SunSystems Transfer Desk

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Transfer Desk overview
Security groups and user access
Restricting access to a profile
Transfer Desk functions
Methods
Transfer Desk toolbar
Exporting the configuration
Importing the configuration
Clearing down the configuration
About the Hierarchy Pane
Profiles overview
Profile types
Creating profiles
Import profiles
Creating import profiles
Export profiles
Creating export profiles
Exporting and importing sales, purchase and movement transactions and orders
Internal transfer profiles
Creating internal transfer profiles
External transfer profiles
Process profiles
Copying, amending, and deleting profiles
Specifying Runtime Parameters for Profiles
Entering General Parameters for Profiles
Consolidating Data
Removing Data Items
Removing Consolidation
Transfer Profile Designer - summarizing data - ledger only
Profile filters
Creating filters for export profiles and internal transfer profiles
Deleting export and internal transfer profile filters
Editing export and internal transfer profile filters
Viewing results
Automations overview
Changing profile settings
Creating automations
Prioritizing Profiles
Scheduling Automations
Error handling
Deleting a profile
Deleting an automation
Copying an automation
Format Designer
Creating Data Formats
Delimited files
Single fixed width record files
Multiple fixed width record files
Other files or user XML
Simple XML
Cloning Formats
Editing Code in Text View
Validating Data Formats
Testing Data Formats
Flat Files - Introduction
FSD is XML
Non-delimited data in FSD
Records and fields in FSD
Delimited data
Delimited data definition in FSD
Sequences and choices in FSD
Number of occurrences in FSD
Language elements
Overall structure in FSD
Schema element in FSD
Sequence tag in FSD
Choice tag in FSD
Record element in FSD
Field element in FSD
An example of comma delimited address data in FSD
An example of simple address data in FSD
Data transformations
Overview
Creating transformations
Map
Assign To
Function
Lookup
Undefined
Cloning transformations
Testing transformations
Validating transformations
Using functions
Using the TML script editor
Defining new functions in Transformation Designer
Selecting and amending functions in Transformation Designer
TML Details grid
Define Function dialog
Deleting functions in Tranformation Designer
Importing functions in Transformation Designer
Testing and validating functions in Transformation Designer
Introduction
Transformation language vs flat file definition language
Language description
Using transformation language to define transformations
Using transformation language to define target data
Using transformation language to define source data
Using transformation language to define data paths
Transformation language examples
Language elements
Overall structure of transformation language
Commands using transformation language
Element parameters
Map
Set
Source
Transform
Target
Function
Lookup
Param
Value
Script
Transformation
Transformation examples
Simple mapping example
Changing data example
Lookup Tables
Creating lookup tables
Payloads
Displaying payload definitions
What is a schema?
Generating schemas
Payload definitions
Tailoring payload definitions
Browsing payload definitions
Using Storage to manage files and folders
Viewing integration activity
Integration Activity windows
History window
Live window
Schedule window
SOAP integrations
BOD integrations
Profile integrations
Automations
Navigating event rows
Gateway integrations
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