Schedule export scenarios (SM207035)

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

You can use this window to prepare data for export and to export the data for the export scenarios that you select. 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.

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.

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 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.

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.

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