Import and Export Scenarios

Does anyone have an import for AM215000 Engineering Change Order ?I would like to see your mapping if willing to share?(25R2)Thank you  

 In our 26R2 instance, I need to add the company warranty and company warranty type. My import scenario works for > 99% of my items when I don’t include equipment information. Our equipment that we sell and service typically is finished goods and typically is Model Equipment without components.I am trying to add these 4 columns: I can add Equipment Class and Equipment Type without Company Warranty and Company Warranty Type without error, but when I add the warranty information; I receive this error: Error: 'Component ID' cannot be empty. Error: 'Item Class ID' cannot be empty. We do manufacture this item, but none of the components are warrantied. If the equipment fails in the field, we would typically RMA the part in its entirety (not individual components).I can save this item using Acumatica’s screen, IN202500, without trouble.Copilot told me this….and I tried the suggestions.

I am trying to update the default supplier on non stock items.The client wants to replace the current default supplier with the new one, rather than add a row.I have been able to achieve this but the last supplier price is not being overwritten. I believe it should be 0 unless stock has been purchased by that supplier in the past. I am not sure what the behaviour of the last supplier price would be here, if it would update in that way.Importing with the below replaces the existing default supplier with the new one but the last supplier price remains the same. I assume it is doing the same if I click in the Supplier Id field on the non stock items suppliers tab and select a new ID. Having tested this, the last supplier price also does not change.The import scenario should need to remove the supplier completely for a new one to be imported correctly?

I have an import scenario where I would like to use address line 1 and the postal code of the customer’s account as key fields instead of the customer ID and then update 2 user defined fields. This current import mapping isn’t working.   

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

Hello Team,I am working on an import scenario to add payments to a Bank Deposit and need assistance in resolving an issue.I am able to add the payment successfully using the Payment Ref., but I am unable to add the payment using the Customer Order Nbr.Could you please advise if this is supported through the import scenario, or if there is any specific mapping/configuration required to add the payment based on the Customer Order Nbr.?Thank you. 

Hi everyone,We are currently working on a historical data migration into Acumatica and would appreciate some guidance on the best approach.Our requirement is to migrate several years of historical sales data, including: Sales Orders Shipments AR Invoices For the historical AR invoices, we would like to use AR Migration Mode, as these invoices are being migrated for historical/reference purposes and must not generate any new GL entries.However, at the same time, we would like to preserve as much as possible the standard Acumatica document relationship and navigation:Sales Order → Shipment → AR InvoiceInstead of generating the invoice through the normal Prepare Invoice process from the shipment, our idea would be to: Import the historical Sales Order. Import/create the corresponding historical Shipment and maintain its relationship with the Sales Order. Enable AR Migration Mode. Import the historical AR Invoice directly. Populate the standard SO/Shipment references on ARTran

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.

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. 

This issue is similar to this question.  I have a business event which is triggered for certain types of orders.  When triggered, one subscriber takes the sales order data and does an import scenario to add a prepayment and assign it to the sales order.  I can get the prepayment created, but when adding the Sales Order to the prepayment I am getting an error “The system failed to commit the SOAdjustments row.” I know I am close on this - just needs a fresh eye and a tweak and I bet it will be there.  Any thoughts?Thanks!  Patrick     

If we have images attached to our stock items and a GI set up with those items and image URL’s.  Why do the images not export to Excel?  How do we get the export to include a visbible image? We just see the same woding, but not actual image in Excel… 

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’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.