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<< Click to Display Table of Contents >> Navigation: Invoicing > Master Files Maintenance > Company > Electronic Invoicing |
Before entering any information in the fields on this screen, it is necessary to setup the menu item #81-Custom Fields for mapping purposes.Certain information referred to as "specs" will be needed to set up some of these fields to create the file.
Please contact your Customer Success Team for help and/or the above company being used for electronic invoicing. Also see Electronic Invoicing.
Electronic Invoicing |
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AFE # (1-7 for Custom Field) |
Enter the custom field number that was set up for AFE's. The AFE field is required for Oildex. |
Location/Well (1-7 for Custom Field) |
Enter the custom field number that was set up for Location/Well. |
Oildex/PIDX Billing (1-7, 9-11 for Custom Fields) |
Enter the custom field for Oildex/PIDX billing. Note: Fields 9-11 are only available with the PTB optional add-on. |
Oildex/PIDX Job External # (1-7) for Custom Field |
Enter the custom field number that was set up for the job number. |
Oildex Ticket # (1-7 for Custom, T=Ticketing) |
Enter the custom field number setup for the ticket number or "T" for ticketing. |
Seller ID |
Enter the Seller ID. |
Contact Name |
Enter the Custom field number for the contact name. |
PIDX Contract # |
Enter the contract number for PIDX. |
DO2 Service Date (W=WO Date) |
Enter the custom field number for the service date. Enter "W" for work order date. |
DO2 PO# |
Enter the custom field number for the purchase order number. |
DO2/PIDX Cost Center |
Enter the custom field number for the cost center. |
Oper Cat/PIDX Act Step |
Enter the custom field number for the operational category/PIDX Act Step. |
Operator Coding |
Enter the custom field number that corresponds to operator coding. |
Ordered By/Comment |
Enter the custom field number that corresponds to the "order by/comments." |
Oildex Invoice FTP Username/Password |
Enter the Oildex username and password. Upload invoices to this site. |
Oildex Images FTP Username/Password |
Enter the Oildex username and password. Upload docs to this site. The file name for the document site must be in the following format. Example: ODX000009999000_XXXXX_BRKFHTIC_102724.tif |
Cortex Duns # and EDI Directory |
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NOTES:
•For ADP (DO2) electronic invoicing, the image of the invoice can be added to the front of any tickets being sent. Additionally, the layout will contain a column for Purchase Order.
•On the PIDX format, the vendor service part number field is a part of the EDI file layout.
•The Oildex Ch format will include the Purchase Order Number field on the EDI file layout.