Import and Export Scenarios

Discussions Import and Export Scenatios

  • 248 Topics
  • 1,096 Replies

248 Topics

C
Freshman II
chenwmFreshman II
asked in Import and Export Scenarios

Import by scenario: The save button is disabled. Field:Type, Value: ADR

Good day!I managed to import AP Bill with type=bill successfully using Import by Scenario. But those with type=debit adj. ,system shows warning message below. Any advice?   

11
C
Freshman II
1 hour ago
B
Freshman I
BarbaraPFreshman I
asked in Import and Export Scenarios

Import scenario for Purchase Receipts - excluding Lot tracking

Good day - I am trying to run an import purchase orders scenario, but without lot tracking. I have followed your scenario but I am not getting it to work. Can you take a look and see what I am missing please?Many thanks.

16
kbeatty21
Semi-Pro III
8 hours ago
P
paigeh
asked in Import and Export Scenarios

Importing into Project Budget Forecast

I’m importing into the Project Budget Forecast screen and I have it working except it is requiring an inventory id. If I put in an inventory id, it works. However, all of my other budget lines don’t have an inventory id on them (<NA>). Is there a way I can get this to work for the <NA> lines? Thanks in advance.Paige

0
P
10 hours ago
J
Freshman I
jcox43Freshman I
asked in Import and Export Scenarios

Physical Inventory Import Scenario Help

We are trying to do our physical inventory from an excel spreadsheet import using an import scenario but for some reason my scenario will not add another line until it gets to a location with a different ID. I’ve tried changing the orders around and playing with the commit option but I’m not having any luck. I need to use the ADD dialog box in the physical inventory review or count screen as many of our inventory lines don’t have a line at the time of PI creation.(Long explanation).   

8
J
Freshman I
1 day ago
M
Freshman II
mikehoFreshman II
asked in Import and Export Scenarios

How to change SO line SalespersonID via import scenario

I need to change the SO line SalespersonID on multiple sales orders via import scenario. However, I’m not sure where to affect that field in the import scenario under “Line Details” as I would expect.I have a list of order numbers and their order types along with the new salesperson ID. Any thoughts on how to set this up via import scenario?

23
M
Freshman II
3 days ago
D
Jr Varsity III
dgross54Jr Varsity III
asked in Import and Export Scenarios

Is it possible to export and update a value at the same time?

I have a batch payment export and want to update a note field when the export has run.  When I prepare without the update line it works fine.  If I add the update line nothing is prepared and the field is updated as expected.  Seems I can’t do both at the same time?  

2
D
Freshman I
3 days ago
M
Freshman II
mikehoFreshman II
asked in Import and Export Scenarios

How to create an automation schedule for an import scenario

I’ve created an import scenario based on GI results and I’d like to schedule it to Prepare and Import once a day. Is this possible?

3
manikantad18
Jr Varsity II
5 days ago
martingaxiola
Jr Varsity II
martingaxiolaJr Varsity II
asked in Import and Export Scenarios

Change ID Import Scenario Error

When I run my import scenario I get the famouse error “The Change ID button is disabled.” My import scenario is simple and base on https://www.augforums.com/sample-acumatica-import-scenario-stock-items-change-id/, but after modifying this import back and forward, still having that issue. Do you guys see any errors on the mapping?  

16
Chris Hackett
Community Manager
6 days ago
C
csmith37
asked in Import and Export Scenarios

Import Purchase Order Receipts

I found an article on importing purchase order receipts and set everything up as described, however I am getting an error message when running the import: Order Nbr not found.  If I manually perform with the same information, I do not get the error.  I am sure I am missing something, maybe someone can point me in the right direction?I have confirmed that I can select a PO and PI Line, but enter the Lot/Serial number, exp and quantity manually for multiple lots for the same PO line.Being able to do this would save us a lot of time.  We have a PO receipt coming in soon that will have 100+ lines on it.  Thanks in advance!Link to the article: https://www.augforums.com/forums/acumatica-import-scenarios/import-scenario-for-purchase-receipt-with-serialized-stock/

8
Chris Hackett
Community Manager
6 days ago
adriaan17
Freshman I
adriaan17Freshman I
asked in Import and Export Scenarios

Tax Import Scenario errors

Hi,I am building import scenarios for the Taxes and Tax Zones profiles. The 1st run of the import seems to go through correctly, but if I run it for records that already exist I get an error stating “The system failed to commit the TaxRevisions row.”.I have followed a few recommendations from this community but I cannot seem to resolve the issue. Any idea what I can do to resolve it?My imports scenarios and import files are attached. Thanks for all the help so far!

