Exporting information
Purpose
Use this procedure to export your account information from DYNAMIC to your workstation.
This procedure uses sales order examples, but the exporting process is the same for any of DYNAMIC's account-related functions.
Menu Path
Use the following steps to access Donaldson DYNAMIC:
•  Navigate to the Donaldson DYNAMIC Sign in page
•  Enter your username and password, and click Continue
 
Procedure
1. Follow the steps in Menu Path to display the Donaldson Company Store page.
Image   Donaldson Company Store page
2. On the menu bar, click Image to display the Order Summary search page.
Image   Order Summary search page
3. Perform a search for any of the following account-related DYNAMIC functions:
•  Orders
•  Shipments
•  Back Orders
•  Payments
•  Transactions
•  Balance Due
This displays a table of search results on its Summary page.
Image   Order Summary results table
4. You may export all of the search results or the details of a single record.
•  To export all of the results of the search, click Image at the bottom of the search results table. Go to step 6 .
•  To export the details of a single record, click the record (order, shipment, or transaction) you want to export. This displays the Details page.
Image   Details for Order page (example)
5. Click Image to display the File Download window.
Image   File Download window
6. In the File Download window, click Image to display the Save As dialog box.
Image   Save As dialog box
7. In the Save As box, click the dropdown arrow and select the directory where you want to save this file.
8. In the File name box, enter a name for the exported file.
9. In the Save as type box, click the dropdown arrow and select a spreadsheet file format, such as Excel or Lotus. See Sample Exported File for an example of the exported file.
Image You may need to adjust the spreadsheet format to more easily view the electronic or printed version of this file.
Image   Sample Exported File
10. Click Save to start downloading and saving the information to your system.
The Download Complete window is displayed when the file download is finished.
Image   Download Complete window
11. Click Image to return Donaldson DYNAMIC.
12. You have finished exporting information about your account. You may now:
•  Click Image to return to the Donaldson Company Store page.
•  Click Image to exit DYNAMIC and return to the Donaldson public Web site.