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  • 1.  VI Export with Customer and SO data

    Posted 10-04-2020 19:16
    I am trying to create a VI export using AR_Customer, SO Header and SO Detail. I can't get these 3 in one VI. If I select SO Header as the main file, SO Detail is not linked. If I select SO Detail as the main file AR_Customer is not linked, and if I select AR_Customer as the main file, SO_Detail is not linked. I tried to use the "Links" in VI but I don't think I know what I'm doing. Is there any way to get these three in one VI export? Crystal and ODBC is not really an option in this case. TIA

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    Kenny Daniel
    TechnoClarity, Inc.
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  • 2.  RE: VI Export with Customer and SO data

    Posted 10-05-2020 02:32
      |   view attached
    The table you select initially determines which predefined links you can use in the export. If you select SO Header as the "Table Name" initially, then on the "Data" tab you will have both SO Detail and AR Customer tables below SO Header in the "Available Fields" area. However, If you had selected SO Detail as the initial table, then SO Header would have been available, but AR Customer would not. If the tables you would like to link are not shown in the "Available Fields" area, then the "Link" button on the "Configuration" tab can be used to define other table relationships.

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    Dan Burleson
    Software Consultant
    Connex Software
    Corvallis OR
    541-224-6642
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  • 3.  RE: VI Export with Customer and SO data

    Posted 10-05-2020 09:49
    Thank you @Dan Burleson. I might be doing something wrong but when I select ​SO Header initially, AR Customer is there but not SO Detail. I tried it on my Sage install as well as the customer's thinking it might be because they have some third-party add-ons. But it's the same on both. I can't get all 3 files together. Maybe I need to play with the Linking.

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    Kenny Daniel
    TechnoClarity, Inc.
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    Original Message


  • 4.  RE: VI Export with Customer and SO data

    Posted 10-05-2020 11:24
    You might consider "chained" imports, the first one to bring in customers, then another for the Sales Orders.
    See the "Chain To" field to the right of Password on the Job Configuration screen.

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    Lee Graham
    Friendly Systems, Inc.
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  • 5.  RE: VI Export with Customer and SO data

    Posted 10-05-2020 11:48
    What about a BOI button script?  I've always found VI exports to be frustrating and overly complicated to configure.

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 6.  RE: VI Export with Customer and SO data

    Posted 10-05-2020 14:00
    Other non-programming solutions that can link multiple tables include Excel with either Power Query or Microsoft Query, both work in an '.XLSX' file; macros not required.

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    Dan Burleson
    Software Consultant
    Connex Software
    Corvallis OR
    541-224-6642
    ------------------------------

    Original Message


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