Adding EDI Billing to a Client - EDI template already exists

This will be when an existing Client is going to be using the same format as the new Client.  We are copying the format from the existing EDI template.

Open up the EDI program, and go to New.

Enter Name - put the client name.

Enter File Name - the billing standard to which the format applies.

Copy From - the template that uses the same format from which you are copying it.

Once that is done it will fill out the settings tab with the same information on the template from which it was copied.  Create a new folder where the EDI program typically outputs the files called the client name (O:\orion\edi on most sites).  Fill that path in the default file location field. 

Go into File Maintenance Manager and find the Client.  Click on Bill Delivery Tab and then check the EDI Billing box and select the appropriate template that was just created.  Save and Close.  After saving it, it will ask if you want to adjust all Matters.