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
Navigate to Manage Orders > Batch, select Ordering Type as Switched. Select “Switched Batch Formatter-Web Based” link on page. Formatter tool displays.
Click the Load File button. Upload File screen appears.
Click Browse and navigate to the location of your file.
Select the file and click the Open button.
Click the Load button. Data rows will populate.
Click Validate button. New window/tab will open with errors.
Correct any errors.
Click Save button in the Web-Based Switched Batch Formatter Tool.
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 T’s
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 Browse button, and find your saved text file
Click Open. 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