Table of Contents maxLevel 21
Introduction
EDI files can be imported into Sigma using the Importing Activity. This allows you to have the EDI files sent to an email address or to a folder on your server and Sigma will then automatically collect the file and import the data.
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- Click
- Type EDI in the Data Source
- Click Search to open the data Source Search Results screen
- Highlight the EDI File Importer
- Click OK to open the Importer Selector screen
- Click Next
- Click Finish to return to the Importer Activity
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- Highlight the EDI File Importer
- Click Next to open the Importer Options screen
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- General Options
- Batch Name Options
- Accept Batch Options
- Load Batch Options
- Notification Options
General Options
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
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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
Source Options - Choosing POP3 or Import via FTP
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Import via POP3
- Tick Import via POP3
- Enter the POP3 email details:
| 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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General Settings
Field | Description |
|---|---|
| Schedule Active | Pre ticked |
| Name | Pre-filled with the name Tip! Prefix the name - amend if requiredwith EDI so that it is easily recognised in the Schedule Management Activity, for example EDI - NPower Electricity Tradacoms |
| Description | Pre-filled with the description - amend if required |
Allow schedule to become active after this date, and run at this time
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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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- Set up one Email address
- Set up 4 separate Schedules (one for each Supplier)
- Enter the Sender Address (or partial address) and / or Email Subject (or partial email subject) in each schedule
Using more than one EDI Supplier with an FTP
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- Right click on the Schedule
- Click Run Now
This will activate the Schedule so that Sigma goes to the Email Account and looks for any unopened emails.
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