Configuring the EDI 810 Document Types - EDI 810 Processor - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

EDI 810 Processor
Platform
OnBase
Product
EDI 810 Processor
Release
Foundation 24.1
License
Premier
Standard

Upon import into OnBase, documents are assigned to a Document Type.

In order to allow documents imported via the EDI 810 process format to be assigned to a Document Type, the Document Type must first be assigned to the EDI 810 process format. Documents cannot be assigned to Document Types that have not been assigned to the EDI 810 process format.

To assign a Document Type to the process format:

  1. From the OnBase Configuration module, click Import | EDI Import | EDI Import Processor. The EDI Process Configuration dialog box is displayed.
  2. Select the process format to be configured and click Document Types. The Assign Document Types dialog box is displayed.
  3. Select the Document Type that is to be assigned to the process format from the Available list and click Add>>. The selected Document Type is moved to the Selected list.
    To disassociate a Document Type from the process format, select it in the Selected list and click <<Remove. The selected Document Type is moved to the Available list.
    Note:

    Only one document type can be configured for the EDI 810 Process.

  4. When all desired documents have been assigned to the process format, click Close.