Saving Interface Files to Send to Support

Steps to save an invoice interface information to a text file 

Query the Invoice 

1. Invoice > Query, select the Invoices tab, or press CTRL+F1 
2. Search by invoice number, record locator, or other identifying information 
3. Click View 

Open the Interface Details Window 

1. Click on the Rec Loc button next to the invoice’s record locator 

     2.  In the grid at the top of the window, highlight the first interface Record

     3.  Click Save To File

 

Save Interface Record to File 

1. Make a note of where you will save the file (for example, “Desktop”) 
2. Enter a file name for the record 
   1. Use the record locator as the file name, if possible 
      Example: LFUBOP 
   2. If you are saving multiple files with the same record locator, add a number to the end 
      Example: LFUBOP_1
3. The 'Save as type' option defaults to .txt.  If yours does not default to .txt, make sure you choose the drop down box and choose .txt.
4. Click Save

 

Repeat for Additional Interface Records 

1. If there are multiple records displayed in the REC LOC screen, you will need to highlight each one, then click on Save to File.
2. Assign a unique name to each file as noted above. This will insure we receive all the correct records for testing the reported issue. 

Send the Saved Text Files To Our Support Desk 

1. Reply to this email and attach the saved .TXT files 
2. Verify the Ticket # is in the subject line