Preparing the database
There are various options to set before loading any EDI files.
Setting the preferences for EDI Bills
From EDI Batch Management Activity:
- Click on any batch to see the Icons
- Click on Preferences
Note: These settings are individual to the User, but will be overridden if EDI Files are loaded automatically via POP3 or FTP Click here for more details
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The most commonly used configuration is as follows:
- Tick Allow multiple Bills for date
- Tick Include loaded Bills in Accounts Link
- Tick Automatically correct overlapping dates from adjacent bills
- Click Save