Export Combined Data File

Export Combined Data File

Introduction

hpCommerce Orion has the ability to export and import data in several different formats and layout. The Export Combined Data File feature exports data in the exact format the is needed for the Import Combined Data File feature. To learn more read below.

Menu Path from Main Menu	M-N-5
Description	This feature exports a data file from Orion in the exact format needed for the Import Combined Data File feature [M-N-B]. The export allows you to control what gets exported. The search data is exported in Microsoft Excel format.
Security	Manager
Who Would Use	Users responsible for providing data to other parts of the company or to customers.
Why Would they Use	There are two main reasons for using this tool: Primarily to update data in Orion by exporting out a file that will be manipulated and then imported back into Orion via the Import Combined Data File feature. To get data out of Orion and into a Spreadsheet so that some form of data project can be performed.
Theory	Export out a subset of data out of Orion, manipulate the data as part of a final project, send it off to someone else or most likely use it to update Orion by importing it into Orion using the Import Combined Data File feature [M-N-B].

Quick Start Videos and other Related Videos

Topic	Notes	Video (click icon to watch)
		0:00

How to Use Overview

After opening the form the form will be blank
Use the fields at top to specify search criteria
Then press F5 to Search
Then use F8 to Export the search results

Field Description and Usage

Field	Description	Default Value
Search Fields at the top of the Form
PLC	Product Line Code. You can specify one product line code to search on. Optional.
Marked as Export to Web	Use this option to only search for items that are marked to go to a Yellow Hat Website. Via the Part Number Maintenance form [L-L] you can mark an item for Export to Web. Options are YES, NO and ANY.	ANY
Only Include eCommerce Data Exceptions	Items that are marked as Export to Web should have an image, categorization, weight, length, width and height defined. If you only want to search for items that are missing any part of this information then set this to YES. Options are YES and NO.	NO
Last EPS Update Older Than XX days	This allows you to only search for items that have not been updated by one of Orion's item update systems. Orion has many systems that update product data. These are system's like Orion's daily Motor State Distributing update. When an item is updated via one of these systems its Last EPS Update date is set to the update date. This field can be viewed on the Part Number Maintenance form [L-L]. If you only want to find items that have not been updated in that last sixty (60) days, for instance, you can set this search value to 60.
Include BOM's	Set to YES if you want the search to include Bill of Material items (BOM's)	YES
Include Kits	Set to YES if you want the search to include Kits items	YES

Function Key Description and Usage

Function Key	Description
F5 - Search	Press to execute the search criteria
F6 - Clear Search	Press to clear the current search and search criteria. This will reset the search form to the defaults.
F8 - Export	Press to export the search results. You must perform a search first. You will be prompted for a location to save the exported data and a default name for the data file will be provided. You can change this file name if you wish. To see a sample of the export file click HERE. Please note that this feature is being regularly updated and the most reliable file format can be obtained by exporting a sample of data by using [M-N-5] Export Combined Data File in Orion.
ESC - Exit	Press the Escape key to exit the form.

Frequently Asked Questions

Topic	Notes	Resources (click icon)
What does the export file look like?	A sample of the file can be seen HERE.
What is the file's format?	The file is exported in Microsoft Excel format.

See Also

Topic	Notes	Resources (click icon)