Configuring the EDI 835 Process Settings - 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

The EDI process settings allow you to configure processor-specific configuration options. The options that are enabled depend on the type of EDI processor you are configuring.

To configure EDI process settings:

  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 that is to be configured and click Process Settings. The EDI Process Settings dialog box is displayed.
  3. Select the Delete Source Data File check box to delete the import file after the process is complete.
  4. Select the Create PCL Rendition check box to create documents that can be viewed as an XML document or as a PCL document.
    If the Create PCL Rendition check box is selected, the PCL Output Column Style options are enabled. Select either the Reason Code Based or Group Code Based radio button, depending on how the PCL-formatted document should be displayed.
  5. The Code Configuration options allow you to customize Adjustment and Remark codes.
    Note:

    These options are only supported for use with legacy style sheets. They are not supported for use with the current version of the 835Config.xml file provided with your solution files. For information on customizing the current 835Config.xml file, see the ReadMe_835.doc file provided with your solution files.

    To customize Adjustment and Remark codes:
    1. Enter the full path to a EDI XML style sheet in the Stylesheet Code File field, or click Browse to browse to it.
    2. Click Edit Codes. The Stylesheet Code Configuration dialog box is displayed.
    3. Use the Code Set drop-down to select the type of codes to be edited.
    4. Select the code to be edited from the Configured Codes list. The selected code is displayed in the Code and Definition fields.
    5. To modify the code, modify the number in the Code field and/or the text in the Definition field and click Update.
    6. To remove the code from the Configured Codes list, click Remove.
    7. To add a new code, enter a number into the Code field, enter text (or select existing text) in the Definition field and click Add.
    8. Click Save. The Stylesheet Code Configuration dialog box is closed.
  6. Click Save. The EDI Process Settings dialog box is closed.