Import and Export Scenarios

Discussions Import and Export Scenatios

  • 496 Topics
  • 2,144 Replies

496 Topics

B
Freshman I
bclarkFreshman I
asked in Import and Export Scenarios

How to Export Files on a Schedule or in Bulk

Hello, Is there a way to set up an export scenario or automation schedule to export the files from a Shipment?  We have a customization built in already that captures the Shop for rates carrier info and stores it in the Files of the Shipment. I want to be able to export these files and save them on my computer or in OneDrive. I can do this one at a time now, but is there a way to do this in bulk or on a schedule?Thanks! 

5
B
Freshman I
4 hours ago
D
Freshman I
dmilletteFreshman I
asked in Import and Export Scenarios

Import Scenario - Purchase Receipts - ADD PO LINE button not adding PO Line 2

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):  

7
C
Varsity II
3 days ago
N
Freshman I
NaingAungKyawFreshman I
asked in Import and Export Scenarios

Export Purchase Request

Hello Acumatica Community,I hope you are all doing well. I'm currently facing an issue with an Export Scenario in Acumatica, and I could use some assistance in resolving it.Problem Description:I've set up an Export Scenario to export purchase requests from Acumatica. Each purchase request can contain multiple lines with unique line descriptions. However, when I use the Export Scenario, it's not exporting the multiple line details correctly. Instead, it exports only one line, and the line description appears to be duplicating from other requests. Can anyone help me with it please? I have attached the export scneario too.Thank you in advance for your assistance.Best regards,Naing Aung Kyaw

0
N
Freshman I
3 days ago
J
Jr Varsity III
jwarrenJr Varsity III
asked in Import and Export Scenarios

Import Scenario on Purchase Receipt - Add Purchase Order -> Add PO/Add & Close

Trying to build an import scenario that adds POs to a purchase receipt. Where would I find this action on the Import Scenario screen mapping for Purchase Receipts: 

3
riglesias
Acumatica Employee
4 days ago
manikantad18
Pro I
manikantad18Pro I
asked in Import and Export Scenarios

Template Items- Default row Import scenario execution

Hi Everyone!@KarthikGajendran May be you can help here.We have 1000+ Items which contains only one variant. For an exampleCURTIS is my Inventory and below are child itemsColor is my variant. Now I want to create a Template Item and assign Template ID to child items When I am creating a template ID, We need to assign a default row and column in the configuration.But I want to update all 1000 + Items only either as default row and column, but system shows two are mandatory, Manually I am marking all other variants marked as not required which allows one default row/coumn as a mandatory and saving the record but I want to implement same steps in the import scenario for 1000+ Items Please assist me how to execute above scenairo in importsHow we are handling Import if we have only one variant?

0
manikantad18
Pro I
4 days ago
darylbowman
Captain II
darylbowman
asked in Import and Export Scenarios

Can't use aggregated field from GI in Import Scenario 'Source Restrictions'

I have an import scenario based on a GI. The GI is grouped by several key fields, and one of the resulting fields is called ‘State’, which is a count of the number of States that are represented in the data.The GI returns the correct result: But when I attempt to use the resulting value in the Import Scenariothe result is empty.I’ve tried so many work-arounds, but nothing with aggregate fields seems to compute.Is this a bug or a known limitation?

5
darylbowman
Captain II
5 days ago
manikantad18
Pro I
manikantad18Pro I
asked in Import and Export Scenarios

Import scenario to Update the Taxes in Paycheck and adjustment

Hi EveryoneI am trying to Update the tax Info as highlighted below using below Import scenario Could you please help me with the exact Mapping Verified the Standard Acumatica import as well.

0
manikantad18
Pro I
5 days ago
M
Semi-Pro I
mikehoSemi-Pro I
asked in Import and Export Scenarios

Stock Item import scenario using vendor inventory ID as reference

Is it possible to use the preferred Vendor ID and the Vendor Inventory ID as an identifier in an import scenario? For example, if we receive a file from a vendor with new item pricing, but the file uses the vendors inventory ID (which we record in the Vendor Inventory ID field of the VENDORS tab in the Stock Item), is it possible to create an import scenario to find the corresponding stock item and update the pricing based on the Vendor ID/Vendor Inventory ID?

