Field/Option

What is this?

Input File Name

Use the Browse button to locate the Direct Bill Statement Integration Excel file.

Output File Name

Displays where the AL3 file is saved.

Defaults to C:\Documents and Settings\[Local User]\My Documents\AMSCustom.

AMS360 Parent Company

The Parent Companies appear in the list.  See Company Setup for more information on setting up companies.

Statement Date

Enter the Direct Bill Statement Date.

Select Template

Select Default Template from the pull-down list.

Convert

Click to start the process of converting the XLS file to a download AL3 format.  

• XLS to AL3 Export completed successfully displays along the bottom of the form when the process has completed.

• The .XLS file is not removed. It is up to the you if you wish to delete the file.

Close

Use the Close button to exit the utility.

Export Blank Template

Opens Excel and creates an example of the default template.

AMS360 - Message

Solution

There was a problem loading the Excel input file. Please contact the Custom Group for assistance.

The cause for this error message can be easily corrected and will be addressed in a future release of AMS360.

The file you are trying to convert needs to be opened and saved as an .XLS file on your workstation.

1. Open the source file from BenefitPoint. Microsoft Excel opens to display the contents of the .xls file.

2. Choose File > Save As. The Save As dialog box opens.

3. In the Save as type field, choose Microsoft Excel Workbook (*.xls) from the drop down list.

4. Click Save. A Microsoft Excel Message appears saying, "The file [name] already exists. Do you want to replace the existing file?"

5. Click Yes. The Save As dialog box closes.

6. In AMS360, from any Center or data entry form that has a Toolbox menu, select Toolbox > Integration > BenefitPoint > Process Statement and continue with the process of converting the .XLS file to an AL3.

XLS to AL3 did not complete successfully. Please review C:\[File Name]_ErrorReport.txt

This message will appear if the XLS export did not convert to AL3 successfully.  Locate and print the text file in the message.  Items on the list will need to be corrected before the process can be run again.

Example of an error message text file:

This file shows the transaction date caused the error.  The transaction date was not between the policy effective date and the policy expiration date.