CREATE EDI INVOICE FILE
Use this screen to create invoice files for your EDI invoice transmissions. You can use EDI translation software used by your company to map these files to a transaction set and transmit them electronically to your customers. You can create files for a range of catalogs, customers, invoices, projects, and sales orders. Costpoint creates separate files, representing EDI envelopes, for each customer. Each file can contain multiple projects of the same invoice type for the same customer. You can designate whether the files are test transmissions or production invoices submitted for payment. You can also select the path where the export files are saved.
You should execute this process after you calculate and, if necessary, modify your invoices.
For more information on EDI invoicing, please see Billing Special Topic BL-9, "EDI Billing."
Location
Identification
Use the fields in this block to create a new parameter ID or to retrieve
a previously saved parameter ID. A parameter ID represents a set of screen
selection parameters. After you have saved a parameter ID and its related
parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes
more efficiently and with greater consistency. The saved parameters are
also useful and necessary when you want to run the process as part of
a batch job. Many users save a unique set of parameters for each different
way they run a report or process. When you select a previously saved parameter
ID or parameter description, the associated saved screen selection parameters
automatically display as selection defaults. The page setup and print
options are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
Parameter ID
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are
stored with the parameter ID. Later, you can retrieve the parameter using
Query.
You can use the parameter to run the process more efficiently because
you can select the parameter ID with its previously defined screen selections.
After the default selections display in the screen, you can override the
defaults.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Selection Ranges
From the unlabeled drop-down list on the left most portion of this group box, select the category of invoices for data transfer. Valid options are:
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Catalog
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Customer
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Invoice
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Project
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Sales Order
Once you select the category from this drop-down list, use the Option drop-down list to select which invoices for the Catalog, Customer, Invoice, Project, or Sales Order are included in the data transfer.
Option
From this drop-down list, select the range option for invoices that you want to include in the data transfer. This field displays All as the default option. Valid options are:
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All
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One
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Range
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From Beginning
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To End
Start
The values that you can enter in this field depends on your selection from the Option drop-down list. Refer to the following conditions when you use this field:
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If you select All or From Beginning from the Option drop-down list, you cannot use this field.
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If you select One from the Option drop-down list, enter, or click 
to select, the item in this field.
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If you select Range from the Option drop-down list, enter, or click to select, the starting item in this field.
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If you select the To End from the Option drop-down list, enter, or click to select, the beginning item in this field.
End
The values that you can enter in this field depends on your selection in the Option check box. Refer to the following conditions when you use this field:
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If you have select All, One, or To End from the Option drop-down list, you cannot use this field.
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If you have select Range from the Option drop-down list, enter, or click to select, the ending item in this field.
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If you have select the From Beginning from the Option drop-down list, enter, click to select, the ending item in this field.
Non-Contiguous Ranges
Select this check box to list the non-contiguous ranges selected on the subtasks of this screen.
Options
Test Indicator
From the drop-down list, select the type of data contained in the export file. This designation displays in the file header to indicate to your customers whether the file is a test transmission or an actual invoice submitted for payment. In a typical EDI arrangement, your customer may prefer an initial period in which invoices are submitted parallel using both electronic transmissions and hard copies. The files you create for a customer/project/invoice type range displays the same data indicator. Valid options are:
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Production Data
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Test Data
Generate
File Name
This field displays the name of the export file assigned by Costpoint. You cannot modify the file name. As noted previously, Costpoint creates a separate file for each customer based on the category drop-down list. The file name consists of the first eight characters of the customer and carry an extension of *.EDI. For example, a customer called SUPERTECH would be created as SUPERTEC.EDI.
File Location
Enter, or click to select, an output path where the files will be exported. If Costpoint detects a file with the same path and name, a warning message displays. You then have the option of overwriting the file or cancelling the process.
File Exists
From the drop-down list, select whether to continue creating the export file if a file with the same name already exists. Valid options are:
Subtasks