Import Job Maintenance - Fields

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Import Job Maintenance

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Job Name

Enter a job name, or click the Lookup button to list all job names.

 

Compiled File Name

This field displays the unique compiled file name automatically assigned to the job, and can only be viewed. The format used for the file names is VIWIxx, where VI stands for Visual Integrator, W stands for Windows, I in dicates that it is an import job, and xx is a unique sequence of alphanumeric characters from 00 to ZZ.

 

1. Configuration

 

Table Name

Enter the name of the table into which data will be imported, or click the Lookup button to list all available tables. An entry is required in this field for new jobs. If you selected an existing job in the Job Name field, this field can only be viewed.

 

Long Description

Type a job description. The description appears as a comment on the generated Import Job window and can contain up to 240 characters.

 

File Type

Select the file type from which to import data.

 

Delimiter

Type the delimiter character used to separate fields in the import file. The character entered must be a printable character. This field appears only if Delimited is selected in the File Type field.

 

Use ASCII  

Select this check box to enter the numeric ASCII decimal equivalent to the delimiter character used to separate fields in the import file. The ASCII decimal equivalent value is required if the import file uses a nonprintable delimiter character, such as a Tab. Clear this check box to use the printable character entered in the Delimiter field. Refer to an ASCII collating table for the ASCII (decimal, not hex) value for unprintable characters.

 

Import File

Type the path and name of the file from which data will be imported. Click the Folder button to select an existing file. This field is optional because the import file can be specified at the time that the import job is executed. This field is available only if the ODBC data source was not selected as the file type.

Expand or collapse item Entry Sample

/tmp/cust.csv

 

Data Source

Select a valid ODBC data source. This field is available only if ODBC Data Source is selected as the file type in the File Type field. The ODBC data source must first be configured on your workstation using the Windows ODBC Data Source Administrator. Click Tables to select the tables and fields (columns) for the ODBC data source.

 

On Server

Select this check box to enter the file name or the ODBC data source for the host (server) system. Clear this check box to use the local (workstation) file name or data source. This check box is available only if the system is running on Sage 100 Advanced.

 

Password

Type a password to check at run time. The password is case-sensitive. Leave this field blank if no password is to be assigned.

Note  Security settings defined in Library Master Role Maintenance always apply, regardless of whether a password is set in this field.

 

Chain To

This field allows the entry of another import or export job to be chained to after completion of a job. Enter another import or export job to chain to, or click the Lookup button to list all existing jobs. This feature allows several jobs to be executed together in sequence. For example, the Customer file and Invoice file can be imported together to ensure that they are kept in sync.

Note  A job with cycle information cannot be chained to another job.

 

Skip Source Data Truncation

Select this check box to allow the source data that is imported to exceed the dictionary field length. Clear this check box to include existing records.

 

Skip Over Existing Records

Select this check box to skip a record from the source file when it will overwrite an existing record in the table being imported into. Clear this check box to include existing records.

Note  If this check box is selected, new lines will not be added to existing header records when importing header and line records.

 

Insert All Fields During Setup

Select this check box to automatically add all the available fields to the Import Fields list box on the Data tab for a new job. Clear this check box to automatically add only required fields. If you selected an existing job in the Job Name field, this check box cannot be accessed.

 

Header Separate from Line Record

Select this check box if the source data file contains the header information in a separate record from the line information. The record type containing the header and detail information must be selected on the Record tab. Clear this check box if the header information and line information are contained in the same record or if the header information is not in the source file but is assigned on the Data tab. This check box is available only if the selected table has header and detail lines. If you selected an existing job in the Job Name field, this check box cannot be accessed.

 

2. Data

 

Available Fields

This list box displays fields from the data file selected on the Configuration tab. The fields are color-coded as follows:

  • Fields that appear in blue are required fields.

  • Fields that appear in cyan are required fields that have dictionary default values assigned to them as a starting point for a new job.

  • Fields that appear in magenta are conditionally required fields and are validated at the time the record is written. These fields cannot be validated during a test import.

  • Fields that appear in black are not validated; however, these fields may be required (for example, numeric fields for quantity or price).

  • Fields that appear in red are selected read-only fields that are now available for modifying an existing line record.

All required fields must be selected for import. User-defined fields are listed at the bottom of this list box with a UDF_ prefix.

 

Import Fields

This list box displays all data fields selected to be imported. The order of data fields in this list box is significant for calculation purposes and data assignment.

The Typ column represents the field type. The field type can be string (S), yes/no (Y), numeric (N), or date ( D). An * (asterisk) next to a field name indicates that the field has a conditional expression associated with it.

Double-click a field name to edit the field's properties.

 

3. Select

 

Available Fields

This list box displays fields from the data file specified on the Configuration tab. Select fields that are used in the import job, because fields are assigned to the record, then a record is selected based on some part of the contents of the record to be written.

The fields are color-coded to match the available fields on the Data tab; however, fields used for selection are not validated, and the color-coding in this list box does not affect how the fields are used when determining which records to import or ignore.

 

Selected Fields

This list box displays selection fields that have been defined. The list order determines the order in which actions are performed. Double-click a field name to edit the field's selection information.

The selection fields determine the criteria by which records are evaluated and subsequently selected.

 

4. Records

 

Available Selections

This field displays record types from the data file entered on the Configuration tab. Select the record type(s) for which to define identifying criteria. The record types available will vary depending on the type of data file you are importing into.

  • Select Standard Record to identify records to import.

  • Select Skip Record to identify source file records that should be ignored during the import. For example, use Skip Record to skip the first record in the import if it is a comma-delimited description of the fields. More than one Skip Record record type can be defined for the import.

  • Select Header Record to identify header records when importing Header-Detail records and when the Header Separate from Line Record check box is selected on the Configuration tab.

If the data file contains multiple record types, additional record types appear in the list. These additional record types are listed in the format Lx=Description, where L indicates a line record, x is a value indicating the item type, and Description is the description of the item type. For example, by default, miscellaneous charges are identified by the number 3 in the appropriate field position of the import file and are listed as L3 =miscellaneouscharge.

 

Records

This list box displays all record type criteria that have been defined. The list order determines the order in which actions are performed.