EDI Order Update Console

  • Updated on Mar 3, 2026
  • Published on Oct 10, 2023
  • 5 minute(s) read
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The EDI Order Update Console Lightning Web Component (LWC) provides the ability to manage inbound 204 update EDI transactions for a Load. View EDI Transaction records by searching the App Launcher for EDI Transactions.

The EDI Order Update Console LWC can be found on the default EDI Transaction record tab, where all the following fields have these values:

  • Transaction Type: 204

  • Purpose: Update

  • Direction: Inbound

  • Status: Pending

Trading Partner Setting

To check inbound EDI transactions for updates from a trading partner, complete the following steps:

  1. Go to TMS Admin → EDI Location.

  2. Select the EDI Location record of the trading partner.

  3. Check the Use EDI Order Update Console box.

Caution: The Auto-Accept Update 204 and Use EDI Order Update Console fields cannot be both checked. Only one or the other must be selected. When the Use EDI Order Update Console field is checked, all EDI Update settings for that EDI Location—that is, all updates received from a 204 transaction are made and the user must manually check and block updates in the EDI Order Update Console.

Inbound 204 Update

Any inbound 204 update transactions received from the trading partner are saved as new EDI Transaction records to the associated Load record. Loads receiving these EDI Transaction records have the EDI Status field set to Update Pending from Customer. The EDI Transaction record has the Status field set to Pending, indicating that the transaction needs to be processed using the EDI Order Update Console LWC.

Select the EDI ID link to enter the EDI Transaction record and access the console.

Inside the EDI Transaction record, navigate to the EDI Order Update Console LWC.

Console Layout

The console compares several fields between the inbound 204 update and the existing values in the Load record. The EDI Order Update Console LWC contains five main sections that represent the objects related to the Load:

  • Load

  • Load References

  • Stops

  • Line Items

  • Customer Quote

Note: The Stop section includes a subsection that lists the Stop Number, such as Stop 1. Within the Stop Number subsection, there are two sections: Stop References and Stop Contacts. The Stop References refer to Load References that is associated with the Stop. A Stop may or may not have Contacts. The Line Items section also includes a subsection that lists the Line Item Number.

Each section in the console has five column headers:

  1. Field Name: The name of the field on the object that is updated.

  2. EDI Update Value: The value of the field that is present on the inbound 204 update.

  3. Current Value: The value of the field that is present on the Load record.

  4. Save As Value: The value that is saved as an update to the object when one of the Save buttons is selected. Selecting the Undo All or Redo All buttons next to the column header switches between the updated value and the current value for all fields in that section.

  5. Undo/Redo: A column of Undo and Redo buttons. This allows the user to switch between the updated value and the current value for a specific field.

By default, the Save As Value fields are populated with the same value as the EDI Update Value fields. If the value differs from the Current Value, it is highlighted in yellow, indicating a change between the inbound 204 update and the actual value on the Load record.

Each section includes a note at the bottom that describes the field requirements for saving and updating the EDI transaction.

Console Actions

Select the Undo button in the column to reset the Save As Value to the Current Value and remove the highlight. Select the Redo button in the column to set the Save As Value to the EDI Update Value and highlight the field. Users can also type directly into the Save As Value field as needed.

To undo or redo all Save As Value fields in a section, select the Undo All or Redo All buttons next to the Save As Value header.

Select the Collapse Section button in the section header to hide all fields and content within that section. Select the Expand Section button to show it again.

In the Stops section, each Stop Number subsection has the Shift Stop Values Up and Shift Stop Values Down buttons next to the EDI Update Value column header to shift and reorder Stops based on the EDI Update Value column.

There are four buttons in the header and the bottom of the EDI Order Update Console LWC:

  • Accept & Save: Saves all updates to the Load, Load References, Stops, Line Items, and Customer Quote as indicated in the Save As Value columns. An EDI 990 Acceptance is sent, and the user is brought to the updated Load record. The EDI Status field on the Load is set to Accept.

  • Decline & Save: Saves all updates to the Load, Load References, Stops, Line Items, and Customer Quote as indicated in the Save As Value columns. An EDI 990 Rejection is sent, and the user is brought to the updated Load record. The EDI Status field on the Load is set to Decline.

  • Show Updates Only/Show All Values: Shows only the updates when the Current Value is different than the Save As Value. Select the same button again to show all fields.

  • Reload Console Data: To refresh the console and start over, select the Reload Console Data button to reload the console to its original state.

Save and Update Requirements

When the user attempts to accept/decline and save the data, several checks are performed to prevent users from mistakenly editing 204 updates with invalid data. The following are important items to be aware of:

Load

  • Payment Terms: Must be “Prepaid,” “Collect,” or “Third Party.”

  • The following fields must have numeric values:

    • Cargo Value

    • Insurance Amount

    • Distance (Miles)

Load Reference

  • The following fields must have values in order to be saved:

    • Type

    • Label

    • Value

  • If one field is blank, the reference will not be saved.

Stops

  • Each Stop must have a value in the following fields:

    • Number

    • Location Name

    • Shipping Street

    • Shipping City

    • Shipping State/Province

    • Shipping Zip/Postal Code

    • Shipping Country

    • Appointment Required

    • Expected Date

  • To remove or ignore a Stop, make sure all fields for the Stop are blank.

  • Number: This field must be a numeric value (such as 1). A Stop Number may not be used more than once.

Line Item

  • Each Line Item must have a value in the following fields:

    • Item Number

    • Item Description

    • Pickup Stop Number

    • Delivery Stop Number

    • Weight

    • Weight Units

  • To remove or ignore a Line Item, make sure all fields for the Line Item are blank.

  • All Pickup Stop Number and Delivery Stop Number fields must be numeric (such as 1) and reference a Stop Number being saved with this update.

Customer Quote

  • All fields in this section must be numeric values (such as 1000.00)

EDI Transaction Update

After editing and either accepting or declining the load tender, the user is brought to the Load record associated with the EDI Transaction. The EDI Status field on the Load reflects whether the load tender was accepted or declined.

The inbound 204 update EDI Transaction now has the Status field set to Success, and the Transaction Payload After Console Update field on the EDI Transaction is populated as updated by the user with the console.

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