EDI Viewer - Stream ID Code Cross Reference


EDI Viewer has a list of all Stream ID codes that have been imported.

If you do not want to use the government Stream ID names, you can enter your own name and it will be used on all reports and in the drop down list boxes used to query stream id codes from.

You can also use this window to cross reference your accounting system projects to stream id codes.

Single Projects

Multiple Projects

To retrieve streams:
  • Pick a stream type from the Stream ID Type list box at the top of the window.
  • Click the Retrieve button at the top left of the toolbar or choose File | Retrieve from the menu.
  • All streams from all invoices you have imported will be retrieved to the screen.
To find a stream:
  • Enter the full or partial stream id code into the Stream ID Code at the top of the window and click the Find button. If the stream is found, the row will be highlighted. If the stream is not found, a message will be displayed.
  • Clicking the Find button again will find the next stream id code starting from the row you are on.
  • To start the find from the first row, you must scroll to row 1 and click on row 1 so the red arrow to the left of the row points to row 1.
To enter your own Stream ID Names:
  • Simply enter the name in the Stream ID Name column and click the Save button on the toolbar. The next time you click on the list box for this Stream ID Type from the Crown Royalty Invoice window, you will see your name appear instead of the government name.
To enter Single Projects:
  1. Click on the Single Projects radio button at the top of the screen (if it is not already clicked).
  2. Enter the project information in the columns and click the Save button on the toolbar. The project will appear on the Detail by Stream report as well as creating a link to your GL system.
To enter Multiple Projects:
  1. Click on the Multiple Projects radio button at the top of the screen (if it is not already clicked). The screen will be divided into a left and right section. The left section shows all the streams and the right section show the corresponding projects for the stream on the left.
  2. To add or insert a new project, right-click your mouse to get a popup menu and choose add or insert. Enter the project information and remember the total percentage of the projects for this stream must add up to 100%.
  3. To delete a project, click on the row you want to delete, right-click your mouse to get a popup menu and choose delete. Remember the total percentage of the projects left for this stream must add up to 100%.
  4. Click the Save button on the toolbar to save your changes or clicking on a different stream on the left section will save your projects and then show you projects for the current stream you have selected.
To Sort, click on the headings. To sort by Stream ID Code, click on the Stream ID Code heading and the rows will be sorted by stream id code in ascending order. Clicking on the Stream ID Code heading again will sort the rows in descending order of stream id code. This can be done for any column by clicking on the heading.  
   
To Print, click the Print toolbar button or choose Print from the File menu.