BenSelect:Admin:Plugin:EDI Settings

EDI Settings Tab

This tab allows you to set up specific EDI parameters that are needed to run the report and pass data successfully. If a field is marked as Required, the report will check for it before it is run. If the field is missing, a prompt displays, allowing the field to be completed.

Note: This tab is only available to those users with appropriate role access.

To add a required EDI setting to the report:

1. Click the + to open the Add EDI Setting dialog box.
2. Enter a name for the EDI setting. Ensure this name is reflective of the setting.
3. Enter Instructions for the field.
4. Enter an order number, which corresponds to the display of the JIT EDI during the run of the report.
5. In the Type drop-down list, select the type of EDI setting you are adding.
6. Depending upon the Type selected, you may need to add a SubType, select an Input Type, assign a Label and choose a Scope (for custom fields).
7. Select required to ensure that the setting is checked before the report is run.
8. Click Save.