Initial Load

The initial load functionality is used to send the first instance of an M3 BE dataset to an external application using BODs that are consumed and processed in Infor ION.

This document describes how to set up and execute this initial load.

Limitations

  • A maximum of 10 selection fields from the primary table can be included in the initial load data.
  • It is not possible to use a key field as a selection field.
  • Data from related tables is not included in the initial load data. These are only used to refine the selection criteria defined for the primary table.

Set up the initial load

  1. Open 'Initial Load. Open' (EVS006).
  2. Specify this information:
    1. Primary table from which data should be sent.
    2. Required fields from the primary table, up to a maximum of 10 fields.
    3. BOD noun.
    4. BOD variant.
    5. BOD sequence number.
  3. Optionally specify if related tables should be used in the selection, up to a maximum of 3 related tables.
    1. If related tables are included, specify the required fields. Note that data from the related tables is not included in the initial load dataset. Related tables are only used to refine the selection criteria defined for the primary table.

Execute the initial load

  1. To execute the initial load immediately after setting up in (EVS006), select related option 11='Run' to open 'Initial load Job. Open' (EVS007). The tables and fields for the BOD noun specified in (EVS006) are then listed.
  2. Specify whether the BOD verb is 'Show' or 'Sync'. If 'Show' is specified, a logical ID must be specified to identify the receiver of the BOD.
  3. Specify the filter criteria for the pre-selected tables and fields using these options:
    • Blank value = only a record containing a blank value for the field will be included.
    • Specific values = a specific value or a comma separated list can be added. Records containing any of the specified values for the field will be included.
    • Range = any records within the range for the field will be included.
    • Ignored = the field is not included.
  4. Click submit to execute the load.

Execute using an existing BOD

  1. Open (EVS006).
  2. Select the required BOD noun from the list displayed and choose related option 11='Run' to open (EVS007).
  3. Verify that the selection criteria listed satisfies requirements.
  4. Click Submit to execute the load.

View initial load history

Status and run details for initial loads already executed can be viewed by selecting related option 12='History' in (EVS006). Information such as number of records processed, start time, end time and selection criteria used is displayed.

Related topics