Exporting General Ledger Data
General Ledger lets you export data, such as account master information and transaction batches, to files that can be read and used by other programs. Transferring this information to non-Sage 300 ERP databases is called exporting.
Example: One common use of the Export/Import functions is to export account balances (or net amounts) to a spreadsheet for analysis and manipulation. Then, import this information as next year's budget information.
- Depending on the type of file you are exporting, you may need to create a file or a database to export to before exporting from Sage 300 ERP:
- If you are exporting to Excel, create an Excel file.
- If you are exporting to Access, create a database file.
- If you are exporting to an ODBC database, create an empty database. (Be sure to create it in the database type you use.)
- If are exporting in XML format, determine a location to export the file to.
- If are exporting in CSV format, set up a path to the directory where you will be exporting the Sage 300 ERP data.
To export General Ledger information, follow these general steps:
- Open the screen for the data you want to export.
- Click File > Export.
- In the Export dialog box that appears, select a file format from the Type list.
- Click Browse, and then specify the location and file to export to.
- Click the plus signs beside items that have them to expand the list of fields.
- If there are fields that you do not want to export, clear the checkbox for that field.
Note: Items with a star beside the check mark are key fields that you must export.
- To change the criteria for exported data, click the Set Criteria button.
- Click OK to begin the export.
When the export is finished, you receive a message that displays the number of records exported.