Import and Export Scenarios

I see some great related topics where people have discussed the overview of creating a GI, then an export to generate the layout etc… We have a positive pay solution that is working as long as the check is generated (check start date) and (Check end date) are the same day… The GI has parameters and I can change those as needed, and when we run the export it works.  However the user doesn’t have access to the GI to change the date.  Sometimes the user starts a batch, the payment approval may take a day or more, and then they finish the checks… so the dates are not the same day… The export doesn’t allow us to pass a parameter to the GI, so they’re stuck.  Is there another way to limit the checks to just the ones that need to be on the positive pay file?  Other than date, how else can the checks be identified?  Printed but not closed?  What if it’s ACH?  Automate with a business event once status changes to printed? How have you solved this?  Open to all creative and fun ideas! 

Hi Folks,I'm trying to apply tax manually rather than having it auto-calculated — the tax should be applied after the invoice has already been saved.I'm able to do this through the UI, but I can't get it working via the import scenario. I've tried following the approach in the threads below, but the old (auto-calculated) tax value keeps overriding the manual one I try to set.I've also tried creating the tax manually first, but that approach didn't work either.What I have working so far:Import the data → Save ✅ Add the manual tax, then Save again → not working ❌Separately, I'd also like to check whether it's possible to add a separate commission line based on column values — for example, the setup below should generate 2 lines on the same sales invoice. There are also zero value commisions lines in it shouldn’t create lines for it.I've attached my import scenario and DP for reference. Any help or guidance in the right direction would be appreciated. 

Hi,I am struggling with an import scenario. Please see the screenshot below. I started with @@DetailIID. It was not working. Then used “Description”. Finally <Line Number>. Looks like the it is not identifying the correct payment instruction to update

I'm trying to attach an existing Estimate to a Sales Order Quote (Order Type QT) in Acumatica Manufacturing through an Import Scenario, and hoping someone has done this before. Manually it's simple: on the Sales Orders screen order type QT (SO301000), go to the ESTIMATES tab, click ADD, and the "Add Estimate" dialog opens (shown below) where you enter the Estimate ID and Revision and click OK to link the estimate. Can this dialog-driven action be automated through an Import Scenario My import scenario below:Can suggestions are appreciated. Thanks!

I'm running into an issue with an Import Scenario built for the Vendors screen, specifically for updating T4A related fields (CRA Reporting Type, T4A Box, CRA Vendor Type, CRA Payroll Account Number/SIN) on existing vendors. Here's the setup:Data Provider: Excel ProviderImport Scenario mapped to the Vendors screen On the Vendors screen itself, the conditional requirement works exactly as expected. Individual vendors ask for a SIN, Corporation and Partnership vendors ask for a CRA Payroll Account Number. No errors when entering manually. But when I run these through the Import Scenario, I get two consistent problems:Individual vendor type always fail with "CRA Payroll Account Number cannot be empty," even though SIN is the field that should actually be required for that vendor type. It behaves as if the import is checking CRA Payroll Account Number regardless of CRA Vendor Type. Partnership vendor type import without any error at all, but when I open the vendor record afterward, CRA Ven

Hello all,I have an import scenario to create SOs from quotes and there are scenarios where the same item might exist in the quote before converting to an SO. Now upon running the import, since Acumatica would find duplicate values (Item IDs), it stops the routine. Any ideas how can I allow the routine to import the duplicate Item IDs in the single order?  Kindly suggest.

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? 

Seeking an example for adding multiple Packages to a shipment with each Package having multiple items o 

The imort scenario brings in the sales order.  However I can’t get the shipped qty to change to actuals.  An item is frequently bought 6 units at a time, however there will be six different shipment spaced out over different intervals.  The import scenario I have will only ship all six at once.  Manually you can go in and change the shipped qty to 1.  How do I get the import scenario to do that? Suggestions on how to correct this import scenario? 

