22 Export Lists - Revision history

Simon Clive at 02:47, 1 November 2011

2011-11-01T02:47:42Z

Simon Clive at 02:46, 1 November 2011

2011-11-01T02:46:49Z

Simon Clive at 01:56, 1 November 2011

2011-11-01T01:56:28Z

Simon Clive at 01:01, 1 November 2011

2011-11-01T01:01:48Z

Simon Clive: Created page with " Export Product List to Excel Can you export the Product list to excel? Go to File on top Menu Bar and select Export from the drop down menu, then Products from the Export Op..."

2011-06-27T23:14:08Z

Created page with " Export Product List to Excel Can you export the Product list to excel? Go to File on top Menu Bar and select Export from the drop down menu, then Products from the Export Op..."

New page

Export Product
List to Excel

Can you export the Product list to excel?

Go to File on top Menu Bar and select Export from the drop down menu, then Products from the Export
Options screen

Save to Desktop (or somewhere the file is easy for you to find), Name the file, eg Product List Click Save
The file is then saved as a pdi file

Select the Export Button

Open up Excel then go to File Open on Top Menu Bar and find the folder you have saved the ERP data file to
(this could be your desktop)
Change the file type to all files (this is required because ERP has it's own file extension, '*.pdi')
Double click on the ERP data file
This opens in Excel the Text import wizard. There are three steps to follow to open the data file correctly.

Click Next
You need to change the Text Qualifier from (") to (None).
Click Next
All columns within the Data Preview need to be hightlighted. (The Process to do this is move the scroll
bar all the way to the right, hold down the shift key then with the mouse, left click in the last column. When
all columns within the data preview have been selected, select text from the 'Column Data Format'.
Click finish.

The file will then open in Excel
Click on the very top left hand corner of the spreedsheet, which will hightlight the whole sheet, then double left
mouse click between the first and second column which will automatically open up all columns to view the full
data within them

Do be aware that to generate a data file to import into ERP requires specific field to be populated. If the generation of these
files are required, please contact an ERP representative or your ERP support personel.

If you use Open Office.orgCalc follow these instrustions:

Select File from the top menu bar then export Data, (this brings up a list of Export Options)
Choose the file to Export, then select the file folder button.
Save to Desktop, name the file and it will be saved as a pdi file, then select Save
Select the Export Button, wait for process to finish then deminish ERP

Open up Open Office.orgCalc - deminish so you can access the file saved on your desktop
Click on file then drag and drop file into the new open office document.
All columns within the Data Preview need to be hightlighted. (The Process to do this is move the scroll
bar all the way to the right, hold down the shift key then with the mouse, left click in the last column. When
all columns within the data preview have been selected. Choose Text from the Column type drop down menu.
Click OK
The file will then open up for viewing and making changes

Make any changes required then save the file: Select keep current format when message appears.

To import back into ERP, open ERP
Select File then Import from the top menu bar
Select the file name where the changes have been made.
Double click on file
Click import and the file with the changes will be imported into ERP

@@ Line 5: / Line 5: @@
 *To '''Export''' the Product List select '''File''' on the top '''Menu Bar '''
 *Select '''Export Data''' from the drop down menu and then the '''Product''' Radio Button from the '''Dat Export/Import''' screen
-*Select the '''File''' or '''Location''' you would like to '''Save''' it too<span style="font-style: italic;"><span style="font-weight: bold;">. </span></span>'''<span style="font-style: italic;"><span style="font-weight: bold;" /></span>''<span style="font-style: italic;" />''Desktop'''or somewhere the file is easy for you to find.
+*Select the '''File''' or '''Location''' you would like to '''Save''' it too.
 *Name the file and select '''Save,''' The file is then saved as a '''CSV file'''
 *Select the '''Export''' Button and the '''CSV'''&nbsp;file will load yo your selected location
@@ Line 22: / Line 22: @@
 '''NB''' to generate a data file to import into ERP requires specific fields to be populated. If the generation of these files are required, please contact an ERP representative or your ERP support personel.
+<br> <br>
 <br>

