SunSystems Transfer Desk

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Transfer Desk overview
About the Hierarchy Pane
Enabling user IDs to work with Transfer Desk
Working with Transfer Desk
Transfer Desk Toolbar
Running Transfer Desk
Running Transfer Desk
Predefining profiles
Running profiles
Running profiles from a command line
Running manual imports
Running manual exports
Running manual internal transfers
Running automations
Running Automations from a Command Line
Viewing results in Transfer History Viewer
Exporting and importing sales, purchase and movement transactions and orders
Profiles
Using profile designers
Creating profiles
Cloning profiles
Amending profiles
Deleting profiles
Specifying Runtime Parameters for Profiles
Entering General Parameters for Profiles
Setting up Email Notifications for Profiles
Consolidating Data
Removing Data Items
Removing Consolidation
Transfer Profile Designer - summarizing data - ledger only
Profile filters
Enabling filters
Disabling filters
Creating filters for export profiles and internal transfer profiles
Deleting export and internal transfer profile filters
Editing export and internal transfer profile filters
Import profiles
Creating import profiles
Import runtime parameters
Other runtime parameters
Export profiles
Creating export profiles
Using Journal Range Control in ledger exports
Export runtime parameters
Process profiles
Internal transfer profiles
Creating internal transfer profiles
External transfer profiles
Automations
Scheduling Automations
An example of scheduling automations
Automation Designer
Creating automations
Prioritizing Profiles
Editing fail on errors
Editing Runtime Parameters
Exporting Transfer Desk settings
Clearing down Transfer Desk settings
Importing Transfer Desk settings
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 data formats
Editing Code in Text View
Resetting Data Formats
Deleting Data Formats
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
Cloning transformations
Opening transformations
Defining transformations
Changing operations
Transformation Designer - changing operations - map
Transformation Designer - changing operations - assign to (or set)
Transformation Designer - changing operations - function
Transformation Designer - changing operations - lookup
Transformation Designer - changing operations - undefined
Testing transformations
Validating transformations
Resetting transformations
Deleting 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
Transform
Source
Function
Lookup
Param
Value
Script
Transformation
Target
Transformation examples
Simple mapping example
Changing data example
Lookup Table Designer
Toolbar
Creating Lookup Tables
Editing Lookup Settings
Server Folder Management
Assigning the Root Directory
Creating Folders
Deleting Folders
Uploading Files
Downloading Files
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