Using Writeback output parameters

Overview

The Velixo writeback features allow you to send data from Excel to your ERP system.

The Universal Writeback (Generic Writeback in Velixo Classic) feature provides you with the ability to send data to any ERP screen for which there is an active, pre-defined Import Scenario.

There are times when it would be convenient to be able to gather and use certain pieces of data that were automatically generated by the ERP system during the writeback process.

This can be accomplished with the WRITEBACK function's Output arguments.

Acumatica Example

Performing the Writeback

Let's consider that we are performing a Writeback to Acumatica's Bills and Adjustments page (screen AP301000) using an Import Scenario named Velixo Import Bill.

Here is a simple Writeback worksheet with the information we want to send to Acumatica and the WRITEBACK function to accomplish that:

Writeback worksheet with Vendor, Vendor Reference, Amount, and attachment path columns, including the WRITEBACK function

We will be sending data for the Vendor, Vendor Reference, and Amount fields, and attaching a file to the record.

By clicking on Perform Writeback...

Perform Writeback button on the Velixo ribbon

... the data will be sent to Acumatica:

The Bills and Adjustments page in Acumatica showing the new bill created via writeback, with all entered data and attached file

However, there is nothing in our report that tells us the Reference Nbr that was established for this record.

We would have to log in to Acumatica, navigate to the Bills and Adjustments screen and find our new transaction. There, we would see that this transaction has Reference Nbr. 002173:

The Bills and Adjustments page in Acumatica showing the newly created transaction with Reference Nbr 002173

Displaying Output Information

Let's look at how we can automatically bring that information into our report.

We start by adding a space to hold our new information:

Excel writeback worksheet with an empty cell in row 10 highlighted to show where the output Reference Nbr will be placed

Next, we need to update our WRITEBACK function by specifying that we want to retrieve data from the resulting transaction and to place it in that highlighted cell.

The internal name of that field is RefNbr...

The Acumatica Bills and Adjustments screen showing the RefNbr field name used in the WRITEBACK output parameter

... and we are going to use that name prefaced with the $ symbol to tell the WRITEBACK function that the new information is being brought in *from* Acumatica rather than being sent to Acumatica.

Here we have added $RefNbr to our field list and we have added a reference to cell C10 (the highlighted cell):

This directs the Writeback feature - once the Writeback has been accomplished - to retrieve the value for the RefNbr field and place it in cell C10.

Results

Now when we perform the writeback, we get the required information in our report:

The Excel writeback worksheet after completion, showing Reference Nbr 002173 automatically populated in cell C10