Export Invoices Example

Invoices in Accredo can be exported to a file, using the Export Designer Wizard.

Data can be exported to the following file types:

• CSV
• Tab Separated
• Fixed Width

You can select which invoices to export, and which information you would like included.

Exporting invoices can be used for:

• Communicating with other companies.
• Importing into other software packages.
• Exporting invoices for a particular product.
• Exporting invoices for a particular customer.
• Exporting invoices sent in a given time period.

Export Designer

The Export Designer Wizard can generate MaxBasic code to extract Invoice Data from Accredo.

Navigator > Setup > Data Interchange > Export Designer

To extract Invoice data:

1. Select the Data Module INInvoiceData. Click Next.
2. Each Invoice has a Header row, and several Line rows. Select the Master Fields to be included in the Invoice Header Row for each Invoice. Use the Move Record Up and Move Record Down buttons to order the fields. Click Next.
3. Select the Detail (Line) Fields to include in the Invoice Line Rows for each invoice. Use the Move Record Up and Move Record Down buttons to order the fields. Click Next.
4. If using Foreign Exchange, select the Foreign Exchange rate fields to include for each invoice. Use the Move Record Up and Move Record Down buttons to order the fields. Click Next.
5. Click Generate.
6. The MaxBasic code will be displayed in the Script Editor.
7. The code by default will export the Invoices to a CSV file.
8. If you wish to export to a Tab separated file:
   • Inactivate the line of code with Option Print ",", CHR(34), by adding a single quote character (') to the start of the line. This is usually Line 2.
   • Activate the line of code with Option Print CHR(9), by removing the single quote character (') from the start of the line. This is usually Line 5.
9. If you wish to export to a fixed width file:
   • Inactivate the line of code with Option Print ",", CHR(34), by adding a single quote character (') to the start of the line. This is usually Line 2.
   • Activate the line of code with Option Print "", by removing the single quote character (') from the start of the line. This is usually Line 8.
10. Click Save to save the code as a script file (.pfs). Enter the file name and location and click Save. The file can then be run from EDI Exporting.
11. You can also run the code from the Script Editor. Click Run. Select fields to filter and sort by. For example, you can select to export invoices for a particular product, customer or time period. Click Save. The exported data will be displayed as Script Output.

EDI Exporting

Once the MaxBasic script is created and saved using the Export Designer wizard, EDI Exporting can be used to export to a selected file.

Navigator > Reports > EDI Exporting

1. Type or select the .pfs script file as the Export Definition.
2. Type or select the File Name to export into.
3. Select whether to Append to an existing file. If this is Clear, the existing file will be overwritten.
4. Click Run. Select fields to filter and sort by. For example, you can select to export invoices for a particular product, customer or time period. Click Save.
5. EDI Exporting will export the data to the specified file.