Introduction
This page allows you to export contracts to Microsoft Excel.
Menu path
To export contracts, go to Customers/Report/Contracts/Search, define the search criteria, click Show, and then click Export.
Roles & rights
To export contracts for customers and resellers, function right 491 – Allows to export contracts for customers/resellers is required. Users with the F&A staff or Marking manager role have this function right.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.
Button
Export
Click this to export the contracts.
Close
Click this to exit.
Description
Export: Data section
Level: Details
Select one of the following details of the contracts to be exported:
- Contract: Details – Select this to export details of the selected contracts such as the contract number, start date of the contracts, item code, and other details.
- Total / Customer – Select this to export the total number of customers with contracts.
- Total / Contract / Customer – Select this to export the total number of contracts for each customer.
Contracts section
This section is available only if Contract: Details is selected at Level: Details under the Export: Data section.
Number
The number of the contracts will be exported. By default, this check box is selected and is not enabled.
Start date
The start date of the contracts will be exported. By default, this check box is selected and is not enabled.
Date: Prolongation
The prolongation date of the contracts will be exported. By default, this check box is selected and is not enabled.
Final date
The final date of the contract will be exported. By default, this check box is selected and is not enabled.
Purchase: Currency
Select this check box to export the currency of the contracts.
Purchase price
Select this check box to export the purchase price of the contracts.
Purchase price (Local)
Select this check box to export the purchase price of the contracts in the local currency.
Quantity
Select this check box to export the total number of items in the contracts.
Items section
This section is available only if Contract: Details is selected at Level: Details under the Export: Data section.
Item code
The code of the items in the contracts will be exported. By default, this check box is selected and is not enabled.
Item: Description
The description of the items in the contracts will be exported. By default, this check box is selected and is not enabled.
Variant price
The variant price of the items in the contracts will be exported. By default, this check box is selected and is not enabled.
Variant description
The variant description of the items in the contracts will be exported. By default, this check box is selected and is not enabled.
Assortment: Item
This section is available only if Contract: Details is selected at Level: Details under the Export: Data section.
Assortment: Code
Select this check box to export the code of the assortments of the items in the contracts.
Assortment: Description
Select this check box to export the description of the assortments of the items in the contracts.
Accounts section
This section is available only if Contract: Details is selected at Level: Details under the Export: Data section.
Account: Name
The name of the accounts in the contracts will be exported. By default, this check box is selected and is not enabled.
Account code
Select this check box to export the code of the accounts in the contracts.
City
Select this check box to export the city of the accounts in the contracts.
Country
Select this check box to export the country of the accounts in the contracts.
State
Select this check box to export the state of the accounts in the contracts.
Classifications
Select this check box to export the classification of the accounts in the contract.
Export: Document section
Subject
Type a name for the document to be exported.
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