Schedule export scenarios (SM207035)

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

Also, you can view any errors that have occurred during the process and fix them in the scenarios.

You can roll back the prepared data and the history of processing, if needed.

The window toolbar

Button	Description
Process	Performs the operation that you selected (in the Operation field) for the selected scenarios.
Process all	Performs the operation that you selected for all scenarios in the list.

The top part

In this area, you can select an operation to be executed.

Element	Description
Operation	The operation to be performed for the scenario or scenarios selected in the Scenarios area. Select one of the following options: Prepare and export Prepares and exports the data in one step. Prepare Only prepares the data for export (without exporting it); select this option if the data may require manual editing. Export Exports the already-prepared data. Roll back Rolls back the data prepared for export or removes the prepared data from the Prepared data dialog box and the latest record from the history of scenario processing in the Mapping history dialog box.
Skip headers	A check box that you select to not export the titles of the elements in the window.

The table

The table of scenarios in this area includes the scenarios with the appropriate status for the operation (selected in the Parameters area) to be performed. You can select one export scenario or multiple scenarios for processing.

Button	Description
History	Opens the Mapping history dialog box, which displays the history of operations for the selected scenario.
Prepared data	Opens the Prepared data dialog box, which displays the prepared data for the selected scenario.

Column	Description
Name	The name of the scenario.
Window name	A read-only field showing the screen ID of the Visma Net window used by the scenario.
Provider	A read-only field showing the provider used for export.
Sync type	The type of synchronisation for the export scenario, which is one of the following options: Full; Incremental - all records; or Incremental - new only.
Status	The status of the scenario, which can be one of the following options: Prepared, Exported, or Partially processed.
Number of records	The number of records that have been processed.
Prepared on	The date and time when the data was prepared.
Completed on	The date and time when the data export was completed.

The Mapping history dialog box

Here, you can view the history of data export for the selected scenario. The table in the dialog box has the following columns

Column	Description
Status date	The date when the status last changed.
Status	The status of the data, which is one of the following options: Prepared, Exported, or Partially processed.
Number of records	The number of records that have been processed.
Version	The date and time stamp of the version of the exported file.

The Prepared data dialog box

On the Prepared data dialog box, you can view the prepared data with errors indicated. The dialog box includes the toolbar and the data organised into columns that depend on the mapping of the data exported. The list below describes only the three columns that have information about processing. The table in the dialog box has the following columns.

Column	Description
Active	A check box that indicates (if selected) that the data is active and will be exported.
Processed	A check box that indicates (if selected) that the data in the row was processed.
Error	The error message, if an error has occurred for the data in this row.
Close (button)	Saves the selections and closes the dialog box.

Parent topic:

Integration windows - overview