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Epicor Kinetic Update activity

Introduction

An Epicor Kinetic Update activity, using its Epicor Kinetic connection, updates data in Epicor Kinetic and is intended to be used as a target to consume data in an operation.

Create an Epicor Kinetic Update activity

An instance of an Epicor Kinetic Update activity is created from an Epicor Kinetic connection using its Update activity type.

To create an instance of an activity, drag the activity type to the design canvas or copy the activity type and paste it on the design canvas. For details, see Create an activity instance in Component reuse.

An existing Epicor Kinetic Update activity can be edited from these locations:

Configure an Epicor Kinetic Update activity

Follow these steps to configure an Epicor Kinetic Update activity:

Step 1: Enter a name and select a service

In this step, provide a name for the activity and select a service. Each user interface element of this step is described below.

Epicor Kinetic Update activity configuration step 1

  • Name: Enter a name to identify the activity. The name must be unique for each Epicor Kinetic Update activity and must not contain forward slashes / or colons :.

  • Select a Service: This section displays services available in the Epicor Kinetic endpoint.

    • Selected Epicor Kinetic Service: After a service is selected, it is listed here.

    • Search: Enter any column's value into the search box to filter the list of services. The search is not case-sensitive. If services are already displayed within the table, the table results are filtered in real time with each keystroke. To reload services from the endpoint when searching, enter search criteria and then refresh, as described below.

    • Refresh: Click the refresh icon or the word Refresh to reload services from the Epicor Kinetic endpoint. This may be useful if services have been added to Epicor Kinetic. This action refreshes all metadata used to build the table of services displayed in the configuration.

    • Selecting a service: Within the table, click anywhere on a row to select a service. Only one service can be selected. The information available for each service is fetched from the Epicor Kinetic endpoint:

      • Name: The name of the service.

      • Type: The type of the service.

      • Object Description: The object description of the service.

    Tip

    If the table does not populate with available services, the Epicor Kinetic connection may not be successful. Ensure you are connected by reopening the connection and retesting the credentials.

  • Optional settings: Click to expand additional optional settings:

    • Continue on error: Select to continue the activity execution if an error is encountered for a dataset in a batch request. If any errors are encountered, they are written to the operation log.

    • Send blank values to Epicor: When selected, any null/empty values in the data schema's fields are included in request payloads. When unselected (default), any null/empty values in the data schema's fields are excluded from request payloads.

  • Save & Exit: If enabled, click to save the configuration for this step and close the activity configuration.

  • Next: Click to temporarily store the configuration for this step and continue to the next step. The configuration will not be saved until you click the Finished button on the last step.

  • Discard Changes: After making changes, click to close the configuration without saving changes made to any step. A message asks you to confirm that you want to discard changes.

Step 2: Select an operation

In this step, select an operation. Each user interface element of this step is described below.

Epicor Kinetic Update activity configuration step 2

  • Select an Operation: This section displays operations available in the Epicor Kinetic endpoint.

    • Selected Epicor Kinetic Service: The service selected in the previous step is listed here.

    • Selected Epicor Kinetic Operation: After an operation is selected, it is listed here.

    • Search: Enter any column's value into the search box to filter the list of operations. The search is not case-sensitive. If operations are already displayed within the table, the table results are filtered in real time with each keystroke. To reload operations from the endpoint when searching, enter search criteria and then refresh, as described below.

    • Refresh: Click the refresh icon or the word Refresh to reload operations from the Epicor Kinetic endpoint. This may be useful if operations have been added to Epicor Kinetic. This action refreshes all metadata used to build the table of operations displayed in the configuration.

    • Selecting an operation: Within the table, click anywhere on a row to select an operation. Only one operation can be selected. The information available for each operation is fetched from the Epicor Kinetic endpoint:

      • Name: The name of the operation.

      • Description: The description of the operation.

    Tip

    If the table does not populate with available operations, the Epicor Kinetic connection may not be successful. Ensure you are connected by reopening the connection and retesting the credentials.

  • Back: Click to temporarily store the configuration for this step and return to the previous step.

  • Next: Click to temporarily store the configuration for this step and continue to the next step. The configuration will not be saved until you click the Finished button on the last step.

  • Discard Changes: After making changes, click to close the configuration without saving changes made to any step. A message asks you to confirm that you want to discard changes.

Step 3: Review the data schemas

Any request or response schemas are displayed. Each user interface element of this step is described below.

Epicor Kinetic Update activity configuration step 3

  • Data schemas: These data schemas are inherited by adjacent transformations and are displayed again during transformation mapping.

    The Epicor Kinetic connector uses the Epicor REST API, available in a Swagger UI from https://<epicor-host-name>/Server/api/help/. Epicor REST Services version 1 is supported. Epicor REST Services version 2 is not supported. Refer to the API documentation for information on the schema fields. (A login to Epicor is required; substitute your Epicor host name in the above URL.)

    The Update activity supports XML in its request and response schemas.

    When using the Update activity and setting the webCustomer field to true in the request, you must enter a value for the business model in the ECCType field. These are the accepted values for the ECCType field:

    Value Business Model
    B B2B
    C B2C
    D Distributor
    R Dealer

  • Refresh: Click the refresh icon or the word Refresh to regenerate schemas from the Epicor Kinetic endpoint. This action also regenerates a schema in other locations throughout the project where the same schema is referenced, such as in an adjacent transformation.

  • Edit: Click the edit icon above each data schema to enter the editor for that data schema. The editor allows you to add, delete, and reorganize nodes and fields and change their data types. All newly added nodes and fields are set to [0, 1] cardinality. Changes made to the data schemas must be acceptable to the endpoint and should be made only after consulting any available documentation for the endpoint. After making schema edits, a last-edited date is displayed along the top of the applicable schema to indicate the schema has had manual edits. Refreshing the schemas will reset the schemas to their default structures.

  • Back: Click to temporarily store the configuration for this step and return to the previous step.

  • Finished: Click to save the configuration for all steps and close the activity configuration.

  • Discard Changes: After making changes, click to close the configuration without saving changes made to any step. A message asks you to confirm that you want to discard changes.

Next steps

After configuring an Epicor Kinetic Update activity, complete the configuration of the operation by adding and configuring other activities, transformations, or scripts as operation steps. You can also configure the operation settings, which include the ability to chain operations together that are in the same or different workflows.

Menu actions for an activity are accessible from the project pane and the design canvas. For details, see Activity actions menu in Connector basics.

Epicor Kinetic Update activities can be used as a target with these operation patterns:

To use the activity with scripting functions, write the data to a temporary location and then use that temporary location in the scripting function.

When ready, deploy and run the operation and validate behavior by checking the operation logs.