Select Records to Extract from QAD EA

To extract the data:

1	Choose the domain with customer records you want to load.

2	Enter the customer attribute to use for selecting records in the first field. The choices are customer ID, name, site, type, region, promotion group, and date added.

3	Choose an operator from the list: =, <>, <, <=, >, >=.

4	Enter the value you want to match on, such as region = West. Determine these values from QAD EA, since your input is not validated on the Customer Load screen.

5	Select a command to continue or end the current query.

6	Indicate whether to append records to an existing CSV file.

•	When this check box is selected, the records that match the specified selection criteria are added to the bottom of the last set of records you extracted. You can use this feature to build a master list based on several different queries.

•	When this check box is not selected, a new CSV file is created. If you have not loaded the previously extracted values into QAD CSS, they are lost. Use this feature for a new query or when you want to discard the results of a query because they are not what you expected.

Note: If you want to maintain individual query results, save the files in a work area-using the CSV format-with unique names before executing a new query.

7	Click Extract QAD EA Records. The system extracts records based on the query you have created and displays them in an Excel spreadsheet named Customers.csv.

8	Save this spreadsheet with a unique name to a local drive or your network file share. If you are working with multiple files, include a data and time stamp to ensure file uniqueness, such as WestRegionCusomers092004.csv.

Note: If you execute multiple queries and append the data, chances are that the results include duplicate records. Sort the data by customer ID and make sure that there are no duplicates before loading. If duplicates exist, when the load is done with overwrite update, the system applies the values from the last record loaded; otherwise, errors result from the duplicate records.