Before you can load EDI files for a new Supplier, you need to add the appropriate EDI Supplier in Sigma, along with an EDI Provider.

Adding to the EDI Supplier Setup Activity

Open the EDI Supplier Setup Activity

OR

From the Activities dropdown:

Click on Activities
Click Bulk Billing
Click EDI Supplier Setup

Click on to add a new Supplier to your list
- Module Name - e.g. enter Castle Water
- Class name - choose from the dropdown e.g. Castle Water Tradacoms
- Module Type - choose from the dropdown, eg Bulk Bill Checker Module
Click OK

Adding to the Tree Selector

Open a new Activity, i.e. Estate Management (so that you can get to the Tree Selector)
Change the Data Selector to Tree Selector
Right click on EDI PROVIDER
Choose Add EDI Provider

Provider Name - enter the name i.e. Castle Water
- EAN Location - This uniquely identifies the Provider (however if you do not have this you can use any number that is unique in Sigma)
- Arbitrary Reference - not mandatory
- Receipt Email Address - not mandatory
- VAT Registration Number - not mandatory
- Module - choose you have just added, i.e.Castle Water Tradacoms
Click OK

You are now able to add an EDI file from your new Provider.

Note: When setting up EDI Billing for Water, Sigma will look for both Water and Sewerage commodities. When matching an Account, Sigma will firstly look for a Water Account and if doesn't find one, it will then check for a Sewerage Account. The Water and Sewerage Accounts would need to have different Account numbers.

Additional Setup Options

Click on the links below for more information:

Sigma Online User Manual

Adding a new EDI Supplier

Adding to the EDI Supplier Setup Activity

Adding to the Tree Selector

Additional Setup Options