Types of Target Fields in Import Scenarios

You perform mapping of an import scenario on the Mapping tab of the Import Scenarios (SM206025) form. For each target field on an MYOB Advanced form, you need to know the type of the target field and be sure the source field values have the appropriate format for the type, so that the system can insert the value of the field correctly. The type of the target field, which depends on the type of UI element that represents it on the form to which you are importing data, might be a text box of several types, a date picker, a check box, a drop-down list, a radio button, or an action or menu on the toolbar. Also, the target field might be on a dialog box or pop-up panel rather than on the form itself.

Note: In most cases, it is clear which format of the value you need for the mapping. However, if you are not sure which format of the value you need, you can create one record manually in MYOB Advanced, specify the needed value of a field of this record, compose an export scenario, and export the value of this field. Make sure the export scenario has output the value in the appropriate format. For more information on export scenarios, see Configuring Export Scenarios.

Text Box with Text

The target field on the MYOB Advanced form may be a text box into which a user types text. For example, the Email box on the General Info tab of the Customers (AR303000) form is a text box in which the user types an email address.

A text box can have a mask, which is denoted by the (_) symbol. If the text box has a mask, you cannot insert the underscore symbol (_) because this symbol is reserved for masked input in the system. If the text box has no mask, you can insert any characters into the box, including any letters and symbols. The length of the string that you insert into a text box should not exceed the maximum length of the underlying target element. (To check the maximum length, find the maximum string that can be manually inserted into the box on the form.)

For some text boxes, you can type text in multiple languages. (For the list of these text boxes, see Boxes that Have Multi-Language Support.) To import the values of a text box in multiple languages, you should specify a string in JSON format that contains values in the needed languages. For details, see Multi-Language Fields in Import and Export Scenarios.

Text Box with Currency Amount

The target field on the MYOB Advanced form may be a text box that holds a currency amount. For example, the Amount box in the Summary area of the Invoices and Memos (AR301000) form is a text box with a currency amount.

You have to provide currency amounts in the format that you specified for the import scenario in the Format Locale box in the Summary area of the Import Scenarios (SM206025) form. For example, if you specified the English (United States) locale for a import scenario, you have to provide amounts where the decimal part is separated by a decimal point: 12.34.

Note: By default, MYOB Advanced imports currency amounts with a decimal precision of 2, which is specified in the Decimal Precision box on the Branches (CS102000) form. When you import the currency amounts of Account Payable or Account Receivable documents, make sure that the sum of imported lines is equal the imported document total, taking into account the rounding accuracy as follows:

The decimal precision of line amounts must be equal to the decimal precision of document total.
The decimal precision of all amounts must be less than or equal to the decimal precision that is specified in MYOB Advanced. For example, if the decimal precision in MYOB Advanced is 2 and you import an amount with a decimal precision of 3, such as 10.345, the imported value will be rounded by arithmetical rules to 10.35.

If you import data from an Excel file, you can use the Round(x,y) function to round the amounts, and then you can copy the values to a column from which you will import data.

Text Box with a Key Value

The target field on the MYOB Advanced form may be a text box that holds a key value. Two examples of key fields are Customer ID on the Customers (AR303000) form, and Reference Nbr on the Invoices and Memos (AR301000) form.

The way you specify the value for key fields depends on your goal and the auto-numbering settings of the records that you are importing. For more information and examples of mapping key fields, see Key Fields and Search in Import Scenarios.

Date Picker

The target field on the MYOB Advanced form may be a date picker that is used to select the date. For example, the Date element in the Summary area of the Invoices and Memos form is a date picker.

You have to provide date values in the format that you specified for the import scenario in the Format Locale box in the Summary area of the Import Scenarios form (SM206025). For example, if you specified the English (United States) locale for the import scenario, you have to provide dates in the format MM/DD/YYYY. Thus, the September 1, 2014 will be 09/01/2014.

Check Box

The target field on the MYOB Advanced form may be a check box the user can select or clear. For example, the Hold element in the Summary area of the Invoices and Memos (AR301000) form is a check box. To select a check box, map the corresponding target field to the value True. To clear a check box, map the target field to the value False.

Drop-Down List

The target field on the MYOB Advanced form may be a drop-down list from which the user selects an option. For example, the Type element in the Summary area of the Invoices and Memos form is a drop-down list.

To insert a value into a drop-down list, you have to specify the value as it is displayed in the list. For example, on the Invoices and Memos form, you can insert the value Invoice into the Type field. If you specify a value that is not supported in the list, the system displays an error during import.

Radio Buttons

The target field on the MYOB Advanced form may be a group of radio buttons. For example, a group of radio buttons is in the Additional Processing group of the Settings for Use in AP tab of the Payment Methods (CA204000) form.

In the system, a group of radio buttons is treated as one field, which can have as the values the names of the radio buttons. Therefore, to select a radio button by using an import scenario, you should select the name of the group that contains the radio button in the Field / Action Name column of the Import Scenarios form (SM206025), and specify the name of the radio button in the Source Field / Value column. For example, to select the Print Checks radio button in the Additional Processing group of the Settings for Use in AP tab of the Payment Methods form, you should select the Settings for Use in AP target object and the APAdditionalProcessing field, and specify the source value ='Print Checks'.

Buttons and Menu Items on the Toolbar

The action on the MYOB Advanced form may be a button or menu item on the toolbar. For example, the Release button is on the form toolbar of the Invoices and Memos (AR301000) form.

To reflect a user clicking a button in the scenario mapping, you have to insert the corresponding action in the proper position in the mapping, and you don't have to map the action to any value. For more information and examples, see Actions in Import Scenarios.

Dialog Box

The target field may be on a dialog box invoked by a user action on the MYOB Advanced form. Dialog boxes usually appear on a form to request confirmation from the user. For example, when you update the Customer Class value on the Customers (AR303000) form for an existing customer, the system displays a Warning dialog box.

For more information on handling dialog boxes in import scenarios, see Pop-Up Dialog Boxes in Import Scenarios.

Pop-up Panel

The target field may be on a pop-up panel invoked by a user action on the MYOB Advanced form. For example, the Add Sales Order pop-up panel appears when the user clicks Add Order on the Details tab of the Shipments (SO302000) form.

In a similar way as you specify values for fields on forms and invoke actions, you can specify values and click buttons in pop-up panels that users can invoke.