Data can be entered directly into the worksheet and used as a basis to download the Customer/Site/Bank which meets the entered criteria; it reduces the results in the section that the criterion relates to. Consequently, if you include criteria at the Site Use and Profile level then the record in that area will be restricted by the criteria that relates to that section
e.g. If you have a Site that has three Site Usages (Bill To, Ship To and Dunning) and you use the criteria of Bill To for the site usage:
- The ‘Download Form’ will return all three Site usages
- The ‘Download using sheet data’ will return 1 Site use (Bill To)
Data can be entered in the following worksheet columns to refine the records returned:
Customer Mode
Party Mode
Banks Mode
Party ID
Party ID
Bank Account ID
Customer ID
Party Type
Bank Country
Party Type
Party Active
Bank Name
Party Active
Party Name
Bank Number
Party Name
Party Number
Branch Name
Party Number
First Name
Branch Number
Account Name
Last Name
Bank Account Name
Account Number
Middle Name
Bank Account Number
Original Reference
Tax Registration Num
Customer Name Acc Owner
Customer Attribute1-20
Original Reference
Customer Number Acc Owner
Profile Class
Site Location ID
Bank Site Operating Unit
Profile Collector
Party Site ID
Site Use Bill To Location
Cust Site ID
Party Site Name
Party Site ID
Party Site Number
Site Operating Unit
Party Site Name
Party Site Number
Profile Class
Site Address1-4
Site City
Site State
Site County
Site Use Usage
Site Use Profile Class
Site Use Profile Collector
Site Primary Sales Rep
Site Use Active
On your worksheet enter values in the appropriate column(s), as indicated above, to define the records to be downloaded.
Note -All of the criteria must be on the same line.
All other criteria (available for this method of download) appears as a separate column in the worksheet. Where multiple columns are entered, then only records which are true for all criteria will be downloaded into your workbook.
Records will be downloaded into your worksheet based on the criteria entered on your worksheet.
Note: Some of the download criteria differs between the form and the sheet.
