Export by Scenario

Clears both the history of scenario execution and the prepared data.

Clicking this button does not reverse records that have already been exported.

The system deletes records somewhat differently depending on the tab that is open when you click this button:

• The History tab is not open (that is, you are viewing another tab on the form): All records on the Prepared Data and History tabs are cleared.
• The History tab is open and a record is selected on the tab: On this tab, the system clears the selected record and all records that were created after the selected record was created; the system clears all records on the Prepared Data tab.

Exports the prepared data.

The system tries to export the records that have the Active check box selected.

Downloads the latest file attached to the selected scenario.

If you export data to a file, during export, the system creates a new version of the file attached to the form.

Prepares the data for export by uploading it on the form.

The system performs all modifications defined by the scenario at this step and uploads the modified data on the form. You can view the data on the Prepared Data tab of the form.

Prepares and exports the data.

Opens the Upload New Revision dialog box, which you can use to update an already uploaded file.

The name of the export scenario.

You first select the scenario you want to work with, and then you can view information about it.

A read-only box showing the name of the MYOB Advanced form whose functionality is used to perform data export.

A read-only box showing the status of the selected scenario, which is automatically assigned during the processing.

The box can contain one of the following:

• New: This scenario is either new and has not been used for data preparation or that the history of processing for this scenario has been rolled back.
• Prepared: The data has been prepared in accordance with the scenario.
• Partially Exported: The data for the scenario has been exported only partially.
• Exported: The data for the scenario has been exported completely.

A read-only box that displays the number of records prepared or exported to the target file or application.

A check box that indicates (if selected) that the system will clear any prepared data before the data preparation and export.

That is, if you click the Prepare & Export button on the form for the export scenario or if the export scenario is executed based on a schedule, the system does the following, depending on whether the check box is selected:

• If the check box is selected, the system always first prepares all data for export and then exports the data.
• If the check box is cleared, and if the data for export has already been prepared during the previous data preparation and export (but this data has not been fully processed), the system performs the data export of the previously prepared data. This may prevent the scenario from being executed if there were errors during the processing of the previously prepared data.

The default state of this check box is the state of the Discard Previous Result check box on the Export Scenarios (SM207025) form for the export scenario. If you change the state of this check box on the current form, the new state will be used only for the next execution of the scenario on the form. The state on the current form is changed back to the default state after each execution of the scenario or each refresh of the form.

Reverses the value in the Active column in the selected line, and updates the rest of the lines with this value.

Clears the check boxes in the Active column for the lines before the line with an error.

If there are no errors, clears all the check boxes in the Active column.

Reverses the value in the Processed column in the selected line, and updates the rest of the lines with this value.

Clears the error messages in the Error column.

The number of the record in the list of records for export.

A check box that indicates (if selected) that this record is active and will be exported.

A check box that indicates (if selected) that the information in the row was exported.

The error message, if an error occurred for this row.

The date when the status of the data had changed as a result of processing being performed.

The status of the data as a result of the processing being performed.

The number of records processed.

The version of the exported file. If export was successful, the system creates a new version.

A read-only box that displays the data provider that is used in the export scenario.

To view the details about the provider, click the button to the right of the box to open the Data Providers (SM206015) form.

A read-only box that shows the type of synchronization for the selected scenario.

The box can contain one of the following:

• Full: Performs export of all the data in accordance with the scenario.
• Incremental: All Records: Performs partial export, including only the data (mentioned in the scenario) that has changed in the MYOB Advanced records.
• Incremental: New Only: Performs partial export, including only those records that have appeared in the MYOB Advanced database since the previous export took place.

A read-only box displaying the date when the data was prepared or the export was performed.

A read-only box that shows the date and time when the export was completed.

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

You specify this option for a particular execution of a scenario. That is, the selected value is discarded after each execution of the scenario or each refresh of the page.