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.

Note: For more information on EDI invoicing, please see Billing Special Topic BL-9, "EDI Billing."