Exporting Vendor Data From a System - Intelligent Capture for AP - English - Foundation 22.1 - OnBase - external

Intelligent Capture for AP
Platform
OnBase
Product
Intelligent Capture for AP
Release
Foundation 22.1
License

To configure the options specific to an export process:

  1. Once you select Export from the AP Import/Export screen and proceed, the ERP System Export screen is displayed. This screen allows you to select the ERP systems from which to export vendor data.
    Note:

    The date and time in the Last Vendor Update column is based on the time and time zone of the OnBase database.

  2. Select the Selected Item check box for each ERP system you want to export. You can also use the Select All and Deselect All buttons to select or deselect all of the listed ERP systems.
    Tip:

    When you click within any column of a particular row, the entire row is selected. If you want to select or deselect the Selected Item check box within an already selected row, you must press and hold CTRL and then click the Selected Item check box.

  3. Click Next. The Export Data screen is displayed. This screen allows you to select individually the vendor data records to export.
  4. Use the Selected ERP System drop-down list to change which ERP system's vendor data is displayed in the vendor listing table. Select <All> to display vendor data from all of the ERP systems selected to export.
  5. In the table, select the vendor data you want to export by selecting the appropriate check boxes in the Selected Item column next to the vendors' listings. You can also use the Select All or Deselect All buttons to select or deselect all of the vendors in the table.
  6. Once you are finished making your selections, click Next. The Summary screen is displayed.

    A brief summary of your configuration settings is listed. Once you are finished reviewing the summary, do one of the following:

    • To save your configuration changes and return to the Product Selection screen, click Continue Configuration.

    • To save your configuration changes and close the Data Capture Configuration window, click Finish.