Menu Path: System Administration Daily Administration Data Extract Selection Maintenance
Select suppliers to include in data extracts.
Select customers to exclude from data extracts.
Select Vermont Information Processing field associations.
Select price source for exporting product data to SevenFifty.
Use Data Extract Selection Maintenance to associate suppliers with each data extract output in Generate Data Extract, and to exclude customers from each data extract.
Note The data extracts are only used by beverage distributors who need to send data to the following companies: Beverage Data Network (BDN), Vermont Information Processing (VIP), SevenFifty, and/or TradePulse.
Typically, data for all customers is included for each data extract. The exception is if distributors want to exclude specific types of customers, such as wholesale customers.
Data Extract Selection Maintenance also allows you to set up inventory adjustment codes for breakages and additional charges for deposits (used for the VIP extract only).
For SevenFifty, use this window to select price source to export the product-pricing data.
To select suppliers and exclude customers for data extracts:
Click the Lookup button for the Extract Name field, and select a data extract.
Click the Update button in the ribbon.
Select filter criteria for the suppliers you want to display.
Click the Show Data button in the ribbon.
Double-click the suppliers in the Available grid that you want to select for the data extract.
Click the Excluded Customers tab.
Select filter criteria for the customers you want to display.
Click the Show Data button in the ribbon.
Double-click the customers in the Available grid that you want to exclude from the data extract.
If you selected VIP in step 1, click the Extract Field Association tab, then select. Otherwise, skip to step 14.
In the Available Inventory Adjustment Codes grid, double-click inventory adjustment codes that are used for breakages, such as codes used for broken bottles.
Click the Lookup button for the File field, and select Sales.
In the Available Additional Charges grid, double-click additional charges that are used for deposits, such as keg or bottle deposits.
Click the OK button in the ribbon. The data extract record is updated.
Button |
Description |
Exit |
Click this button to close the Data Extract Selection Maintenance window. |
Update |
Click this button to update selected customers and suppliers for the selected data extract. |
OK |
Click this button to accept changes to the selected data extract. This button is only available after you click the Update button in the ribbon. |
Cancel |
Click this button to cancel changes to the selected data extract. This button is only available after you click the Update button in the ribbon. |
Show Data |
Click this button to display unselected suppliers or customers for the data extract based on the selected filter criteria. |
First |
Click this button to display the first data extract. |
Prev |
Click this button to display the previous data extract. |
Next |
Click this button to display the next data extract. |
Last |
Click this button to display the last data extract. |
Field or Button |
Description |
Click the Lookup button to select one of the following data extracts:
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Field or Button |
Description |
Select this check box to display all suppliers. This check box is selected by default. |
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Enter a supplier code to display, or click the Lookup button to select a supplier code. This field is only enabled if you clear the All check box to the left of it. |
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Enter a supplier name to display, or click the Lookup button to select a supplier name. This field is only enabled if you clear the All check box to the left of it. |
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Select this check box to display suppliers in all supplier divisions. This check box is selected by default. |
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Enter a supplier division for which to display suppliers, or click the Lookup button to select a supplier division. This field is only enabled if you clear the All check box to the left of it. |
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Select this check box to display suppliers in all supplier groups. This check box is selected by default. |
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Enter a supplier group for which to display suppliers, or click the Lookup button to select a supplier group. This field is only enabled if you clear the All check box to the left of it. |
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Select this check box to display suppliers in all supplier types. This check box is selected by default. |
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Enter a supplier type for which to display suppliers, or click the Lookup button to select a supplier type. This field is only enabled if you clear the All check box to the left of it. |
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Select this check box to display suppliers with a wine license. This check box is cleared by default. |
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Select this check box to display suppliers with a spirits license. This check box is cleared by default. |
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Select this check box to display suppliers with a beer license. This check box is cleared by default. |
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This grid displays suppliers not yet selected for the selected data extract after you click the Show Data button in the ribbon. Double-click a supplier to select it for the data extract. |
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Click this button to add all suppliers displayed in the Available grid to the Selected grid. |
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Click this button to add the selected supplier in the Available grid to the Selected grid. |
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Click this button to remove the selected supplier from the Selected grid. |
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Click this button to remove all suppliers from the Selected grid. |
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This grid displays suppliers selected for the selected data extract. |
Field or Button |
Description |
Select this check box to display all customers. This check box is selected by default. |
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Enter a customer code to display, or click the Lookup button to select a customer code. This field is only enabled if you clear the All check box to the left of it. |
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Enter a customer name to display, or click the Lookup button to select a customer name. This field is only enabled if you clear the All check box to the left of it. |
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Select this check box to display customers in all customer divisions. This check box is selected by default. |
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Enter a customer division for which to display customers, or click the Lookup button to select a customer division. This field is only enabled if you clear the All check box to the left of it. |
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Select this check box to display customers assigned any sales representative as a primary sales representative. This check box is selected by default. |
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Enter a primary sales representative for which to display customers, or click the Lookup button to select a sales representative. This field is only enabled if you clear the All check box to the left of it. |
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Select this check box to display customers in all customer beverage types. This check box is selected by default. |
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Enter a customer beverage type for which to display customers, or click the Lookup button to select a customer beverage type. This field is only enabled if you clear the All check box to the left of it. |
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Select this check box to display customers assigned any sales representative as a secondary sales representative. This check box is selected by default. |
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Enter a secondary sales representative for which to display customers, or click the Lookup button to select a sales representative. This field is only enabled if you clear the All check box to the left of it. |
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Select this check box to display customers for all shipping locations. This check box is selected by default. |
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Shipping Location |
Enter a shipping location prefix for which to display customers, or click the Lookup button to select a shipping location prefix. This field is only enabled if you clear the All check box to the left of it. |
Select this check box to display customers for all sales territories. This check box is selected by default. |
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Enter a sales territory for which to display customers, or click the Lookup button to select a sales territory. This field is only enabled if you clear the All check box to the left of it. |
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Select this check box to display customers for all sales locations. This check box is selected by default. |
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Enter a sales location prefix for which to display customers, or click the Lookup button to select a sales location prefix. This field is only enabled if you clear the All check box to the left of it. |
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Select this check box to display customers for all sales groups. This check box is selected by default. |
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Enter a sales group for which to display customers, or click the Lookup button to select a sales group. This field is only enabled if you clear the All check box to the left of it. |
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Select this check box to display customers with a wine license. This check box is cleared by default. |
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Select this check box to display customers with a spirits license. This check box is cleared by default. |
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Select this check box to display customers with a beer license. This check box is cleared by default. |
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Select these check boxes to display suppliers for all user-defined field values. These check boxes are selected by default. |
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Enter a user-defined field value for which to display suppliers. Each of these fields is only enabled if you clear the associated All check box. The labels and characteristics of these fields are set up in User Defined Fields Maintenance. |
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This grid displays customers not yet excluded for the selected data extract after you click the Show Data button in the ribbon. Double-click a customer to exclude it for the data extract. |
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Click this button to add all customers displayed in the Available grid to the Selected grid. |
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Click this button to add the selected customer in the Available grid to the Selected grid. |
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Click this button to remove the selected customer from the Selected grid. |
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Click this button to remove all customers from the Selected grid. |
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This grid displays customers excluded for the selected data extract. Double-click a customer to remove it from this grid. |
NOTE This tab is only enabled if you select VIP or SevenFifty for the Extract Name field.