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
	Import Preconfigured Payroll Import Jobs

 

Related Topics
	Import Job Selection		Selecting Import Records
	Job Definition Printing		Import Field Properties
	Calculation Expressions		Logic Sequence
	ODBC Security Information		Select Properties
	Import File Types		Record Properties
	Menu Maintenance		Validation Properties
	Cycle Options		Data Type Validation
	Job Perform Logic		Validation Types
	Job Information		Visual Integrator FAQs
	ODBC Table Selection		Visual Integrator Import FAQs
	Using Visual Integrator with Client/Server		Matching Data Items to Record Types
	Chaining or Cycling Jobs		Preconfigured Payroll Import 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 the Material Requirements Planning or Work Order module in the Import Job Selection window, you must exit Import Job Maintenance and reopen it to create or modify jobs for other modules.

This task is available only with the appropriate security setup.

Overview

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

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 to schedule how often the job is to be run.

A job can be executed immediately after the job has been compiled. You must define which data items will be imported and where each data item is contained in the external source file. You must also define the operation that you want 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 have been 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.

Warning  Changing or removing default data validations can cause data corruption and may compromise the integrity of your accounting system.

Fields

 

Job Name
1. Configuration
Description	On Host
File Name	Password
File Type	Chain To
Delimiter	Insert All Required Fields During Setup
ASCII Value	Insert All Fields During Setup
Import File	Header Information Included in Detail Line
Data Source
2. Data
Available Fields	Import Fields
3. Select
Available Fields	Selected Fields
4. Records
Available Record Types	Records
5. Validation
Available Fields	Validation Fields