© 2026 Crunchtime - All Rights Reserved | www.crunchtime.com | 1 Schedule an Export Quick Start Guide Document Details Document #: 160_CR1000_260930 Release Version: 10.00.00.00 Version Release Date: Sep 2026 System Requirements • CES Version 10.00.00.xx or higher Overview Exports can be scheduled to run on a daily, weekly, or monthly basis, freeing super users from manually extracting data every time. These exports can generate flat files that are exported to a particular file directory via the Crunchtime Data Pump (CDP), or JSON files that are passed to another destination system via APIs. This guide will show you how to schedule an export to generate at a particular time and frequency. Related User Group Permissions % Screen Name Control Name Description ID #s 03 Event Scheduling View Access the screen in view-only mode. [242][475] 04 Event Scheduling Add/Delete/Save Add, delete, or update a scheduled event. [242][30] Related Documentation • Standard Interface Guide: https://links.crunchtime.com/LatestStandardInterfaceGuide Download the latest version of this document here: https://links.crunchtime.com/EMQS-ScheduleAnExport … or scan the QR code to the left.

© 2026 Crunchtime - All Rights Reserved | www.crunchtime.com | 2 QUICKSTART GUIDE Enterprise Manager Schedule an Export Prerequisite Requirements Accounting Software • The Company’s Accounting Software must be set to either STANDARD or Epicor Platinum. If a different option is selected the Event Scheduling menu option will not be visible. Limit Export Locations • Users must have a Limit Export Locations hierarchy selected in their Application User profile. This selection determines which locations and hierarchy groupings are visible to the user when creating and updating Scheduled Events. Only one of the user’s linked hierarchies can be selected for this setting. If a Limit Export Locations hiearchy is not selected, the user will receive an error message when attempting to open the Event Scheduling page. (Continued) Enterprise Manager > Company: Company A Enterprise Manager > Security: Application Users > Hierarchies A B B

© 2026 Crunchtime - All Rights Reserved | www.crunchtime.com | 3 Enterprise Manager Schedule an Export Create a New Event Event Details 1. From the Event Scheduling screen, select the Plus (Add) icon. 2. Add the Event Details: • Enter a unique Event Name. • From the Event Type menu, select the export to schedule. This dropdown menu contains all standard exports and custom exports created from the export mapping screen. • Select the Locations to include in this export. You can choose one specific location or hierarchy group containing multiple locations. Note: The locations and hierarchies are determined by the user’s Limit Export Locations setting. • Optionally, select a CDP User to have the export sent directly to a local folder. The folder is determined by the export location listed in the selected user’s cdp.ini file. • Optionally, check the Active box. You can choose to leave the scheduled event inactive and activate at a later date. (Continued) Enterprise Manager > Interfaces: Event Scheduling > Add Event 2 Tip: You can find details on all standard exports and custom export options in the Standard Interface Guide. Follow this link to learn more: https://links.crunchtime.com/LatestStandardInterfaceGuide Note: Users will have the ability to extract the export from Enterprise Manager regardless of if the files were automatically exported via CDP or API. 2

© 2026 Crunchtime - All Rights Reserved | www.crunchtime.com | 4 Enterprise Manager Schedule an Export Create a New Event (Continued) Event Schedule 3. Enter the following information for the Event Schedule: • Select Daily, Weekly (default), or Monthly to determine the frequency of the export. • Provide further specification: - Daily – Choose either Every ____ day(s) and enter the number of recurring days or choose Every Weekday. - Weekly – In the Export every ____ weeks on: field enter the number of recurring weeks and check the box for the specific day(s). - Monthly – Choose either Day ____ and enter a specific day of the month or choose Last Day. (Continued) 3 Enterprise Manager > Interfaces: Event Scheduling > Add Event 3

© 2026 Crunchtime - All Rights Reserved | www.crunchtime.com | 5 Enterprise Manager Schedule an Export Create a New Event (Continued) Event Preferences 4. Enter the Event Preferences: • Set the Begin Date. • Enter the Begin and End times. The export will run at the beginning of every hour within the defined Begin and End times. 5. Select the Disk (Save) icon to save this export schedule. (Continued) Enterprise Manager > Interfaces: Event Scheduling > Add Event 5 4 4 5

© 2026 Crunchtime - All Rights Reserved | www.crunchtime.com | 6 Enterprise Manager Schedule an Export Create a New Event (Continued) Exclude Locations Steps 6-8 are optional: 6. Select the Exclude Locations tab. 7. Check the box for each Location that should not be included in this scheduled export. 8. Select the Disk (Save) icon to save this export schedule. Enterprise Manager > Interfaces: Event Scheduling > Event Name: Exclude Locations 8 6 6 7 8 7

© 2026 Crunchtime - All Rights Reserved | www.crunchtime.com | 7 Enterprise Manager Export Modes Create a custom export The Export Modes tab allows corporate users to create custom export modes with related destination credentials that can be selected for scheduled events. 1. Select the Export Modes tab. 2. Click Add. 3. Select the Export Mode Type and click Continue. 4. Define the Export Mode Name and destination URL. 5. Select Password (default) or SSH Key. 6. Enter the appropriate Username and Password (or SSH Key, if selected) 7. Optional: To test the connection, click SFTP Test. 8. When finished, click Save. 6 7 8 1 2 3 4 5 Enterprise Manager > Interfaces: Event Scheduling > Export Modes tab 1 2 33 4 5 6 8 7