Process Export Scenarios

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 the buttons described below.

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.
Skip Export of Empty Files

A check box that you select to indicate that the system should not create empty file versions when an export scenario is executed on a schedule and no records are available for export.

If you select this check box and there are no records to be exported, the status of the export in the History dialog box will still be Processed.

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 the buttons described 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.