Using Export Tables

1. When you first enter Export Tables a Select A Phase window will display with the following options:

EXIT – Select Exit to exit the Export Tables option

Select EXIT to exit and return to the System menu.

Phase 1 – Select Phase 1 to export Phase 1 tables

Phase 1 includes the following tables:

• User Security
• Customer
• Vendor
• Location
• Item
• Item Digits
• Account

 

See the individual tables for more information.

Phase 2 – Select Phase 2 to export Phase 2 tables

Phase 2 includes the following tables:

• Terms
• Customer Class
• Route
• Price Master
• Broker
• Carrier
• Buyer
• Item Info
• Pack Unit
• Department
• Cost Center
• Sales Category
• Cost Adjustment
• Sales Adjustment Group
• Freight Class
• Commission Type
• Tax Type
• Short Ship Reasons
• Credit Order Reasons
• Voiding PO Reasons
• Voiding Order Reasons
• Insurance Carrier

 

See the individual tables for more information.

Phase 3 – Select Phase 3 to export Phase 3 tables

Phase 3 includes the following tables:

• Customer ShipTo
• Item Alias
• Item Alias Group
• Item Alias Additional COOL
• Chain
• Region
• Price Class
• Slot
• Item Group
• Item Class
• Dispatcher
• COOL Identity
• Methods of Production
• Country
• eContact
• Load Receivables
• Load Payables
• Load Inventory

 

See the individual tables for more information.

Phases are groups of data tables which would typically be worked on together as a company's system was being initialized. For instance, "Phase 1" tables include the primary system data tables like Customer, Vendor, and Items, while other phases contain secondary or supporting tables, such as Carriers, Freight Class, or COOL Identity.

Note: If a table is exported, and upon importing the table the system finds that values have been assigned for tables that have not yet been defined, the system will prompt the user to create an export table for the table with undefined values. For instance, if a table of customers is imported but has not been defined the Sales Rep table, the system will ask whether a Sales Rep export table should be created. See Import Tables for more information.

Scroll to the appropriate phase and press Enter.

2. A Select A File window will display. Scroll to the table that is to be exported and press Enter to confirm. When one is selected it will open the field list that you need to change and import back to Net•Yield.

3. A fields list table will appear displaying the fields that are available for export with the following header information:

• Sort – The sort sequence for the field
• Name – The export table name field
• Short Description – A brief description for the field along with valid field options, if applicable
• Memo – The complete description for the field (press F3 for the complete field description)
• Key – A "1" signifies which field is the primary field for the table.

Select the data fields to include in the export. The fields with an asterisk (*) are required and recommended fields; anything that does not have an asterisk is optional.

Scroll down the list of fields and press Enter to select the field and include it in the export. An asterisk (*) will display, confirming that the field has been selected. Or, press F9 to tag all fields. Press F3 to see the memo field of any selected field. When you have set up the export field list, press F10 to continue.

3. The following message will display: "Continue with (table name) export? No/Yes."

• Select no to return to the Select A Phase window.
• Select yes to export the data.

Select yes.

4. The following message will display: "Fill (table name).xls with Net Yield data? No/Yes."

• Select yes to fill the exported XLS spreadsheet with the current data from the system for the fields selected.
• Select no to create an empty export file and return to the Select A Phase window.

5. The system exports the data and returns to the Select A Phase window to do another export.

The system has now placed the three exported files in Shared\NetYield\Data\Company name\Import folder. Each file is named using the phase, the file type, and version number and whether it is the export (the XLS spreadsheet), instructions (html), or schema (XML) file.

The date is entered or changed using the XLS file. The HTML file contains the following information:

• Sort – The field and column sort order for the table
• Field name – The field name/column name for the table
• Type – The data element type and number of characters
  • C – Character
  • N – Numeric
  • D – Date
• Description – The field name description and other information for the field
• Default – The default value or system default will apply if no value is provided. Fields identified as (Tables) must exist in the referenced table either with new table IDs or IDs from your existing system. If you use existing system IDs, each “old ID" must be associated with a new ID in the referenced table. The columns must remain in the exact order specified.

The schema.xml file should not be altered by the user. If changed the XLS file cannot be Imported using the Import tables option It contains the file structures needed to import the file back into the system

See the individual table for more information on the table fields and definitions; see the Import Tables section for the table for more information on the available export and import fields.

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