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Transaction Registers (Period)

This page describes the 'Transaction Registers (Period)' Export function in the Integration module.

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The 'Transaction Registers (Period)' Export function in the Integration module is able to export records from the transaction registers in Standard ERP. It allows you to export records from a particular time period from these registers. If you need to export records in a number range from these registers, use the 'Transaction Registers' Export function, also in the Integration module.

This function will create a file with the appropriate format for importing in to a new Company or database, which you can do using the 'Automatic' or 'Manual file search' Import functions in the System module.

The file will contain separate sections for each register or setting that you choose to export. You can produce an Export/Import Format report in the Technics module if you need to see the format (field order) that will be used in each section. To produce this report for a single register or setting, enter one of the following values in the Vc (View Code) field:

Register or SettingVc (View Code)
ActivitiesActVc
Asset DisposalsAT2WrofVc
Asset RevaluationsAT2DprVc
Asset StatusAT2TakeVc
Bar TabsRestAccVc
Cash InCLInVc
Cash OutCLOutVc
Cheque DepositsChqDepVc
ChequesCheckVc
ContractsCOVc
DeliveriesSHVc
Shipment NotificationsDropShipVc
ExpensesExpVc
Goods ReceiptsPUVc
Internal OrdersIntORVc
InvoicesIVVc
OrdersORVc
Purchase InvoicesVIVc
Purchase OrdersPOVc
QuotationsQTVc
Returned GoodsRetVc
Returned Goods to Supp.RetPUVc
Own Cheques OwnCheckVc
ReceiptsIPVc
Service OrdersSVOVc
SimulationsSMVc
Stock DepreciationsSDVc
Stock RevaluationsSRVc
Stock MovementsStockMovVc
StocktakingsStockTakeVc
Time SheetsTSVc
TransactionsTRVc
Work OrdersWOVc
Work SheetsWSVc

Please refer to the Exporting Settings and Registers - Index page for a list of the Export functions that you can use to export information from other settings and registers.

To use the 'Transaction Registers (Period)' Export function, you must log in as a Global User or Person whose Access Group explicitly grants full access to the Integration module. Ensure you are in the Integration module and open the 'Exports' list by clicking the [Routines] button in the Navigation Centre and the [Exports] button in the subsequent 'Routines' window. Then double-click 'Transaction Registers (Period)' in the 'Exports' list to open the 'Specify Transaction Registers (period)' window:

Period
Paste Special    Reporting Periods setting, System module
Records in the registers that you select below and with dates within the period specified here will be exported.

Backup Comment
Enter a short comment describing the content of the export file (up to 40 characters are permitted). This description will be saved in the exported file so, if you use the 'Automatic' Import function in the System module to import the resulting file to another Company or database, this description will be shown in the list of importable files.

Check Boxes
Select one or more of these options to specify the register(s) from where records are to be exported.

Specify
Use these options to specify whether records that you have marked as OK, records that you have not marked as OK or both are to be included in the export file.
Click the [Run] button to proceed, or cancel using the close box. After clicking [Run], a dialogue box will open, where you can name the export file and specify where it is to be saved

Enter a name for the file, and click [Save] or press the Enter key. If you are exporting with the intention of importing the information into another Standard ERP database or Company using the 'Automatic' and 'Manual file search' Import routines, do not name the file with two leading minus signs/hyphens (e.g. --Data.txt). Information will not be imported from files named in this way.

A message window informs you about the progress of the export process. You can interrupt the process at any time by pressing Esc (Windows) or ⌘-Full Stop (macOS).

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