VAT Data Export

Menu Path: System Administration $Images\bluerarw.gif$ VAT $Images\bluerarw.gif$ VAT Data Export

Purpose

Overview

Use VAT Data Export to export VAT data for a specific range of periods, years, or dates. You can output the data in XML or Tab Delimited formats. For more information, see VAT Data Export Format.

Ribbon Home Tab Buttons

Select Tab Fields and Buttons

Print Options Tab Fields and Buttons

Field or Button

Description

Output File Type

Select the option to output to either an XML or Tab Delimited file to be stored for later use.

Output Directory

Enter the location for the output data, or click the Lookup button to navigate to and select a location.

Process

Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance.

Note If you select the Schedule radio button, you cannot output to the screen.

Time

Enter the time to output or process, and select AM or PM.

These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.

Date

Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.

Task Occurs

Select one of the following options:

Once - Output or process at a specified date and time.
Every - Output or process on a recurring basis. You can select to output/process at a specific time:

every week on specified days
after a specified number of days
on the first or last day of each month
after a specified number of minutes

After - Output/process after a specified task is completed.

These radio buttons are only enabled if you select the Schedule radio button.

Frequency

Select one of the following:

Day of Week - Output or process every week on the selected days.
Days - Output or process after a specified number of days, starting on a specified date.
Month - Output or process on the first or last day of each month, starting on a specified date.
Time - Output or process after a specified number of minutes, starting on a specified date.

These radio buttons are only available if you select the Every radio button.

Day of Week

Select the day(s) of the week to output or process.

These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.

Repeat Every X Days

Enter a number of days after which to output or process. This field is only available if you select the Days radio button.

Repeat On

Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.

Repeat Every X Minutes

Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.

Triggering Task Id

Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.

Triggering Task Name

This field displays the name of the triggering task. This field is only available if the After radio button is selected.

Triggering Task Description

This field displays the description of the triggering task. This field is only available if the After radio button is selected.

Task Description

Enter a description of the task. This can help users understand the purpose of a recurring task.

Scheduling Assistant Queue

Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue.

External Email

Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.

Screen Alert

Select this check box to display an alert when the task is completed.

Internal Email

Select this check box to send an internal Apprise email when the task is completed.

Field or Button	Description
VAT ID	Enter a VAT ID for which to include VAT information on the export file or click the Lookup button to select a VAT ID. When you enter or select a VAT ID, the country for the VAT ID is displayed. For information on setting up VAT IDs, see VAT ID Maintenance.
Periods/Dates	Select whether to output the report for a range of periods or dates.
From Period	Click the Lookup button to select the first period in a range of periods and years for which to include VAT information on the report. This Lookup button is only enabled if you select the Periods radio button.
Year (From)	Click the Lookup button to select the first year in a range of periods and years for which to include VAT information on the report. This Lookup button is only enabled if you select the Periods radio button.
To Period	Click the Lookup button to select the last period in a range of periods and years for which to include VAT information on the report. This Lookup button is only enabled if you select the Periods radio button.
Year (To)	Click the Lookup button to select the last year in a range of periods and years for which to include VAT information on the report. This Lookup button is only enabled if you select the Periods radio button.
From Date	Enter the first date in a range of dates for which to include VAT information on the report, or click the drop-down arrow to select a date. This field is only enabled if you select the Dates radio button. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.
To Date	Enter the last date in a range of dates for which to include VAT information on the report, or click the drop-down arrow to select a date. This field is only enabled if you select the Dates radio button. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.
Company ID	Enter your company’s ID, assigned by the third-party company, to which you are exporting data.
Company Name	Enter your company’s name, to which you are exporting data.

Button	Description
Exit	Click this button to close the VAT Data Export window.
Export	Click this button to export VAT data.