How to Configure Export Processor Type in iDempiere

Introduction

The Export Processor Type window in iDempiere is used to define the processing methods available for handling Service Request data output. Each record represents one approved method that teams can assign to a request.

This window is used during Service Request setup, where administrators register the processing methods a business allows before they can be linked to actual requests.

The processing type selected directly controls how request data is generated and delivered, so accurate setup here keeps downstream reporting and customer communication reliable.

Process Flow

Business Rules

• Only Active records are available for selection when configuring Service Requests.
• Each Export Processor Type must have a unique Name within its Organization.
• The Search Key gives a short, unique code used to identify the record quickly.
• Description and Comment/Help are optional but recommended for user clarity.
• A processing method must be defined before the record can be saved.
• Records can be scoped to a single Organization or made available across the Tenant.
• Deactivating a record removes it from selection in future Service Request setup.

Prerequisites

• Organization configured in the system.
• Service Request module enabled and accessible to the user.
• Business requirement identified for the export output method needed.
• User assigned a role with access to Service Request setup windows.

Navigation

Menu → System Admin → Data → Replication Data → Export Processor Type

Opening the window displays a new, blank record ready for entry, with fields for Tenant, Organization, Search Key, Name, Description, Active status, Comment/Help, and the processing method.

Configuration Steps

Step 1: Set Organization Access

This step decides which part of the business can use the record.

Instructions

Select the Organization from the dropdown, or keep the default value to make the record available across the entire Tenant.

Step 2: Enter Identification Details

A clear Search Key and Name make the record easy to find and select later.

Instructions

Enter a short, unique Search Key and a descriptive Name that clearly identifies the export method being created.

Step 3: Add Description and Help Information

Helpful text guides other users when they select this record during setup.

Instructions

Enter a short Description of the export method and, optionally, add guidance in the Comment/Help field for future reference.

Step 4: Assign the Processing Method

This defines the actual method the system uses to generate the export output.

Instructions

Enter the processing method value provided by the setup team in the required field. This step is mandatory and the record cannot be saved without it.

Step 5: Activate and Save the Record

This makes the export processor type available for use in Service Requests.

Instructions

Confirm the Active checkbox is selected, then save the record. It will now appear in Service Request setup selection lists.

Field Reference Table

Field	Sample Value	Description
Organization	* (All)	Defines whether the record applies to all organizations or one specific organization.
Search Key	EXP-EMAIL	Short, unique code used to identify the record in search results.
Name	Email Export Processor	Display name shown in Service Request selection lists.
Description	Sends export output by email	Brief explanation of what the processing method does.
Active	Checked	Determines whether the record is available for selection.
Comment/Help	Used for customer email exports	Additional guidance text shown to users.
Processing Method	EmailExportProcessor	Identifies the method the system uses to generate the export output.

Common Issues and Resolutions

Issue	Cause	Resolution
Record cannot be saved.	Processing Method field left blank.	Enter a valid processing method value before saving.
New record not visible in Service Request setup.	Active checkbox left unchecked.	Mark the record Active and save again.
Duplicate name error on save.	Same Name already exists in the Organization.	Use a unique Name value for the record.
Users from other organizations cannot see the record.	Organization field restricted to one organization.	Set Organization to all (*) for tenant-wide access.
Export output does not match expectation.	Incorrect processing method entered.	Verify the correct processing method value with the setup team.
Search Key not found in list search.	Search Key field left blank.	Enter a short, identifiable Search Key value.
Record no longer usable in Service Requests.	Active checkbox unchecked during an edit.	Reactivate the record if it is still needed.

Next Steps

• Configure Service Request Type and link the Export Processor Type.
• Review Service Request Group setup for related grouping rules.
• Confirm Organization and Role access for staff handling export operations.

Note: This documentation reflects standard AS-IS iDempiere Core behavior. Field values 
shown are samples only and should be replaced with values specific to the business setup.