To

Just above the list of Required Actions you may see a Transfer todropdown. Thiswill contain the names of users to whom the responsibility for a task may be transferred.

Only users with the same User Role that you have will be listed. This feature will notdisplay under the following conditions:

If no other users exist with the same role.

Your role does not have authority to the transfer option.

To transfer responsibility to another user, just select a name from the list and click the

Transfer button. This will close the event for you and alert the target user about the

event.


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Messaging History

Overview

Every message sent to the Data Pool is logged at a very detailed level in LANSAs audit

table. This information is the basis for non-repudiation. That is, neither the registry nor atrading partner can repudiate the fact that you successfully posted the message. Normallythis information does not have to be scrutinized. However, in the event that a trading

partner claims they did not get a specific publication, then this information can be

reviewed to establish the publication status.

Figure 31: Messaging History

Messaging H istory List PageDi splay Fi eldsMessage Idis the unique code assigned to the message prior to delivery to the Data Pool.When you click on a row in this list page, you will see the Message Inquiry details belowthe list.

Message Typeindicates the action that was initiated that resulted in this message.

Completedindicates where the message is in the processing cycle.

SUCCESSFULindicates the processing cycle completed without errors.

FAILEDindicates that the action requested by the message content did notcomplete due to one or more errors. You can see the error message returned bythe Data Pool by clicking on that row in the list; the Message Inquiry details

below the list will show the error message.

UNDERWAYindicates that the message has not yet completed the full cycle ofoutbound to the Data Pool, processed at the Data Pool, inbound to Data SyncDirect, and processed completely back into Data Sync Direct.

There is a quick visual of the message status on the left side of each row youll see

either or .


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Messaging H istory Search Component

Immediately to the left of the Messaging History list is a filter panel where you canspecify search parameters or filter the content of the list. You can see the choices above

inFigure 31: Messaging History.


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Publications

Overview

Every publication made to the Data Pool is logged at a very detailed level with Data Sync

Directs audit table. This information is the basis for non-repudiation. That is, neitherthe Data Pool nor a trading partner can repudiate the fact that you successfully posted the

publication. Normally this information does not have to be scrutinized. However, in the

event that a trading partner claims they did not get a specific publication, then this

information can be reviewed to establish the publication status.

As shown inFigure 32: Publications,you can view a list of publications you have sent

to your trading partners. You access the list by clicking on Propagations and thenPublications. By using the search criteria to the left of the list, you can reduce thequantity of data presented. Search options include GTIN, Information Provider GLN,

Recipient GLN, and Publication Date.

Figure 32: Publications

Publ ications L ist PageDisplay Fi elds

Information Provideris usually your companys GLN unless the product is aprivate label item that you set up on behalf of your retailer/customer.

Recipient GLNis the GLN of the trading partner to whom the publication wassent.

Dateis when the publication was sent from Data Sync Direct.

In/Outwill display Inbound or Outbound, referring to whether you sent orreceived the publication.

Initiated bydisplays the User ID of the person who initiated the action, the last

action taken and the date the action was performed.

ERP #displays your internal Product ID (which is not sent to the tradingpartner).

Catalog I tem Notifi cation

Because in Schema each publication of the same GTIN to different trading partners(GLNs) can potentially contain different attributes, Data Sync Direct captures the


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specifics of each publication. When you click on a row in the Publications Display List,

the Catalog Item Notification page for that GTIN is displayed below the list ofpublications. SeeFigure 33: Catalog Item Notificationbelow. You can click on the

GTIN to view the GTIN Details as they existed at the time you published the GTIN to

that trading partner. You cannot update the details of the GTIN here, as you are simply

viewing a historical record of the GTIN.

Figure 33: Catalog Item Notification


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Confirmations

Overview

Trading partners who receive a publication can reply back to the sender, confirming the

receipt of the publication. The Catalog Item Confirmation (CIC) is the recipient tradingpartners response to apublication from a source trading partner.

The CIC is generated by the recipient trading partner and routed back to the source

trading partner. The CIC document:

acknowledges receipt of the distributed publication (CIN).

indicates the recipient trading partners action taken against the Catalog Item.

informs the source trading partner whether future Catalog Item changes shouldbe communicated to the responding GLN.

communicates the specific reason why a Catalog Item is not being synchronizedor includes any other free-form note to the source trading partner regarding

action taken on the Catalog Item.

confirms successful synchronization with the source trading partner.

You access the Confirmations page by clicking on Propagation and then Confirmations.When a trading partner receives your publication, they authorize or decline the message.

The Confirmations page allows you to verify the trading partners confirmation status.

Figure 34: Confirmations

Confi rmations List PageDisplay Fi elds

Information Provideris the GLN associated with the GTIN listedusually yourcompanys GLN, unless the product is a private label item that you set up on behalf ofyour retailer/customer.

Responding Party GLNidentifies the trading partner who sent the confirmation.

Dateis when the confirmation was processed.In/Outspecifies IN for confirmations that you have received and OUT for confirmationsthat you have sent.

Statuswill contain one of four possible values, as defined by the Data Pool:

Acceptedindicates that the the recipient trading partner is interested in theCatalog Item and wants to integrate it into their enterprise system. Any


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subsequent changes to the Catalog Item should be targeted to the recipient

trading partner, as defined by their subscriptions.

Rejectedindicates that the recipient trading partner is no longer interested inreceiving publications for this Catalog Item. When using the Rejectedconfirmation action, a reason must be provided.

Reviewindicates that the recipient trading partner does not want to take aconfirmation action at the present time. Typically, the confirmation state will bechanged in the future by the recipient trading partner, as defined by their

subscriptions. When using the Review confirmation action, a reason must be

provided.

