Import and Export Scenarios

Discussions Import and Export Scenatios

  • 200 Topics
  • 802 Replies

200 Topics

J
Freshman I
jmorris30Freshman I
asked in Import and Export Scenarios

Import scenario to reverse AR payment application

I am looking for an import scenario that will reverse payment applications on AR Invoices, I have tried several times but unsuccessfully. Thanks

3
Naveen Boga
Captain II
2 hours ago
coleenmcnally22
Freshman I
coleenmcnally22Freshman I
asked in Import and Export Scenarios

Import scenario for AR payment and apply to invoice

I need to have an import scenario that records the payment and applies the payment to the related invoice or invoices.  I started using the one included but I am getting the error:The system failed to commit the adjustment rows.Here is a screenshot of the application section of my import. Any help would be appreciated.Thanks...coleen

8
A
Freshman I
6 hours ago
L
Varsity I
ltussing03Varsity I
asked in Import and Export Scenarios

Import Scenario Vendor Contacts

Hello,I need to use an import scenario to add contacts to existing vendors.I am only adding “LAST NAME” and “EMAIL ADDRESS” for each vendor contact.My import scenario into the Contacts screen works without error.However, only the last contact in my data provider is actually added into Acumatica.I believe this has to do with the lines at the beginning with the (-1) that Acumatica normally adds automatically when you create a new import scenario.  It did not add those lines when I created this import scenario.Again, the import scenario says it processed all records and shows no errors.  However, only the last contact shows in Acumatica. 

6
R
Freshman I
11 hours ago
BDSTG2009
Freshman I
BDSTG2009Freshman I
asked in Import and Export Scenarios

Adding Default to Vendor on Stock Items with multiple vendor options using Import Scenario

Just to preface, I am self-teaching on Import Scenarios for the most part, and I don’t have a lot of experience with them yet. This is around the third Import Scenario I have built from scratch, and it has one complicated part I am really having trouble getting right. Now on to the problem:I have some Stock Items that I want to make default a certain vendor. The vendor is already on the Stock Items, I just want to use Import Scenarios to check the default box for that specific vendor. There are multiple vendors on these items, so I need the Import Scenario to choose the line that vendor is already on and check that lines box for the default. I have set it up a ton of different ways, and I can get it to check the box, but it always checks the box on the first vendor in the list. Alternatively, the way I have it set up at the moment is giving an error about adding a duplicate line. Screen shots below. If any other info would help just let me know. Stock Item Vendor List: I have cut the e

2
BDSTG2009
Freshman I
17 hours ago
E
Jr Varsity II
eshahid98Jr Varsity II
asked in Import and Export Scenarios

Import Scenario - Use Value from a System Field as Part of the Import Scenario Mapping

Requirement: We have an Import Scenario to import project transactions. The Sub Account value needs to be assigned from the default cost sub account set for each project. As part of the import source file, we have the project ID in the source file. Then for the that Project ID, I want the system to populate the sub-account from the default Cost Sub Account set on the project in Acumatica. Is this doable?

1
laura01
Semi-Pro II
19 hours ago
S
Freshman I
susane18Freshman I
asked in Import and Export Scenarios

Linking SO to PO with import scenario

This is for the initial data migration.  Sales Orders have been imported and Purchases order have been imported.  I am having difficulty linking the SO to the PO with an import scenario.  I see that on the import scenario for Sales Orders>Order Summary is the action <Link PO>  .  I haven’t been able to to properly use this action.  I have tried adding the action <Select> and then save, but I am missing something.

2
S
Freshman I
3 days ago
A
Freshman II
abrunner78Freshman II
asked in Import and Export Scenarios

Modify Sales Order Detail with an Import Scenario

Hi Everyone, I’m trying to figure out how to use an Import Scenario to modify the Sales Order Detail section. To be more specific, when we issue a warranty with a receipt line I would like to add a not to the issue lines saying, “Please include a return label”. Since this note will appear on the pick list our warehouse team will see it and can take action.Another way I thought of and would would be happy to resolve this is to use the import scenario to add a ‘return label’ non-stock line item. We could set this to $0.00 and as long as it is an ‘issue’ it should appear on the pick list. Below is what I have so far. The problem is I get this error when it tries to run, “The last error was IN Error: Unit conversion  is missing.” Looking forward to see what everyone has to say. 

