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Introduction

This document provides instructions for

Procedure

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Subject:        ESCLIS Extract Process

Programs: anal_rpt

Setup:

The ESCLIS Customer extract holds basic information about each customer. Statistic holds information for each commercial code run for debits during a month for each customer.   It reports both quantity and value. Credit notes are similar to Statistic but hold information for credits.

Procedure

ESCLIS extract process is run by selecting a menu option and entering a few parameters.     The process will create three extract files:

Esclis_Customer.xml

Esclis_Statistic.xml

Esclis_Creditnotes.xml

The Esclis Customer extract holds basic information about each customer, Statistic holds information for each commercial code run for debits during a month for each customer.   It reports both quantity and value.     Creditnotes is similar to Statistic, but holds information for credits.

Simply run this extract from the menus as follows:

5)  Report Generators

7)  Sales Analysis Reports

8)  ESCLIS Summary Report

  +-------------------------- ESCLIS Report Options ---------------------------+

  |                                                                            |

  |  Enter Year and Month for report (YYYYMM):    200908                       |

  |  Enter beginning and ending branch code:           A         Z             |

  |  Enter beginning and ending account code:          1         999999        |

  | Enter an account code from 1 through 999999.                               |

  +----------------------------------------------------------------------------+From the Optifacts Main Menu:

Select Option 5 – Report Generators and press Enter.

Select Option 7 – Sales Analysis Reports and press Enter.

Select Option 8 – ESCLIS Summary Report and press Enter.

• Follow the on-screen prompts.

Image Added

Once the program runs, it will output files to $CWD/share/esclis_files.     There is no printed output.

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