Configuring rules to export an exchange file – Winner Bizz

This function is used to export information from Winner Bizz to a third-party application.

To configure a rule to export an exchange file users must define which exchange file type they wish to export and where the files will be exported to:

Go to Global settings > Workflow settings.
The Workflow settings dialog appears. From this users can create, edit or delete rules used to communicate with third-party applications.
Choose the step that will define when you want to export the exchange file.
Click Add new.
The Customised step edit dialog appears.

From this dialog the user will be able to choose which exchange file should be exported, as well as where.

1. Name of the customised step.

2. Type: To export an exchange file choose the Transfer file to local folder.

3. When you want to export (before or after the selected step).

4. Exchange type:

Users will have the choice between 3 exchange types:

Export an exchange file as JSON.
Export an exchange file as XML.
Export a traced document.

5. Exchange file:

Select the exchange file type the user wishes to export at the specified step. Depending on the selected step, the suggested exchange file types could be different. Users have the choice between four exchange file types (depending on the type of exchange the user has chosen) :

Alternative: Contains all information related to the alternative (company, customer, alternative details, prices, supplier orders, customer invoices, etcetera). This file only contains one alternative.

Customer: Contains all information about the customers. This file can contain a list of customers.

Customer invoice: Contains all information about the customer invoices. This file can contain a list of invoices.

Stocked items: Contains all the information about stocked items. This file can contain a list of stocked items.

6. File name: Specify the format and name of the output file by selecting a pattern from the combo box list, available from the + icon. Users can use a pattern, but users can also type their own text. Users must also specify the file extension in the name.

7. Transfer profile: Enter the path of the folder where the exchange file should be exported. The specified folder must be created before defining the path. This can be a FTP folder, a local folder or an email.

Note:

JSON version:
- Do not enter the data version of the application but the version of JSON the user is using.
Data version:
- Verify that the data version corresponds to the current version of the application.
Traced document:
- Select which traced document you want to export

Parameter description:

Alternative reference	[alternativereference]	Reference of the alternative (alternative code).
External customer reference	[externalcustomerreference]	Reference of the customer.
Name of computer	[pcname]	Name of the computer where the file was exported.
Date and time	[datetime]	Date and time the file was exported.
Date	[date]	Date the file was exported.
User logged on	[user]	Login name of the logged user when the file was exported.
Contract number	[contractnr]	Contract nr.
Customer number	[customernr]	Customer nr.
Supplier	[supplier]	Supplier ID.
Original file name	[filename]	Original name of the file.
Design number	[designnr]	Design nr.
Sub order number	[subordernr]	Sub order nr.
Invoice number	[invoicenr]	Invoice nr.
Company ID	[companyid]	Company ID.
Our reference	[OurRef]	Internal reference.
Customer lastname	[customerlastname]	Lastname of the customer.
Customer firstname	[customerfirstname]	Firstname of the customer.
Customer title	[customertitle]	Title of the customer.
Supplier name	[suppliername]	Name of the supplier.

When the Customised step edit is defined, click on Save to register the new rule.

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