10
K
Freshman I
6 days ago
A
Freshman I
aahmedFreshman I
asked in Import and Export Scenarios

Importing file Attachments from Salesforce

Hi,Client would like to import the data from Salesforce into Acumatica. They have file attachments in the Opportunities and Accounts records in Salesforce and would like to get them imported into Acumatica when we import the data using the import scenario with Data provide type "Salesforce Sync". How can we bring those attachments using Import scenario or is there any other optional available? Many ThanksAdeel Ahmed

3
RohitBhandurge
Jr Varsity I
6 days ago
chris49
Jr Varsity II
chris49Jr Varsity II
asked in Import and Export Scenarios

Sales Invoice Import Scenario - Use stock item attribute as identifier

Good day,Is it possible to use a UDF/attribute on the stock item in an import scenario to add lines to a Sales Invoice using import scenarios?We’re entering some sale agreements with a third-party retailer, who will sell our products in their stores and then send us a sales report of the items sold. Unfortunately, they are unable to use our Inventory IDs in their sales reports, so we would need to find a way to generate sales invoices whereby we can use the third party’s item identifier to look up which stock item should be used to import the invoice.This would likely be similar to the idea of using e.g. @@InventoryID, etc. on the usual imports, but in this case, we would need to select which stock item to use by looking at the attribute value.Any assistance is highly appreciated.

4
kbeatty21
Semi-Pro III
7 days ago
E
Jr Varsity III
EvanGJr Varsity III
asked in Import and Export Scenarios

Import Scenario: Businesss/Customer Accounts add new contact not linking

Good day.Another import scenario issue.  See the attached.  The scenario creates the contact with no issue; which is pretty good.  However, the contact created does not link to the Business Account/Customer ID.  I tried a number fixes but nothing seems to work.Any suggestions or changes you can recommend.  i would not like to assign them manually.I appreciate this group’s assistance very much. @Evan G 

4
Naveen Boga
Captain II
9 days ago
M
Maxp
asked in Import and Export Scenarios

Scenario Upload error when attempting to update Default Issue From and Default Reciept To location

Hi,Attempting to mass update the following fields as part of a initial implementation, but receiving the below error that the Warehouse Locations cannot be found, yet they are present in the Warehouse list.  I am new to Acumatica and learning as I am going, but wondering if there is something obvious that I am missing to cause the error.     IMPORT SCENARIO: ERROR: Field: Default Issue From, Value: SS-07-R4-S4-B1 , Error: 'Default Issue From' cannot be found in the system. Field: Default Receipt To, Value: SS-07-R4-S4-B1 , Error: 'Default Receipt To' cannot be found in the system. 

2
manikantad18
Jr Varsity II
10 days ago
lauraj46
Pro III
lauraj46Pro III
asked in Import and Export Scenarios

Process Import Scenarios screen not working

We have configured an Import Scenario which works when it is executed from the Import by Scenario screen. When we try to process it from the Process Import Scenarios screen it does not work.  Clicking the Process button with either the Prepare option or the Prepare and Import options simply does nothing.  Neither the Status nor the Number of Records changes, even though there should be data to process.I tried to process a different Import Scenario as a test and that also did not work.Any idea what could be going on?Trace:9/14/2022 3:57:13 PM Information:SELECT TOP (13) [Customer_BAccount].[BAccountID] AS [Customer_BAccountID], [Customer_BAccount].[AcctCD] AS [Customer_AcctCD], [Customer_Customer].[CustomerClassID] AS [Customer_CustomerClassID], [Customer_Customer].[TermsID] AS [Customer_TermsID], [Customer_Customer].[CuryID] AS [Customer_CuryID], [Customer_Customer].[CreditLimit] AS [Customer_CreditLimit], [Customer_BAccount].[Status] AS [Customer_Status], [Customer_BAccount].[AcctName

4
R
Semi-Pro II
11 days ago
andreagr
Freshman II
andreagrFreshman II
asked in Import and Export Scenarios

Import Scenario to Import/Create users

I’ve tried to find an import scenario to import users into a new system and am not finding what I need.  I created the Excel Data Provider as follows using guidance from some older posts in AUG Forums.The import scenario is:When I try to Prepare the Import by Scenario, I immediately get this error:The column 'Active' is not found in the data setDoes any one have an import scenario that works for users or can tell me what is wrong with mine?

