You can copy the information directly from another Excel spreadsheet into the template, or manually key the information in the appropriate fields.
Submit Date and LOA Date should be keyed with the year first, the month, and then the date YYYYMMDD (Example: 20140429)
Delete the header line (The first line that identifies what should be populated in each column)
Save the file. (File must be saved as delimited text file—other formats of text will error out.)
Uploading the file into web-based Switched batch formatter tool
Click Orders > Manage Orders > Batch, then select Switched as the ordering type.
Click the Switched Batch Formatter-Web Based link.
Click Load File.
Click Browse, navigate to your file, then click Open.
The formatter tool loads your data.
Validate the file:
Click Validate button.
New window/tab will open with errors.
Correct any errors.
Save the file:
In the Web-Based Switched Batch Formatter Tool, click the Save button.
Save as: Customer Code/Date/Letter.txt (Example: CTL042914A.txt)
Open your saved file to update customer code:
Your file maybe saved in a different format so you will need to open it in notepad for it to remain in text format.
When you open your file it should now have a header line starting with all H’s and a footer line starting with all Ts.
On your header line you are going to see BATCH_ID=abcd. You need to change the generic abcd to your desired RMC ID.
Save your changes to the file.
Loading your file into Control Center
Loading file to be processed, in Control Center go to Manage Orders, Batch, select Ordering Type as Switched:
In Upload Files, click the Browse button and find your saved text file.
Your file should now be populated in the browse field.
Click the Send button.
You should now get a response from Control Center that your file has successfully been loaded.
Checking to determine if your file was processed or was a bad file
Determine if your file was processed or if it was rejected as a bad file. Go to Orders > Order Status > Preliminary Order Status. Search for file name (case sensitive), or search for Ordering Method as Switched Batch.
Click on the link under the Parent Order ID column, and an overlay will display with two tabs: Order Details and Files.
Files will display:
Upload: the file will initially sit here waiting to be picked up for processing.
Archive: the file is moved here when it is successfully picked up for processing.
Bad Files: the file is moved here when it is rejected, see DIR.LOG in Upload for more information.
Results: 4 results files are generated, open the .WHL file using Notepad.
Reviewing a successful processed order:
Your order will list all the services submitted, and identify if the service was accepted or rejected.
If the individual service rejected the report will give you an explanation of why it rejected.
At the bottom of the file it will also identify Total Records Processed, Total Records Accepted, Total Records Rejected.
Reviewing your bad files:
See DIR.LOG in Upload for more information.
Some common issues resulting in rejected file:
The Batch ID on the header line was not changed from generic to the customer code.
There was an extra line at the bottom of the file.