Some T-Mobile for Business accounts can use the Account Hub Reporting tool to set up and manage Electronic Data Interchange (EDI) services.

EDI explained

This capability is a way of sending and receiving large files securely and efficiently between different organzations. It uses standard file formats that need special software to translate them, specifically ANSI X12 file format. EDI Tool features are only for some bill formats.

Benefits

• Direct download
• Encrypted STFP file transfer
• Data security during the transfer
• Data access control
• Minimized effort for large bills

Set up to create EDI file

1. Log in to Account Hub. If you have multiple accounts, select the desired account.
   
2. Select Reporting from the navigation panel.
3. Select the Enhanced Delivery & Formats tab.
4. Select the + icon by the New Data Delivery option to load the data format and delivery options page.
5. Select Electronic Data Interchange from the data delivery options menu.
6. Enter the corresponding data in each of the required fields:
   • Name
   • Email
   • Contact Phone Number
   • Enrollment Date
   • Included usage details: Select Yes or No
   • Delivery method: Select STFP or Manual download.
   • SFTP delivery method selected includes the following:
     • Destination IP address
     • Destination DNS Name
     • Destination Username
     • Destination Full Directory Path
     • Destination Server File
   • ISA07 Interchange ID Qualifier
   • ISA08 Interchange Receiver ID
   • GS03 Application Receiver Code
   • Select the component Element separator
   • Select the Segment separator
7. Enter any optional fields. An optional field not commonly used is Excluded BANs list. The option to choose to exclude accounts from the EDI file for billing data for specific accounts. Any account not on the excluded list will have the billing data for that account sent in the EDI file for that organization.
8. Select Create once all required and optional fields are populated. The file setup request will be sent to an office billing team for setup and to coordinate testing for the SFTP connection. The file will be available for download or transfer after the first billing cycle after enrollment. 

Manage EDI

Edit existing EDI

1. Log in to Account Hub. If you have multiple accounts, select the desired account.
2. Select Reporting from the navigation panel.
3. Select the Enhanced Delivery and Formats tabs.
4. Select Edit by the current EDI product. This loads the Data format and delivery options page for that EDI product.
5. Edit the required and optional fields as needed and submit the form.
6. Enter the corresponding data in each of the required fields:
   • Name
   • Email
   • Phone Number
   • Enrollment Date
   • Included usage details: Select Yes or No
   • Delivery method: Select STFP or Manual download.
   • SFTP delivery method selected includes the following:
     • Destination IP address
     • Destination DNS Name
     • Destination Username
     • Destination Full Directory Path
     • Destination Server File
   • ISA07 Interchange ID Qualifier
   • ISA08 Interchange Receiver ID
   • GS03 Application Receiver Code
   • Select the component Element separator
   • Select the Segment separator

Optional field

The optional field of excluded account list allows users to filter out the accounts that they do not want to receive EDI data for. Users can select the same TAX ID by default for the list of exclusions.

Download EDI file

1. Log in to Account Hub. If you have multiple accounts, select the desired account.
2. Select Reporting from the navigation panel.
3. Select the Enhanced Delivery and Formats tab.
4. Locate the attachment list from the Enhanced Delivery and Formats dashboard.
5. Select Download next to the file for the needed bill cycle. 

Check out our Billing articles for additional bill support.