Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

From this drop-down list, select the range option for invoices that you want to include in the data transfer. This field displays All as the default option. Valid options are:

• All
• One
• Range
• From Beginning
• To End

The values that you can enter in this field depends on your selection from the Option drop-down list. Refer to the following conditions when you use this field:

• If you select All or From Beginning from the Option drop-down list, you cannot use this field.
• If you select One from the Option drop-down list, enter, or click to select, the item in this field.
• If you select Range from the Option drop-down list, enter, or click to select, the starting item in this field.
• If you select the To End from the Option drop-down list, enter, or click to select, the beginning item in this field.

The values that you can enter in this field depends on your selection in the Option check box. Refer to the following conditions when you use this field:

• If you have select All, One, or To End from the Option drop-down list, you cannot use this field.
• If you have select Range from the Option drop-down list, enter, or click to select, the ending item in this field.
• If you have select the From Beginning from the Option drop-down list, enter, click to select, the ending item in this field.

Select this check box to list the non-contiguous ranges selected on the subtasks of this screen.

From the drop-down list, select the type of data contained in the export file. This designation displays in the file header to indicate to your customers whether the file is a test transmission or an actual invoice submitted for payment. In a typical EDI arrangement, your customer may prefer an initial period in which invoices are submitted parallel using both electronic transmissions and hard copies. The files you create for a customer/project/invoice type range displays the same data indicator. Valid options are:

• Production Data
• Test Data

This field displays the name of the export file assigned by Costpoint. You cannot modify the file name. As noted previously, Costpoint creates a separate file for each customer based on the category drop-down list. The file name consists of the first eight characters of the customer and carry an extension of *.EDI. For example, a customer called SUPERTECH would be created as SUPERTEC.EDI.

Enter, or click to select, an output path where the files will be exported. If Costpoint detects a file with the same path and name, a warning message displays. You then have the option of overwriting the file or cancelling the process.

From the drop-down list, select whether to continue creating the export file if a file with the same name already exists. Valid options are:

• Halt
• Overwrite