How to setup a rule

Automatically process import files in the background - as new files arrive in the inbox Axis can be set up to automatically process those in the background and import into QuickBooks or MYOB using a predefined mapping.

To set up a new rule follow these steps:

1. In the Zed Axis EDI module, click on the Rules button on the menu bar.
2. Click on the New button.
3. Choose a name for the rule, and check the active box.
4. Select the criteria that will identify the message that the rule should be applied to - you have the option of:
   1. Message From:  list of trading partners
   2. Message Subject: what appears in the message subject line
   3. File Attached: If the attached file contains a word or string
5. Spedify the Action that you wish to be applied to that file, you have the option of:
   1. Transaction Type: Select the type of transaction you would like the file to be imported as
   2. Use mapping: Selec the mapping that you would like to be applied to that file
6. Specify what should happen once the rule has been applied:
   1. Change Status on Success: Select the status that you would like the message to be changed to once the file has been processed successfully
   2. Change Staus on Error: Select the status that you would like the message to be changed to if the rule encounters an error
7. Clicking Save will set up and start the rule.

Article ID: 103, Created On: 10/21/2011, Modified: 10/21/2011