How to Adjust All Matters on a Client for EDI Billing to Assign New Template

When you pick the EDI template on the Bill Delivery Tab, click Save and are prompted, you need to make sure you choose Adjust ALL Matters if that is what you want.  If you don't it will not change them. Also, for example, if you accidentally choose Adjust only Matters that have a Matching template, it will only change ones that have that template already assigned and not necessarily all of them.

If you have already changed the template and find that it has not adjusted all the Matters like you want, try changing the template again temporarily to another template. Save and choose Don't Adjust, then go back to the template field, change it to the correct template, and choose Adjust All Matters. That should make the system change all the Matters on that Client for you.