Source Restrictions in Export Scenarios

You use source restrictions in an export scenario for the data available in the MYOB Acumatica database. For example, you can configure the system to export only the records that have a particular status.

To specify restrictions on the data being exported, you specify conditions for the MYOB Acumatica fields on the Source Restrictions tab of the Export Scenarios (SM207025) form. In this case, when it prepares records for export, the system selects only the records that meet the specified condition (or conditions) and imports only these records.

For example, suppose that you want to export from the Customers (AR303000) form only the customer records that have Active status. In this case, you can add to the source restrictions the condition that the Status field should be equal to Active. During the preparation process (when you click Prepare on the Export Scenarios form and the system prepares the data for export), the system processes the records that match the source restrictions of the scenario and prepares only the records with the Active status.

In source restrictions, you can use only the fields of the summary object or detail objects of the form from which you are exporting data. You cannot use columns of Select dialog boxes and fields of related objects to filter records or detail lines.