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How do I create an import scenario to populate the note field on a custom table?

  • 25 March 2024
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lauraj46
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The custom table includes the NoteID column.  It is available for users to populate manually on the custom form, however I don’t see the “Note Text” field as an option on the import scenario list of fields.

Thanks in advance!

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Best answer by lauraj46 4 April 2024, 19:04

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Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.

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AndrewBGL
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Hello @lauraj46 ,

Are you wanting to use the import scenario for the screen name Invoice and Memos?

 

Andrew
lauraj46
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Hi @AndrewBGL ,

Thanks for this but no, that’s not it.  The import scenario should populate the note for a custom DAC and corresponding screen that we created using a customization package.  We are probably missing a setting in the customization to enable this functionality, but I’m not sure what :)

Thanks,

Laura

Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
AndrewBGL
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Do you have a screen shot of the import scenarios screen name and mapping?

Andrew
lauraj46
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Hi @AndrewBGL ,

It is a custom screen.  The import scenario works for other fields, and the note is available to edit manually on the customer screen.  We would like to map the Note field on the import scenario.

Thanks.

Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
lauraj46
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@darylbowman Any thoughts on how to accomplish this?

Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
darylbowman
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Fraid not, but I enlisted some help.

Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
lauraj46
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I found the answer thanks to Acumatica support.  

Setting the NoteIndicator property to True on the Layout Properties of the form in the Customization Project form editor adds the Note Text option to the Import Scenario on the custom screen.

 

Hope this helps others.

Laura

 

Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
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Thank you for sharing the solution with the community @lauraj46!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.

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