Download Transactions via Sheet
The Download via Sheet option using the ‘Transaction’ selection will return ALL open transactions, refined by a combination of Transaction Number, Customer Number, Customer Name, Override Customer Number and Override Customer Name. A minimum of Transaction Number is required for this download.
The purpose of this download is to show all open transactions for the specified Transaction Number, further refined by the customer if duplicate Transaction Numbers exist.
Enter the Transaction Number AND Customer Number, Customer Name, Override Customer Number or Override Customer Name you wish to use as criteria.
Note: This supports wildcards.
Click the ‘Download’ icon and select ‘Download via Sheet’:
The following form will open:
Select ‘Transaction Number’ as the column to download by.
Click ‘OK’.
When the download is complete you will be encountered with a window asking if you would like to clear the download criteria.
Click ‘Yes’ when you do not require the previous download filters. On the other hand, click ‘No’ if you would like to retain the filter criteria in the sheet.
The download then prints all data found with the applied filters to the sheet.
Note - The Max Rows button (set in the download form) allows you to limit the number of rows of data which will be returned. The default number is 1000.
Once downloaded, the information can be modified to create a new transactions or adjustments by, e.g. updating dates, updating the amount, etc. This data can then be uploaded as a new record.
Notes:
Transaction application data will be returned in all modes.