Export Parameters (Export Definition)

The Export Parameters tab on the Export Definition form is used to define the criteria for the data that will be included in an export. The options that are available in this tab form will depend on the type of export you are defining. When you select an Export Name at the top of the Export Definition form, the export’s Context (Action, Charge_Element, Labor, Payroll, etc.) determines the parameters you can set.

This form only sets the default values displayed on the Exports form. For a Payroll Export, you can modify which Pay Groups are included and their start and end dates when you run the export on the Exports form.

See Also:

Export Parameters Field Descriptions

List of Parameters and Descriptions

Configure the Export Parameters

 

Export Parameters Field Descriptions

The Export Name and Context Name fields display for all exports. The remaining fields that appear in this form depend on the Context Name of your export.

Export Name

Name of the export you selected from the Export Name field at the top of the Export Definition form.

Context Name

Name of the Export Context defined for the Export Name selected at the top of the Export Definition form. The Context Name identifies the function the export performs.

Parameters

Refer to the List of Parameters and Descriptions for descriptions of the Export Parameters. An export’s Context (Action, Charge_Element, Labor, Payroll, etc.) determines the parameters you can set.

 

List of Parameters and Descriptions

BALANCE_CODE

CHARGE_TYPE

CHARGE_TYPE-ELEMENT_NAME

DAYS_TO_EXPORT

DURATION_FIELD_NAME

EXPORT_DATE_RANGE_TYPE

EXPORT_ZERO_DURATION

EXTERNAL_PAY_GROUP

FACILITY_CODE

FISCAL_CALENDAR

INCLUDE_ALL_PAY_GROUPS

INCLUDE_DURATION

INCLUDE_DURATION_DETAIL

MESSAGE_NAME

MESSAGE_TRIGGER_NAME

MESSAGE_TYPE

MESSAGE_STATUS

MINIMUM_COMPLETION_QUANTITY

MINIMUM_INSPECTION_QUANTITY

PAY_DATE

PAY_GROUP_NAME

PAY_GROUP_START_DATE

PERSON_GROUP_TYPE-PERSON_GROUP_NAME

PERSON_TYPE

POLICY_GROUP_NAME

POST_DATE

PROCESS_NAME

PROCESS_STATUS

SENDER_NAME

START_DATE, END_DATE

VENDOR_NUM-VENDOR_SITE_CODE

 

Configure the Export Parameters

  1. Click Main Menu > Configuration > Interfaces > Export Definition.

  2. Select the Export Name for which you want to configure your parameters.

  3. Click the Export Parameters tab.

  4. Change the settings as necessary and click Save. Refer to the field descriptions above for more information on these settings.

  5. To revert to the settings that appeared when you first opened the form, click Reset.