Costpoint Online Help

Using the Help Search
Using the Help Search
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Contents of the Configure Billing EDI Settings Screen

Use the fields and options to configure the Configure Billing EDI Settings screen.

Sender Information

The information in this group box is required in all EDI files. You must enter this information before creating any EDI files. The government rejects files that do not contain this information.

Field Description
CAGE Code

Enter your company's Contractor and Government Entity (CAGE) code in this field. The billing export files use this data to identify your company to your trading partners. The government requires this information in invoice files sent to them. This is a required field.

DUNS No.

Enter your company's Data Universal Numbering System (DUNS) number. The billing export files use this data to identify your company to your trading partners. This is a required field.

Project Defaults - Invoicing System Codes

The defaults in this group box expedite the setup of the Manage Project EDI Information screen. This information is optional in this screen and on the Manage Project EDI Information screen.

Field Description
CAO

Enter the Contract Administrative Officer (CAO) code in this field. The CAO code is used in the export files of various government-type invoices. This field serves as the default for each project that uses a CAO code. You can override this code on an individual project basis on the Manage Project EDI Information screen. This field is optional.

Buying Organization

Enter the buying organization code in this field. The buying organization code is used in the export files of various government-type invoices. This field serves as the default for each project that uses a buying organization code. You can override this code on an individual project basis on the Manage Project EDI Information screen. This field is optional.

Payment Office

Enter the payment office code in this field. The payment office code is used in the export files of various government-type invoices. This field serves as the default for each project that uses a payment office code. You can override this code on an individual project basis on the Manage Project EDI Information screen. This field is optional.

Ship To

Enter the ship to code in this field. The ship to code is used in the export files of various government-type invoices. This field serves as the default for each project that uses a ship to code. You can override this code on an individual project basis on the Manage Project EDI Information screen. This field is optional.