EDI Viewer - BC GL Company Maintenance

The BC GL Company Maintenance window is used to link producer codes to a financial company so you can create upload files for your financial system. You can link many producer codes to one financial company or if you have more than 1 producer code, you could book each producer code to a different financial company.

   
To add or insert a new row, do the following:
  • Right-click your mouse where you want to add the row to get a popup menu, and then choose add or insert.

Example:

  • To add a Company Code, right click your mouse under the Company Code heading.
  • The Company names are for information only and are not used to validate anything.
  • The Producer Code dropdown list shows producer codes from BC08 invoices you have imported.

To delete a row, click on the row you want to delete and do the following:

  • Right-click your mouse to get a popup menu and choose delete. The row is removed from the screen but is not deleted until you scroll to another row or click the Save toolbar button.

Note: You will not be able to add or delete rows if you are in read only mode.

To Sort, click on the headings. To sort by Company Code, click on the Company Code heading and the Company Codess will be sorted in ascending order. Clicking on the Company Code heading again will sort the Company Codes in descending order. This can be done for any column by clicking on the heading.

Clicking on the Sort toolbar button gives you the option to sort by multiple columns at once.

 
   
To Print, click the Print toolbar button or choose Print from the File menu.