Platform: Ability to Execute Actions for Specific Lines in Import Scenarios

In MYOB Acumatica 2024.1.1, during the mapping of an import scenario, a user can specify the rows of the imported file for which the actions should be executed.

Types of Action Execution

When a user imports documents with detail lines (for example, invoices and shipments), the system executes all instructions in the mapping of the scenario, including actions, for each detail line of each document.

In most cases, certain actions should be executed only once for a document. Suppose that the user wants to update existing invoices by importing prices from a file. During the import, for each of the invoices, the system should put the invoice on hold, update its detail lines by using the data from the file, and then remove the invoice from hold.

Another example is the approval of documents with detail lines. When the system imports these documents, it should invoke the Approve command (and the underlying action) only after all the detail lines of a document have been imported. Therefore, the system should import a document, import all its detail lines, remove it from hold (once), and then invoke the Approve command (also once). The system cannot approve the document after each line has been imported, because once the document has been approved, it is not possible to add new detail lines to it.

To ensure that the documents are processed correctly, the user can now specify how the system should execute a particular action by using the new Execute Action column on the Mapping tab of the Import Scenarios (SM206025) form. The following options are available:

For Each Record
Once, for First Detail Line
Once, for Last Detail Line

The following screenshot shows the mapping of a scenario that import accounts receivable invoices. The instructions in the mapping indicate that the system should perform the actions as follows:

<Action: Cancel> (system action): For every row in the file—that is, for each detail line of each invoice (see Item 1 in the screenshot)
<Action: Hold> (PutOnHold): For only the first detail line of each invoice (Item 2)
<Action: Remove Hold> (ReleaseFromHold): For only the last detail line of each invoice (Item 3)

Figure 1. The mapping with the types of action execution

By default, the value in the Execute Action column is For Each Record. (This was the system behavior in MYOB Acumatica 2023 R1 and earlier versions.)