Create File is used to create a new x9 file using one or items from the currently loaded x9 file. Input to this process can be either a filter that contains the specific items to be included in the new file, or alternatively the entire content of the currently loaded x9 file. Filters may be created using the PickList, Find, or Search functions. The output x9 file can be either an ICL or ICLR file.
You can create the x9 file directly from the selected items or you can instead route the items through the Generate function. If you create the file on a direct basis, then the selected items will be written exactly as they appear within the current x9 file (including the attached addendums and image records) and will be written in the current format (ICL or ICLR). Items will remain within their current cash letter and bundle structure. Repackage can be used to further consolidate the bundles when that is desired.
You can alternatively create the x9 file through the Generate function. When this option is selected, the items will be reformatted from x9 to CSV and then routed into Generate for additional reformatting. When using this approach, the attributes and reformatting of these items is controlled by a Generate Configuration which is user defined and can be saved for repetitive reuse. When using Generate you can transform items from ICL to ICLR or from ICLR to ICL. You also have complete control of the file header, cash control header, and bundling of these items. A common use of this tool is to use PickList to select individual items from an x9 file and to then create a new ICL or ICLR file that contains just those specific items.
Input items are taken from the currently loaded x9 file. When creating the output file using Generate, you can select the input source as either the entire x9 file (all items) or only those items that are associated with a currently defined filter. A filter must be used when the output x9 file is written on a direct basis.
X9 File Creation Method
Generate From Filter requires that you select the method that will be used to create the new x9 file. One of two selections must be made:
- Create the new x9 file directly from the x9 data. Records are written in the existing format and the data is not modified in any manner.
- Reformat and process through Generate. When this option is selected, the Generate button will take you to the Generate panel, where you can review and modify your generate parameters before you initiate the x9 file generation process. You can also use this interface to specify and save a customized generator that can be repetitively reused in future user sessions. When used in this manner, you can quickly do functions such as:
- Use an ICL to create an ICL with different file headers
- Use an ICL to create an ICLR with the same items and possibly different headers
Addendums are normally retained when using this tool, which means that the current endorsement chain will be preserved. However, an option to remove the addendums and then allow Generate to create new addendums based on your specific requirements. This option would typically be used in a testing environment to meet specific data needs.
Generate From Filter is a powerful tool that can be used to create either ICL and ICLR files with specific items of your selection. Using the interface to Generate, you can also customize the file header information and other parameters associated with the created x9 file. These parameters can be saved in a generator that can be referenced and invoked in future user sessions.