Single Transaction Export

This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

You can share policy data entered in AMS360 with PL Rating, Producer Plus, or another integration partner's software using Single Tran (Transaction) Export. The data is exported from AMS360 in AL3 format.

Accessing Single Tran Export

To access the Single Tran Export data entry form, do one of the following:

From a center or data entry form that has a Toolbox menu, click Toolbox > Integration > Export.
Click the Export icon from the toolbar, when available.

Single Tran Export Fields

Field/Option

What is this?

Select Export Vendor

Field/ Option	What is this?
Vendor	From the list, choose the vendor to export the policy data to. If the vendor does not appear in the list, click the Setup link and add the information for the vendor.
Setup	Use this link to set up integration for a vendor. See the Integration Partners section of the User Options topic for more information.
Output File	The default output directory and file name for export. This information is based on the selected vendor.
Rename	This option appears only if the default file name exists in the output directory. Click to add an incremental number to the file name and prevent an existing Output File from being overwritten. Example: ams1.al3; ams2.al3

Select Policy for Export

Field/ Option

What is this?

Customer

Select the customer whose policy information you want to export. If you selected export from the Customer Center or the Policy form, the customer pre-fills for you.

If the customer information did not pre-fill, click Search to find the customer whose policy information you want to export.

Policy/Submission

Select the policy or submission to export. If you select export from the policy form, this information pre-fills for you.

Policy Term

The term of the selected policy defaults, but can be changed.

Company

The company providing coverage. The company for the selected policy appears here, but can be changed.

Producer Code

The master agent code from the selected policy.

Subcode

The sub agent code from the selected policy.

Destination Address

The export destination address set up in Company Setup.

If you selected a personal or commercial default for export in company setup, it pre-fills here.
If no default was selected, you can choose the address from the list.

IVANS Code

The first IVANS code entered in Company Setup. You can select another code from the list, if appropriate.

Select Transaction for Export

Field/ Option	What is this?
Existing Transaction	This option defaults for export. Leave this option set if you are exporting an existing transaction. The most current transaction on the policy defaults. You can select another transaction from the list.
New Transaction	Select this option if you want to export the policy data and create a new transaction. Enter a transaction date or choose a date from the Date Picker.
Transaction	If you are exporting an Existing Transaction, the current transaction type defaults, but can be changed. If you are exporting a New Transaction, select the type from the list.
Description	View only. The description entered for the existing transaction appears here.

Lines of Business

The lines of business entered on the policy appear in the grid.

If both personal and commercial lines exist, then you are asked if you want to export personal or commercial lines of business. The grid then fills with the type of business you have selected. Export is limited to one type of business.

You can edit the line of business State Plan Code and the Product Code in the grid.

Select the line of business you want to edit and click Edit.
Enter the state plan and/or product code, and click Update.

Export

When you have made your selections, click Export to create the AL3 file for use in the integration partner's software.

Clear

Click Clear to reset the data entry form and clear all the fields and options.

To set up integration partners see the User Option Sections > Integration Partners in the User Options topic.

What's Next?

Do you need to import data from another vendor program into AMS360? See Single Transaction Import for more information.

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