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Transaction Manager: Creating a Custom File Name when Exporting Flat Files & Combining/Splitting files
Transaction Manager: Creating a Custom File Name when Exporting Flat Files & Combining/Splitting files

Would you like to have your documents combined into one file upon Export, or do you want one file per transaction? Here’s the scoop!

Sean Foley avatar
Written by Sean Foley
Updated over a year ago

To combine your documents into a single file on Export, or to create one file per transaction, perform the following steps:

1. From the Foundry primary navigation menu, select Transaction Manager | Business System:

2. On the Business System page, select your company business system:

3. On the Business System Company Setup page, select Flat File Options | Single File or Flat File Options | Distinct Files.

  • Single file - will combine the same document types into one file
    ​For example, if you highlight 10 Purchase Orders on Export, they will be combined into one file of all 10

  • Distinct Files - will provide a file for each transaction
    ​For example, if you highlight 10 Purchase Orders on Export, you will receive ten individual files:

4. To assign a custom file name:

  • Select Export File and choose the document type.

  • Click Add Custom Option and then select File Name | Custom Name Option.

NOTE: You can repeat this sequence to add additional values to the naming convention.

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