Extracting Inventory Data from Eclipse

To begin your inventory modeling process, you must first extract data from your database into a format that is easy to work with. The extract process pulls your inventory data from your database and formats it into an XML file that you can view and edit in Microsoft Excel.

Important: We recommend that you save the original extract file to your computer from the system-generated e-mail and make changes to a copy of the original. Making changes to a copy allows you to still have the original data to reference without having to create a new extract file, such as Branch#1_InventoryModel_01092009.xml.

If you do not have the Outbound E-mail companion product, you must send the file to your hold file and process the file from that window. For more information about processing this file, see Downloading Reports from Your Hold File.

The system uses the Inventory Valuation Report as a foundation for the extract. Access to the extract functionality requires authorization and that you populate the following fields in the Inventory Valuation Report window:

Field/Column Selection	Description
Branch	On the Product Selection tab, enter the branch from which you want to extract product data. This field must be set for one branch only. If you try to run the extract for more than one branch, the system displays an error.
As of Date	On the Product Selection tab, enter the system defaults to the current date.
Select By	On the Product Selection tab, enter the price line or buy line by which you want to extract data for the indicated branch. If you leave this field blank, the system displays an error.
Report Type	On the Display Settings tab, select Detail for the extract. If you leave this field set to a different report type, the system changes the setting when you begin the extract process.
Cost Basis	From the File menu, select Report Column Selection and add the column that contains the cost that you want to use in your modeling, for example COGS-COST.

The remaining fields should be populated based on which data you need to extract. For example, if you want to include negative on-hand quantities, set that field to Yes. For information about the regular input fields on this report, see Running the Inventory Valuation Report in the Purchasing documentation.

To extract data files for Inventory Modeling from Eterm:

From the Purch > Reports menu, select Inventory Valuation to display the Inventory Valuation Report screen.
Complete the Inventory Valuation fields, as needed for the branch for which you want to model inventory data and check the following:

Enter only one branch. You can only model inventory one branch at a time.
The Detail/Summary field must be set to Detail to run the extract. If you use the Extract hot key and this field is not set to Detail, the system changes it prior to running the extract.

Use the Extract hot key and do one of the following: .

To..	Do this...
send the file using e-mail, if you have the Outbound E-mail companion product.	Enter E at the prompt. In the To field, enter the e-mail address to which you want to send the extract spreadsheet. You can enter multiple addresses, if needed. In the Subject field, change the subject line, if needed. The default is Inventory Modeling: <Br # <current date>. In the Body field, enter a message to indicate which extract you are performing. For example, you can enter the branch and the buy line for which you are extracting data. This message will help you distinguish between other extract e-mails you may be archiving. Press Esc to complete the extract and send the information to the indicated e-mail address.
send the file to your hold file	Enter H at the prompt to complete the extract and send the information to your hold file, where you can then download the file.

The extract process time varies depending on the size of the branch and its product line from which you are extracting data.

Note: Excel limits spreadsheets to 65,536 lines. If your product list exceeds this number, you need to extract your data in more than one file. Excel gives an error if you exceed the line limit after the extract when the Excel file attempts to open.