- Click on New button to create new statement structure for extraction.<\/li><\/ul>\n\n\n\n
![\"Financial](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/12\/Financial-Data-Extraction-Landing-page-1024x491.png\")
<\/a><\/center>Financial Data Extraction Landing page<\/i><\/font><\/center>\n\n\n\n - Enter Extraction name and its description.<\/li>
- Enter Group, to present a left list hierarchy by report group\/grid.<\/li>
- Enter Default general reference as \u2018Legal\u2019 and Default analytical reference as \u2018Analytical\u2019.<\/li><\/ul>\n\n\n
<\/p>\n
<\/p>\n
<\/p>\n
<\/p>
![\"Financial](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/12\/Financial-Data-Extraction-Header-Section.png\")
<\/a><\/center>Financial Data Extraction Header Section<\/i><\/span><\/center> <\/p>\n
<\/p>\n
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<\/p>\n\n\n
- In the Definition tab><\/strong>Columns grid, enter the list of Columns required while reporting. <\/li>
- Fill in the other relevant details like Entry (Entered\/Display\/Hidden), Style (Bold\/Italic\/Bold Italic), Effect (Normal\/Closed\/Underlined), Scale factor and Decimals. <\/li><\/ul>\n\n\n\n
![\"Financial](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/12\/Financial-Data-Extraction-Definition-tab.png\")
<\/a><\/center>\nFinancial Data Extraction Definition tab<\/i><\/font><\/center>\n\n\n\n - In Site Detail field select \u201cFCYNAM\u201d referred to as financial year name.<\/li>
- In BP detail select \u201cBPRNAM\u201d referred to as Company name. <\/li><\/ul>\n\n\n\n
![\"Financial](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/12\/Financial-Data-Extraction-Deinition-tab-other-details.png\")
<\/a><\/center>\nFinancial Data Extraction Definition tab, other details<\/i><\/font><\/center>\n\n\n\n - In Line tab, <\/strong>define the format\/structure of the Financial Data Extraction. This Format definition will reflect the structure of the report when the data is exported.<\/li>
- In the \u201cTitle\u201d column, define the Head Labels of the accounts.<\/li>
- In the \u201cActual\u201d Column, map the respective title of the accounts to its respective account code.<\/li>
- For mapping of accounts in Actual column, click on Action button of that particular row> Add. Below pop up screen opens.<\/li><\/ul>\n\n\n\n
![\"Import-Export](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/12\/Line-tab-new-2.png\")
<\/a><\/center>\nFinancial Data Extraction Line tab<\/i><\/font><\/center>\n\n\n\n - Select \u201cType of Extraction\u201d as Account Root<\/strong>, this will enable Start\nRoot and End Root fields, else the respective fields are non-editable.<\/li>
- By clicking on the Search button in the\nStart Root and End Root fields, the above shown Account Selection pop up opens.<\/li>
- Select the relevant accounts in the\nrespective fields.<\/li>
- Click on OK button and the selected accounts\nwill be set in the Actual Column in the Lines tab and SAVE the record.<\/li><\/ul>\n\n\n\n
![\"Financial](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/12\/Financial-Data-Extraction-assistant.png\")
<\/a><\/center>\nFinancial Data Extraction assistant<\/i><\/font><\/center>\n\n\n\n The data in the fields will be fetched automatically while doing report extraction activity as per the accounts which are tagged in the above fields. <\/p>\n\n\n\n
About Us<\/strong><\/h2>\n\n\n\n
Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n
Greytrix has some unique integration solutions developed for Sage CRM<\/a> with Sage ERPs namely Sage X3<\/a>, Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a>, and Sage 300<\/a>. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.<\/p>\n\n\n\n
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 \u2013 Sage CRM integration listed on Sage Marketplace<\/a> and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace<\/a>. The GUMU™ Cloud framework<\/a> by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/p>\n\n\n\n
For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"
The Purpose of the Financial Data Extraction is representing Financial Data of an Organization\/Company in form of Financial Reporting to their concerned stakeholders. This will help to evaluate the Company\u2019s performance over specific period (Half-yearly\/Yearly), eventually helping the management to take effective decisions based on the financial reports generated. Financial reports, Balance Sheet and Profit\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2,5,8,10,1],"tags":[31,2576,2900,2898,818,819,2899,1655],"class_list":["post-19306","post","type-post","status-publish","format-standard","hentry","category-configuration","category-features","category-sage-erp-x3","category-standard","category-uncategorized","tag-accounting","tag-accounts","tag-analytical","tag-balance-sheet","tag-financial","tag-financial-data-extraction","tag-legal","tag-reports"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/19306","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=19306"}],"version-history":[{"count":27,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/19306\/revisions"}],"predecessor-version":[{"id":19430,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/19306\/revisions\/19430"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=19306"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=19306"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=19306"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- In Line tab, <\/strong>define the format\/structure of the Financial Data Extraction. This Format definition will reflect the structure of the report when the data is exported.<\/li>
- Fill in the other relevant details like Entry (Entered\/Display\/Hidden), Style (Bold\/Italic\/Bold Italic), Effect (Normal\/Closed\/Underlined), Scale factor and Decimals. <\/li><\/ul>\n\n\n\n
- In the Definition tab><\/strong>Columns grid, enter the list of Columns required while reporting. <\/li>