Data Export

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Use Data Export to access the Sales Analysis Export form and export Customer, Inventory, Supplier and Sales Analysis information to file. You can export based:

• Masterfile: Customer/Inventory/Supplier
• Customer: User defined Customer Trees
• Customer Type
• Customer Area
• Stock Group
• Supplier Type
• Sales Analysis by Period: You enter the period range that you want to have the Sales Analysis detail exported.
• Daily Sales Analysis: You enter the date range that you want to have the Sales Analysis detail exported.

The export file contains all the fields defined in the COM Interface for SCM Analytics Export Customer, SCM Analytics Export Supplier, and SCM Analytics Export Inventory if the Masterfile Information option is selected. The Bookmark Name in the COM Interface is used as column headers in the export file.

A set of hard-coded fields can also be exported. The Include Predefined fields option determines if this list of fields are included in the export:

Customer

Cust_No,Customer_Name,Postcode,Parent_Code,Branch,CustType,Area,Address,Name_Addr2,Name_Addr3,ARMSalesman,ARMSalesmanName,Customer_BranchName,Customer_Company,

Customer_Country,Customer_CountryName,Customer_Currency

Stock

Stock_Code,Stock_Description,Category,Stock_Group,TaxRate,Std_Cost,Avg_Cost,Last_cost,Supplier,Weight,VolCM3,Inventory_Company,SupplierName,StockRanking,SellingUnit,Status,

NonDiminishing,StandardPrice.

Supplier

Supplier,Supplier_Branch,Supplier_Name,Supplier_Type,Supplier_BranchName,Supplier_Company,Supplier_Currency,Supplier_Country,Supplier_CountryName.

Sales Analysis/Transactions

Quantity,Value,Profit,Cost,SG_FLAG,SABranch,SAArea,SASalesman,SACategory,CAT_DESC,SAGroup,GRP_DESC,Stock_Code,STK_DESC,Supplier,SACustType,Cust_No,Date,Company,

BranchName,SASalesmanName,CustTree,StockTree,TranTree,Currency,FC_Value,FC_Cost,FC_Profit,Reference,PriceBook,UnitPrice.

The export file is saved to the directory selected on the form and is ready to use with other applications — for example: MSExcel.

Masterfile Information

Select this option to export masterfile information. These masterfiles are exported to file:

• Customer
• Inventory
• Supplier

The COM Interface determines which fields are exported.

Customer Type

Select the Customer Type that you want to have exported to file.

The Customer Type dropdown lists all Trees defined for AR customers.

Customer Area

Select the Customer Area that you want to have exported to file.

The Customer Area dropdown lists all Trees defined for AR customers.

Stock Group

Select the Stock Groups for which you want to export the Inventory master file. The Stock Group dropdown lists all the trees defined for IN Stock Items.

Supplier Type

Select the Supplier Type for which you want to export the supplier masterfile. The Supplier Type dropdown lists all the trees defined for AP Suppliers.

Sales Analysis by Period

Select this option to export the sales analysis information based on period. If selected, enter the period range in the fields below.

This option is enabled if Accounts Receivable Module Control, Sales Analysis, Sales Analysis Posting Options is set to Use Period End Dates.

From Period End

Enter the Period Date from which you want to start sales analysis period export.

To Period End

Enter the Period Date up to which you want to export the sales analysis.

Daily Sales Transactions

Select this option to export the daily sales transactions. If selected, enter the date range in the fields below.

If Accounts Receivable Module Control, Sales Analysis, Sales Analysis Posting Options is set to Use Posting Date, then the Daily Sales Transactions are exported by default.

From

Enter the date from which you want to commence the daily sales transaction export.

To

Enter the date up to which you want to export the daily sales transactions.

Export Directory

Enter or navigate to the directory where you want the export file to be saved.

Include Predefined Fields

Select this option to include a predefined list of database fields in the export.

Add Schedule

Click this button to schedule the sales analysis export for later processing. Click this button to open the Add to Task/Print Queue form. You can schedule the export for daily/weekly processing.

Process Immediately

Click this button to generate the export file immediately.

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