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Exact Synergy Enterprise   
 

Exporting Contracts

Introduction

This page allows you to export contracts to Microsoft Excel.

Menu path

To export contracts, go to Customers/Report/Contracts/Search, define the search criteria, click Show, and then click Export.

Roles & rights

To export contracts for customers and resellers, function right 491 – Allows to export contracts for customers/resellers is required. Users with the F&A staff or Marking manager role have this function right.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Export

Click this to export the contracts.

Close

Click this to exit.

Description

Export: Data section

Level: Details

Select one of the following details of the contracts to be exported:

  • Contract: Details – Select this to export details of the selected contracts such as the contract number, start date of the contracts, item code, and other details.
  • Total / Customer – Select this to export the total number of customers with contracts.
  • Total / Contract / Customer – Select this to export the total number of contracts for each customer.

Contracts section

This section is available only if Contract: Details is selected at Level: Details under the Export: Data section.

Number

The number of the contracts will be exported. By default, this check box is selected and is not enabled.

Start date

The start date of the contracts will be exported. By default, this check box is selected and is not enabled.

Date: Prolongation

The prolongation date of the contracts will be exported. By default, this check box is selected and is not enabled.

Final date

The final date of the contract will be exported. By default, this check box is selected and is not enabled.

Purchase: Currency

Select this check box to export the currency of the contracts.

Purchase price

Select this check box to export the purchase price of the contracts.

Purchase price (Local)

Select this check box to export the purchase price of the contracts in the local currency.

Quantity

Select this check box to export the total number of items in the contracts.

Items section

This section is available only if Contract: Details is selected at Level: Details under the Export: Data section.

Item code

The code of the items in the contracts will be exported. By default, this check box is selected and is not enabled.

Item: Description

The description of the items in the contracts will be exported. By default, this check box is selected and is not enabled.

Variant price

The variant price of the items in the contracts will be exported. By default, this check box is selected and is not enabled.

Variant description

The variant description of the items in the contracts will be exported. By default, this check box is selected and is not enabled.

Assortment: Item

This section is available only if Contract: Details is selected at Level: Details under the Export: Data section.

Assortment: Code

Select this check box to export the code of the assortments of the items in the contracts.

Assortment: Description

Select this check box to export the description of the assortments of the items in the contracts.

Accounts section

This section is available only if Contract: Details is selected at Level: Details under the Export: Data section.

Account: Name

The name of the accounts in the contracts will be exported. By default, this check box is selected and is not enabled.

Account code

Select this check box to export the code of the accounts in the contracts.

City

Select this check box to export the city of the accounts in the contracts.

Country

Select this check box to export the country of the accounts in the contracts.

State

Select this check box to export the state of the accounts in the contracts.

Classifications

Select this check box to export the classification of the accounts in the contract.

Export: Document section

Subject

Type a name for the document to be exported.

Related document

 

 

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.443.727
 Assortment:  Date: 14-12-2010
 Release:  Attachment:
 Disclaimer