Configuring the EDI 835 Field Order - EDI 835 EOB Processor - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

EDI 835 EOB Processor

Platform
OnBase
Product
EDI 835 EOB Processor
Release
Foundation 23.1
License

During import, the EDI 835 processor parses an import file into multiple documents. Data in the import file is structured in a way so that it can be identified by its field code; field codes can be mapped to OnBase Keyword Types so that the data is stored as a Keyword Value for the document being imported. This mapping is referred to as the process format's field order configuration.

Note:

For additional information on how the EDI 835 processor identifies and assigns values from the import file to OnBase Keyword Values, see Keyword Considerations for the EDI 835 Processor.

To configure a process format's field order:

  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 Field Order. The Field Configuration dialog box is displayed.
  3. Using the Field drop-down, select the field code that you would like to map to the OnBase Keyword Type.
    Note:

    OnBase is pre-configured to recognize a number of field codes for each EDI processor by default. For a complete listing of all of OnBase 's pre-configured field codes for each EDI processor, see Overview of Default Field Codes. Your solution may require the creation and configuration of additional field codes; see Creating EDI 835 Field Codes for more information on manually creating EDI field codes.

  4. Using the Keyword Type drop-down, select the OnBase Keyword Type you would like to map to the selected field code.
    You may also elect to map the selected field code to the document's Document Date value by selecting >>Document Date.
    Note:

    When EDI fields are mapped to OnBase Keyword Types that are part of a Single-Instance Keyword Type Group, only the field's primary XPath is used, regardless of the field's secondary XPath configuration.

  5. If the OnBase Keyword Type that the selected field code is being mapped to is part of a Multi-Instance Keyword Type Group and you would like to add the Keyword Value represented by this field code to every instance of a document's Multi-Instance Keyword Type Group, select the Make Tag Keyword check box.
    Tip:

    For more information on using Multi-Instance Keyword Type Groups with the EDI 835 processor, see Multi-Instance Keyword Type Groups.

  6. Click Add. The field order mapping is added to the Field/Keyword Type list.
    Note:

    If the length of the field code exceeds the maximum configured length of the OnBase Keyword Type it is mapped to, the Keyword Value is truncated to the maximum value allowable for the Keyword Type.

  7. Once the field order mapping is added to the Field/Keyword type list:
    • If the Keyword Type that the field code is mapped to is a currency or date Keyword, ensure that it is formatted correctly by selecting the field order mapping and clicking Format.

      For information on formatting a currency Keyword, see Currency Formatting Options.

      For information on formatting a date Keyword, see Date Formatting Options.

    • To remove an existing field order mapping, select it from the Field/Keyword Type list and click Remove.

    • To deselect the currently-selected field order mapping, click Clear.

  8. Repeat Steps 3-7 for each field order mapping that you would like to create for the process format.
  9. Click Close.