Creating export profiles

Profile Type

Select Export Profile.

The Export Profile Designer dialog subsequently opens.

Profile Name

Enter a unique profile name. This name is given to your profile and identifies the profile.

Description

Enter a description of the profile.

Source Component

Select a component for the export profile. The associated methods, target data format and transformation are displayed.

Business Unit

Specify a business unit.

If this profile is specific to a business unit, enter the business unit code, otherwise leave blank to mandate entry at run time.

You can override this option at run time.

Note: For a Financials Only business unit, we recommend that import profiles contain financials only data. It is possible for import profiles containing Order Fulfilment data to be imported into a Financials Only business unit, but only the financials data will be included; any Order Fulfilment data will be ignored.

Filter

Select a filter.

You can override this option at run time.

Target Data Format

Select a target data format. This usually matches the source component.

Transformation

Select a transformation.

Where the source and target are the same SunSystems data format, a default system transformation is provided for you. You must create a transformation if the source and target formats are not compatible.

File basis

Click the File basis drop-down list to specify whether the file basis is client or server.

You can override this option at run time.

File name

Click the browse button on the value field and navigate to the file required.

You can override this option at run time.

File encoding

Select the type of character encoding used in the export file. Common types are UTF-8 and ASCII. Contact your system administrator if you are unsure of which type to use.

You can override this option at run time.

Generate unique file name

Only available for export profiles and external transfer profiles. Select No to use the file name entered above, or select Yes to add a unique suffix to the file name at run time.

You can override this option at run time.

Overwrite file of same name

Only available for export profiles and external transfer profiles, and when the Generate unique file name is set to No. Select Yes to allow the file to be overwritten if it already exists. Select No to ensure a file is not overwritten if it has the same name as the filename specified above.

You can override this option at run time.

Append to file of same name

Only available for export profiles and external transfer profiles, and when the Generate unique file name is set to No. Select Yes to append the output data to the file specified in the filename. Select No to ensure a file is not appended to if it has the same name as the filename.

You can override this option at run time.

Email Notification

In the Email Notification list, select Enabled to notify users when the profile has been processed, otherwise select Disabled.

You can override this option at run time.

Email Address

Enter the full email address to which you want a notification sent when processing is complete, using the appropriate format, such as name@emailserver.address. If you want to notify several email addresses, list them all in this field, separating each with a semi colon.

Note: Email addresses are not validated, therefore you are recommended to verify they are correct.

You can override this option at run time.

Email Content

The email notification automatically contains the text for whether the process has succeeded or failed. If you want to append any additional text to the notification, enter it here, otherwise leave blank.

You can override this option at run time.

Click Discard Changes if you do not want to save the new profile.