Invoice Interface Setup
EPRO recognizes the need to maintain invoice information in an electronic format. This helps to organize information regarding orders. The interface functions are much the same as the afore-mentioned product interface set up.
The following lists describes each of the Invoice Interface Parameters.
File Format - The file format setup requires you to specify whether the file is to be “Fixed Width” or “Delimited”. Also, if you choose the “Delimited” option, you must specify what character to use as the delimiter.
Fixed Width - if the “Fixed Width” format option was chosen you will have to define the position, length, justification, and padding for each field.
Delimited - If the “Delimited” format option was chosen, the field setup is not allowed because each field will be placed in the order in which they were selected. Also, you must specify what character to use as the delimiter. The delimited option will enclose all field values in double quotes.
Delimiter - Is a comma, pipe, semi-colon, space or tab used to help separate information that is in source code.
Use Compression - Select whether or not you want the file to be compressed to a zip file. (“No” is recommended.)
File Name - It is important that you give the file a name related to the supplier Ex: for Sysco-Sysco*, and also try to match it with the excel file name. This name will make it easier to locate supplier information.
File Extension - Enter the extension naming convention. (i.e. .txt, .dat, .csv etc.)
Header Record Identifier - Contains general data about the purchase order.
Detail Record Identifier - Contains information about the product items in a purchase order.
The Header Record Setup up lets you specify which types of data invoices will have in each column.
Header Available Fields - The fields in this section are optional. You may transfer them to selected fields if necessary. Once you have placed the Selected Fields in the correct order, click File > Save. This also applies to Detail Available Fields and Detail Selected Fields.
Header Selected Fields - This will help guide you when formatting a spreadsheet you are going to upload. The fields in Header Selected Fields are required to be in the spreadsheet. Keep in mind that the order the fields are in, is the same order the columns have to be in the spreadsheet.