Extract template

• Code (field EXRTEP)

Enter the code of the extract template you are about to create or want to modify.

• Title (field EXRTIT)

 Enter the title of the extract template you are about to create or want to modify.

• Validation only (field EXRVLYOLY)

Select this check box to generate data to be used on the .csv file and printouts. The file and printouts will be flagged as 'Test'.

• Live run (field EXRLIVIND)

Select this check box to generate data to be used on the .csv file and printouts. The file and printouts will be flagged as 'Live'.

• Block duplicate run (field EXRBLODUP)

Select this check box if you want to avoid accidental clearing of data from the previous run.

• Clear previous data (field EXRCLEPRE)

Select this check box if you want to clear the data of the previous Live run.

• File name (field EXRFILNAM)

Enter the name of the file you want to generate.

• File extension (field EXRFILEXT)

  Enter the extension of the file (.csv) you want to generate.

• Field separator (field EXRFLDSEP)

Define a field separator such as a comma for example.

• Field delimiter (field EXRFLDQLF)

Define a field delimiter such as double quotes for example.

• Fixed length (field EXRFXDLNG)

• Print report (field EXRPRNRPT)

If you want to generate the certificates to print after the data extraction, enter the name of the corresponding report.

• Print (field EXRPRNFLG)

The system populates the selection criteria by default according to the extract template.

• Generate script (field EXRSRCNAM)

Enter the name of the program that compiles the different data coming from the different tables.

• Access code (field EXRCODACC)

Enter the access code that protects this extract template.

• Negative sign (field EXRDEBSYM)

• Positive sign (field EXRCDTSYM)

• Position (field EXRSYMPOS)

• Header (field EXRHEAMSG)

Enter the text that displays in the extract file if no header records or no detail records for the parameters are found.

• Detail (field EXRDETMSG)

• Level (field DTALVL)

Header line

Select 'Header line' if you want to display the data on the certificate header.

Detail line

Select 'Detail line' if you want to display the data on the main part of the certificate.

Footer line

Select 'Footer line' if you want to display the data on the certificate footer.

• Table (field DTATBL)

 Enter the name of the table containing the data.

• Link expression (field DTALNKCLC)

Enter the expression that links the data to each other.

• Level (field FLTDTALVL)

The Filtersgrid contains fixed filters for the template. You cannot modify the data of this grid.

• The Level field contains the level at which the filter must apply.
• The Filter field contains the filter expression.
• The Or fields contain the expression where an 'OR' is required.

• Filter (field FLTDTACLC1)

• Or (field FLTDTACLC2)

• Or (field FLTDTACLC3)

• Level (field PARDTALVL)

The Selection criteria tab contains default filters provided by Sage. You cannot modify these defaults parameters.

• The Levelfield contains the level at which the selection criteria must apply.
• The Fieldfield contains the field the filter must be applied on.
• The Code field contains a unique selection criteria code for this criteria.
• The Titlefield contains the title of the field. This title is available as a selection criteria in the template.
• The Type field contains the selection criteria data type.
• The Local menu field contains the selection criteria local menu number if applicable.
• The Length field contains the length of the field.
• The Value type field is used to define if the selection criteria must be a single value, a range or a multiple value.
• If the Mandatory check box is selected, the parameter is mandatory for the user.
• The First value and Final value fields contains default values.

• Field (field PARDTACLC)

• Code (field PARCOD)

• Title (field PARTIT)

• Type (field PARTYP)

• Local menu (field PARNBRLIB)

The Selection criteria tab contains default filters provided by Sage. You cannot modify these defaults parameters.

• The Levelfield contains the level at which the selection criteria must apply.
• The Fieldfield contains the field the filter must be applied on.
• The Code field contains a unique selection criteria code for this criteria.
• The Titlefield contains the title of the field. This title is available as a selection criteria in the template.
• The Type field contains the selection criteria data type.
• The Local menu field contains the selection criteria local menu number if applicable.
• The Length field contains the length of the field.
• The Value type field is used to define if the selection criteria must be a single value, a range or a multiple value.
• If the Mandatory check box is selected, the parameter is mandatory for the user.
• The First value and Final value fields contains default values.

• Length (field PARLNG)

• Value type (field PARVALTYP)

• Mandatory (field PARMDT)

• First value (field PARDEFDEB)

• Final value (field PARDEFFIN)

• Level (field GRPDTALVL)

Select the level at which the data is displayed.

• Grouping (field GRPDTACLC)

Enter the fields that you want to group.

• Sort order (field GRPORD)

• Level (field DFNDTALVL)

Select the level at which the data is displayed.

• Field (field DFNCOD)

Name of the field.

• Line break after (field DFNNEWLIG)

• Fixed text (field DFNFXDTXT)

Fixed pre-fix text.

• Type (field DFNTYP)

Field type - alpha or numeric.

• Length (field DFNLNG)

Field length.

• Formula (field DFNVALCLC)

Formula used to calculate the value of the field.

• Condition (field DFNCDN)

• Title (field DFNTIT)

Title of field when reporting errors on it. It is only used if the value in the Mandatory field is 'Yes', and the result is blank.

• Mandatory (field DFNMDT)

Select 'Yes' if the field is mandatory.

• Extract if zero (field DFNEXREMT)

If you select 'Yes' the system extracts the data of the field even if the field contains a 0 or spaces.

• Exclude (field DFNEXUFLD)

Enter an exclude formula to force the field not to print.

• Total field (field DFNTOTFLD1)

Specifiy where the item should add up to.

• Formula (field DFNTOTCLC1)

Formula used to determine how the total specified in the Total field field is affected.

• Total field (field DFNTOTFLD2)

• Formula (field DFNTOTCLC2)

• Total field (field DFNTOTFLD3)

• Formula (field DFNTOTCLC3)

• Level (field VLYDTALVL)

Level at which the data is displayed.

• Type (field VLYTYP)

Select the validation type.

Display error

If there is a condition and if the condition is true, the system displays an error message. Enter this error message in the Message column.

Set field value

If there is a condition and if the condition is true, the system sets the field entered in the Set field column to the value contained in the Formula column.

• Warning (field VLYOPT)

If the Warning check box is selected and the condition is not met, the extract process is stopped.

• Condition (field VLYCDN1)

If the type is Display error, if there is a condition and if the condition is true, the system displays an error message. Enter this error message in the Message column.

If the type is Set field value, if there is a condition and if the condition is true, the system sets the field entered in the Set field column with the value contained in the Formula column.

• Set field (field VLYSETFLD)

If the type is Set field value, if there is a condition and if the condition is true, the system sets the field entered in the Set field column with the value contained in the Formula column.

• Formula (field VLYVALCLC)

• Message (field VLYMSG)

If the type is Display error and if there is a condition and if the condition is true, the system displays an error message. Enter this error message in the Message column.