TradeSuite ID Maintaining BTI Export Profiles

This topic describes how to create, modify, and delete export profiles.

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When you create an export profile, the initial settings are the settings defined for the export profile you are using as a template. You can change these settings, as needed.

To create a BTI export profile:

  1. From the Profiles menu, click BTI Export Profiles.

    The BTI Export Profile page displays the Confirm Export profile.

  2. In the Profile Name field, type a name for the export profile.
  3. Define the User Entity, Date, Export Data Format and Export Field Selection fields.
  4. Click Save As.

    The page refreshes, and the newly created profile appears at the top of the BTI Export Profiles list.

  5. Click the BTI tab or Return to Grid to return to a refreshed home page.

You cannot change the predefined profiles. However, you can use these predefined profiles as a template to create a new export profile that you can modify for immediate or future use. You can modify any user-defined profile.

To modify a user-defined export profile:

  1. From the Profiles menu, click BTI Export Profiles.
  2. Select a user-defined profile from the BTI Export Profiles menu on the left side of the page.
  3. Change the User Entity, Date, Export Data Format, and Export Field Selection fields, as needed.
  4. Click Save.

    The page refreshes, and the changed profile appears at the top of the BTI Export Profiles list.

  5. Click the BTI tab or to return to a refreshed home page.

You cannot delete the Confirm Export or Allocation Export profiles; however, you can delete any user-defined profiles. If you delete a user-defined profile that is your default profile, the Confirm Export profile becomes your default export profile.

To delete a user-defined export profile from the BTI Export Profiles menu:

  1. From the BTI Export Profiles menu on the left side of the page, locate the profile.
  2. To delete this profile, click Delete.

    A warning message displays.

  3. Click OK to confirm the deletion.

To delete a user-defined export profile from the BTI Export Profiles page:

  1. From the BTI Export Profiles menu on the left side of the page, select the profile.

    The profile opens on the BTI Export Profile page.

  2. Click Delete.

    A warning message displays.

  3. Click OK to confirm the deletion.