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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: in-out

How do I take manual appointments of interfaces in In Out?

With this
note
, you can manually
enter information
 into any table associated with
In Out
 input interfaces, replacing the use of text files (TXT), ODBC (Open Database Connectivity) connections, or other sources of information. This functionality is primarily used in incoming interface testing and the unavailability of external systems (or ERPs) that send information to
In Out
 directly.
tip
What’s changed: click on the video below to see what’s new with this functionality.

Adding an interface manual appointment

  1. Access the menu
    Interfaces > Manual Interface Appointment
    .
  2. On the
    Manual Interface Note
     screen, select the
    input interface
     and
    table
    where the notes will be taken.
    Only interfaces that have scheduled or suspended schedules are displayed in the
    Interface
     field.
  3. Click
    Filter
    .
  4. Click
    Add
     .
  5. In the right side tab, make the necessary notes in the fields of the selected table.
  6. Click
    Save
    .
    Repeat this step by step to make the notes on each of the input tables of the desired interface.
The interface, with the updated tables, can now be run on the
Data Imports/Exports
 screen. After a successful execution, the manually specified data will be available in the target system.
By file import
It is also possible to manually take notes of the interface by importing a file. To do this, simply click the
Import
 button, drag or select an Excel file and save the operation.
Imported notes will be automatically displayed in the table on the
Manual Interface Note
 screen (for continued operation).
important
Importing the Excel file will stop if the first row of the first column is blank, but the order of the columns can be changed. It is also important to remember that you cannot upload a file whose column names do not match the selected input table structure.

Editing an interface manual appointment

  1. Access the menu
    Interfaces > Manual Interface Appointment
    .
  2. On the
    Manual Interface Note
     screen, select the
    input interface
     and
    table
    whose notes you want to change.
    Only interfaces that have scheduled or suspended schedules are displayed in the
    Interface
     field.
  3. Click
    Filter
    .
  4. In the table, click the
    Edit
     button for the note to be updated.
  5. In the edit tab, make the necessary changes.
  6. Click
    Save
    .
The interface, with the updated tables, can now be run on the
Data Imports/Exports
 screen. After a successful execution, the manually specified data will be available in the target system.
tip
To create a copy or delete a record of a note, click the
Duplicate
 or
Delete
 button, respectively, for the item. To delete in bulk, click the
Delete
 button on the table toolbar.

Exporting an interface manual appointment

  1. Access the menu
    Interfaces > Manual Interface Appointment
    .
  2. On
    the Manual Interface Note
     screen, select the
    input interface
     and
    table
    whose notes you want to export.
    Only interfaces that have scheduled or suspended schedules are displayed in the
    Interface
     field.
  3. Click
    Filter
    .
  4. Check the items whose fields you want to export.
    To export data from all rows in the table, this marking is not required.
  5. Click
    Export
     .
An Excel file will be generated with the fields of the items marked, for example:
tip
The structure of the generated file can be used to prepare new manual notes. For more information, see the
Adding a manual interface note
 section.

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