Import Job Maintenance

Import Job Maintenance - Fields

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Job Name

Enter a job name. Click the Lookup button to list all job names.

1. Configuration

Description

Type a job description. The description appears as a comment on the generated Import Job window.

File Name

Enter the name of the data file into which data will be imported, or click the Lookup button to list all available file names. An entry is required in this field.

File Type

Select the file type from which to import data.

Delimiter

Type the delimiter character used to separate fields in the import file. This field appears only if Delimited is selected in the File Type field. If the ASCII Value check box is selected, the numeric ASCII value is entered. If the check box is cleared, the actual character is entered.

ASCII Value

Select this check box to enter the numeric ASCII value in the Delimiter field. Clear this check box to enter the actual character.

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.

Entry Sample

c:\temp\inv.csv

Data Source

Select a valid ODBC data source. This field is available only if ODBC is selected as the file type. 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 Host

This check box appears if the system detects it is running on the client/server software. 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.

Password

Type a password to be checked at runtime. Leave this field blank if no password is to be assigned.

Chain To

This field allows the entry of another import or export job to be chained to after completion of a job. Enter the 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.

Insert All Required Fields During Setup

Select this check box to allow the Visual Integrator module to automatically add all the required fields to the Data tab when setting up a new job. This feature ensures that you do not accidentally leave out a required field. Clear this check box if you do not want required fields added automatically.

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. Clear this check box if you do not want all fields added automatically.

Header Information Included in Detail Line

Select this check box if the source data file is assumed to contain both the header information as well as the detail information in the same record. Clear this check box if the source data file is assumed to contain the header information in a separate record from the detail information. The record type containing the header and detail information must be specified. This option is available only if the selected file name has header and detail lines.

2. Data

Available Fields

This list box displays fields from the data file selected on the Configuration tab. Required fields appear in blue and all other fields appear in black. All required fields must be selected for import. Any user-defined fields are listed at the bottom with a UDF_ prefix.

Use the following buttons to move information between this list box and the Import Fields list box.

Click the Add button after selecting a data field from the Available Fields list box to add the data field to the bottom of the Import Fields list box.

Click the Insert button after selecting a data field from the Available Fields list box to insert the data field between existing fields in the Import Fields list box.

Click the Del button to remove a selected data field from the Import Fields list box.

Click the Temp button to create a temporary data field that can be referenced by another field for assignment or calculation. A temporary field can be a string or numeric field. For modules other than Accounts Payable, Accounts Receivable, eBusiness Manager, General Ledger, Return Merchandise Authorization, and Sales Order, temporary fields can also be date fields.

Click the Up button to move the selected data field up one position in the Import Fields list box.

Click the Down button to move the selected data field down one position in the Import Fields list box.

Click the Undo button to undo all changes made on the Data tab.

Import Fields

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

The FG column represents the field type (F) and group code (G). The field type can be standard (S), header (H) , or line (L). The group code is present for multiple record type files. Each L field type that has the same g roup code represents the same record type.

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

3. Select

Available Fields

This list box displays fields from the data file selected on the Configuration tab.

Selected Fields

This list box displays all selection fields that have been defined. The list order determines the order in which actions are performed, unless the Seq button is used to specify a different sequence. Double-click a field name to edit the field's selection information.

4. Records

Available Record Types

This field displays record types from the data file selected on the Configuration tab. Select the record type(s) for which to define identifying criteria.

Records

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

5. Validation

Available Fields

This field displays fields from the data file selected on the Configuration tab.

Validation Fields

This list box displays all field validations that have been defined.