Updated Exporting Functions

Post date: Oct 11, 2013 8:10:41 PM

The SMCP program exports Accounts Receivable, Inventory, and Fixed Assets transactions, as well as Accounts Receivable cash batch bank reconciliations, and PO Invoices into comma-delimited files for importing into external Accounts Payable and General Ledger programs.  We've added a new way to export - using FTP - so that you can run SMCP on a remote server (for example at a hosting company) and still have your exports sent automatically to your server in house or elsewhere.  Here's how to set that up in the 'Edit System Options (1005)' function:

IF you simply want to export the files into a local drive or folder, you only need to enter that path in the 'Export path' field.  A typical path might be '/SMCPUploads/' in Unix/Linux or 'C:\SMCPUploads\company1\' in Windows.  That will tell all the posting processes to place the export files in that path.

IF  you want to have the exports sent via FTP to a remote server, you still need to have a local path, as above (this is needed for the program to temporarily hold the export file while it's being sent via FTP - it will delete it from the local export path when it's done.)  But you'll need to also fill in the FTP authentication details, including the FTP export URL, FTP export user, FTP export password, and FTP export path.

IF you don't want the exports to happen automatically at all, leave the 'Export path' field blank.  Every export has a 'download' or 're-create' function that will allow you to download the export file at a later time to your local computer.