Import and Export Scenarios

Discussions Import and Export Scenatios

  • 318 Topics
  • 1,419 Replies

318 Topics

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. 

7
G
Freshman I
14 hours ago
F
Freshman I
FrancesPantelidakis24Freshman I
asked in Import and Export Scenarios

Errors adding Payment Instructions for FEDWIREBA to Vendor

I am trying to add payment instructions to a vendor using FEDWIREBA. However, I keep getting the error message below. I don’t notice anything wrong in my payment method setup. How can I correct or bypass this? I did have to modify the ACH Export File and created a copy. See attachments. Let me know. Thanks. This is for version 2022 R1. @FrancesPantelidakis24   

0
F
Freshman I
1 day ago
M
Freshman I
mdickFreshman I
asked in Import and Export Scenarios

Change S3 credentials

We are in the process of moving to 22R2 and we have created a sandbox for testing.  As part of that process we made a copy of our production DB and attached it to the sandbox for testing.  One thing that we need to do is change the S3 PROD credentials that moved with the copy to point to our Sandbox S3.  It seems that the information is locked and we cant change the configurations.  Any help would be appreciated.

1
DavidEichner
Semi-Pro II
2 days ago
C
Freshman II
chenwmFreshman II
asked in Import and Export Scenarios

Import by Scenario (Leads)

Hi there,System prompts a warning message “Last Name or Account Name (or both) should be filled in.” when we execute import for leads in LIVE tenant.Appreciate if you guys could assist on this matter. Thank you in advance.  Here's the screenshots of the data provider and import scenario profile.Data Provider Import Scenario Leads screen  

6
J
Freshman I
2 days ago
L
Semi-Pro I
ltussing03Semi-Pro I
asked in Import and Export Scenarios

Import scenario to update PO lines

Hello,I want to remove all NOTES from all PO lines.  I created a GI and exported to excel all PO IDs and all of their line numbers.I created a data provider with these 2 fields.I then created an import scenario to replace the notes with nothing.I can get this to work for the first PO line number without specifying the line number.  However, when I introduce lines into the scenario to select all PO lines, it throws an error like it is trying to add a line to the PO instead of simply updating the NOTES.For my @@Line Nbr. line, I don’t see the PO Line number as an available field.  The “Transactions.LineNbr” is the only line number field available in “Internal Fields”.Any suggestions? 

4
L
Semi-Pro I
3 days ago
O
Freshman I
ObrewerFreshman I
asked in Import and Export Scenarios

Remove Null Lines on Export

My issue is when using the export feature the table fills with empty values. So, we get these gaps of information. I tired making a line of code to cancel the line entry if the value was null but it doesn’t seem to be working. This causes a different problem where the table is only populated with one or two entries. The bottom code is  =IIF([ItemCode]<>null, '',  '<Action: Cancel>')I think it may have something to do with the restrictions but not sure on what exactly. Even trying to add a restriction to not pull empty values isn’t fixing the issue.  Any help would be greatly appreciated. 

0
O
Freshman I
3 days ago
dzabinski15
Freshman I
dzabinski15Freshman I
asked in Import and Export Scenarios

Using and Export Scenario to Update a thrid party SQL table

I am currently writing an export scenario to write inventory part attributes to a third party SQL table I used to print product labels. I have established a connection to the table with a data provider, and can load my data in the SQL table.  However, I am struggling with the proper syntax to update an existing record.  Currently, I keep adding new rows, duplicating my table.  Does anyone have a similar solution / requirement I can speak with?

7
shansen63
Freshman II
4 days ago
M
Jr Varsity III
matthewjames83Jr Varsity III
asked in Import and Export Scenarios

Import AR Credit Card payment

 I am trying to import a prepayment linked to a credit card payment taken online through stripe.I have an import file which is the customer, date, value, reference and preauthorisation number for the credit card payment taken online.If I manually enter the payment as a prepayment, enter the values apart from (preauthorisation number) save, then use the action “record card payment”, enter “preauthorisation number” in the “Proc. Center. Tran. Nbr.”  and save, it links the credit card payment taken online through Stripe to the acumatica transaction. When I try and import this method, it fails with “The Record Card Payment Button is disabled”could anyone have a look at the import scenario below and let me know if I’m missing anything? i am not sure if there is a timing issue between saving the record and the button being available, if so, is there a way to introduce a delay?version is 22.110.0018Thanks 

7
M
Jr Varsity III
4 days ago
P
Freshman I
pwills69Freshman I
asked in Import and Export Scenarios

Import Business Account with Contacs

I need to import Business Accounts and Contacts from the same file. In some cases there are multiple contacts in the file, each listed on a new row with the same business account information. I am auto assigning the business account ID so I do not have a unique value for two imports. I have my import scenario setup like this, the business account is created fine but no contacts are created. What am I missing.  

