Export BO.Child then IMPORT to BO2.child

tonyjamero

I have a BO (BO1) with child attributes (CH1). I am then creating a different BO (BO2) and I would like to import the child attribute from an existing the BO1 to this new BO2. Is this even possible?

Its like as follows:

Quote (BO1)

Quote#
Items

Items (child of both BO1 and BO2)

ItemSKU
Desc

Invoice (BO2)

Inv#
-Items

So when I create a new Invoice, I would like to PICK from existing Quote, and then INSERT or DUPLICATE the Items from the selected Quote to this new Invoice.

Any pointers is greatly appreciated

tonyjamero

OK I found another post in this forum suggesting EXPORT the Item to a file 'c:/item.csv' from a Quote, and then IMPORT the file into Invoice.Item after creating an Invoice.

So far I am able to export the Quote.Items to a file. But I have having problems importing it into this new Invoice and I think because the attribute headers don't match.

Am I on the right track on solving this problem or is there a better way.

aware_support

Use the DUPLICATE action instead of export/import. This action allows you to duplicate lists - from one object to the other.

tonyjamero

i am doing something wrong. i tried the duplicate and i get an error "invalid attribute path"

The structure of my BOs are as follows:

Quote
-QuoteLine
-Item

Invoice
-InvoiceLine
-Item

So the Quote/Quoteline are different from the Invoice/Invoiceline but they share the same Item BO. What I am trying to do is to create a new invoice and then using a process PICK from an existing Quote and copy the Items from the Quote to this new Invoice I am creating.

tonyjamero

While editing the newly created Invoice, I click on a Process that does the following

PICK from 'Display Quotes'
FIND QuoteLine where QuoteLine.QuoteNum=ThisQuote.QuoteNum

At this point, I can export to file or display the results of the Find which has the list of Item.SKU and Item.Qty

tford

From the User Guide:

Multiple references can be duplicated using the following syntax:

DUPLICATE ThisPerson.Accounts TO ThatPerson.Accounts

The above action will duplicate each instance of the Account object stored in the ThisPerson.Accounts attribute and insert the duplicated instances into
ThatPerson.Accounts.

tonyjamero

yeah, that is one of the first thing it tried but i get an invalid attribute path error

tford

Are you talking about an error message you receive when trying to build the rule? I get the message you are talking about when building the rule if I don't use This or That prefix.

tonyjamero

I think I am getting close to figuring this out. I went back to the DUPLICATE statement and did some revision. I now dont have the invalid attribute error message. But it got replaced by a different error "Attribute InvoiceNumber not found in QuoteLine".

PICK FROM QuoteQuery
DUPLICATE Quote.QuoteLine TO ThisInvoice.InvoiceLine

Which makes sense since Quote I am selecting has nothing to do with any Invoice. I am just selecting a Quote so I can copy its line items to this Invoice I just created.

tonyjamero

so my question is how do you duplicate the items from a quote to this invoice you are creating/editing at the same time add the current invoicenumber ? can you

pick from qoutequery
duplicate quote.quoteitem to thisinvoice.invoiceitem
duplicate/insert thisinvoice.invoicenum to invoiceitem.invoicenum