Configuring the EDI Exported Filename Structure

Your EDI VAN or Trading Partner may request a modification to the EDI filename structure when you are in the process of setting up a new EDI Trading Partner.  Modifying the filename structure can be accomplished relatively easily by modifying the Trading Partner Mailbox File Mask, which is located in Configuration Manager.

  1. In Acctivate, go up to File -> Configuration Management
  2. Double-click EDI in the tree to the left to open the EDI configuration.
  3. Select the trading partner in question from the Trading Partners list.
  4. Select the EDI document in the tabs in which you would like to modify the filename.  In the example, below, I am modifying the filename structure for the Customer Invoice (EDI 810 ) for the 'TEST' trading partner.


You can double-click in the Mailbox File Mask field, which will give you a list of default options, which are:

  • PartnerID
  • TransactionID
  • BranchID

For more information about trading partner options, check out our docs page.