Routing Interface Customer Export

Menu Path: Warehouse Management Images\bluerarw.gif External Routing Interface Images\bluerarw.gif Routing Interface Customer Export

Purpose

Export customer data to routing software.

Overview

Use Routing Interface Customer Export to export customer data to an external file that you can import into third-party routing software. For information on setting up a routing interface for your routing software, see Routing Interface Maintenance.

Exporting Customer Data

To export customer data:

  1. Enter the folder path into which you want to export customer data in the Output Directory field.

  2. If you want to only export customer data for customers that were modified in a specific date range, clear the All Customer Record Modified Dates check box, and enter the date range.

  3. If you want to export using Scheduling Assistant, select the Schedule radio button, then click the Schedule Job button in the ribbon, and set up the schedule for exporting in Task Schedule Options. When you are finished setting up the schedule, click the OK button in the ribbon in the Task Schedule Options window.

  4. Click the Export button in the ribbon to export data. Customer data is output to the folder you specified in step 1. The export is completed.

For information on the export format of the customer data files, see Routing Interface Customer Export Format.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Routing Interface Customer Export window.

Export

Click this button to start the export process.

Schedule Job

Click this button to display Task Schedule Options, which allows you to schedule the export process using Scheduling Assistant. This button is only available if you select the Schedule radio button.

Main Tab Fields and Buttons

Field or Button

Description

Output Directory

Enter the folder path into which to export customer data, or click the Lookup button to navigate to and select a folder. This defaults to the folder entered in the Customer File Export Path field in Routing Interface Maintenance.

All Customer Record Modified Dates

Select this check box to export customer data for customers that were last modified on any date. This check box is selected by default.

From

Enter the first date in a range of dates on which customer records were modified for which to export customer data, or click the drop-down arrow to select a date. This field is only available if you clear the All Customer Record Modified Dates check box.

To

Enter the last date in a range of dates on which customer records were modified for which to export customer data, or click the drop-down arrow to select a date. This field is only available if you clear the All Customer Record Modified Dates check box.

Process

Select whether to export using Scheduling Assistant. If you select the Schedule radio button, click the Schedule Job button in the ribbon to specify when the task occurs.