Export Control Maintenance

Use Export Control Maintenance to maintain information about the attributes and the formats of the export files. You can maintain multiple export files.

Note: Generally, the Export Control options are set during the installation process and they do not change unless you make changes to your export processes.

Directions:

To open:

1. Click Utilities from the menu.

2. Click Exports.

3. Click Export Control Maintenance.

Note: You may be able to access the General Ledger menu while in another INVISION application. To activate the General Ledger menu in another application, the G/L Application Control must be set up for the application during installation.

Export Control Maintenance Window Example:

Export Control Maintenance Prompts
Export Control ID	Enter the unique identifier for the export information and press [Enter] or click Retrieve. (up to 20 characters) To view all of the existing Export Controls, click Search . From the Search list you can select the record to change or delete. Keyboard shortcut: [ALT + r]
	To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut: [ALT + s]
	CAUTION To avoid losing data, you must save new or changed records.
Source Tab Note: To open the Source tab, click Source.
File Type	To specify the delimiter to use when exporting the file, click a choice in the drop-down list. File Types: No delimiter Quote Comma Comma Only Pipe Tab
File Name	Enter the File Name for the export file and location (directory) where the file will be stored. (up to 60 characters)
Category	Enter the export file Category, which determines the directory or grouping to use in conjunction with the Definition File field when locating the mapping file. (up to 30 characters)
Definition File	Enter the Definition File Name for the export file. The Definition file is the name of the mapping file to use for determining the fields that will be exported and where they will go in the target export format for each record. (up to 30 characters)
Destination Tab
Export Type	To select the target format to use when exporting the journal entries to other systems, click a choice in the drop-down list. Export Types: Lawson Peoplesoft Microsoft Dynamics GP Sage MAS90 Munis Peachtree (Sage 50) Generic
Header Record	To include a header record with the export file, click to check the Header Record box. To omit a header record with the export file, leave the Header Record box unchecked.
Editing the Export Control	CAUTION: To avoid losing data, you must save new or changed information. 1. Enter the Export Control ID and click Retrieve , or press [ENTER]. Keyboard shortcut: [ALT + t] Tip: If you do not know the Export Control ID, you can click Search to see a list of Export Controls. 2. Enter the data changes. 3. To complete the edit process, click Save , or press [ENTER]. Keyboard shortcut: [ALT + s]
Deleting the Export Control	1. Enter the Export Control ID and click Retrieve , or press [ENTER]. Keyboard shortcut: [ALT + t] Tip: If you do not know the Export Control ID, you can click Search to see a list of Export Controls. 2. Click File from the menu, and next click Delete. Keyboard shortcut: [ALT] [f] [d] 3. At the Delete prompt, click Proceed to delete or click Cancel to escape from the delete routine. Example: Note: After you click Proceed, you will see the following message on the Status Bar.