6
Laura02
Captain II
6 days ago
E
Varsity I
EvanGVarsity I
asked in Import and Export Scenarios

Vendor Class Update

Good day,I want to update vendor classes.  I can’t seem to find an action that will override the warning note which I want to set to NO.  When I run import below; it has been to confirm if I want to update the vendor settings which is in all cases NO.  Any suggestions? Or Which action I should use to answer the”warning” 

2
E
Varsity I
7 days ago
T
Freshman I
tebogo37Freshman I
asked in Import and Export Scenarios

Fixed Assets Import Error

Good day. When Importing fixed assets I get the error “Value cannot be null. Parameter name: bookID”. Can someone guide what to check to get a successful import.

5
T
Freshman I
7 days ago
S
Freshman I
scottjohnsonhereFreshman I
asked in Import and Export Scenarios

Use import scenario to update a work center and description on BOM

We have a work center that is being replaced by a new one.  They are identical except for the new work center number and description.  I need to update all BOM’s that have operations with this work center.  I have an existing import that will add a line for the new WC but am looking for a better way to possibly just replace the previous number/description with the new.  Can someone give me a bit of guidance with the best way to approach this?   Thank you very much.  

2
S
Freshman I
12 days ago
T
tmsharp
asked in Import and Export Scenarios

Another process has updated the 'SOOrder' record. Your changes will be lost.

We’re in the beginning stages of testing order imports from Our test Shopify environment to Acumatica. When attempting to import new orders we’ve started to see an error message when going to Process Data, after the Sales Order has been prepared.: “Another process has updated the 'SOOrder' record. Your changes will be lost.”We haven’t made any changes to the orders that fail versus the orders that don’t fail, and we haven't been able to identify a trend. Any ideas on how to resolve this error so that we can have all orders import properly?  

4
Naveen Boga
Captain II
12 days ago
Janella
Jr Varsity III
JanellaJr Varsity III
asked in Import and Export Scenarios

How to add import scenario to menu

I want create a menu item on a workspace for an import scenario, how can I do that? 

7
Janella
Jr Varsity III
13 days ago
J
Jr Varsity II
jwestermann17Jr Varsity II
asked in Import and Export Scenarios

Import Scenario » Import multiple Sales Orders with automatic numbering

Hello.We would like to know if it is possible to import sales orders via Excel that contain multiple rows per order and use the automatic numbering feature. We have found several topics on this in the community, but none of them have worked for us yet.Any help would be appreciated.Thank you.

12
J
Jr Varsity II
13 days ago
F
Freshman I
fpantelidakis65Freshman I
asked in Import and Export Scenarios

Issues with importing charges to Leases in Property Management

Hi,I am trying to import charges under the section called charges-->Lease Space in the Add/View Button. I was able to import the lease first without charges. Then I had to do a second import for the charges and keep getting errors. Here is the error message I keep getting The system failed to commit the ContractDetails row. I have also attached a copy of my import scenario. What am I missing? The client is on 2023 R1. They have the latest Property Management customization loaded.   Thanks,Frances  

0
F
Freshman I
13 days ago
A
Jr Varsity III
abrunner78Jr Varsity III
asked in Import and Export Scenarios

Conditional values on Import Scenarios

I’m working on an Import Scenario that will update a sales order’s user-defined attribute.The simplified process will go as followed:Identify the order by Type and Number Open or Re-Open the order (QT requires the Re-Open) Set the attribute Return the order it starting stateSteps 3 and 4 need to be conditional and I haven’t found any documentation on how to do that. For instance, step 3 would need something like: IIf(=[Document.OrderType] = ‘QT’, <Action: Open Order> (OpenOrder), <Action: Re-Open Order> (ReopenOrder)As a work-a-round I am thinking about using Target Restrictions to limit the data to a single condition, i.e., QT and Completed or QT and Canceled. That way I can set the Mapping fields and change them each time to match the current conditon. I’m really trying to avoid this since it will be fairly manual. 

