Export Setup

The Export option allows your organization to define the export types to be used in the system. Exports can work with standard New World ERP formatted files natively. Files not formatted in a standard New World ERP format can be handled using an .xsl and/or a .dll file for exports.

Files are exported to an .xml format. The translation of export files will use .xsl files in most cases; this uses the same report generator that is used when reports are run. DLL files can also be used if further processing of the export file is required. During the installation, the standard export .xsl files are stored in the C:\Program Files\New World Systems\New World ERP\ImportExport\Export\StandardXSL folder, and .dll files are in the StandardDLL folder. However, the export types used will need to be set up to use these files.

To set up export types, follow the steps below:

  1. Go to Maintenance > new world ERP Suite > System > Import/Export > Export Type List.
  2. On the Export Type List page, click New to create a new export type or click the Export Name hyperlink to edit an existing export type. The General page opens first, by default.
  1. The Active check box is selected by default. Clear the check box only if you want to define the export type, but not use it at this time.
  2. The Export Type Usage value is required. Select one of the available values displayed in the list (e.g., ACH Payment Processing, etc.).
  3. The Export Name is also required. Enter a value that will help you identify the export type you are defining. It may contain 64 characters. This is the name that you will see when you select an export type during processing.
  4. In the XSL Transform File Path field, type the file path where the transform file resides on the application server. See the table Export Values for Standard Files for the standard values.
  5. In the XSL Transform File Name field, type the actual name of the file. See the table Export Values for Standard Files for the standard values.
  6. The Custom DLL value is the full path to the DLL used to perform additional processing, if one is used. The path must be for the application server.
  7. The Custom Class value is the name of the class in the Custom DLL that will be used to perform additional processing, if applicable.
  8. The Output File Path field is used to specify a location other than myReports to which the exported file should be sent. The file will still go to myReports in addition to the location specified here.
  9. The Output File Name indicates the name of the export file that will be created in the folder specified in the Output File Path field above. It may contain up to 64 characters.
  10. The Time Out (seconds) value is the maximum number of seconds to allow for transforming the export file. If this field is left blank, no time out is used. The acceptable value range is 0-9999 seconds.
  11. If you do not select the Completion Notification check box the Results XSL Transform File Path and the Results XSL Transform File Name fields are disabled.
  12. Click Save.

The Mapping option for exports is used the same as the import, but in the other direction—it ties New World ERP values to the format defined in for the export file.

For example, the New World ERP software uses JE as the abbreviation for a journal entry. If the file being exported needs to use a different abbreviation standard, then the Mapping function can be used to tell the export file that a journal entry designated as JE is identical to its value, such as Jrn.

  1. The available values in the Table and Field drop-down lists are filtered based on the Export Usage Type that was selected on the previous page. Select the Table and Field you want to work with and click New or click the Original Value hyperlink to edit an existing value. The Export Type Mapping dialog box opens.
  2. The Original Value is required. This value is how the item is recorded in the New World ERP software. In the example above about journal entries, JE would be entered here to show how the software identifies a journal entry.
  3. The New Value is also required. The value here is how this Original Value should be represented when the file is exported. Values are not pre-defined and will vary.
  4. Click OK to save the entry. It then appears on the Mapping page.

The entries in the New Value column are hyperlinks. Click the link to edit the entry.

See Also

Export Values for Standard Files

Import Setup

Import/Export Process

Translation Accounts