The Export Record tab on the Export Definition form is used to configure exports with an Export Type of Table or XML. For Table exports, this form defines the table in the ERP system where the data will be sent. For XML exports, this form defines the data segments in the XML file to which the data will be sent. You can use the Export Record Field tab to define the individual table columns (for Table exports) or fields within the XML data segment (for XML exports).
See Also:
Export Record Field Descriptions
Change the Order of the Export Fields
Record Name
Name that identifies the export record. For XML exports, the Record Name should match the data segment name that will be used in the XML file.
Description
Description of the export record.
Receiver Name
Identifies the ERP system to which the data will be exported.
Table Name
Only used for Table exports. Identifies the table in the ERP system to which the data will be sent.
Sequence Num
Indicates the order in which the export records will be processed. The Sequence Num changes when you use the Move Up and Move Down buttons to reorder the records.
Update Date, Updated By
These fields display when the record was created or updated, and the person who created or updated the record.
The Find button on the Export Record tab will refresh the record display. Click this button to make sure all available records are visible.
Click Main Menu > Configuration > Interfaces > Export Definition.
Find the Export Name to which you want to add an export record.
Click the Export Record tab and click Add.
Enter the Record Name, Description, and Receiver Name. If your export is a Table export, enter the Table Name as well.
Select the Record Type you are defining (Header, Detail, or Trailer).
If you want to add more than one export record, click Save and Add to save your settings and keep the Add Export Record window open. Or click Save to save your export record and return to the main form.
Click Main Menu > Configuration > Interfaces > Export Definition.
Find the Export Name with the export record you want to modify.
On the Export Record tab, select the Record Name you want to modify and click Modify.
Change the Description, Receiver Name, Table, and Record Type as necessary.
Click Save.
Click Main Menu > Configuration > Interfaces > Export Definition.
Find the Export Name with the export record you want to delete.
On the Export Record tab, select the Record Name you want to remove and click Delete.
Click OK to confirm the action.
Use this button to verify that the selected records can be exported to the specified table or XML file. Select the export records that you want to export and click Validate. If the selected records can be exported, a Validate Successful message will appear. Otherwise, an error will display.
Click Main Menu > Configuration > Interfaces > Export Definition.
Find the Export Name for which you want to reorder the export records.
On the Export Record tab, select one of the records you want to reorder.
Click the Move Up or Move Down button at the top of the form. The record’s Sequence Num will change accordingly.
Repeat step 4 for any other fields you want to reorder.