Integration Mapping window: Fields

 


Field (Fields tab)

Lists all the fields for the selected destination or a collection in the destination.

Name

Displays the names of the additional rule properties that you can specify for some of the rule types in the integration.

Additional rule properties are listed below.

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Category

Property

Description

General

Translation

Allows you to convert an item from a query based on the values in the translation list.

Source Field

The column in the query from which data will be read.

Script Text

Indicates whether VBScript code is associated with the field.

If Null

Indicates how Integration Manager will handle a null (empty) value. A blank value can be used or the current record (document) can be canceled.

Constant Value

The value to use for the item if the Use Constant rule is selected for the field.

String

Case Conversion

Indicates whether characters in a string value will be converted to uppercase or lowercase characters.

Leading Spaces

Indicates whether leading spaces will be removed from a string value.

Trailing Spaces

Indicates whether trailing spaces will be removed from a string value.

String Truncation

Indicates how Integration Manger will handle string values whose lengths exceed the value allowed by the destination field. The string can be truncated at the maximum allowable length or the current record can be canceled.

Numerics

Change Sign

Indicates whether to change the sign associated with the value. If set to True, all positive values will become negative and all negative values will become positive.

Shift Decimal Point

For currency and numeric fields, indicates how the decimal point will be shifted for data read from the source. Positive values shift the decimal to the left. Negative values shift the decimal to the right. The value 0 leaves the decimal position unchanged.

Rounding

If the value has too many digits to fit into the destination, it must be rounded or truncated. Set this property to Round or Truncate to simply round or truncate the value. Set the property to Round with Warning or Truncate with Warning to round or truncate the value and generate a warning for the integration. You can also choose Cancel Document to cancel the record if rounding or truncation is required.

Option (Options tab)

Displays additional options, if there are any additional options available for the selected integration.

Rule (Options tab)

Select a rule to use for each option, if there are any options available for the selected integration. The rules specify how the information in each field will be integrated.

One-to-many child recordsets may have the following options:

Default Non-Imported

A default set of records will be generated for this recordset, but some of them may be overwritten by records mapped to this recordset. For example, if you are integrating to a Payables Transaction and you select the Default Non Imported rule for the Distributions recordset, a default set of distributions will be created based on the business rules in the destination application. Typically this would be a debit to the vendor’s default Purchases account and a credit to the default Accounts Payable account. Mapping a Purchases distribution in this situation will overwrite the default Purchases distribution, but will leave the default Accounts Payable distribution intact.

Empty

No records will be integrated to this recordset. If the destination application contains business logic that typically would populate this recordset with default data, the default logic will be superseded by the Empty Record Source option, and no records will be created in this recordset for this destination.

Use Default

For newly inserted documents, the default values for the recordset will be used, as determined by the business logic of the destination application. When updating existing documents, the default will typically consist of the records that already exist in that recordset.

Use Source Recordset

Creates one recordset in the destination for each record in the associated source recordset.

One-to-one child recordsets may have the following options:

Use Default

This is the same as selecting Use Default as the mapping rule for all fields within that recordset.

When you select an option, the properties for that option will appear in the Rule Properties section of the Integration Mapping window. Use these properties to specify individual options.

Refer to Adapters and Destination Mappings for more information.

Use Field Rules

The mapping rules that appear on the Fields tab of the Integration Mapping window will be applied.

Rule (Fields tab)

Select a rule to use for each field. The rules specify how the information in each field will be integrated.

Use Source Field

The information for the field comes from one of the sources that is part of the integration. After selecting this rule, click in the Source column, and click the lookup button that appears to open the Source Object window and select a field.

Use Constant

A specified value will be used for this field. After selecting this rule, enter a constant value in the Source column. This value will be used for every record that is created or updated when you run the integration.

Use Default

For newly inserted documents, the default or current value for that field will be used, as determined by the business logic of the destination application. When updating existing records, the default value typically will be the value that already exists for the field.

Use System Date

For date fields, the field in the destination will be set to the current system date.

Use Positive Source

For debit fields, positive values will be imported as they are. Negative values will be imported as zero.

The Use Positive Source and Use Negative Source rules allow you to use the same source field for both the debit and credit values of a transaction.


Use Negative Source

For credit fields, negative values will be imported as the corresponding positive value. Positive values will be imported as zero.

The Use Positive Source and Use Negative Source rules allow you to use the same source field for both the debit and credit values of a transaction.


Blank

For some string fields, leaves the field in the destination blank when you run the integration.

Use Script

A VBScript will be used to set the value of the field.

You will need to attach a VBScript that will run to provide the value for the field.


Prompt User

Use this rule to solicit input from a user when the integration runs instead of entering a value in the Integration Mapping window. When you use this rule, you can define the prompt in the Rule Properties section of the Integration Mapping window. If you do not define the prompt, the default prompt for a string field is, "Please enter a value for <name of field>." If the field uses an enumerated data type, the default prompt is, "Select a value for <name of field>", where you can select a value from a list. For fields that use dates, the prompt will include a Calendar view from which you can select a date.

Source (Options tab)

Displays a source object for each option, if there is one.

Source (Fields tab)

Enter or select a source object for each field. The source object describes what type of information is included in the field, such as customer name, address, city, and so on.

Value

Select a value for each of the rule properties listed in the Name field.


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