119 lines
3.3 KiB
Plaintext
119 lines
3.3 KiB
Plaintext
Sage Spain final sales export candidate
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Run on the Spain Sage SQL Server machine.
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PowerShell commands:
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Set-ExecutionPolicy -Scope Process Bypass
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.\Export-SageSpainSalesCsv.ps1
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Full export, default year 2025:
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.\Export-SageSpainSalesCsv.ps1 -ExportMode Full -Year 2025
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Range export, explicit window:
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.\Export-SageSpainSalesCsv.ps1 -ExportMode Range -FromDate "2025-05-01" -ToDate "2025-06-01"
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Range export by registration date, useful for new/changed records registered in a period:
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.\Export-SageSpainSalesCsv.ps1 -ExportMode Range -DateFilter LineRegistrationDate -FromDate "2025-05-01" -ToDate "2025-06-01"
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Output folder on Desktop:
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Sage_Spain_Sales_Export_YYYYMMDD_HHMMSS
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Files created:
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- Spain_Sales_full_YYYY0101_to_YYYY1231.csv for full export
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- Spain_Sales_range_YYYYMMDD_to_YYYYMMDD.csv for range export
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- Matching *_summary.txt file
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The script only reads SQL Server data. It does not change Sage or SQL Server.
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Default source:
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- Database: Sage
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- Header: dbo.CabeceraAlbaranCliente
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- Lines: dbo.LineasAlbaranCliente
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- Full export date filter: CabeceraAlbaranCliente.FechaFactura from YYYY-01-01 to next YYYY-01-01
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- Range export date filter: explicit FromDate/ToDate
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- DateFilter InvoiceDate uses CabeceraAlbaranCliente.FechaFactura
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- DateFilter LineRegistrationDate uses LineasAlbaranCliente.FechaRegistro, with fallback to FechaFactura
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- Sales value: LineasAlbaranCliente.ImporteNeto
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If the SQL instance or database name differs:
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.\Export-SageSpainSalesCsv.ps1 -ServerInstance "localhost" -Database "Sage" -ExportMode Full -Year 2025
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Automatic upload to SharePoint with rclone
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==========================================
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Target SharePoint folder:
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https://trafagag.sharepoint.com/sites/WorldwideBIPlatform/Shared%20Documents/Import/Finance/Spanien
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Decoded folder path:
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Shared Documents/Import/Finance/Spanien
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Recommended rclone setup on the Spain Sage server:
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1. Install rclone.
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2. Run:
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rclone config
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3. Create a new remote for the SharePoint document library.
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Recommended remote name:
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trafag-bi
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The remote should point to the document library root "Shared Documents" of:
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https://trafagag.sharepoint.com/sites/WorldwideBIPlatform
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Then this target path is used by the wrapper script:
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trafag-bi:Import/Finance/Spanien
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Test rclone:
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rclone lsd trafag-bi:
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rclone lsd trafag-bi:"Import/Finance"
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rclone lsd trafag-bi:"Import/Finance/Spanien"
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Run daily range export and upload, default window yesterday until today:
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.\Run-SpainExportAndUpload.ps1
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Explicit range:
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.\Run-SpainExportAndUpload.ps1 -ExportMode Range -DateFilter LineRegistrationDate -FromDate "2026-06-02" -ToDate "2026-06-03"
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Full export and upload:
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.\Run-SpainExportAndUpload.ps1 -ExportMode Full -Year 2025
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If the rclone remote has another name:
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.\Run-SpainExportAndUpload.ps1 -RcloneRemote "YOUR_REMOTE_NAME"
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If rclone.exe is not in PATH:
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.\Run-SpainExportAndUpload.ps1 -RcloneExe "C:\Tools\rclone\rclone.exe"
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Suggested Windows Task Scheduler command:
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powershell.exe -NoProfile -ExecutionPolicy Bypass -File C:\Trafag\SageSpain\Run-SpainExportAndUpload.ps1
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Important:
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- The export script only reads SQL Server data.
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- rclone only uploads the generated CSV and matching summary file.
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- For daily deltas use ExportMode Range with DateFilter LineRegistrationDate.
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- ToDate is exclusive.
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