EDI Viewer - SK GL Company Maintenance

The Saskatchewan Company Maintenance window is used to link BA ID's to a financial company so you can create upload files for your financial system.

You can link many BA IDs to one financial company or if you have more than 1 BA ID, you could link each BA ID 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 GL System is to enter which financial system you are using.
  • The GL File Format is to enter your choice of how you want to format the GL Upload file created by EDI Viewer.
  • The BA ID dropdown list shows BA IDs from SER files you have imported.
  • The Use for Reporting tells EDI Viewer which GL System cost centers to use when running SK reports. If you have more than GL System, you will have to switch this between GL Systems when running SK reports.

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.