Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Correspondents

Version 14.19

About Correspondents

Path: Admin tab > Connections button

The Correspondents table houses all exchange credentials needed to electronically transmit information to outside vendors such as clearinghouses, Chadis, and PMX, to name a few. Correspondent records are also used to sync services within OP, such as Colossus connectivity.

Correspondents Map

Number
SectionDescription

1

Connectivity/IDs tabThe Connectivity/IDs tab views or creates an e-correspondent.  Here you can set the correspondent class, name, role, status, URL, FTP login/password, and more.

2

Transaction Routing tabThe Transaction Routing tab determines which types of transactions you will use with each correspondent.

3

Custom ISA/GS ValuesThe Custom ISA/GS Values tab sets custom ISA and GS qualifiers.  Information and Sender/Receiver IDs can be entered here as well.

4

File ManagementFile Management connects to the document repository for transaction files.  Transactions can be added, modified, saved, and removed.

5

Function buttonsThe function buttons create an e-correspondent, remove an e-correspondent, edit an e-correspondent, save and e-correspondent, and cancel creating an e-correspondent.

6

Sync buttonThe Sync button syncs the e-correspondents with the outside vendors and with Platform Manager.
Version 14.10

About Correspondents

Path: Utilities Menu > System Admin > e-Correspondents (Keyboard Shortcut keys: [Alt][U][A][E])

The Correspondents table houses all exchange credentials needed to electronically transmit information to outside vendors such as clearinghouses, Chadis, PMX, and more.  

Correspondents Map

Number
SectionDescription

1

Connectivity/IDs tabThe Connectivity/IDs tab views or creates an e-correspondent.  Here you can set the correspondent class, name, role, status, URL, FTP login/password, and more.

2

Transaction Routing tabThe Transaction Routing tab determines which types of transactions you will use with each correspondent.

3

Custom ISA/GS ValuesThe Custom ISA/GS Values tab sets custom ISA and GS qualifiers.  Information and Sender/Receiver IDs can be entered here as well.

4

File ManagementFile Management connects to the document repository for transaction files.  Transactions can be added, modified, saved, and removed.

5

Function buttonsThe function buttons create an e-correspondent, remove an e-correspondent, edit an e-correspondent, save and e-correspondent, and cancel creating an e-correspondent.

6

Sync buttonThe Sync button syncs the e-correspondents with the outside vendors.