Vendor Export Tab

Make the following menu selections to display this tab:

eFinancials—Data Transfer—Vendor Export or ePO—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.

ClosedField 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 Calendar Button 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 Calendar Button 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.

ClosedTo 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.

  1. Complete the fields on the tab.
  2. Click Export. The export creates a file.
  3. Click Save.
  4. Save the file to a location.
  5. Click Close.

See Also

Data Transfer File Formats Introduction

Vendor Import and Export File Format

Import Error Messages

Vendors Overview