How You Export Shared Information Data for China

The Export Shared Information Data for China: Enterprise process exports shared information data for an enterprise. On successful execution of the process, data is exported in an XML file.

Note: To export shared information data, you must have the duty role, Enterprise Financial and Employee Data Export for China Duty.

Settings That Affect Data Export

Run the process from the Scheduled Processes Overview page by clicking Navigator, Tools. This table describes selected process parameters:

Parameters	Description
Data Access Set	Specify the data access set that is associated with your data role.
Ledger	Specify the ledger from which you want to export data. The ledger must be associated with the selected data access set.
Legal Entity	When the selected ledger is a primary ledger, specify the legal entities assigned to it. When the selected ledger is a secondary ledger, specify the legal entities that are assigned to the corresponding primary ledger.
Accounting Year	Specify the accounting year associated with the accounting calendar of the selected ledger.
Department Tree	Specify the name of the department tree from which you want to export data.
Department Version	Specify the name of the department tree version from which you want to export data.
Department Node	Specify the name of the department tree node from which you want to export data.
Include Top Node	Specify whether the top node in the department tree structure must be exported.

What Shared Information Data Is Exported

The XML file displays the shared information data that is exported. It includes these sections:

Electronic accounting book: Displays data related to the accounting book and is exported from the Manage Enterprise Financial Data Export Options for China page for the selected legal entity.
Accounting period: Displays all the periods, including both the normal and adjustment periods within the specified accounting year.
Journal category: Displays the journal categories that are associated with the journals during the specified accounting years. No data is exported when there is no journal associated with the current legal entity during the specified accounting year.
Conversion rate type: Displays the conversion rate types that are associated with the journals during the selected accounting years. No data is exported when no conversion rate type is used for the current legal entity during the specified accounting year.
Currency: Displays the currencies that are associated with the journals during the specified accounting years. No data is exported when there is no journal associated with the current legal entity during the specified accounting year.
Settlement method: Displays the settlement methods that are used during the selected accounting years. No data is exported when there is no settlement method used in the current legal entity during the specified accounting year.

The settlement method number is extracted from the itemized records for the specified accounting year, legal entity, and ledger. When the settlement method number is obtained, the settlement method name is extracted.
Department records: Displays department information based on the parameter values that are passed while running the process. Information such as department number, department name, and parent department number, if any are displayed.
Employee records: Displays information about employees that are associated with a legal employer that is attached to the legal entity. Displays information only for those employees in the legal employers that are attached to the legal entity that is passed as a parameter while running the process. Information such as personal number, name, national identification number, date of birth, date of hire, and so on.
Supplier records: Displays the suppliers with actual payables transactions during the selected accounting years. No data is exported when there is no supplier in the current legal entity during the selected accounting year.

Note: The Export Shared Information Data for China: Enterprise process exports only the supplier type of Standard Supplier.

The supplier number is extracted from the itemized records for the specified accounting year, legal entity, and ledger.
Customer records: Displays the customers with actual receivables transactions and receipts during the selected accounting years. No data is exported when there is no customer in the current legal entity during the selected accounting year.

The customer number is extracted from the itemized records for the specified accounting year, legal entity, and ledger.
User-defined records: Displays the subsidiary account used during the specified accounting year. No data is exported when there is no subsidiary account used in the current legal entity during the specified accounting year.

Data is extracted from the Subsidiary Account Mapping region on the Manage Enterprise Financial Data Export Options for China page. Only subsidiary accounts from the relevant chart of accounts and project source are exported.
User-defined record value: Displays the report value used during the selected accounting years. No data is exported when no report value is used in the current legal entity during the specified accounting year.

The user-defined record value is displayed only for the subsidiary accounts from the relevant chart of accounts and project source.

The record value number is extracted from itemized records for the specified accounting year, legal entity, and ledger. When the record value number is obtained, the required record value name and record value description are extracted.