Creating a Data Send

To create a basic generic Data Send, follow these steps:

  1. Add data to your spread sheet. This connects to the source system and the Data Send Definition.
  2. Ensure you apply the correct Layout Identifiers (if required) for each section of the Data Send Definition.
  3. Select the Data Send option from the DataLink Server ribbon to open the Data Send definition window.
  4. Select your product.
  5. Highlight the appropriate Driver Fields in red then cell reference the values to the correct items on your worksheet.
  6. After you have mapped the values, select the Options tab where you can set these options:
    Internal or external definition.
    Enables you to save a template of the Data Send.
    Resulting Transaction File.
    Enables you to save the file in an NDF or XML format (based on the source product).
    Send to SunSystems.
    For SunSystems v5 and above.
  7. If you have already saved a definition template, then use the Load Definition option to recall any saved internal definitions, which are saved with the workbook, or external definitions.
  8. Click OK to create or send the data to your source product.