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Import Scenario Save at Header Level instead of Detail Lines

  • March 20, 2024
  • 3 replies
  • 114 views

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I am updating Queue times on Released Production Orders that have approximately 10 operations each.  My import scenario is putting the order On Hold, finding the operation ID (@@), updating the Queue time, and removing the Hold.  It does this for all 10 lines on every order.

Is there a way I can set the import scenario to put the order on Hold, update all the lines, then remove the hold?  Instead of Hold-update-RemoveHold 10 times?

Best answer by TatianaDavydova

Hi @danielklumpp!
Which version are you using? Starting with 2023R2, the import scenario mapping has the “Execute Action” column. In this column, you can select when a particular action should be executed: for each detail line, only for first detail line, or only for last detail line. This can be useful when you put documents on hold and remove them from hold. You can see the description here: https://help.acumatica.com/?ScreenId=ShowWiki&pageid=7a8cb982-bcf7-4260-9e3f-0bb934509a07. Also, there is an example of using this setting in the Integration Scenarios course https://openuni.acumatica.com/courses/reporting/i100-integration-scenarios/.
Hope this helps :)

3 replies

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  • Author
  • Varsity I
  • March 20, 2024

 


  • Acumatica Moderator
  • Answer
  • April 24, 2024

Hi @danielklumpp!
Which version are you using? Starting with 2023R2, the import scenario mapping has the “Execute Action” column. In this column, you can select when a particular action should be executed: for each detail line, only for first detail line, or only for last detail line. This can be useful when you put documents on hold and remove them from hold. You can see the description here: https://help.acumatica.com/?ScreenId=ShowWiki&pageid=7a8cb982-bcf7-4260-9e3f-0bb934509a07. Also, there is an example of using this setting in the Integration Scenarios course https://openuni.acumatica.com/courses/reporting/i100-integration-scenarios/.
Hope this helps :)


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  • Author
  • Varsity I
  • April 24, 2024

This is exactly what I was looking for.  Thank you so much!