Import Suplier with Multiple Locations

Hi ​@NAAcumatica 

We currently follow the same approach you described: "This means they have to create the supplier first and then run another Import Scenario to add the locations." This method allows us to separate the data into two distinct and easily manageable categories.
+ Type 1 of data: General information about the supplier
+ Type 2 of data: Information about supplier locations

Best Regards,

NNT

Hi Nhatnghetinh,

Thank you for the update.

The customer would like to perform both Type 1 and Type 2 actions together.

What would be the best approach to achieve this? Is it possible to manage both actions through a single Import Scenario?

If this is not possible, could you please advise on the available alternatives?

My current thought is that, since we already have all the Supplier and Location information in one Excel sheet, we could:

1. Import the Suppliers first using the Supplier Import Scenario.
2. Run a Business Event after the Supplier import to trigger or prepare the required Location creation process.
3. Run a second Import Scenario to import the Supplier Locations using the same source file.

Let me know whether this would be the best approach or if there is a better way to manage both processes together.

Regards

Nethupul 

Hi ​@NAAcumatica 

Our method does not require creating a Business Event. Do import Suppliers first => then import Supplier Locations. Note that each import type uses two different template files.

Best Regards,

NNT

​@NAAcumatica I don’t believe we can accomplish both actions within the same Import Scenario because they involve two different screens. A second Import Scenario would definitely be required.

I also don’t believe the Business Event approach would work in this case. For the Business Event to trigger the required actions, the supplier’s multiple locations information available in the system or within the Data Provider, and we currently don’t have that setup. Therefore, I don’t see another viable option other than using two separate Import Scenarios.

Hi ​@NAAcumatica,

Could you please let us know what is the Acumatica version are you using and what screen you are referring to? That will help us to provide you the desired solution.

@NAAcumatica the others are right that it takes two scenarios, and here's why. On Vendors (AP303000) the Locations tab is a read-only grid. The Add Location button opens Vendor Locations (AP303010) in its own window, and it's disabled until the vendor is saved. An import scenario on the Vendors screen has nothing to insert a location row into. The one exception is the main location. It's created with the vendor, so its address and purchase settings can go in with the vendor import.

You don't need two files or a business event though. In an Excel data provider every sheet is its own source object. Put Vendors on one sheet and Locations on a second sheet of the same workbook, build one provider on it, and point each scenario at its sheet. Your customer maintains one file and uploads it once.

To run them together, use Process Import Scenarios (SM206035) with Prepare & Import. Run the vendor scenario first, then locations, since a location for a vendor that doesn't exist yet will fail. If they want it hands-off, put a schedule on each and start the locations one 30 minutes later.

Try it in a test tenant first. A vendor import is quick to run and slow to undo.