MAS 90: Importing with Header Data in One File and Line Data in Another

Visual Integrator lets you import Data Entry files when you have the Header data in one source file and the Line data in another, such as if you were importing into the Sales Order Entry files using SO.ORDER, and your address and customer information for the orders was in one file, while the items and other line information was in another.

To determine whether a field is in the Header or the Lines you can:

�         Print the Data Dictionary listing from Visual Integrator.

�         Check the Field Type column.

You will need to create an import job for each source file. The Lines source file will need the sales order number included for each record.

Your first import would be of the Header data:

�         Make sure that the Header Information Included in Detail Line checkbox on the Configuration tab is unchecked. This will provide you with the Header Record record type on the Records tab.

�         Set up this record type and remove the default Line record types.

�         Only include Header data fields on your Data tab.

�         Run this job first to create the Header records in SO1.

The second half is the job for the Lines.

�         This time, include the Line fields that you will be importing but do not include the header fields, except for the Sales Order number (the key field in SO1).

�         On the Configuration tab, check Header Information Included in Detail Line.

�         On the Records tab, set up the appropriate Line record types.

�         During this import, VI will use the Sales Order number to associate the Lines with the correct Header.