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.

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