Import and Export Scenarios
Discussions Import and Export Scenatios
- 248 Topics
- 1,096 Replies
I’m importing into the Project Budget Forecast screen and I have it working except it is requiring an inventory id. If I put in an inventory id, it works. However, all of my other budget lines don’t have an inventory id on them (<NA>). Is there a way I can get this to work for the <NA> lines? Thanks in advance.Paige
We are trying to do our physical inventory from an excel spreadsheet import using an import scenario but for some reason my scenario will not add another line until it gets to a location with a different ID. I’ve tried changing the orders around and playing with the commit option but I’m not having any luck. I need to use the ADD dialog box in the physical inventory review or count screen as many of our inventory lines don’t have a line at the time of PI creation.(Long explanation).
I need to change the SO line SalespersonID on multiple sales orders via import scenario. However, I’m not sure where to affect that field in the import scenario under “Line Details” as I would expect.I have a list of order numbers and their order types along with the new salesperson ID. Any thoughts on how to set this up via import scenario?
I have a batch payment export and want to update a note field when the export has run. When I prepare without the update line it works fine. If I add the update line nothing is prepared and the field is updated as expected. Seems I can’t do both at the same time?
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 see any errors on the mapping?
I found an article on importing purchase order receipts and set everything up as described, however I am getting an error message when running the import: Order Nbr not found. If I manually perform with the same information, I do not get the error. I am sure I am missing something, maybe someone can point me in the right direction?I have confirmed that I can select a PO and PI Line, but enter the Lot/Serial number, exp and quantity manually for multiple lots for the same PO line.Being able to do this would save us a lot of time. We have a PO receipt coming in soon that will have 100+ lines on it. Thanks in advance!Link to the article: https://www.augforums.com/forums/acumatica-import-scenarios/import-scenario-for-purchase-receipt-with-serialized-stock/
Hi,I am building import scenarios for the Taxes and Tax Zones profiles. The 1st run of the import seems to go through correctly, but if I run it for records that already exist I get an error stating “The system failed to commit the TaxRevisions row.”.I have followed a few recommendations from this community but I cannot seem to resolve the issue. Any idea what I can do to resolve it?My imports scenarios and import files are attached. Thanks for all the help so far!
Hi,Client would like to import the data from Salesforce into Acumatica. They have file attachments in the Opportunities and Accounts records in Salesforce and would like to get them imported into Acumatica when we import the data using the import scenario with Data provide type "Salesforce Sync". How can we bring those attachments using Import scenario or is there any other optional available? Many ThanksAdeel Ahmed
Good day,Is it possible to use a UDF/attribute on the stock item in an import scenario to add lines to a Sales Invoice using import scenarios?We’re entering some sale agreements with a third-party retailer, who will sell our products in their stores and then send us a sales report of the items sold. Unfortunately, they are unable to use our Inventory IDs in their sales reports, so we would need to find a way to generate sales invoices whereby we can use the third party’s item identifier to look up which stock item should be used to import the invoice.This would likely be similar to the idea of using e.g. @@InventoryID, etc. on the usual imports, but in this case, we would need to select which stock item to use by looking at the attribute value.Any assistance is highly appreciated.
Good day.Another import scenario issue. See the attached. The scenario creates the contact with no issue; which is pretty good. However, the contact created does not link to the Business Account/Customer ID. I tried a number fixes but nothing seems to work.Any suggestions or changes you can recommend. i would not like to assign them manually.I appreciate this group’s assistance very much. @Evan G
Hi,Attempting to mass update the following fields as part of a initial implementation, but receiving the below error that the Warehouse Locations cannot be found, yet they are present in the Warehouse list. I am new to Acumatica and learning as I am going, but wondering if there is something obvious that I am missing to cause the error. IMPORT SCENARIO: ERROR: Field: Default Issue From, Value: SS-07-R4-S4-B1 , Error: 'Default Issue From' cannot be found in the system. Field: Default Receipt To, Value: SS-07-R4-S4-B1 , Error: 'Default Receipt To' cannot be found in the system.
We have configured an Import Scenario which works when it is executed from the Import by Scenario screen. When we try to process it from the Process Import Scenarios screen it does not work. Clicking the Process button with either the Prepare option or the Prepare and Import options simply does nothing. Neither the Status nor the Number of Records changes, even though there should be data to process.I tried to process a different Import Scenario as a test and that also did not work.Any idea what could be going on?Trace:9/14/2022 3:57:13 PM Information:SELECT TOP (13) [Customer_BAccount].[BAccountID] AS [Customer_BAccountID], [Customer_BAccount].[AcctCD] AS [Customer_AcctCD], [Customer_Customer].[CustomerClassID] AS [Customer_CustomerClassID], [Customer_Customer].[TermsID] AS [Customer_TermsID], [Customer_Customer].[CuryID] AS [Customer_CuryID], [Customer_Customer].[CreditLimit] AS [Customer_CreditLimit], [Customer_BAccount].[Status] AS [Customer_Status], [Customer_BAccount].[AcctName
I’ve tried to find an import scenario to import users into a new system and am not finding what I need. I created the Excel Data Provider as follows using guidance from some older posts in AUG Forums.The import scenario is:When I try to Prepare the Import by Scenario, I immediately get this error:The column 'Active' is not found in the data setDoes any one have an import scenario that works for users or can tell me what is wrong with mine?
I am getting an error that says I cannot have the same customer id and vendor id during import. Some customers and vendors have the same id. Why is this an error or is there a setting to allow this? IS - customer 1 has a code of ADV001 and vendor 1 has a code of ADV001. No relationship between customer and vendor. Thanks,Nirav S.
Hi,I am trying to import in project quotes and getting an issue I can't seem to resolve any help will be appreciated.Autonumbering is turned on for Projects and turned off for Project Quotes (as migrating old quotes need to keep old numbers)Import scenario as below:The quotes import in with no issues or errors, when I try to submit a project quote, that’s been imported and was the first record to be created it works no issues.If I try to submit any other quotes that have been imported I get the following errorError: Updating 'Project Quote' record raised at least one error. Please review the errors.Before I try and submit it has <NEW> in the Project ID as I would expectAfter I click SubmitIf I go back into the quote it has <new> back in the project ID field but still will not submit.The Trace showsError: Updating 'Project Quote' record raised at least one error. Please review the errors.'New Project ID' cannot be empty. I have tried to import the quotes in a different or
Hello, Our vendor is requiring us send files which are exported from Acumatica to them by SFTP in daily basis. Yes, this can be done manually, I can export the file to my local computer and then I use a SFTP client to send the file. However, I am wondering can this be done in an automation way? Thanks in advance.
Good,Has anyone used an import scenario to cancel open shipment. Or can someone direct me how to cancel them in mass. I have 300-400 open shipments that need to be cancelled or at least an item on the shipment needs to be cancelled. Your assistance is greatly appreciated.@Evan G
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 dealing with a batch of hundreds of payments and don’t have a way to easily narrow it down.
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 herewith the xml file of import scenario.
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