Data Export

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Use the Data Export form to access the Sales Analysis Export form and export customer, inventory, supplier, and sales analysis information to file. You can export based on:

• 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 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 whether or not 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, Microsoft Excel.

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 for the export.

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

Customer Area

Select the customer area for the export.

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

Stock Group

Select the stock groups for which 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 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 you select this option, enter the period range in the fields below.

This option is enabled if the Sales Analysis Posting option on the Accounts Receivable Module Control form is set to Use Period End Dates.

From Period Start

Enter the date from which to start sales analysis period export.

To Period End

Enter the date until which to export the sales analysis.

Daily Sales Transactions

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

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

From

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

To

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

Export Directory

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

Include Predefined Fields

Select this option to include a pre-defined list of database fields in the export.

Add Schedule

Click this button to schedule the sales analysis export for later processing.

Clicking this button opens the Add to Task/Print Queue form. You can schedule the export for daily or weekly processing.

Process Immediately

Click this button to generate the export file immediately.

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