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File Synchronization from the Export Scenario's Data Provider

  • 7 February 2024
  • 6 replies
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kdavis45
Semi-Pro I
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One of our clients is in the process of automating their ACH batches to auto-sync to the bank’s SFTP site.

I have the file sync settings saved in the data provider, but it isn’t being added as new ACH batches are generated. Is there an automated way to do this without customization and/or a business event/import scenario?

I’ve attached both the export scenario and data provider for reference. Thank you in advance!

Best answer by kdavis45

Update: I created a business event to auto-update the file sync setting and it’s working successfully. I was hoping that the data provider would automatically pass those settings along, but this solution covers what the client needs.

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6 replies

kdavis45
Semi-Pro I
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  • Author
  • Semi-Pro I
  • 41 replies
  • Answer
  • April 22, 2024

Update: I created a business event to auto-update the file sync setting and it’s working successfully. I was hoping that the data provider would automatically pass those settings along, but this solution covers what the client needs.


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2546 replies
  • April 22, 2024

Thank you for sharing your solution with the community @kdavis45!


  • Freshman I
  • 4 replies
  • October 2, 2024

Hi Kristen,

So happy to find this as I’m attempting the same.

Do mind sharing how you did the business event?
I would really appreciate it!

 

Thank you.

 

Wendy Pratley

 


kdavis45
Semi-Pro I
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  • Author
  • Semi-Pro I
  • 41 replies
  • November 21, 2024

@Wpratley7 

This particular client needed cash account-specific SFTP links, so I setup several layers:

  1. We added remittance settings to the ACH payment method so the client can easily manage cash account-specific settings. (This is where I added the SFTP link.)
  2. I created a GI that combined the UploadFileWithIDSelector to CashAccount, then CashAccount to CashAccountPaymentMethodDetail to get the SFTP link specific to each file.
    1. This GI is conditioned to show files created from the AP305000 screen, created within the past week, and an empty last exported date.
  3. I created an import scenario to fill out the synchronization settings using a combination of the above GI and hard-coded values based on the client’s requirements.
  4. We combined it all via business event. Every business day, the business event runs the import scenario for all records in the GI.
    1. This runs on a schedule, but could theoretically also run when a record is added.

Here’s a quick reference to the import scenario:

 


  • Freshman I
  • 4 replies
  • November 22, 2024

Hi Kristen,

 

Thank you so much!

This is very helpful.

I really appreciate it.

Hope I can make it work! 

 

Thank you.

 

Wendy


  • Freshman I
  • 4 replies
  • November 26, 2024

Hi Kristen,

 

This worked like a charm!

 

Thank you for your assistance.

 

I truly appreciate it.

 

Thank you.


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