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.
- Related Topics:
- Display the Create EDI Invoice File Screen
You access the Create EDI Invoice File screen from the Materials domain. - Contents of the Create EDI Invoice File Screen
Use the fields and options to configure the Create EDI Invoice File screen. - Table Information for the Create EDI Invoice File Screen
Changes to the Create EDI Invoice File screen update several tables. - Subtasks of the Create EDI Invoice File Screen
The Create EDI Invoice File screen has the following subtasks: Catalog Non-Contiguous Ranges, Customer Non-Contiguous Ranges, Project Non-Contiguous Ranges, Sales Order Non-Contiguous Ranges, and Invoice Non-Contiguous Ranges.