HiFinance 4


 

SECTION 3.5.4.1 - INVENTORY MASTER-FILE ASCII EXPORT

 

USAGE: To export a file detailing, all or a subset, of the information on the Inventory master-file. This export file can then be used as input to other programs, such as Spreadsheets, Databases and Word-processors. This gives you the flexibility to format reports, etc. in ways not otherwise available in HiFinance.

 

DISCUSSION: When you choose this function, HiFinance will firstly ask you in which order you wish to export the data. The screen will appear as follows:

 

 

Here you can choose the order in which you wish to export the data. Choose the order you wish to export the data by pressing the number next to the option. If you choose to print BY OTHER KEYS, another menu will open to allow you to specify which of the three OTHER KEYS you actually require.

 

The export is the same irrespective of report order, however if you intend to limit the export to a range of Inventory items, it is more efficient to export the file in that order, because HiFinance can then optimise the search pattern.

 

When you enter this program, the following questions will appear:

 

LIMIT REPORT TO LOCATION            This question only appears if you are using multi-location stock. If you enter zero (the default) the Quantity-Sold, Quantity-on-hand and other fields will be exported as the total of all locations. If you enter a location number, only the totals for that location will be exported.

 

INCLUDE ALL INVENTORY ITEMS     If you do not wish to set any limits on the export, enter Y otherwise enter N. If you enter N, you will be asked a list of further questions.

 

The following question asks you to enter both a lower and upper limit. The upper limit must not be less than the lower limit. The default answers define the extreme limits of the field. You do not have to change all of these limits. Only change the ones you wish to, and tab past the others.

 

CODE RANGE   This is the Inventory’s code.

 

GROUP RANGE This is the Inventory Group.

 

BARCODE           This is the primary barcode field.

 

OTHER KEY RANGE           This may appear as a different literal depending on how you have defined the field in SYSTEM PARAMETERS.

 

QTY ON-HAND RANGE      This is the total units on hand (for all locations).

 

VALUE ON-HAND RANGE This is the total value on hand (for all locations).

 

YTD QTY SOLD RANGE   This is the total units invoiced in the current year (for all locations).

 

YTD VALUE SOLD RANGE          This is the total value invoiced in the current year (for all locations).

 

LAST SALE RANGE           This allows you to limit the report to a range of last sale dates. Eg you might wish to only report on stock that has been sold recently or has not been sold for a long time.

 

LAST PURCHASE RANGE This allows you to limit the report to a range of last purchase dates. Eg you might wish to only report on stock that has been bought recently or has not been bought for a long time.

 

SUPPLIER RANGE This allows you to limit the report to a range of Suppliers. Eg you might wish to only report on stock that has been bought through a specific Creditor or a range of Creditors.

 

INCLUDE OBSOLETE ITEMS     If you enter N here, items that are flagged as obsolete will be excluded from the report.

 

INCLUDE NON-OBSOLETE ITEMS       If you enter N here, items that are not flagged as obsolete will be excluded from the report.

 

INCLUDE ASSEMBLY ITEMS     This question will only appear if you are using Bill-of-Materials. If you enter N here, items that are defined as assemblies will be excluded from the report.

 

INCLUDE NON-ASSEMBLY ITEMS       This question will only appear if you are using Bill-of-Materials. If you enter N here, items that are not defined as assemblies will be excluded from the report.

 

INCLUDE COMPONENT ITEMS   This question will only appear if you are using Bill-of-Materials. If you enter N here, items that are used as components will be excluded from the report.

 

INCLUDE NON-COMPONENT ITEMS     This question will only appear if you are using Bill-of-Materials. If you enter N here, items that are not used as components will be excluded from the report.

 

Next you will be asked for the export file name and options. A full explanation of the fields may be found in FORMATTING ASCII EXPORT FIELDS (see SECTION B). If you are using the export function for the first time, you are strongly encouraged to view this section of the manual. To end this page, press <F10> or <Enter> past the last option. You will next be presented the following screen:

 

 

This screen relates to the exact fields you wish to export. The top of this screen displays the file name you will be exporting, as a reminder. The centre portion of the screen displays the short name of each field available for export. Next to this is a longer, more descriptive name (which can be exported instead of the short-name). On the right-hand-side is either a Y or N. If the field has a Y, the field will be included in the export. If the field has an N, the field will not be exported. You must choose at least one field to export. You may use the cursor keys to view all fields, as you would in search screens. You can change the INCL column by moving the highlight bar to the relevant field and entering a Y or N (or + or -). The bottom of the screen displays the number of fields you have chosen and the total possible number of fields.

 

There are also function keys available for manipulating FIELD NAMES:

 

<F1>                  This will only be available is the current field is not being exported. Pressing <F1> will change INCL status to Y.

 

<F2>                  This will only be available is the current field is being exported. Pressing <F2> will change INCL status to N.

 

<F4>                  This will return you to the FILE NAME and OPTIONS entry screen.

 

<F5>                  This will only be available if at least one of the fields has been excluded from the export. Pressing this key will change all fields to Y.

 

<F6>                  This will only be available if at least one of the fields has been included in the export. Pressing this key will change all fields to N.

 

<F8>                  This will restore the field choices to the state that they were before you entered the program.

 

<F10>                When you have finished choosing the fields you wish exported, press <F10> to start the export process. This option will not be available unless at least one field has been chosen for export.

 

When you have entered all the above information, press <F10> and you will be asked START FILE CREATION? If you answer N, the program will reset and return you to the INVENTORY ASCII EXPORT MENU. If you enter Y, the screen will clear and the Inventory master-file will be read in. During this time the computer will be selecting account records according to the selection criteria you have just entered will start writing the selected fields to the export file.

 

Like other reports, it is possible to stop the export of the ASCII file by pressing <ESC>. However, the ASCII file will have been created up to the point where you stopped it.

 

When the report has completed, HiFinance will return you to the INVENTORY ASCII EXPORT MENU.

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