Table of Contents maxLevel 1
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Field - General Options | Description |
|---|---|
| EDI Provider Name | Choose from the dropdown list (the EDI Provider must be in Sigma for it to appear in the list) If the Provider doesn't show, it will need to be added. |
| Save to Document Library | Tick if you want to save the File into to Document Library Activity in Sigma after it has been submitted for processing. |
Batch Name Options
Tick to allow Sigma to use the original filename to name the Batch that gets created when the EDI file is being loaded and processed. This can help with business processes, ensuring the name visible within the Sigma screens is the same as the file loaded.
Alternatively, unticked, allows the name to be left as is ie, the batch name is system derived.
Accept Batch Options
Field - Accept Batch Options | Description |
|---|---|
| Automatically Accept? | Tick to automatically accept the Batch after it has been processed. If left unticked, the Batch can be accepted in the Batch Management Activity once the file has loaded. |
| Passed Bill Threshold | This is used to determine whether the file should be automatically accepted. Enter a figure, for example 95. This means that if 95% of the bills are 'passed', then Sigma will automatically accept the Batch (if the Automatically Accept? field is ticked). If left at 0, the batch can be accepted manually in the Batch Management Activity. |
Load Batch Options
Field - Load Batch Options | Description |
|---|---|
| Load Passed to Account? | Tick to load all Passed Bills to the Accounts so that they show as Loaded in the Batch Management Activity, once the batch has been accepted. If unticked, this is then managed in the Batch Management Activity |
| Load Action | Choose from the dropdown
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| Include loaded Bills in Accounts Link | Tick if you want the Bills to be included in the Accounts Link Activity for the bills that are automatically loaded to the Account. |
| Automatically correct overlapping from dates for adjacent Bills? | Tick if you want to automatically correct overlapping bills. |
Notification Options
Field - Notification Options | Description |
|---|---|
| Error Notification | Tick and enter a valid email address if you want to receive an Email for an errors. |
| Completion Notification | Tick and enter a valid email address if you want to receive an Email upon completion of the upload. |
Note: more than one email can be added - use a comma (,) between the addresses.
For more information on Notifications emails, click here.
Once completed
- Click Next to open the Source Options screen
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| Field | Description |
|---|---|
| POP3 Server | Enter the POP3 Server address, for example pop.gmail.com |
| Username | The email address where the EDI files will be sent to |
| Password | The password of the above email address |
| Sender Address | Optional: Enter the Senders email address, or a partial address - the file will only be loaded if the email contains the Sender Address. Useful if you are have more than one EDI Supplier sending emails to the one email address. |
| Subject | Optional: Enter the Senders subject, or a partial subject - the file will only be loaded if the email contains the Subject. Useful if you are have more than one EDI Supplier sending emails to the one email address. Note: the filter is case insensitive and partial matches will be returned e.g. entering 'Npower' would find messages with the subject 'New nPower bill for 04/2019' |
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Field | Description |
|---|---|
| No end date | Tick if no end date is required. |
| End after | Tick if you only want to run it for a particular amount of occurrences. Then enter the number of occurrences |
| End by | Tick and add an end date for the schedule. |
Once completed:
- Click
to open the Finish screen - Click
to activate the schedule - Click
to complete the set up
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