Create an archive transaction description for writing output to a second transfer file

One use of an archive transaction description is to obtain two different files for the same processed invoice.

The standard transaction description determines the content of one output file, and the archive transaction description determines the content of the other output file.

Create and save an archive transaction description that specifies the content and format of the data you want to transfer to a separate output file. It can contain all fields normally found in the standard transaction description.

  1. Select File > New.
  2. In the New dialog, select Transaction description and click OK. The Transaction description dialog is displayed.
  3. In the Connected to invoice profile box, select the invoice profile that this transaction is to be used with.

    If the invoice profile you want is not listed, click Cancel, close the invoice profile, and start again from step 1.

  4. Edit the transaction fields.
  5. Click Options and specify which type of field separation you want.
  6. Click OK in the Transaction description dialog to close it.
  7. Type a name for the transaction description and click OK.

    To use the archive transaction description, you must specify which transaction description to use and where to save the data in the Transfer job description.