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Contents of the Manage Project EDI Information Screen

Use the fields and options to configure the Manage Project EDI Information screen.

Identification

Field Description
Project

Enter, or click to select, a valid project for which you want to create EDI files. Only those projects that have been set up on the Manage Project Billing Information screen are valid.

If you click , the Customer field is populated. If you enter an ID in the Customer field first, clicking for the Project field displays only those projects to which the customer has been assigned. This field is required. After you make an entry in this field, the project description appear in the non-editable field to the right.

Customer

Enter, or click to select, a valid customer ID for the project for which you want to create EDI files. Only those project/customer combinations that have been set up on the Manage Project Billing Information screen are valid.

If you clicked to fill in the Project field, the Customer field is populated. If you entered data in the Project field, clicking in the Customer field displays only those customers that have been assigned to the project. This field is required. After you make an entry in this field, the customer name appear in the non-editable field to the right.

Invoicing Information

Use this block to enter invoicing information for this project.

Invoicing System Codes

Enter codes specific to this project in this group box. This information may default from the Configure Billing EDI Settings screen, but it can be modified here.

Field Description
CAO

Enter the Contract Administrative Officer (CAO) code in this field. The CAO code is used in the export files of various government-type invoices. You can leave this field blank and use the default code entered on the Configure Billing EDI Settings screen. This field is optional.

Buying Organization

Enter the buying organization code in this field. The buying organization code is used in the export files of various government-type invoices. You can leave this field blank and use the default code entered on the Configure Billing EDI Settings screen. This field is optional.

Payment Office

Enter the payment office code in this field. The payment office code is used in the export files of various government-type invoices. You can leave this field blank and use the default code entered on the Configure Billing EDI Settings screen. This field is optional.

Ship To

Enter the ship to code in this field. The ship to code is used in the export files of various government-type invoices. You can optionally leave this field blank and use the default code entered on the Configure Billing EDI Settings screen. This field is optional.

Other Information

Use this block to enter other information for the project.

Invoice Transmission Type

Select the invoice transmission type for this project. This selection determines the format of the file that is created when the Create EDI Files screen is executed. Commercial is the default selection. Note that projects set up on the Manage Project Billing Information screen with a Progress Payment billing formula automatically revert to the Progress Payment invoice transmission type when this screen is saved.

Field Description
Commercial

Select this option to use the commercial invoice transmission type.

Form 1034

Select this option to use the Form 1034 invoice transmission type.

Progress Payment

Select this option to use the progress payment invoice transmission type.

Other Details

Field Description
Task Order Number

Enter the task order number that should be included in the export file. This is an optional field. Your customers may request this number for the EDI file.

Final Shipment

Select this check box if you want this designation included in the export file. Your customers may request this designation when the export file is the final transmission for this project.