Hi AllI have a PCS Deployment of Acumatica currently on 25R1.Recently we have implemented MS Purview Data Sensitivity Labels within our company. We set documents labelled Internal and higher to be encrypted. The issue now comes when trying to upload data from an Excel to Acumatica, if the document is labelled as internal, an error shows saying Acumatica cannot read this file. If the label is changed to public which has no encyption applied, it uploads fine.Has anyone ever encountered this? Is there a possibiltiy for a solution, please?ThanksAmit

When trying to import Expense Receipts, I keep getting this error message but I’m not sure what is erroring. Looking at the import scenario, it looks like its pulling the information correctly but it doesn't like something about the claimdetails. Any advice? 

I'm setting up my first import scenario for cash transactions (CS.20.40.00). While I've successfully set up the provider and provider object, I'm encountering issues in the mapping section. The test import file prepares the lines perfectly, but the actual import returns multiple errors—here's the latest one. Could someone please share a screenshot of their scenario so I can compare and see where I am going wrong? 

Hello - I am attempting to use the attached file to import new vendors into our system. We have used this format before and have no issues. I get an error message saying “Cash Discount Sub cannot be empty (screenshot 1). However, the cash discount sub is not a required field in our import scenario. Am I doing something glaringly wrong here? Any input would be appreciated. Thanks!Attached is the file we are imported, as well as the import scenario.   

I want to update a field in the File Maintenance Screen. I have tried building an import scenario to do this, but it seems to have a hard time calling upon an already existing File so that we can update the Import File Reg. Exp.We are creating this import so that we can schedule a daily import that updates the Reg Exp to the next day. Then we can pull a file with the right date from an external source automatically.

I’m trying to create an import scenario to amend customer default payment method. I’ve tried using the billing tab and amending there as well as on the payment methods tab but neither working. Can anyone assist please?The payment method does already exist. 

Hi everyone,We’re getting the following error when importing timesheets for two specific employees:[SubAccountID] cannot be found in the system. Please verify whether you have proper access rights to this object. The import works for other employees.Has anyone encountered this before? Could this be related to the employees’ Subaccount, account, or payroll setup? What configuration should we check to resolve this?Thanks!

I have a client who would like Acumatica to automatically create an AP Bill using their Credit Card bank transaction file.   Has anyone accomplished something such as this? 

Hi, I am creating an import scenario for import bank transactions screen to import a csv file as my data provider. I was hoping to get answers to a couple of questions below please.In my csv file, I have a Beginning and Ending balance column which I think is wrong because you only enter them once in the UI. You don’t enter them line by line. How should I include my beginning and ending balance in my CSV file?    CSV file with Beginning and Ending Balance  In the above screenshot, the Amount column goes to positive and negative goes to disbursement. I’ve attached my import scenario. However, it is giving me an error below.    

I am working on a simple Import Scenario that was previously functioning as expected. However, I am currently unable to update a multi-select attribute through the Import Scenario.I can update and select multiple attribute values manually without any issues, but the same values are not being updated when processed through the Import Scenario. I have tested using both the Value ID and Description, but neither approach is updating the multiple selections.Could you please advise if there is a specific format or configuration required to import multiple values into a multi-select attribute? 

Hello everyone, So I want to import or upload Journal transactions by Import Scenario by transacation, but while i click “Import” there is an error “The Remove Button is Disabled”.Here is the the capture of the error notifications Here is mapping I create in Import Scenario Please help me to solve this, because when I succeed import the transactions, I need to “Remove Hold” and “Release” the transactions one by one. I really appreciate you help, thank you.

This is Classic and it’s very clear, area of the form, object,In the Modern UI you have to scroll thru a list of all Target Option and fields.And you can’t just type and let it find the field.  I would suggest not doing scenarios in the Modern UI.

Hello,I have a GI that filters out past due invoices based on how overdue they are.  Once a record appears in this GI, the business event triggers an import scenario subscriber that is meant to put the customer account on credit hold.Unfortunately, while the event history is showing success, the accounts in my test are not being updated.Can someone review the import scenario and let me know where I am going wrong?Thanks in advance.  

We recently upgraded to 2025 R2, and I attempted to export data to Excel. Although the system indicates that the operation completed successfully, the downloaded file does not appear on the screen. I also checked my Downloads folder, but the file is not there.  

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

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