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Questions Import Scenario: Using Master Detail Record in Detail insert

 
Everything Else
Last Post by Rob Van Winkle 2 years ago
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Rob Van Winkle
Posts: 2
 Rob Van Winkle
Topic starter
April 18, 2024 11:36 am
(@mrice)
Active Member
Joined: 2 years ago

So I've been working on this pretty sweet import scenario that imports Customer Part Numbers to the Cross-Reference tab of the Stock Items screen, but its not working.

On the Stock Item screen, we added UsrUPC which is just another instance of the UPC as we sell it. (wasn't my idea..)

The file imports the Customer Number, Customer SKU, description and Customer UPC.

Ideally, I want it to take the Description and UPC from the file, but if that is blank then use Item.Descr and Item.UsrUPC from the master record. Neither of them are working, so at this point I will be happy just to see it copy the Master record data but that doesn't even work. No matter what the Cross-Reference Description and UPC are blank.

The formulas I've tried in Cross-Reference -> Description and UPC were

=IIf([Description] = '', [Item.Descr], [Description])

and

=ISNull([UPC], [Item.UsrUPC])

 

Here is a screenshot of the rules, I'm really busy tho I need to get down to Rex's dojo to start my cage fighting classes

image

Dianne A reacted
Topic Tags
Import Scenario
1 Reply
Rob Van Winkle
Posts: 2
 Rob Van Winkle
Topic starter
April 22, 2024 2:11 pm
(@mrice)
Active Member
Joined: 2 years ago

So according to the documentation, you can't use Summary fields to populate Detail records. You can only use them as Keys to identify a row to update at the Detail level

 

image

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Tim Rodman reacted
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