Mapping M3 BE fields to Mobility Core columns

If you have not logged in yet, the Provide BE Credentials window is displayed. Specify the M3 BE user name and password.

Table

Select the Mobility Core table where you can find the Mobility Core column. The Mobility Core tables relevant to the selected M3 BE table are listed. Most of the time, only one Mobility Core table is listed.

Column

Select the Mobility Core column to be paired with M3 BE field.

Default value

By default, this field shows the value from M3. To assign a new default value instead of the M3 value, specify a new default value.

If new record (Use Today or Default Value)

Select this option if the default field value set will be used. If using the date field, the value is the current date for the new record.

Use Today or Default Value

Select this option if the set default field value is used. If using the date field, the value is the current date for the changes made on the record.

Is Person

The value for this field must be specified in the Contact table. It only applies to the import and update of account records (OCUSMA in M3).

Is Address

The M3 address has four (4) fields. These fields must be added to one field where each line is separated by a carriage return and line feed unicode characters.

Is Account type selection

This field is the placeholder for the field that should be compared with the selected Account Types in Specifying selection settings.

Create for all Languages

If this option is selected, a record is created for each language that exists in the Language table. This applies to Description tables, such as CodeDescription, ProductDescription and others.

Skip for Update

This field is selected if new changes on a record is not reflected. You can only specify this option during Create or Insert operation.

Must exist

The value, usually a foreign key, must exist. The foreign key is not part of the key values from M3, but it must exist in a table or you cannot import a record to Mobility Core.

Combine Date+Time

Select this option when a date field also contains the time portion. For example, the field Activity.StartDate should contain both date and time because you can plan the activity to be performed today at three in the afternoon. Usually, the dates display the time in the database and the date part is used. When looking at the database, keep in mind that in the date and time is in UTC.

Is Unique

The value of the field with this property can only exist once. This field is usually a key-field in M3.

Is Combined Unique

The values of the fields marked with this property can exist together only once. Together, they are the unique key in M3.

Is Self Referring

The field marked with this property contains a value from the same table, such as the Payer field in Account. The field could contain another AccountID.

Get Owner/Org Unit from start page

The field marked with this property must contain the CRMUserID for the User set as the owner on this transaction. If you need to specify the Organisation unit, it should be retrieved from this user.

Is Account status selection

This is the placeholder for the field that is compared to the selected Account status from- and to- values in Specifying code group settings.

Match Code Group selection

This field (CTSTCO) is from the Event from CSYTAB (this only applies to Codes). This field should only be specified in the database if it matches the Code Groups specified in Specifying code group settings.

Match with default value

If the field value is the same value that is specified in Default value, then this record is added to the Mobility Core database.

Combine to Parent PK

Select this option when mapping Header and Lines. You need to know which fields that are unique keys in M3 for the header record so that you can use these to check in the header table for that record. For Sales quotes that are the QuoteNumber in the Header record, and the QuoteNumber, Line number and Line suffix for the Line record.

Is Foreign Key

The value of this field must exist in another table. The table and field to search in is specified in the drop-down boxes shown when the check box is selected.