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Import and Export Scenarios

Discussions Import and Export Scenatios

  • 955 Topics
  • 3,957 Replies
955 Topics
C
Semi-Pro I
chidao
asked in Import and Export Scenarios
Create Purchase Receipt from Import Scenario

 Hello Team,I am creating an automation where the system will automatically create Purchase Receipt type Transfer Receipt and add all the SO have the same Project ID on that transaction. However seem like the import dont work, please view my setup as below:1. I create an generic inquiry list down necessary info. You can find attachment for reference  A business event with setup group record by Project ID with an aim to create only 1 Purchase Receipt if there are multiple of SO with the same Project ID. It was raised by schedule Create an Import Scenario for create Purchase Receipt type Transfer Receipt and add all SO  As the result, the system only create Purchase Receipt and cant add Transfer order.Looking for advise from you allThanks in advance

426
dcomerford
Captain II
E
Freshman I
ealvez
asked in Import and Export Scenarios
Automation Schedule not Actioning

Hi All,Wanted to get some help on figuring out why my automation schedule is not firing as intended. We are using the schedule to trigger a business event, triggering daily every 5 minutes. It basically checks an existing GI for any records and triggers and import against the return. As you can see from the screenshot, last executed date was on 6/20/2025, it is 7/4/2025 today.I’ve tried manually triggering the import, and it works perfectly.  

488
valentynbeznosiuk
Jr Varsity I
R
Jr Varsity II
RossJr Varsity II
asked in Import and Export Scenarios
DocuSign Workflow - Tedious and Overcomplicated?

We are currently using the DocuSign integration, however, we find the workflow and click requirements to be extremely tedious and excessive. We are using it to send out rental contracts (through the Sales Order screen and form) to be signed by our customers. The form we send to be signed changes very little between customers, yet we still have to manually edit every form being sent through DocuSign to place the signature lines and initial lines on the document. There is apparently no way to create a template? It takes as long, or longer in some cases, to prepare the DocuSign document than it does to prepare the Sales Order. It should take almost no clicks or time to prepare the document for signature. It should be, at most, a toggle button to say “Send DocuSign” or “Require Signature” or something along those lines. A copy of the “signed” document does NOT get attached to the Sales Order automatically and there is no way to track the DocuSign envelope status from within Acumatica. It a

1565
S
Freshman I
iqraharrison
Captain II
iqraharrisonCaptain II
asked in Import and Export Scenarios
Import shipments with order that has multiple lines

Hi!I am trying to create an import scenario that will create a shipment in acumatica.  i had tested this out before and managed to get it to work with one line but it’s not working with multiple lines (pretty sure i broke how to do it for one line too 😅).the import scenario attached creates the shipment but it doesn’t add the lines to the shipment and save.  I have actions to confirm and prepare invoice too but at this point, i am just trying to select the lines and save the the shipment. here’s the add order screen with what it looks like when i manually try to process this shipment, however, i cant seem to get the import scenario to select all the lines i appreciate your help in advance!

382
Chris Hackett
Community Manager
Z
Freshman I
zaidiasimFreshman I
asked in Import and Export Scenarios
Acumatica Import Scenario

Hi AllI am using Acumatica version Build 2024.114. I have written an Import scenario to import Template Items. I want to apply a validation on Template ID field i.e. if the value being imported already exist as a Template ID, the row is not imported. Is it possible? Any help appreciated.Below is the screenshot of my import scenario.  

433
Chris Hackett
Community Manager
S
Varsity I
SBaldwinVarsity I
asked in Import and Export Scenarios
Importing Refunds and Pairing with CMs

I created an import scenario to mass create refunds in the AR payments and applications page. The actual creation of the refund has worked but I was also attempting to pair the refund with a SO of the CM type that is already created. Below is the error I am getting: This is my import scenario (XML is also attached)  

162
Chris Hackett
Community Manager
B
Varsity I
bodiecVarsity I
asked in Import and Export Scenarios
Import Scenario to Create a Sales Order and Shipment

I am trying to automate the creation of a Sales Order and Shipment, I have a GI with the lot serial information and the customer linked to that item, and a business event to trigger when I want it to. I would like for a Sales Order to be created for the same item, and the lot serial shipped so that all that we have to do is invoice the customer. I am using an import scenario and a business event to get this to happen, but I am stuck on literally the first thing.  I keep getting the error of ‘Customer ID cannot be empty’ and everything I have tried will not fill in the customer for some reason?  I haven’t even been able to test the rest of the import scenario because I can’t get past the customer. Here is my import scenario, is there something I am doing wrong on the first line? Why is it not able to get the customer filled in?  

