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Vendor Export Tab
Make the following menu selections to display this tab:
eFinancials—Data
Transfer—Vendor
Export or —Data Transfer—Export Vendors
Use this tab to create an export file containing vendor
data that is then used to import the data into an external system; for
example, ePO. The export creates a Vendor.BCL file.
Field List
From Vendor ID / Thru Vendor ID
Click the Lookup Button 
to select
beginning and ending vendor identifications.
From Vendor Name / Thru Vendor Name
Click the Lookup Button to select
beginning and ending vendor names.
From Vendor Short Name / Thru Vendor Short Name
Click the Lookup Button to select
beginning and ending vendor short names.
Groups
All groups default as selected. Accept the default
if you want to include all groups.
To exclude a group, click the box to remove the
check mark.
Shortcut Links: Use the All
and None links to add or remove check marks from
all groups in the box. When several groups are listed and you want most
of or only a few of the groups included in the export, you can use these
links to make a selection and then click individual group boxes to add
or remove check marks.
For export to ePO, group type and code are passed
to ePO based on choices made on the Groups
Tab Vendors. In addition, class codes are also passed to ePO based
on choices made on the Groups Tab Vendors.
Vendors Added From / Thru (Date)
Enter a beginning and ending date for vendors
that have been added. These are vendors that you want to include in the
export. Or use the
to select a date.
Vendors Changed From / Thru (Date)
Enter a beginning and ending date for vendors
that have been changed. These are vendors that you want to include in
the export. Or use the
to select a date.
Category
Select a category from the drop-down list. Categories
appearing on this list are established on the General
Tab during vendor setup.
Status
Select a status from the drop-down list. Statuses
are established on the General Tab
during vendor setup.
Include Closed Vendors
Select this check box if you want the export to
include vendor information on closed vendors. Vendors are closed on the
General Tab of vendor setup.
Cancel
Click to stop without saving changes.
Export
Click to start the export.
To Export Vendor Data
Note
For each vendor that is set up, confirm that groups have
been selected on the Groups Tab
for the ePO-related fields. Refer to Vendor
Groups Exported to ePO for more information. For a successful export,
the file you created in this piece of software should match the format
used in the other software.
- Complete the fields
on the tab.
- Click Export. The export creates a file.
- Click Save.
- Save the file to
a location.
- Click Close.
See
Also
Data
Transfer File Formats Introduction
Vendor
Import and Export File Format
Import
Error Messages
Vendors
Overview