Atrieve Finance

Accounts Receivable J/E Interface (Export)

The Accounts Receivable J/E Interface module will create the journal entries for the invoice and cash batches and post them to the general ledger via interface batches with the specified batch type from the profile record. This option must be processed in batch mode.


Enter Accounts Receivable Period

Enter Accounts Receivable period to be interfaced.

Press <Enter>.

Select Specific Batches

Enter 'Y' to select specific batches to be interfaced.

Enter 'N'  to interface all non-interfaced batches for the period specified.

IF YOU ENTERED 'Y' ABOVE THE FOLLOWING PROMPT WILL APPEAR AT THE END OF THE SCREEN:

Select Batch Number

Enter the batch type and sequence number for batch to be interfaced. This is repeated for further batches until <Enter> is entered to the prompt.

Select Batch Type

Enter 'Y' to select a specific batch type to interface.  

Enter 'N' to select all batches. This prompt will not appear if you entered ‘Y’ to ‘SELECT SPECIFIC BATCHES’ above.

IF YOU ENTERED 'Y' ABOVE THE FOLLOWING PROMPT WILL APPEAR AT THE END OF THE SCREEN:

Select Batch Type

Enter the batch type to be interfaced.  This is repeated for further batch types until <Enter> is entered to the prompt.

Interface Summary/Detail

Enter 'S' to interface the batches to Finance in summary form.

Enter 'D' to interface the batches to Finance in detail.

NOTE:  Detail interface will bring forward invoice and receipt dates for each line item.

Transfer Directly into Finance

Enter 'Y' to have this process automatically run the JE interface on the Finance side.

Enter 'N' if you just want to create the interface file. Finance users will have to pull in the interface file themselves at a later date.

The second report created from entering 'Y' will be the first five digits of the six digit file number plus an 'A'

The following window will appear if 'y' was selected above:

Select the interface format you want to use for this interface.

Selected interface format:

This is not a prompt. It is there to display what was selected on the previous window.

Preliminary Or Final Run

Enter 'P' if you just want to test the interface and do not want to update any files.

Enter 'F' for a final run and an update of all related files.

Press Return To Continue

This is your last chance to change the print and batch queues before the job is submitted to batch.

The system will submit the job to the batch queue and produce all necessary reports.

The following format needs to be setup in the Finance Journal Entry Interface Profile.

Support symbols


SRB$MARINTDESC = ='NAME/DESC'


SRB$MARINTDESC = ='/DESC'


SRB$MARINTDESC = ='NAME/'


SRB$MARINTDESC = ='DESC/NAME'