Sort transferred invoice data by buyer

In a Transfer job description, sort transferred invoice data according to the buyer it belongs to so that a separate subfolder is created for each buyer in the output. It is also possible to specify specific buyers for which invoice data needs to be transferred using the job. Both of these settings are specified in the job description in either the Manager or Transfer modules.

To separate transferred invoice data by buyer:

  1. Create a new or open and edit an existing job description.
  2. In the job description dialog, expand the Transfer settings and click Output.
  3. In the Output directory settings, select Create subdirectory for each buyer.
  4. Click OK.
  5. If you are working in an invoice profile, right-click the invoice profile and click Save or Close.

Transfer invoice data for specific buyers only

To limit the job to transfer invoice data for specific buyers only:

  1. In the job description dialog, expand the Transfer settings and click Buyers.
  2. Select Select list of buyers and then specify which buyers you want to transfer invoice data for in the Buyer selection list.
  3. Click OK.
  4. If you are working in an invoice profile, right-click the invoice profile and click Save or Close.