Import Job Maintenance Home | FAQs & Troubleshooting

 

Window Details
	Navigation
	Overview
	Fields

 

How Do I...
	Generate an Import Job		Compile a Job
	Select Record Types to Import		Add a Job to the Jobs Menu
	Check an Expression		Copy a Job
	Create a Conditional Expression		Create a Temporary Field
	Define Skip Records and Standard Records		Determine the Destination or Source File
	Import Conversion Data		Import Microsoft Access and Excel Data
	Link Multiple ODBC Tables		Modify the SQL Statement
	Set Up Cycles for a Job		Test a Job

 

Related Topics
	Import Job Selection		Perform Maintenance
	Job Definition Printing		Job Information
	Import File Types		ODBC Table Selection
	Calculation Expressions		Using Visual Integrator with Client/Server
	Visual Integrator FAQs		Import Field Properties
	Visual Integrator Import FAQs		Selecting Import Records
	Data Type Validation		Logic Sequence
	ODBC Security Information		Import Select Properties
	Cycle Options		Record Properties
	Job Log		Matching Data Items to Record Types
	Chaining or Cycling Jobs

 

Navigation

Select Visual Integrator Main menu > Import Job Maintenance. In the Import Job Selection window, enter a job name and table name, and then click Accept.

Note If you selected a job or table for a module other than Material Requirements Planning or Work Order in the Import Job Selection window, you must exit Import Job Maintenance and reopen it to create or modify jobs for those modules.

Overview

The following information applies only to import jobs for modules other than Material Requirements Planning and Work Order.

Use Import Job Maintenance to define and maintain import jobs that are used to import data into the software. After an import job is defined, this task can also be used to execute the job immediately or the job can be added to the Jobs menu.

You must define which data items will be imported and where each data item is contained in the external source file. You must also specify the operation to perform with the imported data.

The selection fields determine the criteria by which records are evaluated and subsequently selected. The selection range values can be predefined here or can be entered at the beginning of the job. The selection process is optional; if no data selection criteria are defined, all data records from the import file are imported.

You can define how to recognize different record types from the data source when importing to a data file that uses multiple record types to store its data (for example, Sales Order Invoice files). You can also define how to recognize records from the data source that should be skipped (not imported).

All data to be imported by the Visual Integrator module must be validated before any data files are updated. Several separate validation processes are performed for each data item. In addition to checking for invalid data, the Visual Integrator module also processes the data into a format compatible with the software. If any data item within an import record fails the validation test, the entire record is skipped from the import process. The record skipped, and the reason for the failure, is documented by the system. This information is detailed in the Import Log and can be printed when the import process is complete. Many data fields have default standard validations. You can change these validations or remove them, as required.

The ability to create and run import jobs is based on your security setup, and it can vary by module.

Fields

 

Job Name	Compiled File Name
1. Configuration
Table Name	On Server
Long Description	Password
File Type	Chain To
Delimiter	Skip Source Data Truncation
Use ASCII	Skip Over Existing Records
Import File	Insert All Fields During Setup
Data Source	Header Separate from Line Record
2. Data
Available Fields	Import Fields
3. Select
Available Fields	Selected Fields
4. Record
Available Selections	Records