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Import and Export Scenarios

Discussions Import and Export Scenatios

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Importing Journal Transactions: The Post Period is being overwritten by the transaction date's default post period

When I import journal transactions, I have multiple line details grouping to be one GL batch by JE number and post period. Each GL Batch has the same Post Period, but some lines within a batch have a different transaction date in the source file (I’m brining in historical SL GL batches and its commo...

Import Scenario: How to find and delete a row on the Stock Item>Cross-Reference screen

I have a need to delete the Global cross-reference for many Stock Items in our system in order to get our Printed Forms to use the correct customer or vendor cross-reference (all cross-references appear in the Alternate ID field on the Sales Order and I can’t figure out how to get Report Designer to...

How can we set search criteria on multiple non-key fields for import scenarios?

My specific question is linked below but just in case it was passed over because it was specific about a particular screen I thought I’d open the question up:How do I specify multiple non-key fields to locate a record in an Import Scenario? The examples show searching for a customer by the customer...

Updating Stock Item Vendor Details

I’m trying to update the Vendor Inventory ID found on the Vendor Details tab of the Stock Items screen. I want to look up the record using the Vendor ID and the Purchase Unit of Measure. I’ve tried a couple of combinations thinking that the order might be important but I’m missing something.This fir...

How to Import AR Payments against an Invoice using the SO number

Hi, I am trying to create an AR Payment (AR302000) against a completed Sales Order. I only have the customer & Sales Order number.I’m trying to use the @@ to select the row of the Documents to Apply. The Sales Order is posted to the Customer Order Nbr.field. Here are screenshots of the Import Sc...

Using an Import Scenario to run Recalculate Prices from the Actions menu on a sales order

I am trying to use an import scenario to run price recalculation on a list of Sales Orders (provider is an Excel provider). Here is my import scenario. If anyone has any ideas about how to do this, I would appreciate it. I’ve tried different variations of the OK button that are available in the li...

Using an import scenario to prepare an export scenario

Has anyone created an import scenario that would prepare an export scenario? I thought it would be pretty simple, I created the import to use the export screen and the used the <action prepare> action on the mapping. But i get an error saying the prepare button is disabled

Import Stock Item Location Update

I’m still new to Acumatica and am making headway with getting our data the way we need it. When we did our initial setup, our bin locations did not get imported as the In & Out default location for items. Because of this, we have to do a lot of manual entry of stock locations. I have run an impo...

Import Scenario for Payments to an order

I am trying to import payments from a spreadsheet into the Payments and Applications. These payments are against an open Sales Order. I can do this manually but my Import Scenario results in the error mesage “The system failed to commit the SOAdjustments row.”(yes this is in the demo date, 2020r2, 2...

Replace function in an export scenario

Hi,I want to use the replace function in an export scenario to replace the hex character 0A from the middle of a string with a blank. How would I code that in the replace statement? The field name is: Transaction Descr Thanks

How to import Items image ?

I wanted to import image of Items in mass.

Can I put parameters like MM/DD/YY into export scenarios file name generation?

Hello, Every time, I run export by scenario, I got a fixed file name. Can I make the file name generated with date as suffix?

GL import scenario debit/credit amounts

I have a csv file that I am using for a GL transaction import scenario. The debit and credit amounts are in one column, debits positive number, credits negative numbers. How can I get the import scenario to populate the debit and credit fields properly?thanks, coleen

Importing AD Groups to User Roles

Hi Acumatica Community,We are going down the SSO integration path and I’d love if my import scenario could work! This is the import scenario structure:Import Scenario StructureWhen I attempt to run the import, the import succeeds with less than explanatory errors:Some of the lines are marked as proc...

IMPORT INVOICES _ERROR CustomerLocationId not found

Hello Everyone I am unanable to import customer invoices , I have the Error “CustomerLocationId” not found. However, all the customers have their adresses

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