3
riglesias
Acumatica Employee
7 days ago
R
Freshman I
RMount41Freshman I
asked in Import and Export Scenarios

business event/import scenario to import special order item to an open order creation

So first off let me lay out my scenario. I work for a food Distribution company. We special order items for customers weekly. Once they arrive to the warehouse, they are manually shipped out to the customer based on when their next order is placed in the system.  I am looking for a way to have them added to the order when it is created. Meaning…. the salesmen creates their normal order, but does not add the special order item. Since that customer has a order out there (ORDER TYPE NS) for the special item when he creates the normal Sales order that is routed on a truck for delivery i would like some type of scenario where when their normal Sales order is in an open state it will add the special order item on there. SO far I have created a GI that pulls my SO’s that ship out that day and on the same GI its listed my special orders that are for that customer. Currently I'm manually creating a new order and manually adding it to the truck every night. I would like a way for this “smart sys

10
jkoshar90
Freshman II
8 days ago
CarlosOrtiz48
Freshman I
CarlosOrtiz48Freshman I
asked in Import and Export Scenarios

Pyables XML Import Scenario

Good day all. I need to create an import scenario to do 3 task,or it can be 3 import scenarios one for each type of file. i need to import in mass, this 3 Excel File(containing 300 bills) Pdf File (300 invoices -pdf files, the same that are listed on the exel file) XML File (300 invoices -pdf files, the same that are listed on the exel file) From an exel file, import an amount of invoices into Payables Attach a PDF File an XML file into each of the invoices imported from the excel file. i have the exel scenario already working to import my invoices, but i need to upload to each invoice a PDF file(its the invoice pdf from my vendor) and an XML file containing the same information but its in XML because its requested that way by our mexican goverment agency. the 3 type of files need to be imported in mass.is it possible to do this? thanks for your help! regards

1
DavidEichner
Semi-Pro II
8 days ago
K
Freshman I
krausef77Freshman I
asked in Import and Export Scenarios

Creating multiple Transactions from Import Scenario

Good morning, I am currently running into Issues trying to create multiple Transactions (one per line) from the Import scenario.It gives me the following Error on the second line of Processing:Another process has updated the 'INRegister' record. Your changes will be lost. I have attached the .xml file as well as a screenshot: 

7
Chris Hackett
Community Manager
9 days ago
K
Freshman I
krausef77Freshman I
asked in Import and Export Scenarios

Import Scenario for Kit Assembly creates first Transaction and then errors out

Hi All,When I run the Import Scenario below, the system is creating the first kit Assembly transaction, yet giving me this error for the following (tested that it is not record-related): We do not have any customizations in place.Any ideas? Error:Error: Another process has updated the 'INRegister' record. Your changes will be lost.Stack Trace:at PX.Data.PXFirstChanceExceptionLogger.ProfilerFirstChanceException(Object o, FirstChanceExceptionEventArgs args) at PX.Data.PXProjectionAttribute.PersistUpdated(PXCache sender, Object row) at PX.Data.PXCache`1.PersistUpdated(Object row, Boolean bypassInterceptor) at PX.Data.PXCache`1.Persist(PXDBOperation operation) at PX.Data.PXGraph.Persist() at PX.Data.PXSave`1.<Handler>d__2.MoveNext() at PX.Data.PXAction`1.<Press>d__38.MoveNext() at PX.Data.PXAction`1.PressImpl(Boolean internalCall, Boolean externalCall) at PX.Objects.IN.KitAssemblyEntry.Release(PXAdapter adapter) at PX.Data.PXAction`1.RunHandler(PXAdapter adapter) at PX.Data.PXA

4
Chris Hackett
Community Manager
9 days ago
Freeman Helmuth
Varsity I
Freeman HelmuthVarsity I
asked in Import and Export Scenarios

Unable to update key field OperationCD on Production Order Operation

Hello:Trying to programmatically update the OperationCD field on a production order operation, but getting an error that the “Another process has added the Note Record”.This operation works just fine in the UI, but not via codeI found another user with the same issue on StackOverflow, but he did not post his solution:acumatica - Another Process has added a "Note" Record(ProdDetail) in 22R1 - Stack OverflowUpon investigating the source code, it looks like Acumatica is inserting a new record into the cache instead of updating the existing record, but I can’t figure out why. Here’s the code:public class LaborEntryReorderExt : PXGraphExtension<LaborEntry> { public static bool IsActive() { return true; } public PXAction<AMBatch> RunReorder; [PXButton] [PXUIField(DisplayName = "Run Reorder")] protected void runReorder() { List<AMMTran> ammTransactionsToRelease = new List<AMMTran>();

1
Freeman Helmuth
Varsity I
10 days ago
N
Freshman I
ndahayol79Freshman I
posted in Import and Export Scenarios

Importing Intercompany Branch Mapping

I am trying to figure out the best way to load large intercompany mappings through import scenarios. Have anyone done this successfully?