303
Chris Hackett
Community Manager
H
Semi-Pro II
HarrySemi-Pro II
asked in Import and Export Scenarios
is there a way to define a file name regular expression for import ?

Hey community,I have a scenario where my file would be imported via ftp. Everyday one single file will be imported but the name of the file would be in the following format: file-import-<datetime>So in this file name <datetime> is variable. So will acumatica import the same file into the same import scenario with the variation in the ending name of the file? if no then what are the possible ways? Is there any option to define an expression or maybe just before the import it changes the file name and then import it ? 

262
Chris Hackett
Community Manager
E
Freshman I
emery97Freshman I
asked in Import and Export Scenarios
Sales Order Import Scenario

Does anyone have experience accessing the following internal field while importing?CurrentDocument.CuryUnbilledOrderTotalI need access to it because I want to remove a cancelled order line, get the new unbilled $ amount, and then enter that number into the “applied to order”I BELIEVE I can’t simply do math on what I am removing, as there’s an external tax calculation that needs to happen after removing the line and saving the order  

525
E
Freshman I
C
Freshman I
chese79Freshman I
asked in Import and Export Scenarios
Update backflush flag on production order

I am trying to update the backflush flag on production detail. I am close but something is off….  It throws the following errorsany ideas?

475
riglesias
Acumatica Employee
Fred Reiter
Freshman I
Fred ReiterFreshman I
asked in Import and Export Scenarios
Import Scenario to Create Shipment and Add Sales Order

Create Shipment import scenario was working in 23R1 but gets an error in 24R1. The error message is “Another process has added the 'SOShipmentCarrierData' record. Your changes will be lost.” The Add Order function works in the UI but I have tried everything to get an import scenario to work to no avail. Here is what my current scenario looks like: Any Ideas would be appreciated.

1496
O
Acumatica Employee
R
Jr Varsity II
rskieresz88Jr Varsity II
asked in Import and Export Scenarios
Carriage Return Issue

Hi, I have some data that I’m trying to import into the Note section on Stock items. I have used and am familiar with the approach when you have multiple lines to add the CStr(‘\r\n’) in between the data elements to get the data to look correctly formatted.  The situation I’m having trouble with is that I am being given a note field in an excel spreadsheet where the actual data already has the \r\n within the data.  If I just map to that field and create the note, the \r\n seem to be ignored and it’s just one long note with no formatting.  Is there some trick or adjustment I have to make in the source data or import scenario to get the data imported in the formatted multi line way I want?  The data is variable, it could have 2 lines of data or 20, so I’m thinking trying to break apart the actual data elements into separate cells wouldn’t be an option. Thanks  Bob

80
R
Jr Varsity II
martingaxiola
Varsity I
martingaxiolaVarsity I
asked in Import and Export Scenarios
Set Current Period in an Import Scenrio for Bills and Adjusment Screen issue

Good day Team,I am trying to push the current period to all bills imported into the Bills and Adjusment screen, The import scenario is suppose to set to import bills into the Bills and Adjusment Screen, I am having some of the bills been set with the Correct Period and other dot not workThe import scenario is using the Post Period to be: =Right('0' + CStr(Month(Today())), 2) + CStr(Year(Today())) also, tried with the ‘-’ =Right('0' + CStr(Month(Today())), 2) + ‘-’ + CStr(Year(Today())), with the Comit Set to true and the Ignore Error set to true as well, I get some mix resultsResults: With The data from the import being: Somehow the import for bill number 6 is good, but import for 5 and 7 is not working giving the error the 04-2025 and 05-2025 period is locked, also, the other June bills, instead of defaulting to 07-2025, is setting to be 06-2025 as the period is still available. Any help will be awesome. Thank you!

80
martingaxiola
Varsity I
D
Freshman I
DhruvFreshman I
asked in Import and Export Scenarios
Export Scenario Issue

Hi,I tried to export a scenario for stock item and I am getting a issue. I have defined conversions on stock item , but when I prepare for stock item export scenario , it is fetching the conversion which is not define on stock item. ( the conversion is also not define on  item class, unit conversion as well)The conversions which are define on stock item is getting fetching along with the conversion which has not been define .Please anyone has solution or suggestion for this.??

1335
AndrewBGL
Pro I
R
Freshman I
rdukeFreshman I
posted in Import and Export Scenarios
Ascending Descending selection in Import by scencario

We are on 2024 R2, has anyone noticed that the ascending or descending selection is no longer available in the columns option selection. 

