Documents

Audience: All users in Logicbroker. 

Logicbroker supports transaction data for the full order lifecycle and inventory/product maintenance. The sections within this article are outlined below:

• Supported Document Types
• General Document Fields
• Events
• Messages
• Attachments
• Related Documents
• Document Processing History
• Address Book

Supported Document Types

Logicbroker supports the following document types: 

• Sales Orders
• Purchase Orders
• Acknowledgments
• Shipments
• Invoices
• Returns
• Inventory
• Product Feed

General Document Fields

From the portal, users can see documents regardless of the way they are integrated with our system. To see document details, search for it using the search bar, click on it from the Dashboard or click View on the Orders page.

Events

Any events relating to the document you are on will appear here including errors and status updates. For each event you’ll see a date and time stamp, the severity, a summary, and more details around the user and update. Click on View for more information. Use this tab to backtrack changes and troubleshoot.

Messages

Messages sent within our system for a particular document will be displayed here. Users need to have a Logicbroker account to receive messages – these are visible to the sending and receiving party:

• In the Messages section of the document
• Under Most Recent Event in the top of the document
• In the Message Center tab in the portal
• Through email if the Trading Partner notification is turned on - this is helpful for users that don’t actively log into the portal such as EDI or API suppliers

For each message, you’ll see a date and time stamp, the user, the name of the partner, the message body.

To create a message, click on New Message > add a Status > type the message > Send

Attachments

All attachments relating to the document you are on will appear here including EDI documents and shipping labels. For each attachment, you’ll see an ID# which is a unique Logicbroker value used to refer to the document, the type, a description, and date and time stamp. Click on Download to review or print the attachment. Use this tab to see raw EDI data and reprint labels.  

Related Documents

All documents associated with the Reference Number or PO of the document you are on such as the shipment, invoice, etc. For each document you’ll see the ID#, the date and time stamp, the document type, the status, and the system it came in from such as EDI, Portal, ShipStation, etc. Click on View to open that document. Use this tab to compare documents against the order and see what items have been acknowledged, shipped, invoiced or returned.

Document Processing History

All the workflow changes and status flows of the document. For each log you’ll see the action, when it was first run, when it last run, the run on status and the number of attempts it took to reach that status. Use this tab to backtrack and troubleshoot documents that are failing or are stuck.

Address Book 

Our Address Book tool stores all your addresses and can be used when creating documents that have an address input field. These are found when creating Shipments (Ship From Address), Invoices (Remittance Address) and Returns (Return Address). 

• Open Address Book: when an address input field is shown, click on Open Address Book 
• New Address: click on New Address and input address fields *Country Codes must be 2 characters
• Edit/Delete Address: click on Edit or Delete to make changes to your saved addresses or remove them