Question & Answer
Question
How can I use Application Export and Import for the Chart of Accounts application?
Cause
The primary object passed to the Maximo Integration Framework for Chart of Accounts is ORGANIZATION.
You will see this sql statement in the log.
select * from maxintobjapp
where app = ''CHRTACCT'' and primaryobject= ''ORGANIZATION'' and usewith= ''APPIMPORT''
Answer
To export:
Create a new Object Structure with Organization as the parent and Chartofaccounts as the child.
Use relationship = CHARTOFACCOUNTS
You will now be able to export selected chartofaccounts records by Organization, using the Application Export button on the menu toolbar.
To import:
Using Application Designer, add Import button on Chart of Accounts screen to allow import of Chartofaccounts data.
1. go to System Configuration > Platform Configuration > Application Designer
2. query CHRTACCT
3. click on Workspace tab
4. click on Export Application Definition button on menu bar
5. save xml -- this is your backup
6. click on Buttongroup at bottom of layout
7. click on Control palette button on menu bar
8. drag Pushbutton icon to Buttongroup
9. close Control palette
10. click on pushbutton
11. click on Control Properties on menu bar
12. enter properties:
General tab:
LABEL=App Import
EVENT=IFIMPORT
Advanced tab:
Signature option=IFIMPORT
13. close Properties
14. click on Save
You will now be able to import glaccounts using the MXCOA object structure.
Note: Make sure you use action=AddChange on import, or all records for the Org will be replaced! Expand the Import Configuration window in the Application Import dialog box and set the action.. Or set the default action using Go To > System Configuration > Platform Configuration > System Properties and set property, mxe.int.defaultaction
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Document Information
Modified date:
17 June 2018
UID
swg21648359