Configuring scenario mapping
For more information: Manage import scenarios (SM206025), Manage export scenarios (SM207025).
You use similar principles when configuring the mapping of either type of scenario.
In this chapter, you can find the main ideas that apply to scenario mapping. Most of the ideas are described in examples of import scenarios. However, you can configure the mapping of an export scenario similarly. The topics of this chapter also describe information that is specific to mappings of export scenarios.
Section Content
Configuring scenario mapping
You perform the mapping of an import scenario on the Mapping tab of the Manage import scenarios (SM206025) window, and you perform the mapping of an export scenario on the Mapping tab of the Manage export scenarios (SM207025) window.
General recommendations and limitations of data import
In this topic, you will find general recommendations for data import, including its limitations.
Types of target fields in import scenarios
You perform mapping of an import scenario in the Mapping tab of the Manage import scenarios (SM206025) window.
Fields with commit in import and export scenarios
There are two types of fields in Visma Net windows: fields with commit, and fields without commit.
Service commands in Import and export scenarios
For key fields and the first field that has a commit among the fields of a detail table, the system adds service commands on the Mapping tab of the scenario you are creating in the Manage import scenarios (SM206025) window or the Manage export scenarios (SM207025) window.
Pop-up dialog boxes in import scenarios
When you update specific fields in some windows under certain circumstances, the system displays pop-up dialog boxes where you need to specify an answer (by clicking a button) to a question in order to proceed.
Actions in import scenarios
As you perform mapping for an import scenario in the Manage import scenarios (SM206025) window, when you need to reflect a button being clicked in a window (such as Save, Delete, or Release to perform one of these actions on a document), you should use the corresponding action.
Key fields and search in import scenarios
In the mapping of an import scenario, you have to map the key fields first, mapping the target key fields in the system to the source key fields.
Export of all records: use of every
If you want to export every record of a specific type, on the Mapping tab of the Manage export scenarios (SM207025) window, you map the key field to the =Every system action.
Data modification during export: use of commit and actions
You can change the values of some fields or apply an action to a record during export.
Multi-language fields in import and export scenarios
For some text boxes in Visma Net windows, users can type values in multiple languages if multiple locales are configured in Visma Net.
Formulas in the mapping
If you need to convert data into a different format during data import or export, you can map an internal field to a formula.
Operators
Operators are used in formulas that you create in the Formula editor dialog box, which is called from the Manage import scenarios (SM206025) or Manage export scenarios (SM207025) windows.
Functions
Functions are used in formulas that you create on the Formula editor dialog box, which you can invoke from the Manage import scenarios (SM206025) or Manage export scenarios (SM207025) windows.