Form ID: (SM207035)
You can use this form to prepare data for export and to export the data for the
export scenarios that you select. Also, you can view any errors that have occurred
during the process and fix them in the scenarios. You can roll back the prepared
data and the history of processing, if needed.
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 that you selected (in the
Operation box) for the selected
scenarios. |
Process All |
Performs the operation that you selected for all scenarios in the
list. |
Selection Area
In this area, you can select an operation to be executed.
Element |
Description |
Operation |
The operation to be performed for the scenario or scenarios
selected in the Scenarios area. Select one of the following options:
- Prepare & Export: Prepares and exports the data
in one step.
- Prepare: Only prepares the data for export (without
exporting it); select this option if
you
need to review the data before
export.
- Export: Exports the already-prepared data.
- Clear Data: Clears the data prepared for
export—that is, removes the prepared data from the
Prepared Data dialog box and
removes records from the history of scenario processing in
the History dialog box.
|
Skip Headers |
A check box that you select to not export the titles of the
elements on the form. |
Table
The table of scenarios in this area includes the scenarios with the appropriate
status for the operation (selected in the Selection area) to be performed. You can
select one export 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 indicate that you have
selected this scenario for processing. |
Name |
The name of the scenario. |
Screen Name |
A read-only box showing the screen ID of the MYOB Acumatica form used by the scenario. |
Provider |
A read-only box showing the provider used for export. |
Sync Type |
The type of synchronization for the export 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, Exported, or Partially
Processed. |
Number of Records |
The number of records that have been processed. |
Prepared On |
The date and time when the data was prepared. |
Completed On |
The date and time when the data export was completed. |
Table 3. History Dialog BoxOn the History dialog box, you can view the
history of data export for the selected scenario. The table in the dialog box
has the following columns.
Column |
Description |
Status Date |
The date when the status last changed. |
Status |
The status of the data, which is one of the following options:
Prepared, Exported, or Partially
Processed. |
Number of Records |
The number of records that have been processed. |
Version |
The date and time stamp of the version of the exported
file. |
Table 4. Prepared Data Dialog BoxOn the Prepared Data dialog box, you can view the
prepared data with errors indicated. The dialog box includes the toolbar and the
data organized into columns that depend on the mapping of the data exported. 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 is active
and will be exported. |
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. |