ESI Orders

The ESI Orders function is used to export sales order information based on the order, ship, or invoice date for a range of dates. The output files can be DBF, ASCII, XML, or CSV formats.

1. Follow the common External System Interface (ESI) overview and instructions found in the ESI menu overview.

2. When you first enter ESI Orders a Select A Date Type window will display the following options:

• EXIT – Select EXIT to exit and return to the main menu
• Order Date – Select Order Date to generate the export file based on the date the sales order was entered.
• Ship Date – Select Ship Date to generate the export file based on the ship date of the sales order.
• Invoice Date – Select Invoice Date to generate the export file based on the invoice date of the sales order.

Scroll to the appropriate option and press Enter to confirm your selection.

3. Specify the date range desired by entering the From Date and To Date for the export file.

4. A Select A File Type window will display the following options:

• EXIT – Select EXIT to exit and return to the Select A Date Type window.
• DBF Microsoft Foxpro file – Select DBF Microsoft Foxpro file to save the output file in a DBF file format.
• ASCII Delimited Text file – Select ASCII Delimited Text file to save the output file in an ASCII file format.
• XML Extensible Markup Language File – Select XML to save the output file in an EML file format.
• CSV – Microsoft Comma Separated Value File – Select CSV Microsoft Comma Separated Value File to save the file in a CSV file format that can be imported into Microsoft Excel or other data.

Scroll to the appropriate option and press Enter to confirm your selection.

5. A Select A File Name window will display with the following options:

• EXIT – Select EXIT to exit and return to the Select A File Type window.
• ESI Orders PERIOD – Select ESI Orders PERIOD to name the file as: ESI Orders YYYY PP.file extension name selected, where YYYY is the current accounting year and PP is the current accounting period when the file was created.
• ESI Orders DATE – Select ESI Orders DATE to save the file as: ESI Orders YYYY MMDD.file extension name selected where YYYY is the year and MMDD is the date.
• ESI Orders TIME – Select ESI Orders TIME to save the file as: ESI Orders YYYY MMDD hhmmss am/pm.file extension name selected, where YYYY is the year, MMDD is the date, and hhmmss is the time the file was created.

Scroll to the appropriate selection and press Enter.

If the file name and type selected already exist, the following message will display: "Warning: File already exists!!! Continue? No/Yes."

• Select no to return to the ESI Orders Select A Date Type window.
• Select yes to create a new file with the same name that already exists.

6. The following message will display: "Print report? No/Yes."

• Select no to generate the export file without a printed detail report. You will return to the ESI Orders Select A Date Type window.
• Select yes to create the file with a printed detail report. Command options will appear allowing you to print or choose from a set of other print options

Select the appropriate option.

If you selected yes in Step #6, command options will appear allowing you to print or choose from a set of other print options.

The following information will print on the report:

• Ty – The order type
  • OR – Sales order
  • CR – Credit order
• Invoic – The invoice number
• Order – The sales order number
• Cust – The customer ship-to ID
• Inv Date – The invoice date
• Ct – The sales category for the order line item
• Group – The item class and subclass for the sales order line item
• Item – The item name
• Price – The total invoice selling price
• Qty Ship – The total units shipped and shipping unit of measure
• Cstd – Y = the item is costed, N = the item is uncosted
• Qty Costed – The quantity costed based on the invoicing unit of measure
• Value – The total cost based on the invoicing unit of measure
• Stat – The sales order status. Valid status codes are:
  • O – Open, but not priced or shipped
  • P – Priced, but not shipped
  • S – Shipped, but not priced
  • R – Ready. Priced and shipped, but not invoiced

7. The following fields will be exported from the system:

Security Required : Sales - Sales Reports