How to Create a Carbon Copy

Modified on Fri, May 1 at 2:37 PM

What is a carbon copy?

The carbon copy feature delivers an electronic copy of a message to one or more recipients. Copies can be generated when you send or receive a message, and are configured per document type. Carbon copies replace the ISA and GS EDI IDs so documents route correctly to their respective mailboxes.

Example use cases

Inbound PO copy

3PL scenario

A 3PL wants a copy of an inbound purchase order from a specific trading partner routed to their system.

Invoice routing

Multi-system scenario

A copy of an invoice needs to go to another system in addition to the primary recipient.

How to create a carbon copy — method 1

Via Data Management

Select Data Management from the left-side navigation panel.

Select Carbon Copy.

Select +Create in the top-right corner.

Enter the requested fields in the drop-downs.

The GS From and GS To fields are for document matching only — they do not replace GS values in the X12 EDI. If your ISA and GS values are the same, leave these blank.

Select + Create Carbon Copy at the bottom.

Your carbon copy is created. View and filter all copies on the Carbon Copy page going forward.

Method 2 — via Mailboxes

SelectMailboxesfrom the left-hand navigation.

Select the mailbox you want to create the carbon copy in.

SelectData Management, thenCarbon Copy.

Select+Createin the top-right corner.

Enter the requested fields.

Select+ Create Carbon Copy.

Pricing note: There is no extra fee for carbon copies. You will only be charged for the KCs in the extra file, per your contract.

Have questions? Reach out to us at support@ecgrid.com — we're happy to help.