Download using Sheet Data

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.