Contents of the Create EDI Invoice File Screen

Use the fields and options to configure the Create EDI Invoice File screen.

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, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field	Description
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 on the screen, such as PERIOD or QUARTERLY. When you save your record, all the selections made on 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 on 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:

• Catalog
• Customer
• Invoice
• Project
• 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.

Field	Description
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: All One Range From Beginning 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: If you select All or From Beginning from the Option drop-down list, you cannot use this field. If you select One from the Option drop-down list, enter, or click to select, the item in this field. If you select Range from the Option drop-down list, enter, or click to select, the starting item in this field. 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: If you have select All, One, or To End from the Option drop-down list, you cannot use this field. If you have select Range from the Option drop-down list, enter, or click to select, the ending item in this field. 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

Field

Description

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: Production Data Test Data

Generate

Field	Description
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: Halt Overwrite

Subtasks

Subtask	Description
Catalog Non-Contiguous Ranges	Click this link to access the Catalog Non-Contiguous Ranges subtask.
Customer Non-Contiguous Ranges	Click this link to access the Customer Non-Contiguous Ranges subtask.
Invoice Non-Contiguous Ranges	Click this link to access the Invoice Non-Contiguous Ranges subtask.
Project Non-Contiguous Ranges	Click this link to access the Project Non-Contiguous Ranges subtask.
Sales Order Non-Contiguous Ranges	Click this link to access the Sales Order Non-Contiguous Ranges subtask.