IntelliTrack WMS – Warehouse Management System User Manual

Page 267

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Chapter 10

Import and Export Utility

241

Site: To filter receiving order data by a specific site, click the drop-
down arrow in this field and select a Site from the list that appears.
Customer: To filter receiving order data by customer, click the drop-
down arrow in this field and select a Customer from the list that
appears.
Order Type: To filter receiving order data by open orders, select the
radio button next to Open Only. To filter receiving order data by
closed orders, select the radio button next to Closed Only. To retrieve
receiving order data from both open and closed receiving orders (i.e.,
not filter order data by an order type), select the radio button next to
Both.
Date: To filter receiving order data by order date, select the radio but-
ton next to Order Date. To filter receiving order data by order due
date, select the radio button next to Due Date. To filter the order date or
due date by a date range, enter a starting date in the From field and an
ending date in the To field.
Click the Apply button to apply the filter settings to the Receiving
Export Interface template and close the Order Filter dialog.
Click the Clear button to clear the filter settings in the Order Filter dia-
log.
Click the Save button to apply the filter settings to the Order Filter dia-
log.
Click the Cancel button to cancel the filter settings you have chosen
and close the dialog (the system will revert back to the filter settings
that you previously applied or saved).

4.

Click the ellipsis (...) button to navigate to the export file location and
select it, or enter the file name and location manually in the Export
filename field.

5.

Next, select the file type by clicking the Fixed Width or Tab Delim-
ited
radio button. If Fixed Width is selected, you must enter a Length
entry for each selected field in the Length field of the template grid.

6.

Enter the position of each field that is to be included. Enter a zero (0) to
exclude a field. Verify the order by clicking in the Position column
heading. Site and Vendor selections are available based on the applica-
tion option settings in the IntelliTrack WMS workstation.

7.

Select the Do It button to export the receiving order. If the export is
unsuccessful, the error log appears, with a message detailing why the
data did not export to the specified file.

8.

Select the View/Preview button to display the exported file.

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