Overview The Export function provides a way for the Administrator to interface to external applications. Remote clients do not have the ability to export, this function is dimmed. All main data files in RemoteDesk can be exported. You can export data to ASCII delimited files or to ACCPAC Plus databases. Through this export process you can feed data received from your remote sites to your accounting system.
Before you begin any exporting to ACCPAC you must ensure that the "Accounting data" path is entered in the
Company Profile of RemoteDesk first. Depending on which data path and accounting data file is set,
the program determines whether to use the ACCPAC DOS or ACCPAC Windows interface.
To access the Export function, click on the Process button which displays the Process launch pad. Then click on the Export button.
Click on the Process button and the Process launch pad is displayed.
Select the Export button and the following screen will display.
You can choose to export the following data:
To provide flexible interfacing to external systems, you can export data to ASCII delimited files, and ACCPAC Plus databases.
Export Data For:
Orders: Orders can be exported using the default processing option which selects all new, active orders that have not been previously exported. Or, you can use the selection criteria of order number range, customer number range and order date range. Once orders are exported, they are marked with a date and time stamp to prevent accidental re-exporting. You also have an option to re-export orders by clicking on the "Process previously exported orders" option. For exporting to an ACCPAC destination, an intermediate file is created specifically for the ACCPAC interface. A special order posting program running in the ACCPAC environment reads this file and posts the orders to ACCPAC, creating the audit and providing a number of posting options. See Setup at the beginning of this section.
Customers: Exporting customer records will only select those that have not been previously exported or have been updated since the last export. You can get only the changes and additions to the file. Customer records are written directly to ACCPAC Plus customer master in A/R.
Ship-To: Exporting ship-to codes and addresses will select only those that have not been exported or that have been changed since the last time the file was exported. In this way you can get only the changes and additions to the file. Ship-To records are written directly to ACCPAC Plus O/E Ship-To master file.
Items: The export of items always processes all items in the file. In this way you get a complete list of all items in the price list.
1. Choose which file you want to export data for by clicking on the down arrow and selecting the appropriate one, for example Orders
2. Choose the file format you are exporting, ASCII or ACCPAC
3. Enter the destination data path and filename for ASCII exports. If you export to ACCPAC, the path comes from the Company Profile.
4. Selection criteria: When you export orders you have the ability to enter a site number, order number range and order date range.
5. If you are exporting orders, you can also choose to re-export previously exported orders by clicking on the option"Process previously exported orders"
6. Once you have completed your selection criteria, click on the Export button.
7. As the data records are being exported, a progress bar is displayed and the status box shows progress messages. The status box on the Export screen summarizes the activity and the final record count.
8. Repeat the above steps for each applicable option.