20
G
Freshman I
7 days ago
A
Freshman I
agansenFreshman I
asked in Import and Export Scenarios

Update WCC Code in Employee Payroll Settings via Import

I’m attempting to update all employees Default WCC Codes with an import but while building my import scenario, it doesn't give me an option as to which “Use Class Default Value” to uncheck or choose.   On my attachment, the left side shows what I’m attempting to update and the right shows my import scenario thus far..  Any ideas? 

0
A
Freshman I
8 days ago
SadokHanini
Freshman II
SadokHaniniFreshman II
posted in Import and Export Scenarios

Specific Data provider

Can we develop a specific data provider type ?

9
H
Freshman I
8 days ago
A
Jr Varsity II
alicia23Jr Varsity II
asked in Import and Export Scenarios

Attributes on an Export scenario

Has anyone been able to export Attributes on a single line?  So one line per record.  I am only able to export attributes resulting in one per line attribute.  So if I have one record with 4 attributes I get 4 lines to export per record.  Thanks 

8
I
Freshman I
14 days ago
M
Freshman I
marisa10Freshman I
asked in Import and Export Scenarios

New SO Import -Orders with multiple items

Hi @vkumar, moving to a new thread. These are new SOs. 2 of the orders will have multiple items, other 2 will have 1 item. it looks like the ones with 1 items go through fine, the SO that are supposed to have 2 only go through with 1 item not both.attached is the import scenario again and a screenshot of the error. 

2
M
Freshman I
17 days ago
E
Jr Varsity III
EvanGJr Varsity III
asked in Import and Export Scenarios

SO Import -Orders with multiple items- one order per item

Good day, see the attached SO import.  I have used it before and it worked to have one order with multiple lines items.  Now the scenario is importing one order per one line item.  The original file contents have changed; I did use the same columns remapping them.Any suggestions;  I have orders with multiple lines.Thank you 

5
V
Jr Varsity I
20 days ago
B
Jr Varsity II
bduprey51Jr Varsity II
asked in Import and Export Scenarios

Update spreadsheet attached to Data Provider

What methods are you using to update the data attached to an import scenario data provider?  I have a client that needs to repeat an import scenario to create requisitions.  The data source is an Excel spreadsheet and will change quite often as they start purchasing material for a project.    I also will have multiple users running the import scenario and I am trying to figure out how to avoid them stepping on or replacing each others information.

2
B
Jr Varsity II
21 days ago
L
Jr Varsity II
ldanczigerJr Varsity II
asked in Import and Export Scenarios

New BOM Revision Import to copy BOM details

When you enter a new revision name on an existing BOM it would create a new revision under the same BOM ID and would copy all the details from the BOM and original revision.I am trying to do this through an import scenario so i can upload many new revisions under an existing BOM ID.So the way i set up the import was starting by @@BOM ID so it knows not to create a new BOM, rather look for the exisating BOM and i passed in a new Revision name.So it actually worked, it created a new revision under the existing BOM ID, but it didnt copy the BOM details, it created an empty BOM.Does anyone know what i need to add to my import to also copy the details?  

3
L
Jr Varsity II
21 days ago
A
Freshman I
agansenFreshman I
asked in Import and Export Scenarios

Import Payroll Tax Settings

Has anyone imported Payroll Tax Settings from a prior system?  We’re in the process of attempting this but I’m not finding a way to do so.  We’re prepping to manually update our 200 employees if we’re unable to import. 

6
kbeatty21
Varsity III
21 days ago
R
Freshman I
rajeshvemunoori31Freshman I
asked in Import and Export Scenarios

How to exclude void payments in ACH export scenario file

Hello Everyone,We have to exclude void payments in the batch payment screen export scenario. We have added source restriction but still void payment is included in the ACH file.How can we exclude void payment on the ACH export file? Can anyone suggest the approach?Thanks,  

4
R
Freshman I
21 days ago
R
Freshman II
rebeckamckinney53Freshman II
asked in Import and Export Scenarios

Changes to Default Export file "Export AP Payment to ACH"

I am working on the ACH Payment export and keep getting a few errors. From what I can tell, this is probably because the default export scenario uses some older table names. I went through and fixed a few that I saw but the others I am not sure how to correct since the fields aren’t available in the internal fields list. Below are some of the main errors I am seeing. Does anyone have any thoughts?  