Synchronizedindicates that the recipient trading partner has incorporated theCatalog Item into their enterprise system. Any subsequent changes to theCatalog Item should be targeted to the recipient trading partner, as defined by

their subscriptions.

Action Neededprovides instructions when the publication is not yet Synchronized.

Creating Confi rmations

If you are using Data Sync Directs workflow functionality, inboundpublications willtrigger a workflow event for subscribed users. Within the Worklist event, you can clickon a row for a Notification(s) Received event, and the Workflow Step Detail page will be

displayed beneath the list. Then clicking on the GTIN will display the SendConfirmation page as shown inFigure 35: Send Confirmation.

Note: The options available to you will depend on your role permissions.

Figure 35: Send Confirmation

To reply to the publication that you received, select the appropriate Status from the

dropdownrefer to the list of Status definitions above. If you are sending a Rejected orReview response, also select a Reason from the dropdown list. You can alsocommunicate a Corrective Action from that dropdown. The Additional Info free-text

field allows you to send specific, custom messages to the publications sender.


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Subscription Manager

The workflow feature within Data Sync Direct allows users to be notified of events

happening both within and external to the Data Sync Direct application. Data Sync

Direct comes shipped with the most common GTIN life cycle events in which you would

be interested. New events can be defined by the Data Sync Direct system administrator.There is a full discussion of the Subscription Manager and related concepts in theworkflow section within Data Sync Administrators Guide v66.


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RFCIN/CIS

Overview

You can request item information by submitting a Request for Catalog Item

InformationRFCINto a trading partner or by submitting a Catalog ItemSubscriptionCISto the Data Pool.

The Request for Catalog Item Notification is used when a recipient trading partner wishes

to obtain Catalog Item information from source trading partners without setting up a

permanent subscription. During the thirty-day period following submission of theRFCIN, the recipient trading partner may examine the item information it has received

and determine if it wishes to continue to receive the Catalog Item data. While no actionis necessary to continue to receive item information, the submission of a Catalog ItemConfirmation (CIC) is recommended.

After reviewing the publications during the 30-day temporary subscription, the recipient

should confirm their desire to receive the information by issuing an Accept, Review, or

Synchronization confirmation to the supplier. If the recipient decides not to continuereceiving the notifications, a Reject confirmation should be sent.

Creating Requests and Subscri ptions

You can access the RFCIN/CIS page by clicking on Propagation and then clicking onRFCIN/CIS. Since this option is role-based and depends on the authorities granted to

your user ID, this option may or may not appear on your menu.

Figure 36: RFCIN/CIS Manager

From the dropdown, select the Schema-enabled GLN from whom you would like catalogitem information. You will then see a details page where you enter your request.


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Figure 37: RFCIN/CIS Manager: Details Page

Enter either a specific GTIN via the Prompt button or select a Category from the SelectGPC code dropdown. Leaving both selections blank will generate a request for allGTINs from the trading partner. The ability to target specific GTINs or GPC Codes

allows you to avoid the submission of broad, open ended requests that could reduce

messaging resources and consume processing capabilities at the registry.

If the information was previously received from the trading partner but you would like toreceive it again (if the data was erroneously deleted, for example), click the True radio

button in answer to the Is Reload? question. The trading partner will then resend the

GTIN information or all of the partners GTINs within the GPC Code. A temporary 30-day subscription will also be entered into the registry to facilitate your receiving the

publications.

If the information has never been received before, answer the Is Reload? question False.The trading partner will then send information for all of their GTINs within the GPCCode specified. A temporary 30-day subscription will also be entered into the registry tofacilitate the receiving of the publications.

If previous requests have been made by or to the selected trading partner, they will appear

in the bottom portion of the screen. The GTIN or GPC Code, Reload status, DateRequested, GLN of the requester, Inbound/Outbound type, and Requested by User are

displayed for each request.

If the request has not yet been sent, press Add Request to submit the request to the

trading partner.

Note: Catalog Item Subscriptions are stored in a subscription table at the DataPool. The individual trading partners will not receive a subscription record intheir Data Pool work list.


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Dashboards

Overview

Dashboards give a quick glance at key pieces of information within your Data Sync

Direct System. Key indicators and key transactions are highlighted.

Figure 38: Dashboard Home

Home This allows the user to view multiple task in one page. The page is divided into four

quadrants that the user can personalize. The user can choose among these views:

o Trading Partner PublicationsThis displays the same view as seen in Trading Partner

Publicationsunder Dashboard. The report is displayed in a graphical chart in different

formats (Area, Bar, Bubble, Column, Line, Point, etc.)

o Confirmations This can also be accessed in Confirmations under Propagation.

Trading partners who receive a publication can reply back to the sender, confirming the

receipt of the publication.

o Most Recent Publications All recent publications made by the user are listed in this

portion.

o Recent ActivityThis displays the recent activity of the user.

o GTIN Statistics This display can also be seen in GTIN Statistics under Dashboard.

Reports are represented in a graphical chart in different ways.


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o LANSA SupportThe LANSA Support Website can also be accessed in the Home page

that allows user to navigate the website for support.


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My User Information

Overview

Information about the user is displayed in this page. Details can be modified by clicking

the Changebutton. The user will be notified via the Recent Activity Dashboard inreference to the selection made in the Show me whenportion.

Figure 39: My User Information


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Utilities

The Utilities menu allows you to perform many administrative tasks. You level of

security with Data Sync Direct will control what functions are available to you. Take a

look at the list of tasks you might access inFigure 40: Utilitiesbel

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Data Sync Users Guide v67

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