Process Import Scenarios

Form ID: (SM206035)

On this form, you can prepare data for import and import the data for multiple import scenarios. Also, you can roll back the prepared data (or history or processing) if needed. You can perform data import for the selected import scenarios that were created on the Import Scenarios (SM206025) form.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Button Description
Process Performs the operation you have selected (in the Operation box) for the selected scenarios.
Process All Performs the operation you have selected for all scenarios in the list.

Selection Area

By using the elements in this area, you can select the operation to be executed and the processing options.
Element Description
Operation The operation to be performed for the scenarios selected in the table. The following options are available:
  • Prepare & Import: To prepare and import the data in one step.
  • Prepare: To only prepare (but not import) the data for import if the data may require reviewing.
  • Import: To only import (but not prepare) the already-prepared data.
  • Clear Data: To clear the data prepared for import—that is, to remove the prepared data from the Prepared Data dialog box and remove records from the history of scenario processing in the History dialog box.
Break on Error

A check box that indicates (if selected) that the processing of a scenario selected in the table will be stopped if an error occurs. After the processing of a scenario is stopped, the system continues with the processing of the next scenario selected in the table.

If you clear this check box, during the execution of a scenario selected in the table, the system will use the value of the Break on Error check box on the Import Scenarios (SM206025) for the selected scenario.

The state of this check box is ignored for a particular scenario if the Parallel Processing check box is selected for the scenario on the Import Scenarios (SM206025) form.
Break on Incorrect Target

A check box that indicates (if selected) that the system will stop processing the records of a scenario selected in the table at the first error that occurs for a record that violates the target restrictions. After the processing of a scenario is stopped, the system continues with processing of the next scenario selected in the table.

If you clear this check box, during the execution of a scenario selected in the table, the system will use the value of the Break on Incorrect Target check box on the Import Scenarios (SM206025) for this scenario.

The state of this check box is ignored for a particular scenario if the Parallel Processing check box is selected for the scenario on the Import Scenarios (SM206025) form.
Validate Data (No Saving) A check box that indicates (if selected) that only data validation will be performed. The scenario processing emulates data import and is stopped if an error occurs. If you want to save the imported data after successful validation, select the Save if Data Is Valid check box.
Save if Data Is Valid A check box that indicates (if selected) that the data should be saved if it is valid. Clear the check box if you don't want to save the data after import validation.

This option is available only when you select the Validate Data (No Saving) check box to switch to import validation mode.

Skip Headers A check box that you select to not export the titles of the elements on the form.

Table

The table contains the list of scenarios with the appropriate status for the operation (selected in the Selection area) to be performed. You can select one scenario or multiple scenarios for processing.

Table 1. Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button Description
History Opens the History dialog box, which displays the history of operations for the selected scenario.
Prepared Data Opens the Prepared Data dialog box, which displays the prepared data for the selected scenario.
Table 2. Table Columns
Column Description
Selected An unlabeled check box that you select to include this scenario in processing if you click Process.
Name The name of the scenario.
Screen Name A read-only box showing the screen name of the MYOB Acumatica form used by the scenario.
Provider A read-only box showing the provider used for import.
Sync Type The type of synchronization for the import scenario, which is one of the following options: Full; Incremental - All Records; or Incremental - New Only.
Status The status of the scenario, which can be one of the following options: Prepared, Imported, or Partially Processed.
Number of Records The number of records in the external source.
Prepared On The date and time when the data was prepared.
Completed On The date and time when the import was completed.
Table 3. History Dialog BoxOn the History dialog box, you can view the history of data import for the selected scenario. The dialog box has the following columns.
Column Description
Status Date The date when the status last changed.
Status The status of the scenario, as automatically assigned during the processing. The status can be one of the following options:
  • Prepared: The data has been prepared in accordance with the scenario
  • Partially Processed: The data for the scenario has been imported only partially
  • Imported: The data for the scenario has been imported completely
Number of Records The number of records processed.
Version The date and time stamp of the version of the source file.
Table 4. Prepared Data Dialog BoxOn the Prepared Data dialog box, you can view the prepared data, with any errors indicated. This dialog box includes the toolbar and the data organized into columns that are specific to the data being imported. The list below describes only the three columns that have information about processing. The table in the dialog box has the following columns.
Column Description
Active A check box that indicates (if selected) that the data should be processed.
Processed A check box that indicates (if selected) that the data in the row was processed.
Error The error message, if an error has occurred for the data in this row.
The dialog box has the following button.
Close Saves the selections and closes the dialog box.