4
R
Freshman II
22 days ago
C
Freshman I
chidaoFreshman I
asked in Import and Export Scenarios

Import Opening Balance - AR & AP

Dear All,I want to import AR & AP opening balance with details: Customer ID/ Vendor ID, Account, Sub Account, VAT Invoice, Date, Due Date, Debit, Credit, and Amount.Is there any import template in Acumatica that fix to this requirement?Thanks in advance!Yên Chi

15
kbeatty21
Varsity III
28 days ago
P
Jr Varsity III
podonnell11Jr Varsity III
asked in Import and Export Scenarios

Possible to Save an Attribute on Export Scenario?

Hello Everyone,I was wondering if it is possible to call up an action to save an attribute to a stock item on an export scenario (rather than an import scenario). The idea is that I would run the export scenario, it would flag the attribute on the stock item and then export the stock items. Has anyone else tried this? I have not been able to get this to work thus far.This is what the top of my export scenario looks like: 

0
P
Jr Varsity III
29 days ago
martingaxiola
Jr Varsity II
martingaxiolaJr Varsity II
asked in Import and Export Scenarios

Error "Object reference not set to an instance of an object" on PO Import

I am having this error on Import for POs, trying my best but still error is there. I have a few “=iif([PO Line Status]='Canceled', TRUE, NULL)” that may be causing this issue, but according to me those are correct.Let me know if somebody have had this issue before, or maybe I need to open ticket.Thank you community.

6
martingaxiola
Jr Varsity II
30 days ago
M
Varsity I
meganfriesen37Varsity I
asked in Import and Export Scenarios

"Activate Project" Option not working in Import Scenario

We had an import scenario that worked in an older version of Acumatica that was used to import large volumes of projects into the system and automatically create and activate the projects.  In the older import scenario we used to force a “False” into the Hold field to trigger the activation.With the upgrade to 2021R1 and the addition of the Workflow Automation, the old import no longer works as the Hold button is gone.I have tried using both of the options below, but I get the same error on both of them.Target Object Field/Action Name Project Summary <Action: Activate Project> (Activate) Project Summary <Action: Activate Project> (Activate@Action)  Error: Object reference no set to an instance of an object.If I deactivate the line in my import scenario, the projects are created just fine, but they are “in planning.”  The error only comes when I try to activate them.  I’ve also tried updating the status field directly in the import scenario but that does nothing.Wha

8
M
Varsity I
1 month ago
O
Freshman II
ohiotaylorFreshman II
asked in Import and Export Scenarios

Update only existing Stock Items

Hello,I’m attempting to update pricing on existing stock items only. We have discrepancies in our Inventory IDs and instead of creating a bunch of duplicates the company only wants to update the stock items where a match is found. Is this possible using import scenarios? I’m having trouble finding documentation that supports this. Edit: Furthermore, I would love to be able to identify the records which are not found to be corrected. So maybe that is an alternative avenue. Thank you in advance

1
O
Freshman II
1 month ago
C
Freshman I
chidaoFreshman I
asked in Import and Export Scenarios

Import Fixed Asset - Accumulated Depreciation is disappear

Dear All,I try to import fixed assets by using template FA303000 from Import by Scenario but the Accumulated Depreciation Field and Last Depr. Period on Balance Tab didn't show anything of the imported data.Screenshot of Import by Scenario:Screenshot of fixed asset: Thank you very much!

1
hkabiri
1 month ago
T
Freshman I
TitileGamaFreshman I
asked in Import and Export Scenarios

Assemble kits using an Import scenario

Hi , Please assist.I need to assemble kits automatically. I have setup a business event to trigger an import Scenario. The event runs without any errors but doesn't execute the actions. I have attached a screenshot of the scenario. 

9
V
Jr Varsity I
1 month ago
paulgilfoy13
Freshman I
paulgilfoy13Freshman I
asked in Import and Export Scenarios

Adding ACH Addenda, getting the {=TotalCount:-8:0} to increment.

We have setup the ACH payments. They work great. I found this helpful guide on adding Addenda information to the ACH Data Provider / Export. When I export the file, my bank flags errors regarding the count of entries and addendums. I have attached a copy of the modified ACH Schema from the data provider - “Example_ACH_Schema.txt”. See picture below.In the File Control Record (or File Trailer Record) section of the ACH file you can see 3 parameters - “Count”, “BlockCount”, and “TotalCount”. The first two parameters are coming across correctly. The third parameter is not counting the added Addendum as a section.  Has anyone else had a similar problem when adding an Addenda?The modified ACH Schema with Entry / Addenda count highlightedExample # 1 Bank requirements for {=TotalCount:-8:0}Example # 2 Bank requirements for {=TotalCount:-8:0} 

3
C
Freshman II
1 month ago

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