Import and Export Scenarios

Hello all,I have been trying to import document discounts for my Sales orders, however unable to do so: The errorI have been testing to import for one order that has 4 lines.is there anything that I’m missing?

Has anyone had any success in updating product availability to Amazon for multi locations? For example we have an East and West coast warehouse. We have Amazon setup with these two locations and specific shipping templates. However we have been unsuccessful in updating inventory in Amazon from Acumatica to account what is in each location accordingly. Amazon telling us this can be done, but no one seeks to know how in Acumatica

When I do this in the Customer Payment Method, I get an error.   To explain further, I created an Import Scenario to Mass Update the Customer’s Payment Method as seen below but the IsDefault field is unchecked. 

I’ve imported Employee records to the Employees EP2030PL screen with an Active history record.  I could use help creating an Import Scenario to create the PR203000 Employee Payroll Settings record. I’ve tried the out-of-the-box Import Scenario, Import Employees for new EmployeesPayroll without success.  I’m using version 2026 R1.It seems the Insert Action in the  Import Scenario does not open the Create Employee Payroll settings dialog, or the Create button isn’t getting clicked.Any suggestions will be greatly appreciated. 

Trying to import Production Orders and the first row went in, now the rest will not. Any tips?  

I’m hoping someone can confirm something for me.  I’m working on an import scenario to update PO Lines.  The source is a GI that brings back POLine records that meet the criteria that I want to update.  The data includes the PO Type, PO Number, and PO Line Number.I first tried using <Line Number> (turning off the automatic <Line Number> = -1, of course).  If I use this, to get somewhat reliable results I have to subtract 1 from the line number in the GI.  But then when I hit a PO that has had a line deleted (I used one that had only one line, but it was Line 2 because the original Line 1 was deleted), I can’t select the line.If I use @@LineNbr, I can use the exact line from the GI.What I’m thinking (and this is probably one of those “Duh, didn’t you know that?” things)--<Line Number> references what line in the details grid to load.  The actual Line Number value on the line doesn’t matter--in my scenario above with the lone Line 2, if I set the <Line Number> val

We are currently using the DocuSign integration, however, we find the workflow and click requirements to be extremely tedious and excessive. We are using it to send out rental contracts (through the Sales Order screen and form) to be signed by our customers. The form we send to be signed changes very little between customers, yet we still have to manually edit every form being sent through DocuSign to place the signature lines and initial lines on the document. There is apparently no way to create a template? It takes as long, or longer in some cases, to prepare the DocuSign document than it does to prepare the Sales Order. It should take almost no clicks or time to prepare the document for signature. It should be, at most, a toggle button to say “Send DocuSign” or “Require Signature” or something along those lines. A copy of the “signed” document does NOT get attached to the Sales Order automatically and there is no way to track the DocuSign envelope status from within Acumatica. It a

Hello I am required to create a new customer location while creating the customer through Import Scenario.  I can see there is an action naming, ‘Add Location’ but it seems not working.  Can someone please let help me on this? Thank You!

Our bank offers a product from FIS (a common vendor for the banking industry) called Integrated Payables. We send them a file that contains a line with the recipient’s name, address, and optionally their routing and account number and a list of invoices we are paying.This tool simplifies payments by automatically converting to ACH, mailed paper check, or virtual credit card using the information they keep on file. This is basically an automated version of a consumer “Bill Pay” service that most banks offer.This tool expects to receive data in a CSV-like format, but unfortunately it is not a direct CSV export or NACHA file so I’m struggling on where to start with an export scenario. Additionally, I would like to avoid having a customization developed if there’s any way to do this natively or with an ISV soluition that already exists.There are 3 classifications of lines:Summary field that contains the information about the account we are paying FROM. This is largely static and always at

Hi, I am trying to import AP bills. The AP Bills are tied to a PO Receipt. As well as the vendor, I have the PO number & PO Receipt Line number. I am having an issue with trying to select the Add PO Receipt Line in the Scenario. The Document is being created but nothing else is happening.(If in migration mode, you cannot use the Add PO Receipt button) Does anyone have any solutions/ideas for getting this to work?Thank you in advance!Bill 

Below is the import scenario I am trying to use to get our fixed assets into Acumatica.  When I run the import by scenario, it shows that the records processed, but nothing appears in the fixed assets form. 

