The File Maintenance Export screen enables you to export the selected records into an XML formatted file. This functionality enables you to transfer records between RecTrac databases. For Example: You use your Demo database to try out new ideas before making them available for your staff. Once you are satisfied, you export the design from your Demo database and import it into your Live database.
PSServiceItemExport_Tab1
Service Items (PSServiceItem_ServiceItem_DataGrid)
Highlight/select the Service Items wish to export. By default, the DataGrid displays all Service Item Codes in your database that you have Permission to see.
OR
Make no selections from the DataGrid and enable the Use Service Item Range option and make selections.
Note: In instances where you have a DataGrid and corresponding Range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
Click here for a full description of RecTrac DataGrids.
DeleteUse Service Item Range (PSServiceItem_ServiceItem_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to use limit your selection to a range of Service Items.
THEN
Enter the range of Service Item Codes.
OR
Leave this option de-selected to skip the Service Item Code Range check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding Range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
- If there is NOT a DataGrid for this program - In instances where you do NOT have a DataGrid a selection here is NOT required. Leaving this option de-selected skips this filter and results in ALL Codes being included.
Service Item Status (PSServiceItem_RecordStatus_ComboBox)
Select the status(es) you wish to include in your output. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
- Active
- Inactive
- Default
- Deleted
Begin Service Item (PSServiceItem_ServiceItem_Begin)
This field is applicable only if you opt to Use Service Item Range.
Select the Beginning and Ending Service Item Codes for their respective fields. Service Item Codes within the range entered will be included in the process.
DeleteEnd Service Item (PSServiceItem_ServiceItem_End)
This field is applicable only if you opt to Use Service Item Range.
Select the Beginning and Ending Service Item Codes for their respective fields. Service Item Codes within the range entered will be included in the process.
DeleteService Item Wildcard (PSServiceItem_ServiceItem_Equals)
Select the Service Item Code you wish to use a base for your Wildcard.
THEN
Choose your Wildcard Equals Option, if applicable.
See also: RecTrac Wildcarding.
DeleteWildcard Option (PSServiceItem_ServiceItem_Equals_Option)
Select your Wildcard Option for this process:
- Equals - The process will return a list of all records that equal the value entered. This must be an exact match. For Example: If this was a list of Family Members, entering 'Grace Somersby' would find 'Grace Somersby' because it is an exact match, but it would NOT find 'Grace J. Somersby' because it is not an exact match.
Note: When running Reports you can use a comma-delimited list (with no spaces) in the corresponding Wildcard field when your Wildcard Option is Equals. This applies to Reports only. For Example: Entering "48116 5851 88003" in a Zip Code Wildcard field on a Report and using the Equals Option would yield results from those three separate Zip Codes.
- Begins - The process will return a list of all records that begin with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'Gr' would find all members whose name begins with 'Gr ' such as Grace Somersby but it would NOT find Ginny Weasley because her name begins with 'Gi.'
- Ends - The process will return a list of all records that end with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'by' would find all members whose name ends with 'by ' such as Grace Somersby but it would NOT find Sam McGee because his name ends with 'ee.'
- Matches - The process will return a list of all records where a value match can be found. Wildcarding and asterisks/periods must be used. For Example: If this was a list of Family Members entering '*om*' (asterisks must be included) would find Grace Somersby and Tom Sawyer because "om" appears in both names but it would NOT find Felicity Lemon because "om" does not appear anywhere in her name.
Note: See also: RecTrac Wildcarding.
Service Item Category (PSServiceItem_Category_ComboBox)
Select the Category Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Category Codes are maintained in System Code Management Code Type = Category. They are linked in File Management for the module you are working with. For Example: Activity Categories are linked in Activity Management Facility Categories are linked in Facility Management etc.
DeleteService Item Type (PSServiceItem_TypeCode_ComboBox)
Select the Type Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Type Codes are maintained in System Code Management Code Type = Type. They are linked in File Management for the module you are working with. For Example: Activity Types are linked in Activity Management Facility Types are linked in Facility Management etc.
DeleteService Item Sub-Type (PSServiceItem_SubType_ComboBox)
Select the SubType Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
SubType Codes are maintained in System Code Management Code Type = Type • SubTypes. They are linked in File Management for the module you are working with. For Example: Activity SubTypes are linked in Activity Management Facility SubTypes are linked in Facility Management etc.
DeleteRecord Type (PSServiceItem_RecordType_ComboBox)
Select the Record Type(s) on which you wish to report. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
- Credit Book Add - For updating the amount on an existing member credit book. This option is available only for Touch POS.
- Gift Certificate - For standard RecTrac Gift Certificate and/or Gift Card sales.
- Greens Fees - For golf course greens fees.
- Miscellaneous - For miscellaneous items not covered by any other item in the Drop-down List. This is the default option.
- Range Ball - For golf course range balls (e-range, range servant, etc.).
- Timer - Used for keeping track of time used.
- Tourney - For golf tournament registrations.
Include Tabs (PSServiceItemExport_IncludeTabs_ComboBox)
Accept the default entries in this field or make alternate selections, if desired. This field allows you to choose which Tabs you wish to include in your Export.
By default, all fields on the Core and Comments tab are included in your Export, so no option exists for them on this field.
- Fees - The Fees DataGrid.
- Rules - The Rules DataGrid.
- Questions - The Questions DataGrid.
- Email Features -The Email Features DataGrid.
- UPC Codes - The UPC Codes DataGrid.
Filename (FileMaintenanceExport_ExportFileName)
Enter a file name for your Export. This will be the name of the XML file you generate. Upon completion of the export process, the XML file you generate can be viewed/saved from the Document Center.
DeleteOverwrite existing file? (FileMaintenanceExport_OverwriteExisting)
Select this option to overwrite any existing file of the same name, if desired.
Upon completion of the export process, the XML file you generate can be viewed/saved from the Document Center.
Upon completion of the Import, the records you import will populate your DataGrid.
Delete