295
M
Freshman I
J
Freshman I
jvcamachoFreshman I
asked in Import and Export Scenarios
Import Scenario Bill and Adjustments with multimple lines

I am trying to run an import scenario for bills and adjustments with multiple lines. The first bill is imported correctly, but the second one throws an error: 'The Remove Hold Button is disabled.  I use a similar scenario with 1 line only and it works. 

243
Manikanta Dhulipudi
Captain II
D
Jr Varsity III
dgranger70Jr Varsity III
asked in Import and Export Scenarios
Can't select IN Control Account when creating a Non-Stock Item

This may be a 2025R1 Service Pack 1 error.  When creating a new non-stock item, the IN Control Account cannot be specified in the Expense Accrual Account field. The Acumatica form reference specifies that this field is for the IN Control Account. Selecting the IN Control Account creates an error but changing the Type field in the General tab clears the error. It doesn’t seem to matter what is initially selected for the Type and the Type can be changed back to the initial selection without the error returning.  I created an import scenario for non-stock items and it can’t get past the error even after specifying Ignore Error and having the import scenario change the Type and then change it back.   Has anyone else encountered this? inventory

312
D
Jr Varsity III
J
Jr Varsity III
jwestermann17Jr Varsity III
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.

57416
C
Freshman II
L
Varsity I
lauracastagnaVarsity I
asked in Import and Export Scenarios
Import Scenario not working when using "Quick Process" in SO's upload

Hi,I am trying to use the “Quick Process” in an import scenario.   The SO already exists in Advanced.  The import contains only the Sales Order Nbr.   The SO has he “Quick Process” actions to “Ship” and “Invoice”.  The Import Scenario comes up with an Error “View: Name Document”.Import Scenario is very basic.  It is attached.I would really appreciate any assistance.  A Sales Order just needs to exist in MYOB. Add the Sales Order no. i the Import Scenario .  And the quick action turned on in the SO Type. Regards,Laura 

35416
jbuddecke71
Varsity I
aborisova37
Semi-Pro I
aborisova37Semi-Pro I
asked in Import and Export Scenarios
ACH with Bank of America

Could someone kindly share an export scenario for ACH with Bank of America? Thank you so much.

931
debbiereed72
Jr Varsity III
L
Freshman II
lunarchickadeeFreshman II
asked in Import and Export Scenarios
Purchase Receipt Creation skips every other line with Import Scenario

Hi everyone! I'm in a bit of a pickle.Goal: Take a list from a vendor of all the Drop Shipped items, make the receipts for them automatically with and Import Scenario, and then go on to the next project.Here's the rub though. Every time I run it, it will run the first line selected, but then skip the 2nd, run the 3rd, not the 4th. Etc. There's some variability if there's multiple lines, but most of ours are single ones. The error I get is:Field: Order Nbr., Value: 001325, Error: 'Order Nbr.' cannot be found in the system.The data is all coming out perfectly on the ones that do run, but I can't figure out why it's skipping like that. It claims it cant see the Order Number, but that feels like a bit of a red herring since the type and order numbers above the ones that don't run is in exactly the same format.  

8010
L
Freshman II
Y
Freshman I
yongaguason75Freshman I
asked in Import and Export Scenarios
Import Scenario Employees Profile Assigning Multiple Delegates

Hello,I would like to ask if there is available mapping (import scenario) for multiple delegates?Appreciate your help.  

447
Y
Freshman I
J
Jr Varsity III
johnh3Jr Varsity III
asked in Import and Export Scenarios
Email Accounts (SM204002) - How to Retrieve Email Account ID - Number

Hi there,I’m trying to create an import scenario for SM204002.I cannot obtain the number associated with the Email Account ID for the import to work. “EmailAccountID” is the key field, however, it is stored as an integer. My attempt at creating a GI to pull this information only reveals the Account Name. To illustrate, in the second screenshot below, looks Acumatica requires the integer, rather than the name displayed.  Yet when a GI is created, no integer is provided, only the Account Name  How do I go about obtaining the integer key field for my import EmailAccountID?

162
Chris Hackett
Community Manager
H
Captain II
HarshitaCaptain II
asked in Import and Export Scenarios
Import Scenario: Last Cost not getting updated

Hello, I have successfully imported the stock items in my instance but the Last Cost isn’t getting updated. Below are the screenshots on the same.   Kindly let me know what mistake is being done here.Thanks.

37713
K
Semi-Pro I
AndrewBGL
Pro I
AndrewBGLPro I
asked in Import and Export Scenarios
Import Scenario, checkbox

Hello,I am trying to update the source: under planning settings.I think the issue is I need to enable the checkbox for Override. I am not sure how to do this.I have included my mapping.Does anyone know what I am doing wrong.Thanks  

7279
J
Jr Varsity III

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