I did have an import scenario that worked and then the upgrade to 2026 R1 appears to have broken it. 

Hi,I’m getting an error on my import scenario to import purchase orders. It will import the first order but then I get the error ‘The system failed to commit the transaction row. Any help would be greatly appreciated 

I have a working import scenario that imports purchase receipt, but when there are multiple receipts for the same PO line number with different lot numbers then only the last receipt for that line is imported.Any ideas? 

I’m at a lost keep getting a “Failed to Commit to Adjustment Row” XML attached. The intermediate save is not the issue. 

Is it possible to prepare an existing binary snapshot already prepared for export in XML using “Prepare in XML format”?If this is possible, would I need to put the tenant in maintenance mode to do so?I exported a binary snapshot to import via the setup wizard and also to save as much space as possible but I forgot that it had to be in XML format for that method of import to work. 

I am using an import scenario to migrate my client’s open purchase orders.  I am testing it to ensure it works for go-live and it is only bringing in the first line of the purchase orders and the remainder error.  I have tried adding the @@LineNbr, but it still errors.  What am I missing? 

We’ve created an export scenario using a GI as the source. We need to add a trailer record to the end to sum up the number of payments and the total payment amount. Does anyone know how to do this?

I’m creating an Import Scenario for the Purchase Request screen (PO.30.20.00).I’m having difficulty adding an individual PO line (other than the first PO line) using the ADD PO LINE button (found under the DETAILS tab).  It seems like the 2nd line never gets properly selected thus, by default, the first line remains selected.How do I add a PO line other than the first one?Here is are my steps (in two screenshots):  

Hello Team,I currently have an Import Scenario that imports Opportunities successfully.The Opportunity is created correctly with the relevant contact information, and the Business Account is also created through the same Import Scenario. However, I am unable to map the Business Account Name correctly.Has anyone created a similar Import Scenario where an Opportunity, Contact, and Business Account are created together using the same import process?I would appreciate it if you could share a sample Import Scenario or provide guidance on how the Business Account Name should be mapped. Regards

I import some records from file for Requisitions screen. in my file i have column with unit cost but unit cost not updated. Help please

Hi everyone,I’m currently trying to import some old, closed cases from our previous CRM for historical data, but I’m running into an issue with matching contacts in the import. I’m testing with a few records where I’ve verified the contact exists in the business account and is active, and I can manually create a case using the same data from my import scenario and in the same order as it’s listed in the scenario and it will properly match and save the contact in that case.Here’s a screen shot of the import scenario:Maybe there’s something obvious I’m doing wrong with this import scenario? I have tried moving fields order around a bit without any change. If there’s any other info that would help, please let me know.Thank you!

Hello all,I have been trying to delete line item from SO Line using import scenario mapping as below where I am using Line Number as the sales order has same items being used in multiple lines, hence making use of Line Nbr to delete them out, however I am unable to delete them:  What is it that i am missing out or making a mistake?

Hello all,I have a scenario where I have a GI with thousands in lines in acumatica and I would like to import those lines on automation basis. So I would like to import 100 lines under one schedule/one go. How can I do so?

I'm looking for feedback on a file synchronization issue we're experiencing.ScenarioWe have an Import Scenario configured to pull a file from an SFTP location using the File Maintenance screen's Synchronization tab (Synchronization Type: SFTP). The provider overwrites the same file in place each time new data is available — the filename does not change, only the content and (presumably) the modified date on the SFTP server.IssueEven after the file is overwritten on SFTP with new/updated records, Acumatica continues to import the old data. QuestionsDoes Acumatica rely on the file's modified timestamp or other metadata to determine whether a synchronized file has changed? Has anyone successfully used a single fixed file name that is continuously overwritten?