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EDI Exporting

Navigator > Reports > EDI Exporting

You can export data from the Accredo data files. EDI Export allows effective exporting of business objects. In this way it differs from File Exporting in that it allows exporting of the data from records in single files (that is, raw data). In many cases EDI Export takes data from more than one file to create export records. For example, exporting an Invoice will export an Invoice header followed by a number of Invoice lines.

Output

Select whether to export to an Excel worksheet or a Text File.

Excel Worksheet

Available for Excel worksheets, the name of the Sheet to export to.

Export Definition

The file that defines the data format for export. The export definitions are written in MaxBasic code, and can be generated using the EDI Export Wizard.

 

Output Folder

The folder the file will be output to. Remembers the previous output folder within a session.

File Name

The file name that specifies where the output from the export will go.

Append to existing file

Selected - adds the exported records to the file specified under file name.

Clear - the file will be overwritten.

Buttons

ActionDesigner

Open in Designer

Open the selected Export Definition in the Script Editor.

RestoreDefaults

Reset to Default

Resets the Output folder to the SavedOutput folder in the Accredo System folder or Company Data folder depending on Use Private Output in Company settings.

Sample Export Routines

Accredo provides a number of sample file exporting routines. These are located in AccredoDirectory\Scripts\EDIExports\SampleExports. Corresponding import routines are located in AccredoDirectory\Imports\EDIImports\SampleImports. After you have run a sample export routine, you can use the corresponding import routine to import the file created. Go to Navigator > Tasks > EDI Importing to import the file.