Target objects and fields in import scenarios

When you are performing mapping on the Mapping tab of the Manage import scenarios (SM206025) window, you have to select the target object and field.

For more information: Manage import scenarios (SM206025).

The target objects and fields

In the Target objectcolumn, you have to select the object of the Visma Net window into which you want to insert the value. The object names that appear in this drop-down field are the names of the UI elements that you see in the window. Custom UI elements that you add to the system by means of customisation are also available for mapping in the same way as the original ones.

For example, to be able to select the Statement cycle ID field that is located in the Financial settings group on the General info tab of the Customers (AR303000) window, you would select General info -> Financial settings as the target object for mapping.

Each field or action on a Visma Net window (such as a text box, combo box, table column, or button) is associated with a particular target object and becomes available for selection in the Field/action name column once you select the target object in the Target object column. The field name has the same name as the corresponding field in the window, such as Statement cycle ID.

If you are not sure that you have selected the field name correctly, you can check it as follows:

  1. On the Mapping tab of the Manage import scenarios (SM206025) window, add the Native field/Action name column to the mapping table. (You can change the list of columns that are displayed in the mapping table in the Columns configuration dialog box, which opens if you click the header icon of the first column in the mapping table.) In the Native field/Action name column, you can see the internal name of the target field.
  2. In the title bar of the target Visma Net window, click Customisation > Inspect element and click the target element in the window. In the Element properties dialog box, which opens, check that the value of the Data field element is equal to the value in the Native field/Action name column in the mapping table in the Manage import scenarios (SM206025) window.

Multiple objects support the functionality of each Visma Net window: a summary object, detail objects, and related objects. These types of objects are described in the following sections.

The summary object

The summary object is the main object in the window; it contains the keys that identify the record in the system.

You can use the fields of the summary object to do the following:

  • Set the values of the corresponding fields in the window.
  • Search for a record in the system. That is, you can create custom keys from these fields to search for a particular record. For example: You can find a needed customer record in the system by using the value of the Customer name field in the Customers (AR303000) window.
  • Filter imported records by these fields by using target restrictions. For example: You can select for processing only the customer records that have the Inactive status in the Status field in the Customers (AR303000) window.

Generally, you can identify the fields that belong to the summary object in the window as the fields of the top part of the window. More precisely, these are the data fields of the data access class (DAC) underlying the summary object. To use the summary object in scenario mapping, select the first object in the Target object drop-down field on the Mapping tab of the Manage import scenarios (SM206025) window.

For example: The summary object in the Customers (AR303000) window is Customer summary. It includes the key Customer no. field.

The summary object in the Sales invoices (AR301000) window is Invoice summary. It includes two key fields: Type and Reference no.

The detail objects

Detail objects correspond to the tabs that include lists of detail records. The fields of a detail object correspond to the columns of the detail tab.

You can use the fields of the detail object to do the following:

  • Set the values of corresponding fields of a detail line.
  • Search for a detail line in the document. That is, you can create custom keys from these fields to search for a particular detail line in the document. For example: In the Sales invoices (AR301000) window, you can find a needed detail line of a sales invoice by using the value in the Transaction descr. column.

To use the detail object in the scenario mapping, in the Target object column in the Mapping tab of the Manage import scenarios (SM206025) window, select the object with the same name as the name of the detail tab.

For example, Customers (AR303000) window has the Contacts tab, shown in the following screenshot, which includes a list of contacts. The corresponding detail object has the Contacts name.

In the Sales invoices (AR301000) window, the Document details object contains a list of invoice lines.

Related objects support the functionality of other tabs and groups of fields in the window.

You can use the fields of these objects only to set the values of the corresponding fields in the window. You cannot use the fields of these objects to search for records by using customer keys or to filter imported records by using target restrictions. For example: In the Customers (AR303000) window, you cannot search for the needed customer record by using the value of the Email field of the Main contact group of the General info tab as a custom key, and you cannot filter records by using the Country field of the Main address group of the General settings tab by using target restrictions.

To use a related object in the scenario mapping, in the Target object column in the Mapping tab of the Manage import scenarios (SM206025) window, select the object with the name of corresponding tab or group of fields in the window. The related objects that correspond to tabs in the window have the names of the tabs. The related objects that correspond to groups of fields in the window have names in one of the following formats: Summary name -> Group of fields name or Tab name -> Group of fields name.

For example, in the Customers (AR303000) window, the Main contact and Main address groups of elements on the General settings tab are represented by related objects.

These objects are listed in the Target object column as General info -> Main contact and General info -> Main address.

Last modified February 19, 2026