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Introduction to Exports in the Sales Ledger

The 'Exports' function allows you to export certain information from your Standard ERP database to tab-delimited text files from where you can incorporate it in word processing programs for mailmerge, in spreadsheets for further statistical analysis or in page make-up programs for incorporation in publicity material or published reports. Alternatively and depending on which Export option you choose, you can often import the information into other Standard ERP databases or Companies using the 'Automatic' and 'Manual file search' import functions in the System module. Remember that you can also print reports to disk, so most of the information that is stored in a Standard ERP database is available to other applications via the medium of the text file.

To begin exporting, click the [Routines] button in the Navigation Centre. A list of routines appears: click the [Exports] button in the list of routines to open the 'Exports' list illustrated below. You can also use the Ctrl-E (Windows and Linux) or ⌘-E (Mac OS X) keyboard shortcut to open the 'Exports' list. This lists the Exports that you can produce from the Sales Ledger. Double-click the item that you need in the list. A specification window will then appear, where you can decide the contents of the exported text file. Click [Run] and a 'Save File' dialogue box will appear, where you can name the file and determine where you want it to be saved. If you are exporting with the intention of importing 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.

There are also four Export functions relevant to the Sales Ledger in the Integration module. To use these functions, you must log in as a Global User or Person whose Access Group explicitly grants full access to the Integration module. Change to the Integration module, and then proceed as described in the previous paragraph.

Please click the links below for details about each export function:

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