Export Data

Back Top Prev Next Print

There are a number of ways to export data from Jim2 objects. As an example, the following explains how to export stock data.

1.To export stock data, create a stock list. On the ribbon, go to the Report menu and select Stock List – Export. This will export to a spreadsheet.

stocklistexport1

You can also use the Excel icon to produce reports directly to Excel. Permission for use of this is based on report permissions since it accesses the report for the information.

excelicon

When Excel is selected, it will open spreadsheet windows and populate it with raw data from the selected report. Each report pipeline with be represented in a separate sheet, eg. Job, JobComments, JobStock etc.

2.Export data from the stock grid. To begin, run a list of the stock, right click an export the data from Jim2, using one of the choices below:

exportstockdata

Export Procurement Data produces a spreadsheet with the relevant procurement columns, such as change bin numbers, change Min Qty, etc.

Export Vendor Pricing Data produces a spreadsheet with the relevant vendor columns, such as currency, vendor list price, etc.

Export Pricing Data produces a spreadsheet with all relevant pricing information, such as price calculation method, price level, etc.

 

Exporting data is also possible from most Jim2 objects, and functions similarly to the above.