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.

Notes:  

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

• For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for...

• Opening Export Control Maintenance, click More.

   

  1.  Click Utilities from the Menu Bar.

  2.  Click Exports.

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

   

  Export Control Maintenance Window Example:

  

   

• Creating a new Export Control, click More.

   

  To create a new record choose one of these methods:

  • Enter the new Export Control ID and click Retrieve , or press [ENTER].
    Keyboard shortcut:  [ALT + t]

  • Or, enter the new Export Control ID and click File from the Menu Bar; next click New.
    Keyboard shortcut:  [ALT] [f] [n]

  Tip:  To indicate that you are building a new Export Control record, New  displays near the Export Control ID.  Default entries display and the first field is highlighted to let you know you can begin entering information.

   

  Export Control Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Export Control ID	Enter the unique identifier for the export information. (up to 20 characters)
  	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.
  	To view all of the existing Export Control records, click Search.  From the Search list you can select the record to change or delete. Keyboard shortcut:  [ALT + r]
  	To display an existing Export Control, enter the Export Control ID and click Retrieve, or press [ENTER]. Keyboard shortcut:  [ALT + t]
  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.
  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)

   

• Editing an existing Export Control, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To display the record to be changed, 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.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click Save , or press [ENTER].
  Keyboard shortcut:  [ALT + s]

   

• Deleting an existing Export Control, click More.

   

  1.  To display the record to be deleted, 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 Control Records.

  2.  Click File from the Menu Bar, and next click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

  3.  At the Delete Records prompt, click Proceed to delete the record, 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.