Inquiry Transfer: To Export and Import an Existing Inquiry as XML File

In this activity, you will learn how to export an existing inquiry as an XML file and then import the inquiry.

Story

Suppose that you are a technical specialist in your company who is working on simple customizations. Further suppose that your company uses multitenant configuration, and that the predefined Invoices and Memos (AR3010PL) generic inquiry form was deleted from one tenant by mistake. The accounting department that uses the tenant has asked you to recover the inquiry form. You have decided to transfer the predefined generic inquiry form from one tenant of your company to another.

Process Overview

To perform this activity, you need two tenants to be configured in your system: the one from which you export the generic inquiry form, and the one to which you import the generic inquiry form. You will configure these tenants during system preparation. (For more information on managing tenants, see Managing Tenants by Using the Web Interface.) On one tenant, you will export the Invoices and Memos (AR3010PL) generic inquiry form as an XML file by using the Generic Inquiry (SM208000) form. Then on another tenant, you will import the XML file with the inquiry.

System Preparation

Before you perform the steps of this activity, make sure that the following tasks have been performed:

  1. You have installed an MYOB Acumatica instance with two tenants that have the U100 dataset. (Although you can name these tenants as you wish, in this activity, they will be referred to as U1 and U2 for simplicity.) A system administrator can perform this task for you.
  2. You have signed in to the MYOB Acumatica tenant U1 with the following credentials:
    • Username: gibbs
    • Password: 123
    Tip: User gibbs is assigned the Administrator role, which has sufficient access rights to manage system configuration.

Step 1: Exporting the Existing Generic Inquiry

To export the generic inquiry, do the following:

  1. Open the Generic Inquiry (SM208000) form.
  2. In the Inquiry Title box, select AR-Invoices and Memos.
  3. On the form toolbar, click Clipboard > Export as XML.
  4. Perform the necessary steps, which depend on your browser and settings, to download the AR-Invoices and Memos.xml file with the exported data.

The file is downloaded to the folder that is configured in your browser as a default folder.

Step 2: Importing the Generic Inquiry

To import the generic inquiry, do the following:

  1. In the right corner of the top pane on the MYOB Acumatica screen, click the User menu button, and select Sign Out.
  2. Sign in to MYOB Acumatica tenant U2 with the following credentials:
    • Username: gibbs
    • Password: 123
  3. Open the Generic Inquiry form.
  4. On the form toolbar, click Clipboard > Import from XML.
  5. In the Upload XML File dialog box, click Choose File, and select the AR-Invoices and Memos.xml file to import.
  6. Click Upload to upload the file to the system.

The system saves the generic inquiry automatically.