12
Michael Hansen
Varsity II
14 days ago
T
Freshman I
tebogo37Freshman I
asked in Import and Export Scenarios

Stock Import by Scenario

Good day. I get an error when importing my stock.“Items have not been processed successfully. View Name:Item” Can anyone assist in troubleshooting this error.

7
T
Freshman I
14 days ago
S
Freshman I
scottjohnsonhereFreshman I
asked in Import and Export Scenarios

Set BOM to Hold with import scenario.

Looking for suggestions or someone to point out what I’m missing. I am attempting to set the Hold flag on BOM’s through an import scenario and it is not working as expected.  On the import scenario I am using the Hold from the Bill of Material screen and set it to =True  The import processes but it does not place the BOM on hold.   Thanks very much.  

2
S
Freshman I
17 days ago
AndrewBGL
Jr Varsity III
AndrewBGLJr Varsity III
asked in Import and Export Scenarios

An error occurred during processing of the field PackageOption: Object reference not set to an instance of an object..

Hello,I am getting an error message during a stock item import. Here is the error message:An error occurred during processing of the field PackageOption: Object reference not set to an instance of an object..I think the issue is with trying to import the package option which should be By Quanity.Any help is appreciated.

8
AndrewBGL
Jr Varsity III
17 days ago
Michael Hansen
Varsity II
Michael HansenVarsity II
asked in Import and Export Scenarios

Generating Shipments from an SO

Hey Everyone, I know I have the command <Action: Create Shipment> from the Sales Order screen under Order Summary. This in turn generates a dialogue box with two options (Shipment Date and the Warehouse ID).The Warehouse ID will auto-fill properly, but I need to access Shipment Date in the dialogue box as it always picks “today”, which isn’t overly helpful in this scenario. The only options I have for Dialogue boxes seem to be the “OK” and “Cancel” options in the import scenario. Anyone know if/how I can access the date fields through the Dialogue Box before generating the shipment? Thanks in advance,

4
Robert Sternberg
Semi-Pro III
17 days ago
S
Semi-Pro II
sweta68Semi-Pro II
asked in Import and Export Scenarios

Import Scenario: "Out of Balance" Error on Journal Transaction Entries

Hi Experts,I'm working on an import scenario for Journal Transaction Entries and I am getting an error saying the Batch is out balance.I have attached my import scenario for better understanding of issue.Any help would be greatly apricated.Regards,Sweta.

3
Chris Hackett
Community Manager
18 days ago
xkylewrightx
Varsity III
xkylewrightxVarsity III
asked in Import and Export Scenarios

Automated export of pivot table

Hello-I am wondering if anyone knows of a way to automate the export of a pivot table?Ideally, I would like an automation schedule to email the pivot table in excel format - but I can settle for any method, such as using export scenarios, etc?Thank you!!

6
xkylewrightx
Varsity III
18 days ago
B
Freshman I
bwhite49Freshman I
asked in Import and Export Scenarios

Update Operations ID BOM through Import Scenario

Any ideas on how to update the operations ID on the BOM? We need to change it from the value of ‘01’ to ‘0010.’ Every operation ID is line number 1. Thanks ahead!  

4
wgnel35
Freshman I
20 days ago
CarlosOrtiz48
Freshman I
CarlosOrtiz48Freshman I
asked in Import and Export Scenarios

is is possible to Create a Purcharse Order from a pdf file?

Good day all. I have question!is is possible to  Create a Purcharse Order from a pdf file? my vendors send me an invoice in PDF format, and i want to upload that PDF to create a PO. is that possible? thanks for your help and advice!

1
meganfriesen37
Captain I
24 days ago
AndrewBGL
Jr Varsity III
AndrewBGLJr Varsity III
asked in Import and Export Scenarios

How do you export Item Classes

Hello,There might not be a way to do this but I would like to export all of our item classes.I want to use a Vlookup to map the classes to an import of new products.There is not an excel button to export the list, so I am assuming I would need to use an Export Scenario to accomplish this.   

2
AndrewBGL
Jr Varsity III
25 days ago

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