Forum Discussion

NickSavageMady2's avatar
NickSavageMady2
Experienced Partner
4 years ago
Solved

Using an Export to Update a field with existing description from another field

Hi,   I’m trying to figure out how to update a field using another field. In the Integration manual there is an example, using a fixed piece of text to do this, but I need to be more dynamic.    ...
Export Scenario
Updat
  • NickSavageMady2's avatar
    NickSavageMady2
    4 years ago

    I have figured it out, so I had to post this for syntax purposes and for future head-banging.

     

    The trick to this screen, as mentioned before, is the ID (CABankTrans.TransID) field. This is the Primary for the table, but a few rules on how to use it for updates.

     

    • It is has to be included as the first field for Details
    • Untick Commit

    I found this whilst re-reading Troubleshooting Performance in Import and Export Scenarios in the help. There is a section about what commit is used for and how to speed up scenarios. In short because it is a field that can't be updated, it doesn't need to be committed, only used for a look-up when updating. By default it is ticked, so I trusted the system on that front. Once unticked, hey presto!!

     

    Glad I stayed committed to the finding the answer :smileywink:

LeanneB_Horizon's avatar
LeanneB_Horizon
Trusted Partner

Hi

So u create a generic inquiry of imported bank transactions that have a blank ext reference first.

Then add a data provider that links to this inquiry.

Then do import scenario based on that data provider that updates the ext reference with the description.

U can set that import scenario to run every hour.

 

I am not sure why u created an export scenario to update your field so unless I understood u incorrectly, but hopefully this helps u  

 

NickSavageMady2's avatar
NickSavageMady2
Experienced Partner
4 years ago

Hi Leanne,

 

I went down the GI / Import Scenario first, but couldn't remember how to push it through to the scenario. I think I did it 6 years ago 😂

 

Re: Export Scenario. There is an option to use them as update and delete option, without GIs. You use =Every to bring in the records and then use Target to update the source. It is an example in Acumatica I100 funnily enough. Again, I couldn't remember how using my example.

 

I'll let you know how I get on.

 

Regards

 

Nick Savage-Mady

  • NickSavageMady2's avatar
    NickSavageMady2
    Experienced Partner
    4 years ago

    Hi,

     

    I have built an Import Scenario that should update the Ext. Ref. Nbr. per line in the Import Bank Transactions. I have a Generic Inquiry feeding the Import Scenario, but it will only update the first line in the list of 10. It updates using the last Trans Desc, so it is working it’s way through the list correctly, however it appears to be ignoring (ID) Tran ID. Could anyone suggest how to populate each line correctly?

     

    Below is the screenshot of the Data Import Scenario.

     

     

    • CarlBrooks's avatar
      CarlBrooks
      Former Staff
      4 years ago

      Hi NickSavageMady2 

       

      Just a quick thought, in your data provider under the source fields tab have you specified the relevant key values?

       

      It seems to me that it is just running through the source data and populating the first Ext Ref Nbr with the last tran Desc.

       

      All the best,

       

      Carl

      • NickSavageMady2's avatar
        NickSavageMady2
        Experienced Partner
        4 years ago

        Hi Carl 

         

        As far as I can seethe main reference for the Lines is TransID. If this is left out then it creates multiple new lines with just a Ext Ref Nbr. The TransID Field on screen also won't let you update it, so this must be what links the rows.

         

        I know that Trans Date is a mandatory * field, but this is for new fields not updating. I included this is a previous version of the Import Scenario, but got the same results.

         

        Lastly, the CABankTrans table Primary Key is TransID