Manage File Exports

Navigate:ClosedBusiness Revenue > Batch Processes > File Export > Manage File Exports

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Here is a flowchart of Business Revenue > Batch Processes > File Export.  The flowchart shows the typical path to perform a task. It includes Common Actions only if critical to completing the task. Obvious actions, such as Save, Previous and Close, are not  included in the flowchart unless necessary to follow a flow path. See each primary menu Help file for a detailed flow of that particular menu.

 

Description

NOTE: This task may not apply to your jurisdiction.

Define file information for business revenue file exports.

SETUP: See Business Revenue, Business Setup, and Batch Processes for Business Revenue for any applicable prerequisites, dependencies and setup information for this task.

Steps

  1. Enter a Start date and End date or click the Date Picker to select them.

  2. Select the File layout.

    NOTE    : File layout is defined via Configuration > File Input/Output > Manage Input/Output File Configuration. Then go to Business Revenue > Setup > Global Business Revenue > Set Up Global Business Revenue and set up default names and locations.

  3. Enter an Export file name.

  4. Check the User default export file location checkbox to use the default location. The Export file location field (next) then becomes unavailable.

  5. Enter an Export file location only if you have not checked the checkbox.

  6. Enter the Batch name.

  7. Click Queue Process to send the import file data to batch, which opens the Monitor Batch Processes screen on which you can view the batch process.

    • Click Close to end the task.

Related Topics

Import/Export