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Forum to discuss general SalesLogix import and data migration topics. View the code of conduct for posting guidelines.
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Need Help With Updating/Inserting Addresses into SLX using Scribe
Posted: 29 Sep 08 11:58 AM
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We are on SLX 6.1 and I am trying to update/insert accounts using Scribe. I am using the address virtual fields on the account and contact records, but I also need to store the postal code extension in the "Routing" field on the address record, which is not a virtual field. I have added 2 steps to update/insert 2 Address records (1 for Acct and 1 for Contact) to handle setting the Routing field. When I run the DTS, the addresses are inserted correctly for new accts, but for existing accounts no updates are being done for the address fields. I have looked at the Scribe help files, but I cannot find any info to explain how the address virtual fields and the address table works. Can anyone explain this to me?  |
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Re: Need Help With Updating/Inserting Addresses into SLX using Scribe
Posted: 29 Sep 08 1:42 PM
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Hi Barb,
What I have done in the past, because of a bug with the Scribe virtual fields, is to use the VFs for inserts only. So, I have an Update step first that falls into an address update step (where you could update the Routing field). On the "Fail" of the Update, I have an Account insert step.
Does that make sense?
Stephen
www.slxmaster.com
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Re: Need Help With Updating/Inserting Addresses into SLX using Scribe
Posted: 29 Sep 08 1:54 PM
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Hi Stephen,
I'm new with Scribe, so I'm not sure I understand. I am trying to update Accts, Contacts and associated Addresses. If the acct does not exist, I want to insert the acct, contact and addresses. I am using Update/Insert steps to do this. What is the bug that you mention regarding the virtual fields? I am moving values to them, but I 'm confused as to when the address virtual fields on the acct and contact tables are used, and when an address record is updated or inserted. Could you tell me what the rules are regarding the address table and the address virtual fields?
Barb |
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Re: Need Help With Updating/Inserting Addresses into SLX using Scribe
Posted: 29 Sep 08 2:38 PM
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Hi Barb,
The VFs basically encapsulate a link via either the Primary address or the Shipping address. It saves you a step when writing to them.
The bug I wrote about caused the system to perform an update even if you have the "check for changes" option on when using the VFs.
What I am suggesting (and I don't have Scribe open to give you exact steps) is to have two main steps - an Update and an Insert. The Update runs first. You set its "Success" path to continue on to the Contact/Address update. The "Fail" step is to run the Insert step and then that has its own sub-steps.
Scribe is very powerful and I recommend that you get the online training. There is plenty of documentation that you can spend some time reading too.
Hope this is useful.
Stephen
www.slxmaster.com
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