Question

Business Event to Update PO Date

  • 10 August 2023
  • 11 replies
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J
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We populate Sales Orders and generate POs from those Sales Orders. We deal with a lot of date changes, so we are looking at building a business event that will auto update the PO promised on date whenever the Sales Order Request Date changes. I’ve built the GI, business event, and import scenario but I can’t get it to trigger. See below.

 

Business Event

  • Goal with the business event is to capture each time a Sales Order date is changed, the associated PO is put on hold, date is updated to reflect SO new date, hold is removed & PO is saved.

Import Scenario

 

I have been trying to include the POOrder.OrderType in the mapping but the field is not visible within the import scenario screen despite it being present on the associated GI. I’m thinking this may be part of the problem.

 

Any reason why this field would not appear on import scenario mapping section?

 

11 replies

manikantad18
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Hi @jwarren 

I have been trying to include the POOrder.OrderType in the mapping but the field is not visible within the import scenario screen despite it being present on the associated GI. I’m thinking this may be part of the problem.- Yes if the GI present the data field the Business event will consider the GI as a data provider and update the data as needed through Import scenario.

 

Thanks

Acumatica Functional Consultant
Robert Sternberg
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In your GI use the value of =[POOrder.OrderType], then in your import scenario it will appear on the dropdown list as a formula value. 

Let me know if that helps!

Robert Sternberg, Crestwood Associates -- ** Summit 2024 - Visit Us at Booth #600 ** -- If a community member helped you, please *Like* their post/reply. If they provided an answer to your question, please mark it as *Best Answer*.
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@manikantad18 @Robert Sternberg 

 

Here are the various fields within the GI:

But for the life of me I can’t get any of these fields available on import scenario:

 

manikantad18
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@manikantad18 @Robert Sternberg 

 

Here are the various fields within the GI:

But for the life of me I can’t get any of these fields available on import scenario:

 

Please navigate to data provider which is created from the Business events and can be seen in Import screen and check if that data filed is visible or not, try to refresh the schema in data provider once.

Acumatica Functional Consultant
J
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@manikantad18 @Robert Sternberg 

 

Here are the various fields within the GI:

But for the life of me I can’t get any of these fields available on import scenario:

 

Please navigate to data provider which is created from the Business events and can be seen in Import screen and check if that data filed is visible or not, try to refresh the schema in data provider once.

Great - thanks. The fields are now visible & in use in the import scenario. Both the business event & import scenario are active, however as I change the dates on the Sales Order, I am not seeing anything happen within Business Event History. Anything look out of the ordinary w/ regard to my business event configuration? This is my first time triggering a business event off a field change - typically I have created business events off new records being added so not sure whether there is something I’m missing.

manikantad18
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@manikantad18 @Robert Sternberg 

 

Here are the various fields within the GI:

But for the life of me I can’t get any of these fields available on import scenario:

 

Please navigate to data provider which is created from the Business events and can be seen in Import screen and check if that data filed is visible or not, try to refresh the schema in data provider once.

Great - thanks. The fields are now visible & in use in the import scenario. Both the business event & import scenario are active, however as I change the dates on the Sales Order, I am not seeing anything happen within Business Event History. Anything look out of the ordinary w/ regard to my business event configuration? This is my first time triggering a business event off a field change - typically I have created business events off new records being added so not sure whether there is something I’m missing.

 

Please try to trouble shoot the Business events.

Also Please XML report of GI, Email template and Import scenario files here

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J
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@manikantad18 how do I provide the import scenario?

manikantad18
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In this screen you have export XML option

Acumatica Functional Consultant
J
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Where would I find that export XML option? I don’t see it

J
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Where would I find that export XML option? I don’t see it

Got it - here are XML of import scenario & GI:

 

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Chris Hackett
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Hi @jwarren were you able to find a solution? Thank you!

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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