10
manikantad18
Jr Varsity II
11 days ago
nshah90
Freshman I
nshah90Freshman I
asked in Import and Export Scenarios

Customer ID/Vendor ID same - getting import error

I am getting an error that says I cannot have the same customer id and vendor id during import.  Some customers and vendors have the same id.  Why is this an error or is there a setting to allow this? IS - customer 1 has a code of ADV001 and vendor 1 has a code of ADV001.  No relationship between customer and vendor.  Thanks,Nirav S.

4
nshah90
Freshman I
13 days ago
G
Jr Varsity II
gauravsharma96Jr Varsity II
asked in Import and Export Scenarios

Imported Project Quotes error on submit (1st record works)

Hi,I am trying to import in project quotes and getting an issue I can't seem to resolve any help will be appreciated.Autonumbering is turned on for Projects  and turned off for Project Quotes (as migrating old quotes need to keep old numbers)Import scenario as below:The quotes import in with no issues or errors, when I try to submit a project quote, that’s been imported and was the first record to be created it works no issues.If I try to submit any other quotes that have been imported I get the following errorError: Updating  'Project Quote' record raised at least one error. Please review the errors.Before I try and submit it has <NEW> in the Project ID as I would expectAfter I click SubmitIf I go back into the quote it has <new> back in the project ID field but still will not submit.The Trace showsError: Updating  'Project Quote' record raised at least one error. Please review the errors.'New Project ID' cannot be empty. I have tried to import the quotes in a different or

12
J
Freshman I
13 days ago
R
Captain II
ray20Captain II
asked in Import and Export Scenarios

Can Acumatica working with SFTP client in automation.

Hello,     Our vendor is requiring us send files which are exported from Acumatica to them by SFTP in daily basis.       Yes, this can be done manually, I can export the file to my local computer and then I use a SFTP client to send the file.       However, I am wondering can this be done in an automation way?      Thanks in advance.

21
D
Jr Varsity III
14 days ago
E
Jr Varsity III
EvanGJr Varsity III
asked in Import and Export Scenarios

Creating Scenario Import to cancel open shipment items

Good,Has anyone used an import scenario to cancel open shipment.  Or can someone direct me how to cancel them in mass.  I have 300-400 open shipments that need to be cancelled or at least an item on the shipment needs to be cancelled.  Your assistance is greatly appreciated.@Evan G 

3
E
Jr Varsity III
14 days ago
J
Freshman I
jhinton1Freshman I
asked in Import and Export Scenarios

Routing number error when exporting payments

When exporting a payment batch an error appears saying“The bank routing number specified for the vendor is invalid or empty. The number must be at least 8 digits.  Verify the vendor’s payment settings on the Vendors (AP303000) form.”Is there a way to find out which vendor is the issue?  We’re dealing with a batch of hundreds of payments and don’t have a way to easily narrow it down.  

10
D
Jr Varsity III
14 days ago
B
Freshman I
BarbaraPFreshman I
asked in Import and Export Scenarios

XML format if import scenario

how do I export an import scenario to xml? 

1
manikantad18
Jr Varsity II
14 days ago
M
Freshman I
miketysonFreshman I
asked in Import and Export Scenarios

Issue with Import Scenario to create Bill Payment and relate bill to the Bill Payment

HI,I have prepared the Import Scenario to create bill payment document and then relate the bill document it, the bill payment document is getting created but the bill is not getting related or added and the error returned is Error: The system failed to commit the Adjustments row.I have attached herewith the xml file of import scenario.

3
B
Freshman I
14 days ago
D
Freshman I
dmaughan83Freshman I
posted in Import and Export Scenarios

Quickbooks Data Migration to Acumatica

Many of the partners have been asking for a QB data migration into Acumatica. AdoBots has completed the QB Data Migration AdoBot to quickly move data from QB to Acumatica. Feel free to reach out if you have any needs, we would be happy to work with you as a reseller so you have margin on much needed solution.

4
H
Freshman I
16 days ago
J
jhouser
asked in Import and Export Scenarios

Can Acumatica export files to an Azure storage blob using SFTP?

Hello, Is Acumatica able to export to an Azure storage blob (specifically using ADLS Gen 2)? Information on whether this can be done and how would be greatly appreciated! Thanks!

0
J
17 days ago

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