Export Line Item History from Insight A/R
This tech note provides a means for transferring Line Item Sales History from Insight A/R into
1. Open Insight Export for A/R.
2. Select Invoice History.
3. Selecting the following fields to be exported:
Account Code (Hdr)
Invoice Code (Hdr)
Invoice Date (Hdr)
Unit M (LnItm)
Qty Ship (LnItm)
Item Number (LnItm)
Unit Price (LnItm)
Unit COGS (LnItm)
4. Click the "Export" button.
5. Select and Open the "Invoice History File" from the Insight A/R data set.
6. The data will export from the "History" File.
7. Open the data in a spread sheet program and add two columns, one for Extended Cost and one for Extended Price. Have the spreadsheet calculate these values.
8. Save the spread sheet file as text.
9. Open CommerceExpert/WebClerk and choose: File menu > Import .
10. Select the "InvLines" file.
11. Open the file used in the spread sheet.
12. Match the fields and Import the data.