Map Movement and Compile Utility

Menu Path: Electronic Data Interchange Images\bluerarw.gif EDI Transaction Management Setup Images\bluerarw.gif Map Movement and Compile Utility

Purpose

Import, export, and compile EDI maps.

Overview

Use Map Movement and Compile Utility to import, export, or compile a batch of EDI maps all at once instead of performing these tasks for a single map in EDI Mapper.

Note You cannot import maps that were exported in EDI Mapper before the creation of this utility.

Importing Maps

To import maps:

  1. If you want to only import maps for a specific form type, clear the All Form Types check box, and enter the form type.

  2. Enter the folder that contains the maps you want to import in the Map Import/Export Directory field.

  3. Click the Show Data button in the ribbon.

  4. Select the check box in the Select column in the ETM Forms grid for all maps you want to import.

NOTE If you do not select the check box in the Select column for any maps, you can import all maps from the folder you entered in step 2.

  1. Click the Print Options tab.

  2. Select a process option and output options.

  3. Click the Import Maps button in the ribbon. The Map Import Report is output and lists the imported maps.

Exporting Maps

To export maps:

  1. If you want to only export maps for a specific form type, clear the All Form Types check box, and enter the form type.

  2. Enter the folder to which you want to export maps in the Map Import/Export Directory field.

  3. Click the Show Data button in the ribbon.

  4. Select the check box in the Select column in the ETM Forms grid for all maps you want to export.

  5. Click the Print Options tab.

  6. Select a process option and output options.

  7. Click the Export Maps button in the ribbon. The Map Export report is output and lists the exported maps.

Compiling Maps

To compile maps:

  1. If you want to only compile maps for a specific form type, clear the All Form Types check box, and enter the form type.

  2. Enter the folder that contains the maps you want to compile in the Map Import/Export Directory field.

  3. Click the Show Data button in the ribbon.

  4. Select the check box in the Select column in the ETM Forms grid for all maps you want to compile.

  5. Click the Print Options tab.

  6. Select a process option and output options.

  7. Click the Compile Maps button in the ribbon. The Map Compilation Report is output and lists the compiled maps.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Map Movement and Compile Utility window.

Show Data

Click this button to display EDI maps based in the ETM Forms grid based on the selected criteria.

Select All

Click this button to select the check box in the Select column for all EDI maps displayed in the ETM Forms grid.

Deselect All

Click this button to clear the check box in the Select column for all EDI maps displayed in the ETM Forms grid.

Export Maps

Click this button to export all EDI maps for which the check box is selected in the Select column in the ETM Forms grid.

Import Maps

Click this button to import all EDI maps located in the folder entered in the Maps Import Directory field.

Compile Maps

Click this button to compile all EDI maps for which the check box is selected in the Select column in the ETM Forms grid. Compiled maps are saved in your database.

Main Tab Fields and Buttons

Field or Button

Description

All Form Types

Select this check box to display EDI maps for all EDI form types (810, 850, etc.). This check box is selected by default.

Form Type

Enter an EDI form type for which to display EDI maps, or click the Lookup button to select an EDI form type. This field is only enabled if you clear the All Form Types check box.

Map Import/Export Directory

Enter a folder that contains EDI maps you want to import, or click the Lookup button to navigate to and select the folder.

ETM Forms

This grid display maps for EDI Transaction Manager forms based on the selected criteria. Select the check box in the Select column for maps you want to export or compile. You can use the Select All or Deselect All buttons in the ribbon to select or clear the check box in the Select column for all displayed maps.

Print Options Tab Fields and Buttons

Field or Button

Description

Output Option

Select one of the following output options:

  • Screen - Output to a PDF so you can immediately view the report. If you select this option, you cannot output using Scheduling Assistant.

  • File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name.

  • Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field.

  • Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file.

  • Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.

Save Report File

Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.

Save Access Database File

Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.

Output File Type

Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.

Specify File Name

Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.

Output Directory

Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.

Output File Name

Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.

Excel Format Name

Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.

Format Maintenance

Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.

Save As Type

Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.

Include header

Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.

Delimiter

Enter a comma (,), caret (^), or vertical bar (|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.

Enclosing Character

If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.

Printer

Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.

Subject

Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.

Report File Prefix

Enter a prefix for the report file name. This field is only available if you select the Email radio button.

Add Additional Comments

Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.

Print Full Heading on All Pages

Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.

Print Title Line on All Pages

Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.

Report Language 1

Enter the first language for the report, or click the Lookup button to select a language.

Report Language 2

Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.

Horizontal Shading

Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.

Collate

Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field.

Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.

Horizontal Shading Color

Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.

Number of Copies

Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.

Process

These radio buttons are disabled in this window.

Time

These fields and radio buttons are disabled in this window.

Date

This field is disabled in this window.

Task Occurs

These radio buttons are disabled in this window.

Task Description

This field is disabled in this window.

Scheduling Assistant Queue

This field is disabled in this window.

External Email

This check box is disabled in this window.

Screen Alert

This check box is disabled in this window.

Internal Email

This check box is disabled in this window.

Report Files

This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:

  • Print - Select the check box in this column to output the report file.

  • Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button.

  • Report Description - This column displays the description of each report file.

  • Report Filename - This column displays the .rpt file name for each report file.

  • Report Name - This column displays the name of each report file.