Create a DEX extract

This article explains how to create an extract that you can submit to the DSS's Data Exchange (DEX).

To create a DEX extract:

1. Click on the Lumary Extracts tab.
2. Click on the Extract Type drop-down list and select DEX.
3. Select the relevant Programme.

The programmes available for you to select are configured specifically for your business. If the programme that you need isn't available, contact Lumary Support to enable it.

5. Enter the Start Date and End Date for the period you need to extract. Clicking on the hyperlink date next to each field will auto-populate that field with today's date.
6. Click on the Create Extract button.

7. An alert will appear to notify you that the extract is being processed.

In Lumary AC 2.10 Minor 1, the DEX Extract will now automatically separate extracts when more than 2,500 records are included within the extract. When this limit is reached, Lumary will create a Parent DEX Extract record with multiple child extracts. When the DEX Extract is divided into multiple extracts:

• Only the Parent DEX Extract appears on the Lumary Extracts screen.
• The Parent DEX Extract record will have no records in the Extract Items related list. Instead,  there will be related child Extract records in the ‘Extract’ related list.
• When creating the file for the DSS, this will be attached to both the Parent DEX Extract and to the Child DEX Extract.
• Deleting a Parent DEX Extract does not delete its child extracts. After the Parent DEX Extract is deleted, child records will appear on the Lumary Extracts screen.

8. Wait to receive the email. If you receive an email with validation errors, resolve them and repeat the above steps.
9. Once you receive a success email, return to the Extracts page.
10. Set the Extract Type to DEX. If you can't see the extract you created, set the Start Date and End Date to match the required reporting period.

The Previous Extracts section lists up to 1,000 of the most recent extracts for the extract type and date range selected. This is to avoid an error that affects providers with a large number of extracts. If your extract isn't showing, try adjusting the Start Date and End Date or go to the Extracts list view and apply filters.

11. Click on the Extract ID text link of the extract you created.

12. To create a file to provide to the DSS click on the drop-down arrow and select Generate File.

13. As with the extract, you'll be notified by email when your generated file is ready. Once you receive the success email, the extract will be attached to the extract record. Click on the Related tab.
14. Scroll down to Notes & Attachments.
15. The extract will be an .xml file that can be downloaded by clicking on the text link.