Sales Whiteboard Export Data ranges and options

Ranges

See Report ranges.

Options

Warehouses to Export (*=all,wildcd,list)

Specify the warehouses of the orders to export.

To export sales data from specific warehouses, specify the warehouses in this field, separated by a comma.

To export sales data for all warehouse, specify *. You can still limit the data that is imported into Schedule iCenter by warehouse. Data rules can be defined in Schedule iCenter that import specific warehouses.

See the Schedule iCenter Getting Started Guide.

To enter a portion of a warehouse name, use the wildcard option. Specify with an asterisk before or after the warehouse name. For example, specify we* to export sales data from warehouses with an ID that begins with we, such as West Warehouse 1 or Webster.

Stages to Export? (Comma Sep, Ex 1,2,3)

Specify the stages of the orders to export. Specify each stage as a number, separated by a comma. Do not include spaces. We recommend that you specify only the stages that result in an event in your locations.

These stages are valid:

  • Stage 0 Entered
  • Stage 1 Ordered
  • Stage 2 Picked
  • Stage 3 Shipped
  • Stage 4 Invoiced
  • Stage 5 Paid
  • Stage 9 Canceled
OE Types? (Comma Sep Ex SO,BR,RM)

Specify the transaction types of the sales orders to export. We recommend that you specify only those transaction types that result in actions you require to schedule using Schedule iCenter. For example, it is unlikely that you process Future Orders (FO) until they are converted to Stock Orders (SO). Similarly, you may not want to export Direct Orders (DO). The stock on DOs are filled and shipped directly to the customer from the vendor’s location.

Use the 2-character designation for transaction types, separated by commas. These transaction types are valid:

  • SO - Stock Order
  • DO - Direct Order
  • FO - Future Order
  • ST - Standing Order
  • CS - Counter Sale Order
  • QU - Quote Order
  • RM - Return Merchandise
  • CR - Correction Order
  • BL - Blanket Order
  • BR - Blanket Release
Shipvias? Comm Sep List

Specify the ship vias of the sales orders to export. Ship via methods are set up in SA Table Code Value Setup. Leave the asterisk (*) to export sales orders regardless of ship via methods.

Promise Date?
Specify the promise date of the sales orders to export. Sales orders with a promise date that is equal to or older than the specified date are exported.
Days to Allow Forward

To export orders that have a promise date that is later than the date that you specified in the previous option, specify the number of days to allow forward. For example, if you specify these values, sales orders with a promise date up to 1/7/19 are included in the export:

  • Promise date: 12/31/18
  • Days to Allow Forward: 7