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Cross entity Import or Export

Forum|Forum|4 years ago
July 2, 2022
1 reply
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mfreeman
Freshman I

I have an import scenario for Trial Balance and an export scenario to process/release all the entries. My question is, has anyone ever made an export or import scenario that works across entitles? When you process/release a trial balance entry it takes to you a journal entry which breaks the import/export scenario. I am looking for a way to automate the whole process.

Best answer by dang.huynh

HI @mfreeman , with import scenario we dont have ability to perform cross object import. It is design to perform upgrade for specified screen. If you would like to have multiple object my suggest that you can try business event, in business event we can trigger import scenario to run, you can design GI to monitor a data which is just import then trigger another scenario to run. References to this help article: https://help-2022r1.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=e54e79dc-4486-41b0-98c2-7b70b714f87f

dang.huynh
Jr Varsity III
Answer
Forum|Forum|4 years ago
July 2, 2022

HI @mfreeman , with import scenario we dont have ability to perform cross object import. It is design to perform upgrade for specified screen. If you would like to have multiple object my suggest that you can try business event, in business event we can trigger import scenario to run, you can design GI to monitor a data which is just import then trigger another scenario to run. References to this help article: https://help-2022r1.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=e54e79dc-4486-41b0-98c2-7b70b714f87f

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