@@ Line 5: / Line 5: @@
 *To '''Export''' the Product List select '''File''' on the top '''Menu Bar '''
 *Select '''Export Data''' from the drop down menu and then the '''Product''' Radio Button from the '''Dat Export/Import''' screen
-*Select the '''File''' or '''Location''' you would like to '''Save''' it too ''<span style="font-style: italic;" />''''<span style="font-style: italic;"> </span>'''''Desktop''' or somewhere the file is easy for you to find.
+*Select the '''File''' or '''Location''' you would like to '''Save''' it too<span style="font-style: italic;"><span style="font-weight: bold;">. </span></span>'''<span style="font-style: italic;"><span style="font-weight: bold;" /></span>''<span style="font-style: italic;" />''Desktop'''or somewhere the file is easy for you to find.
 *Name the file and select '''Save,''' The file is then saved as a '''CSV file'''
 *Select the '''Export''' Button and the '''CSV'''&nbsp;file will load yo your selected location
@@ Line 18: / Line 18: @@
 *When all columns within the data preview have been selected, select text from the ''''Column Data Format''''. Click '''Finish.'''
-The file will then open as an '''Excel '''spread sheet. Click on the very top left hand corner of the spreedsheet, which will hightlight the whole sheet, then double left mouse click between the first and second column which will automatically open up all columns to view the full data within them
+The file will then open as an '''Excel '''spread sheet. '''Click''' on the very top left hand corner of the spreedsheet, which will hightlight the whole sheet, then double left mouse click between the first and second column which will automatically open up all columns to view the full data within them
 '''NB''' to generate a data file to import into ERP requires specific fields to be populated. If the generation of these files are required, please contact an ERP representative or your ERP support personel.
-Select File from the top menu bar then export Data, (this brings up a list of Export Options) Choose the file to Export, then select the file folder button. Save to Desktop, name the file and it will be saved as a pdi file, then select Save Select the Export Button, wait for process to finish then deminish ERP
+<br>
-−
-Open up Open Office.orgCalc - deminish so you can access the file saved on your desktop Click on file then drag and drop file into the new open office document. All columns within the Data Preview need to be hightlighted. (The Process to do this is move the scroll bar all the way to the right, hold down the shift key then with the mouse, left click in the last column. When all columns within the data preview have been selected. Choose Text from the Column type drop down menu. Click OK The file will then open up for viewing and making changes
-−
-<br> Make any changes required then save the file: Select keep current format when message appears.
-−
-To import back into ERP, open ERP Select File then Import from the top menu bar Select the file name where the changes have been made. Double click on file Click import and the file with the changes will be imported into ERP

@@ Line 3: / Line 3: @@
 Can you export the Product list to excel?
 *To '''Export''' the Product List select '''File''' on the top '''Menu Bar '''
-*Select'''Export Data''' from the drop down menu and then the '''Product''' Radio Button from the '''Dat Export/Import''' screen
+*Select '''Export Data''' from the drop down menu and then the '''Product''' Radio Button from the '''Dat Export/Import''' screen
-*Select the '''File''' or '''Location''' you would like to '''Save''' to '''Eg.''''''Desktop''' or somewhere the file is easy for you to find.
+*Select the '''File''' or '''Location''' you would like to '''Save''' it too ''<span style="font-style: italic;" />''''<span style="font-style: italic;"> </span>'''''Desktop''' or somewhere the file is easy for you to find.
 *Name the file and select '''Save,''' The file is then saved as a '''CSV file'''
 *Select the '''Export''' Button and the '''CSV'''&nbsp;file will load yo your selected location
 *Open up '''Excel''' then go to '''File Open''' on '''Top Menu Bar''' and find the folder you have saved the ERP data file to.
 *Change the file type to '''All Files''' - this is required because ERP has it's own file extension '''"CSV"'''
 *Double click on the '''ERP CSV file''', this opens in Excel the '''Text Import Wizard. '''
 There are '''Three Steps''' to follow to open the data file correctly.
 *Click '''Next''' -&nbsp; You need to change the '''Text Qualifier''' from '''(")''' to '''(None). '''
 *Click '''Next''' - All columns within the '''Data Preview''' need to be '''Hightlighted''' to do this move the scroll bar all the way to the right, hold down the shift key then with the mouse, left click in the last column.
 *When all columns within the data preview have been selected, select text from the ''''Column Data Format''''. Click '''Finish.'''

