ProMaster exports transactional information to any of your corporate systems. The establishment of these export activities are set up at initial install and configuration. ProMaster is extremely flexible and can work with all popular accounting, Human resource, procurement and General Ledger systems such as SAP, Oracle Financials, PeopleSoft, JD Edwards, Finance 1, etc.
To export transactions from ProMaster:
2. From the Administration page, select
Activity Parameters from the Activities section on the left hand side of the page;
3. Select the appropriate export activity from the activities list;
4. Click in the
Export Directory field;
The right-hand pane will now provide a list of available directories.
5. Navigate to the appropriate directory containing the import file;
Note: There is configuration available for multi-database instances that prevents a user accessing unauthorised data from another database.
6. Enter the
Export Filename;
7. Enter the
Closing Date;
This date is equivalent to Statement Date for the last transaction to include in the export file.
8. Enter the
Posting Period for the transactions;
9. Activate the
Test Run flag to generate the export file without updating the GL system;
10. Select the
Closing Date Calculation method:
11. Click
Update Changes to ensure any changes made to the parameters are saved for re-use;
12. To begin the export process, ensure the
Export Approved Transactions activity is selected and click on
Process.
If the transaction file is in error, ProMaster will indicate the error in the activity log.
The other available buttons on the Activity Parameters page:
·
Stop - Rolls back whatever the activity processed up to the point the button was depressed. Useful in the case of unintentionally running an activity.
·
Disable - Disables an activity. One way it can be used is to prevent the running of activities that are only used occasionally, thus preventing unintentional activation.
·
Reset - Resets the Status of a "Disabled" activity.
·
View Log - Brings up the most recent activity log for an activity.
To view any other activity log related to an activity, see
Activity Log.
·
Running Details - Allows you to view the activity log being generated in real-time. Useful when checking on an activity that is taking an unusually long time to complete.
·
Refresh - Refreshes the Status column of the list of activities.
