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MarkView Advisor - Cannot complete setup of the Advisor configuration screens; as directed by the documentation

Summary

4678

Applies To

  • ERP System: Oracle, SAP
  • MarkView Version: 6.x to 9.0

Behavior

  • When setting up and configuring Advisor, you may see "No Data Found!" within some of the Advisor Configuration screens and therefore, may not be able to fully configure those aspects of the Advisor product.

Known Causes

  • During an initial Database Synchronization for an Advisor installation, running a Cold Sync Export does not produce the expected number of files in the export directory, specified in the cold sync command (exportDir).
    You may only see a subset of the following [complete] list of files that should appear:
    cold-sync-invoiceworkitemattach
    cold-sync-createmarkviewcall
    cold-sync-createbusinessunit
    cold-sync-createuserinfo
    cold-sync-createqueue
    cold-sync-createdoctype
    cold-sync-workitemtransition
    cold-sync-workitemretrieved
    cold-sync-workitemcreate
    cold-sync-createworkitemclass
    cold-sync-createworkflow
    cold-sync-vendordetailcreate
    cold-sync-vendorcreate
    cold-sync-createpaymenttermdetail
    cold-sync-createpaymentterm
    cold-sync-createholdtype
    cold-sync-invoiceheadercreate
    cold-sync-invoiceholdcreate
    cold-sync-invoicedetailcreate

    Therefore, while performing a Cold Sync Import, all of the required data does not import successfully.

Resolution

The initial Cold Sync export process that is run as part of the Database Synchronization procedure during an Advisor installation needs to be run for ALL configured organizations. Subsequent attempts to synchronize new orgs to Advisor can be specified by using the "orgShortNames" parameter as stated in the MarkView Advisor Documentation.

To resolve this issue, please follow the steps in the MarkView Advisor Documentation to run Cold-Sync without specifying any specific Organizations, which will subsequently export ALL Organizations. After completing Cold-Sync for All Organizations, if you later add a new Organization you can follow the instructions in the Documentation to run a Cold-Sync for that specific Organization.

Keywords: configure