Export Production Quantities directly within the Production Quantities Module

 

 

The "Export" option within the Production Quantity module allows quantities to be exported indepently of time cards. In order to see this option, a user must have either "Read Only" or "Full Access" rights to this tab which can be set up within each security role. By default, all users will have no access to this tab. A user who needs to be able to export quantities using this tab will need "Full Access" rights. 

 

Clicking on the "Export" tab brings the user to the screen below. 

 

 

Upon selecting one or more Project(s), the From Date will automatically populate with the earliest quantity transcation record that has NOT been exported. 

 

All unexported transactions will show, both those created from a timecard or those created directly within the Production Quantities module. The user can review the data being exported in this screen by grouping and sorting the columns as needed. 

 

 

The date filters can be adjusted if needed if the user needs to only export certain records. When the export occurs, the data that is visible on the screen per the selected filters is what will be exported. When the user clicks the 'Export' button, the data on the screen will export and the screen will refresh to show no data. 

 

 

Click over to the "Exported" export status, select the download button, and then click "Download Exported File" to review the actual file. 

 

 

A pop up window called 'Download Export Files' will appear. Select the file and choose whether single or combined files per project are wanted. 

 

 

 

When clicking one of the buttons, the files will download. The quantity file has now been created and can be imported into another system.