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Import and Export Scenarios

Import and Export Scenarios

Discussions Import and Export Scenatios

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Update Contact details in Customer

Hi All, @Naveen B ,I need to add a Contact against the Customer. I have done the following but am having trouble with the scenario recognising the “Login”. I want the login to be ‘firstname.lastname’. i am receiving error-”Login can not be empty”. Also, i cant find the code id for User Type “Po...

I am trying to create an Import Scenario to create a restriction group for each GL Account

I am trying to create a restriction groups for each GL account (about 1300 of them) using an import scenario. I am able to get the group created, but I cannot figure out how to select the check box for included once the group is created.

Import Scenario - For Clock Entry Screen - View Name Header Error

I have created an import Scenario to import time entries into the acumatica clock entry screen. I am receiving the following error”1 items have not been processed successfully. View name: header.” Any help would be much appreciated. Thanks in advance. Here are the details for my scenario Data Provid...

How to Export "Debit Adjustment" type records only from Bills and Adjustment screen (AP301000)

I am trying to Export the “Debit Adjustment” records using Export Scenario from Bills and Adjustment screen but it always returns the “Bill” Type records. I have applied the Type mapping as Type=’Debit Adj.”Herewith, I have attached the Export XML. Does anyone help will be appreciated.

Issue with Import Scenario to create Bill Payment and relate bill to the Bill Payment

HI,I have prepared the Import Scenario to create bill payment document and then relate the bill document it, the bill payment document is getting created but the bill is not getting related or added and the error returned is Error: The system failed to commit the Adjustments row.I have attached here...

importing customer activity note

I’m trying to import a note into the activities tab on the customer screen. We had first visited this a while ago and support did provide an import scenario that did work for this. The issue I’m having at the moment is that if the note is multiple lines, it is separate rows in my source excel file...

Change ID Import Scenario Error

When I run my import scenario I get the famouse error “The Change ID button is disabled.” My import scenario is simple and base on https://www.augforums.com/sample-acumatica-import-scenario-stock-items-change-id/, but after modifying this import back and forward, still having that issue. Do you guys...

Creating an XML Data Provider

There is a lot of documentation and training around non-XML data providers but not very much around XML data providers. The documentation and examples don’t feel very clear around what can be done before custom development is required.To create this XML file going out, can I use the existing XML da...

Routing number error when exporting payments

When exporting a payment batch an error appears saying“The bank routing number specified for the vendor is invalid or empty. The number must be at least 8 digits. Verify the vendor’s payment settings on the Vendors (AP303000) form.”Is there a way to find out which vendor is the issue? We’re dealin...

Importing invoices with more than one line items

Hi,I have created import scenario to import invoces and line items, when i execute prepare and import action for each record from excel a new invoice is created.In the excel there is only one invoice with 53 line items. But when import is done 53 invoices are getting created.Following is the image s...

How to import data from another tenant

Hi,I have two or more tenants in the same instance and i want to get the data from one data updated into another tenant not replaced, I don’t want to use sanpshot shot option as that will replace the tenat data.I want to insert the data so that old data remain intact.Do import scenario or generic en...

AP Import - invoice entries import with no cash account for certain branches

We normally process a single AP import containing payments for multiple branch IDs. Prior to our upgrade to 2021 R1, all invoice entries would import with the appropriate cash account regardless of the branch we are in. After our upgrade, it seems the only cash accounts populating are those that are...

import scenario to update Expiry Date for duplicate items cont..

Hi @Naveen B , All,I have a file which contains data to update the Lot and ExpiryDate to an existing SO. The issue i am having, is the file has duplicate inventory items and Lot/Expiry dates. I don’t have any numbering system to rely on in the file. Is there something I can do in the Import Scenari...

Export Scenario for Project/Contract from a GI

Hi,I am trying to export Project/Contract from a GI. My export scenario is not working. I keep getting a message that “Items have not been processed successfully. View name: Filter”.If I am try to export from Project/Contract screen (PM301000). Then I keep getting a message that “Items have not been...

Business Event Usage

I’m new to business events and was wondering if the following is even possible.I want to add a business event to take an inquiry and upload it as a new document (sales order of type TR). Not to edit an existing one, which is the use-case I keep seeing online.I’m creating Sales Orders of type TR from...

US date format to AUD

Hello, @vkumar , @Naveen B I have an American date format in an excel file that needs to be uploaded into MYOB Adv. The format is like so ‘20231231’ (i.e. YYYMMDD). How can I convert this to an AUD format in the Import Scenario?Regards,Laura

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 pic...

SO import scenario with duplicate inventory items

Hi @Naveen B , All, me again . I have created an import scenario to create Sales Orders from information in a file. The issue I am having is when the there are duplicate items for the same SO in the file. The duplicate inventory lists in the Sales Order fine however adding the Batch and Batch...

How to resolve "Any unsaved changes will be discarded" - Import by Scenario

I am new to Acumatica.Running an Import fails on the first row.Thanks you for any suggestions or comments you may have.If there is online link that you could point me to follow-up on my own, that’s great too. My import Scenario is attached.Thank you.-ken

Import Scenario to “Employee Time Activities” screen

Hello, I am new to Acumatica.I am building an import Scenario for the “Employee Time Activities” screen.The data is coming-in via a .CSV file (provided by an external source).The Project number is coming-in from the .CSV file non-segmented.The Project number segmented in Acumatica. (xx-xx-xxxxx). I...

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