4
A
Freshman I
10 days ago
M
Jr Varsity III
MRoszkowski15Jr Varsity III
asked in Import and Export Scenarios

Import Scenario to import Vendor ACH information

I am trying to create an Import Scenario to import ACH information on a Vendor.  I am using Payment->Default Payment Settings->Payment Instructions to bring in the Account number, Beneficiary Name, Routing Number and Bank name.  Here is my import scenario. The error I am getting is that the 'PaymentMethodID' cannot be empty.Anyone have any ideas or have an example how you accomplished this? 

2
wfilipiak67
Captain I
11 days ago
D
Freshman II
dwijebandara26Freshman II
asked in Import and Export Scenarios

How to create a variable Data length String in DATA Providers

Hi, I’m working on export scenario which will give the output Text file. One field on the Data provider having String Data type and 35 Data Length. so the export file will have the space for the empty space as follows.Data providers as followsCan I setup a variable Data length for this String? ThanksDesh

5
aaghaei
Captain II
15 days ago
A
Freshman I
aidenwills15Freshman I
asked in Import and Export Scenarios

"The key cannot be updated at this time. Try to save your previous changes first." Error on import

Hello, I am trying to update Vendors. When I try to import it, it pops up with an error saying “The key cannot be updated at this time. Try to save your previous changes first.”.Here in my mapAnd the errorThere are no errors showing up on the lines of the import.What could be causing this? Thanks!

2
A
Freshman I
15 days ago
A
Freshman III
alanconroynawFreshman III
asked in Import and Export Scenarios

Export Scenario: Using Incremental - New Only to export new data only

Hi,I am looking to export data out to a excel sheetI have built the export scenario and I have set the sync type to Incremental - New OnlyHowever when I schedule the export scenario to run Acumatica will export the new records and the record of the previous exportFrom reading the help wiki it statesIncremental - New Only: Select this option to perform partial export, including only those records that have appeared in the Acumatica ERP database since the previous export took place.My understanding of this is that Acumatica will run the export and then clear down the data and when the schedule reoccurs then capture the new data however this does not seem to be the case.Is my understanding incorrect or is there an issue with this sync type?

0
A
Freshman III
19 days ago
D
Freshman I
dstjohn84Freshman I
asked in Import and Export Scenarios

Import Scenario: Please Confirm is yo want to update current item settings with the inventory class defaults.

When importing Stock Items I am getting a message: “Please confirm if you want to update current Item settings with thee Inventory Class Defaults.The import scenario will not p[roceed without a response.How do I get past this message?

7
C
Freshman II
23 days ago
J
Freshman I
jcox43Freshman I
asked in Import and Export Scenarios

Import Scenario - Update sales order specific line discount percent

Trying to update specific sales order lines to add a 10% discount. Which I thought would be a pretty straight forward import but I keep getting an error “View name: Documet” and I can’t figure out what in the import scenario is wrong? Can someone help me out on this one. Attached is the import scenario XML Thanks

5
J
Freshman I
23 days ago
A
Freshman III
alanconroynawFreshman III
asked in Import and Export Scenarios

Change SO SalespersonID via business event and import scenario

Hi all,I am trying to change the salesperson on the sales order line via a business event and import scenarioI have looked at the topic in the link below and while the solution there works for a manually processed import scenario it will not trigger a business event (which I believe is due to joins in the GI) I have slightly modified the Import scenario form the previous solution, however the salesperson only changes on the first line, is there anyway to have the import cycle through the details of each line? Thanks,Alan

5
Chris Hackett
Community Manager
24 days ago
T
Freshman I
tsmith19Freshman I
asked in Import and Export Scenarios

Update Import Scenario - Software

Can anyone tell me how to update an existing line via import scenario? For example, I have a software listed that I am trying to add a missing data point but every time I do it, it adds a new line (duplicate) of the software instead.

2
manikantad18
Varsity II
24 days ago
M
Varsity I
mikehoVarsity I
asked in Import and Export Scenarios

Import scenario to change Alternate Type in Cross-Reference

I have several hundred products where the Alternate Type should be set to Vendor Part Number but it is incorrectly set to Barcode. I’m trying to create an Import Scenario to correct these in bulk but when I attempt to import it is adding a new line instead of altering the line: Here’s a screenshot of my Import Scenario: Any suggestions how to fix this so it doesn’t add a new line?

4
M
Varsity I
28 days ago
M
Jr Varsity III
Michael HansenJr Varsity III
asked in Import and Export Scenarios

How do I access Ship Date in a Sales Order

Under the SHIPPING tab in a sales order is a Shipment Date. This field is called SOOrder.ShipDate. I need to run an import scenario where I check it’s value against the inbound value. I would expect this to be Document.ShipDate, but that isn’t a valid field name. How do we check the Ship Date’s current value against the inbound value? 

4
M
Jr Varsity III
29 days ago

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