Upload JIBLink XML

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1 What do I Need to set up?
- 1.1 System Defaults
2 Uploading the XML file to EnergyLink automatically
- 2.1 Successful Upload
- 2.2 Unsuccessful Upload
3 Uploading the XML file to EnergyLink manually

After running the Generate JIB Invoice JIBU026 process, users have the ability to directly upload the XML file to EnergyLink. This is done via the Upload JIBLink XML screen.

What do I Need to set up?

System Defaults

To activate the ability to directly upload the XML file to EnergyLink:

1. Navigate to the menu and select Administration → System Defaults and Controls.

2. Highlight sub-system 16 - MISCELLANEOUS INTERFACES, and change the Status to Active.

3. While sub-system 16 - MISCELLANEOUS INTERFACES is highlighted, select the Sub-Sys Comp tab.

4. Highlight sub-system component 225 - JIBLINK EXTRACT , and change the Status to Active.

5. While sub-system component 225 - JIBLINK EXTRACT is highlighted, select the Default Values tab. Enter the following information:

INCLUDE_AFE_AMT - Indicates whether or not AFE Amounts for the specific AFE included in the JIB will be included in the JIBLink extract. NOTE: Using this option will increase the size of the JIB extract as all accounts associated with the AFE (the account's estimate and ITD amount) are included even if there is no current month charge to the specific account for the AFE.
JIBLINK_UPLOAD_ENV - Indicates the JIBLink environment for upload.

Uploading the XML file to EnergyLink automatically

To automatically upload the XML file to EnergyLink:

1. Contact EnergyLink Support to set up your company to autoload your Operated file into EnergyLink. They will provide you with the required service account credentials required for step 4.

2. Navigate to the menu and select Joint Interest Processing → Upload JIBLink XML.

3. Enter JIB information.

In this field...	Enter this information...

In this field...	Enter this information...
Organization ID (one only)	The organization ID which produced the joint interest invoices.
Accounting Period End Date	The accounting period of the joint interest invoices in YY/MM format.
JIB Run Number	The JIB run number which produced the joint interest invoices. This is found on the output of the Generate JIB Invoices JIBU026 report.
Include BA (one/many/all)	The Business Associate on the joint interest invoice. To include all Business Associates, leave this field blank.
Include Aging (Y/N)	Indicates whether the XML file will include aging for specific invoice types. If entering Y, the invoice types included in the Invoice Type Code field will include aging in the XML file and a Statement of Account / Aging Statement will be generated. For more information on the generation of the Statement of Account / Aging Statement refer to the EnergyLink wiki.
Invoice Type Code (one/many/all)	Indicates which invoice types will include aging.

4. Once submitted, users will be prompted for their EnergyLink username and password.

5. Select the OK button to upload the file to EnergyLink. A message indicating that the process was successfully submitted will be displayed.

6. EnergyLink will email the results of the upload to the email account associated with the EnergyLink username and password.

Successful Upload

A sample email produced for a successful upload is as follows:

Unsuccessful Upload

A sample email produced for an unsuccessful upload is as follows:

Uploading the XML file to EnergyLink manually

The XML file can also be uploaded manually to EnergyLink, by saving the XML file to a desktop or network drive, and uploading the file in EnergyLink.

The XML file generated by the Upload JIBLink XML process can be found in the Process Monitor. To view this file, navigate to the Process Monitor, highlight the JIBU028 process submitted, and select the Output Files button.