Configuration Studio: Resource Guide

Explore a curated collection of articles that guide you through each step of setting up your Premier Trading Partner with Configuration Studio.

Configuration Studio is structured into four steps, displayed in the top navigation bar. Each step below provides a curated list of resources to guide you through the process.

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Introduction to Configuration Studio - Pt 1: Creating a Smart Template

Introduction to Configuration Studio - Pt. 2: Error Handling and Business Logic

Step 1: Select Documents

• Opening Configuration Studio

• Managing and Uploading Documents in Configuration Studio

Step 2: Configuration

• The Configuration Screen in Configuration Studio

• Resolving Common Errors in Configuration Studio

• Using a Previous Configuration Profile as a Template

• Using the Layout Detection Service to Find Layouts for Configuration

Sections

• Configuration Studio Sections: Headers, Line Items, and Footers

• Creating & Modifying Sections in Configuration Studio

• Customizing Sections in Configuration Studio

• Strategies for Mapping Line Variations Using Configuration Studio

Fields

• Creating and Modifying Fields in Configuration Studio

• Using & Modifying Field Definitions in Configuration Studio

• Splitting Fields in Configuration Studio

Step 3: Business Logic

• Creating & Modifying Business Logic Statements in Configuration Studio

• Using Cross Reference Tables in Configuration Studio

Step 4: Validation & Submitting Changes

• The Validation Screen in Configuration Studio

• Checking Field-Definition Accuracy in Configuration Studio

• Testing and Deploying Changes on Document Templates from The Validation Screen