Aderant.mef

This is an export filter for a legal practise management system from Aderant, Client Disbursement Import Task Layout for Generic Importer (CMSDISB). The CMSDISBtask is based on the disbursement entry import task. It defines how to process records using a standard format defined by ADERANT. There are two formats used by CMSDISBtask, a fixed file length, (not used here) and as delimited format.

In the [export] section of the PMA.INI file, ExportFilterName needs to be set to aderant.mef.

General PMA.INI file settings

The MatterClientRelationship and other details should be set to match the relevant external accounting or cost recovery system. Otherwise these values are suggested.

[System]

PmaKey = 17

PMASystemLongName = "ADERANT"

PMASystemShortName = "ADERANT"

The PMASystemShortName is not currently being used, but is kept in for reference.

WidthOfClientCode = 8

WidthOfMatterCode = 8

WidthOfGeneralCode = 8

ExportReportFormat

ExportReportFormat is found in the export section of the PMA.INI file. Setting ExportReportFormat will allow the following modifications to the export. ExportReportFormat is a bit field format, allowing multiple options by adding up the values in the ExportReportFormat column.

ExportReportFormat	Action
32	If the a field has the value "(None)" then the field is exported as blank.
64	Filter out all characters other than &'-./= and spaces, Alphabetical upper and lower case and Digits.
128	If the disbursement code is blank then don't export the record.
256	If the client/matter code is blank then don't export the record.
512	If the count is less than 1 then don't export the record, otherwise export as count = 1.
1024	If the cost is 0 then don't export the record.
4096	Use the disbursement description as the disbursement code.
8192	Set if CALL_INFOREQD should be Y otherwise will be CALL_INFOREQD = N, and no call information will be exported.
16384	If set then comma are exported where CALL_INFOREQD would have been. This is independent of 8192, meaning it does nothing it 8192is set.