Before you begin any exporting to ACCPAC you must ensure that the "Accounting data" path is entered
in the Company Profile of RemoteDesk first.
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. 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.
Also ensure that the company options are setup. The next pages before export describe how to complete this task.
Export
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, ACCPAC Plus DOS or ACCPAC for Windows 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 ACCPAC.
Customers: Exporting customer records will only select those that have not been previously exported or have been updated since the last export. In this way you can get only the changes and additions to the file.
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.
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. Items are not exported to ACCPAC.
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, ie. ACCPAC
3. If you are exporting to ACCPAC, the path comes automatically 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 AProcess previously exported orders@.
6. Once you have completed your selection criteria, click on the Export button.
7. Export Information screens - The following sections describe information screens that are prompted for each of the separate exports for orders, customer and ship-to addresses.
These sections are:
a) Export Orders to ACCPAC
b) Export Customers to ACCPAC
c) Export Ship-to Addresses to ACCPAC
8. Repeat above steps for each applicable option.
