business event/import scenario to import special order item to an open order creation

To clarify the requirement.  I believe you are looking to add one or more special order items to one sales order.  If that is the case, the GI would need to create a line for each special order item including quantity etc from the NS order type.  On the same line you would need the order number of the current week’s order you would like to add to special order item.  I would assume the conditions of the GI would only show the special order items that are in stock to be able to ship on the normal order.

The GI would need to include the order type and order number for both the normal sales order that the lines will be added to as well as the NS order type to be able to read the items from.  I am guessing that there would be a need for the customer identifier as well.  These will be required to be able to identify the sales order to add to.  The other question is what you would like to happen to the NS order.  So on the Business Event you might want to have the first Subscriber to add the record to the normal order and a second subscriber to Cancel the NS order or line item on the order.

One option is to then create a Business Event that is created when the order is created.  The Business Event would look something similar to the following:

 On the Subscribers tab, you need to click create the Create Subscriber and select Import Scenario.

A popup will appear to type in the Name of the Import Scenario.  

The Import Scenario window will then open and look similar to below without the mapping:

You will need to select the Sales Order window for the Screen Name and Results for the Provider type.  From here you would create the mapping for the Import Scenario to add the appropriate line items and then save.

The result would be that when the sales order is saved for that customer the line or lines from NS orders that were identified in the GI would be added to the order.

It looks a little complicated at first, but once you have done a few Business Events it is fairly simple.

Jim

Basically you are correct.  To have the same entity attached multiple times so that you can select the fields into the same row from both tables, you will add the table a second time using a different Alias:

The Relations would need to be defined manually.  In this case it is most likely the customerID versus what might be normal like the order ID and type.

Additionally, you will need to make sure to set the Conditions appropriately to not include items not in stock or not open on a closed or cancelled order.

Additionally, the Import Scenario will need to be created from the Business Event using the Create Subscriber button.  The deletion of the NS order should be able to be done using the same Business Event using a second Import Scenario using the Create Subscriber button to add a second Subscriber.

Jim

The only thing I would consider with the Generic Inquiry is to update the Result field name.  For example, you will need to know which order to append the record versus delete the record.  This is done the on the Results Grid tab.  By default to add change the result name, you will need to use the Column Configuration to add the Caption column (the Column Configuration button is highlighted in red - then move the Caption column by highlighting it on the left and clicking the right arrow).

The next step is creating the Data Provider.  To create the Data Provider go to Integration - Profiles - Data Provider.  To create the data provider, you will need to Name the Data Provider, select the Provider Type as Generic Inquiry Provider, and enter the Generic Inquiry Screen ID. 

On the Schema tab, Under Source Object, click on FILL SCHEMA OBJECTS and select the Results.  Then under Source Fields, click FILL SCHEMA FIELDS.  This should then show your results items.  Click Save.

This will then allow you to create the Import Scenario from the Business Event for adding the records to the sales order as mentioned earlier in the thread.  

Let me know if you need further assistance.

THANK YOU!

Jim

You most likely do not require any source or target restrictions in this particular case because the Generic Inquiry is most likely creating the correct limitations through the Condition tab on the Generic Inquiry.

I have not tried to save a record and then delete another record in the same import.  I think you will need to include the second step on the Business Event.

For the line item to be added or updated you will need to add some additional information such as quantity, price etc just like you would to enter the line.  If the information is on the NS order, it can be added to the Generic Inquiry fairly easily and then used to populate the SO line.  With the Sync type set to New only, the system will add another record if it doesn’t exist.  It will not update an existing record.  I am not sure that the last lines will work correctly to update the SO order and then delete the NS order.  

I would most likely stop at the <Save>.  Then add a second Import Scenario to the Business Event to delete the NS order.  It you have tried it and it works, we all learn something new everyday.

THANK YOU!

Jim

im thinking my fields aren't correct or something? When i hit to view screen it opens a new sales order. Is this correct? i was thinking when i hit view screen it should have pulled an order or something? im wanting it to pull the SO order, then apply the NS item, price, qty and UOM to that SO order.

I do apologize, i have not gave up on this but have had a couple of issues here at work that has had me removed from this. i plan to work on this more beginning tomorrow. Thank you for all your help and suggestions. The bad part about doing this kind of thing is there is no manual to look at to compare to build it out.

Hi @RMount41  were you able to find a solution? Thank you!

Hi @RMount41 - Sorry to hear you’re struggling. If you haven’t already checked out these resources, please do: https://help.acumatica.com/(W(1))/Help and https://openuni.acumatica.com/