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EDI Setup

This EDI setup discussion assumes that you have already established the billing screens necessary for generating hard copy bills.

Before you can create the EDI files, you must calculate the bills in either the Calculate Standard Bills, Calculate Progress Payment Bills, or the Calculate Retroactive Bills screens.

Make any modifications to the bills before creating the EDI files.

To set up your bills to use EDI, you must complete the Configure Billing EDI Settings screen because it contains your company's CAGE Code and DUNS No., which identify your company to your trading partners. The CAGE (Contractor and Government Entity) Code is required by the government in invoice files sent to them. The DUNS (Data Universal Numbering System) No. is assigned and maintained by Dun & Bradstreet to uniquely identify companies. You can also use the Configure Billing EDI Settings screen to enter default government invoicing system codes, which are required on government invoice files. Default codes entered in this screen do not default to the Manage Project EDI Information screen but, rather, are used in the absence of any codes entered in that screen.

Before you can bill a project using EDI, a record must exist on the Manage Project EDI Information screen. Use this screen to designate the EDI file format that is used for this project and the customer ID to which the bill is transmitted. You can also enter project-specific government invoicing system codes, which override any default codes that have been entered on the Configure Billing EDI Settings screen. Finally, you can enter project-specific information such as the task order number and a final shipment flag. Only those project/customer combinations found on the Manage Project Billing Information screen are available via or entry in this screen. If a project is shared by more than one customer, be sure to complete a record for each customer that you want to bill.

If you plan to transmit EDI files to the government, complete the Manage Government Contract Information screen. Enter data in the Administrative Officer and Contractor Representative fields and the telephone and fax numbers on the Telephone Numbers subtask. You can enter the phone numbers with parentheses, hyphens, and spaces; the Create EDI Files process removes them when creating the files. For invoices using Government Form 1443, Contractor's Request For Progress Payment, you do not have to fill in the Contractor Representative field in this screen if you have entered the Contractor Rep Name on the 1443 Info tab on the Manage Project Billing Information screen.