@@ Line 1: / Line 1: @@
-Export Product
+Can you export the Product list to excel?
-List to Excel
-Can you export the Product list to excel?
+*To '''Export''' the Product List select '''File''' on the top '''Menu Bar '''
-Go to File on top Menu Bar and select Export from the drop down menu, then Products from the Export
+There are '''Three Steps''' to follow to open the data file correctly.
-	Options screen
-Save to Desktop (or somewhere the file is easy for you to find), Name the file, eg Product List Click Save
+*Click '''Next''' -&nbsp; You need to change the '''Text Qualifier''' from '''(")''' to '''(None). '''
-	The file is then saved as a pdi file
+*Click '''Next''' - All columns within the '''Data Preview''' need to be '''Hightlighted''' to do this move the scroll bar all the way to the right, hold down the shift key then with the mouse, left click in the last column.
-Select the Export Button
+The file will then open as an '''Excel '''spread sheet. Click on the very top left hand corner of the spreedsheet, which will hightlight the whole sheet, then double left mouse click between the first and second column which will automatically open up all columns to view the full data within them
-Open up Excel then go to File Open on Top Menu Bar and find the folder you have saved the ERP data file to
+'''NB''' to generate a data file to import into ERP requires specific fields to be populated. If the generation of these files are required, please contact an ERP representative or your ERP support personel.
-	(this could be your desktop)
-Change the file type to all files (this is required because ERP has it's own file extension, '*.pdi')
-Double click on the ERP data file
-This opens in Excel the Text import wizard. There are three steps to follow to open the data file correctly.
-	Click Next
+<br> If you use Open Office.orgCalc follow these instrustions:
-	You need to change the Text Qualifier from (") to (None).
-	Click Next
-	All columns within the Data Preview need to be hightlighted. (The Process to do this is move the scroll
-	bar all the way to the right, hold down the shift key then with the mouse, left click in the last column. When
-	all columns within the data preview have been selected,  select text from the 'Column Data Format'.
-	Click finish.
-The file will then open in Excel
+Select File from the top menu bar then export Data, (this brings up a list of Export Options) Choose the file to Export, then select the file folder button. Save to Desktop, name the file and it will be saved as a pdi file, then select Save Select the Export Button, wait for process to finish then deminish ERP
-Click on the very top left hand corner of the spreedsheet, which will hightlight the whole sheet, then double left
-	mouse click between the first and second column which will automatically open up all columns to view the full
-	data within them
-Do be aware that to generate a data file to import into ERP requires specific field to be populated. If the generation of these
+Open up Open Office.orgCalc - deminish so you can access the file saved on your desktop Click on file then drag and drop file into the new open office document. All columns within the Data Preview need to be hightlighted. (The Process to do this is move the scroll bar all the way to the right, hold down the shift key then with the mouse, left click in the last column. When all columns within the data preview have been selected. Choose Text from the Column type drop down menu. Click OK The file will then open up for viewing and making changes
-files are required, please contact an ERP representative or your ERP support personel.
-If you use Open Office.orgCalc follow these instrustions:
+To import back into ERP, open ERP Select File then Import from the top menu bar Select the file name where the changes have been made. Double click on file Click import and the file with the changes will be imported into ERP
-−
-Select File from the top menu bar then export Data, (this brings up a list of Export Options)
-Choose the file to Export, then select the file folder button.
-Save to Desktop, name the file and it will be saved as a pdi file, then select Save
-Select the Export Button, wait for process to finish then deminish ERP
-−
-Open up Open Office.orgCalc - deminish so you can access the file saved on your desktop
-Click on file then drag and drop file into the new open office document.
-All columns within the Data Preview need to be hightlighted. (The Process to do this is move the scroll
-	bar all the way to the right, hold down the shift key then with the mouse, left click in the last column. When
-	all columns within the data preview have been selected. Choose Text from the Column type drop down menu.
-Click OK
-The file will then open up for viewing and making changes
-−
-−
-Make any changes required then save the file: Select keep current format when message appears.
-−
 To import back into ERP, open ERP
 Select File then Import from the top menu bar
 Select the file name where the changes have been made.
 Double click on file
 Click import and the file with the changes will be imported into ERP