Extend Customer to Vendor and vice versa to import scenario?

The problem when I explored doing this via Import Scenario is that when you do the extension, the new record appears on screen and needs you to click Save, the Import Scenario only handles the initial screen and fields/options on it, not the next screen in the process.

Eg. An import scenario can select the Extend as Vendor action, from the Customers screen, but the next step in the UI doing this would be the Vendors screen opening, pre-populated with the details and you would need to click Save for the new Vendor record. The import scenario doesn’t reach this far.

My workaround for around 50 records was to setup and use a Power Automate workflow to work through a list of Customer ID’s and simulate the keyboard and mouse actions of a user keying each Customer ID, then clicking the extend as Vendor action, then clicking Save. 

The GitHib package does not compile in 24R1.

Hi,

Thanks for providing the information above.  I recently had this exact same problem.  Followed the posts provided by hkabiri.  He was correct that the code was obsolete for R2024.  The concept of creating a custom action to extend the Customer to Supplier and trigger via an import scenario was good though - really helped me out.

The below is a R2024 compatible version of the action to extend a customer to a supplier that I put together after reviewing the links provided above.

Pretty short piece of code but it took me a couple of hours to figure out! Maybe of use to others.

Thanks,

John.

Nice one ​@JWS539 
To help others wanting to try this, I’ve transposed the code screenshot into text :)

namespace PX.Objects.AR
{
    public class CustomerMaint_Extension : PXGraphExtension<PX.Objects.AR.CustomerMaint>
    {
        public PXAction<Customer> CustomExtendToVendor;
        [PXButton(CommitChanges = true)]
        [PXUIField(DisplayName = "Custom Extend To Vendor", Enabled = true)]

        protected virtual IEnumerable customExtendToVendor(PXAdapter adapter)
        {
            Vendor vendor = SelectFrom<Vendor>.Where<Vendor.acctCD.IsEqual<@P.AsString>>.View.Select(Base, Base.BAccount.Current.AcctCD);

            if (vendor == null)
            {
                CustomerMaint.ExtendToVendor ext = Base.GetExtension<CustomerMaint.ExtendToVendor>();

                VendorMaint vendorGraph = ext.Extend();

                vendorGraph.BaseLocations.SetValueExt<Location.vPaymentMethodID>(vendorGraph.BaseLocations.Current, "MANUAL");
                vendorGraph.Save.Press();
            }
            else
            throw new PXException((string)"Vendor already exists");

            return adapter.Get();
        }
    }
}

I actually have a pull request open on this repo. The working branch I requested to be merged as been working in our system on 2024R1 for some time.