Difference between revisions of "Creating mail merge file"
From Catalyst
(New page: {{Review}}{{Incomplete}} == Summary == It is possible for Platinum to export it Sales and Purchase Ledger account Names and addresses for use with excel. This article shows you how == C...) |
|||
| Line 2: | Line 2: | ||
== Summary == | == Summary == | ||
| + | It is possible for Platinum to export Customer and Supplier names and addresses for use with any good database, spreadsheet or word processor. This article explains how to extract these names. | ||
| − | + | == Creating the File == | |
| + | === Customers === | ||
| + | * Go to "Sales Ledger" -> "Customer File Maintenance". | ||
| + | * Click "Create Mailmerge File". | ||
| + | * This will create a file called '''"SXMERGE.DAT"''' stored in {{FilePath|<Platinum Installation Drive>sx\Sxco??}}. It will overwrite any existing file. | ||
| − | == | + | === Suppliers === |
| − | *Go to | + | * Go to "Purchase Ledger" -> "Supplier File Maintenance". |
| − | *Click | + | * Click "Create Mailmerge File". |
| + | * This will create the same file as above, and overwrite any existing file. | ||
| − | + | From here on in the document, where you see "Sales Ledger", this should be read as "Purchase Ledger" for suppliers. Where you see "Customer File Maintenance", this should be read as "Supplier File Maintenance" for suppliers. | |
== Filtering the output == | == Filtering the output == | ||
| − | + | If you want to restrict the people in the output file, this is done using the range screen within "Customer File Maintenance". | |
| − | + | *Go to "Sales Ledger" -> "Customer File Maintenance" -> "Alter Range of Reports". | |
| − | *Go to | ||
Here you will see all the things you can filter your output by. The list is as follows: | Here you will see all the things you can filter your output by. The list is as follows: | ||
| Line 27: | Line 32: | ||
*Account Analysis Codes - (First Three Positions) | *Account Analysis Codes - (First Three Positions) | ||
| − | == Opening the File | + | * Choose your filters, then {{KeyPress|ESC}} from this screen and then choose "Create Mailmerge File". |
| + | |||
| + | == Opening the File == | ||
| − | {{KB_Tags|Account, Customer, supplier, export, CSV, comma, | + | {{KB_Tags|Account, Customer, supplier, export, CSV, comma, separated, file}} |
| − | {{KB_SL}} {{KB_PL}} | + | {{KB_SL}} {{KB_PL}} {{FAQ}} {{ZN_Admin}} |
| − | {{FAQ}} {{ZN_Admin}} | ||
Revision as of 08:50, 24 July 2008
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
 |
This article or section is under development. Be aware: Content will change as the document progresses. |
Contents
Summary
It is possible for Platinum to export Customer and Supplier names and addresses for use with any good database, spreadsheet or word processor. This article explains how to extract these names.
Creating the File
Customers
- Go to "Sales Ledger" -> "Customer File Maintenance".
- Click "Create Mailmerge File".
- This will create a file called "SXMERGE.DAT" stored in '<Platinum Installation Drive>sx\Sxco??'. It will overwrite any existing file.
Suppliers
- Go to "Purchase Ledger" -> "Supplier File Maintenance".
- Click "Create Mailmerge File".
- This will create the same file as above, and overwrite any existing file.
From here on in the document, where you see "Sales Ledger", this should be read as "Purchase Ledger" for suppliers. Where you see "Customer File Maintenance", this should be read as "Supplier File Maintenance" for suppliers.
Filtering the output
If you want to restrict the people in the output file, this is done using the range screen within "Customer File Maintenance".
- Go to "Sales Ledger" -> "Customer File Maintenance" -> "Alter Range of Reports".
Here you will see all the things you can filter your output by. The list is as follows:
- Account Code - (From and To)
- Balance Range - (From and To)
- Period Turnover Range - (From and To)
- Credit Limit Range - (From and To)
- Discount Type - (From and To)
- Discount Type Range - (From and To)
- Account Group - (From and To)
- Reference - (From and To)
- Account Analysis Codes - (First Three Positions)
- Choose your filters, then <Esc> from this screen and then choose "Create Mailmerge File".
Opening the File
