EDI Definition

Import definitions use MaxBasic code and are set up in Import Designer to provide access to data objects.

Sample import definitions are available on the Accredo installation media in the EDIFormats folder.

Click Open In Designer to open the selected file in the Import Designer.

Import File

The file name and path to the data to be imported.

Clear successfully imported

Selected, removes successfully imported records from the import file when importing transactions, invoices, sales or purchase orders, to avoid duplication if a file is re- imported.

Also makes identifying error records easier on masterfile imports.

Not available for Excel files.

Make backup

Selected, makes a copy of the import file before the import. Recommended if you are clearing successfully imported records.

The backup copy has the original import file name with the extension ".BAK". Previous backups of the import files will be renamed to increment the backup number ".BAK" to ".BK1", ".BK1" to ".BK2", through to ".BK8" to ".BK9"; the oldest backup previously ".BK9" will drop off.

Not available for Excel files.

Excel Worksheet

If the import file is an Excel Workbook, you can specify a Sheet Name or Sheet Number.

If not specified, the Worksheet specified from the EDI Import definition file will be accessed, if this is not found, the first Worksheet will appear.