Import and Export Scenarios

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?

Hello - I have also submitted this as a request for product development but wanted to ensure there was no way to perform this function.  We have various needs to be able to filter AP invoices processed by project, vendor, cost code, date, post period, etc…   and then extract the filtered results into a single PDF.  Our old ERP performed this function and it was extremely useful.  Currently we’re having to filter by various fields, then download/save the PDF’s 1 by 1.  It’s very time consuming.  As an example we have an environmental audit every year on our building.  We need to filter and provide all vendor invoices related to the purchase of certain material and well as permanent consumables used in order to provide to the consultants who perform the work.  it is terribly time consuming to download 1 by 1 then finally compile a single PDF with all images/invoices within.  If there was an “EXTRACT PDF” option where it would create a cover page of all invoices within, then subsequently

Hello all,I have been trying to create an AP Bill by selecting the Add receipt button & then filtering out the order Number. As far as I have done the below mapping which isnt working at all. Can anyone please guide me as to what I might have been missing? 

Hello all,I have been trying to create AP Bill via import scenario and I’m looking to add LC via the Add LC button. Reason being I want to create a single bill for both PO Receipt & LC.Below is the mapping I’m trying to import: Kindly provide your suggestions & guidance on the same.

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

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'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

We are using an Export Scenario in MYOB Acumatica to export inventory item barcode values maintained under the Cross-Reference section of the Inventory Items screen to a CSV file.When the barcode contains more than 12 digits, the exported CSV file displays the value in scientific notation instead of the exact barcode number. For example: Expected value: 9312554401266 Actual value displayed: 9.31E+12 We are planning to integrate MYOB Acumatica with a third-party portal, where the CSV file generated by the Export Scenario will be automatically transferred to the portal without any manual intervention.Therefore, we need the barcode values to be exported as their exact digits in the CSV file, rather than in scientific notation, without requiring users to manually change the file format after downloading or exporting the file.Could you please advise if there is a way to configure the Export Scenario or apply any other standard functionality in MYOB Acumatica to ensure that barcode values

During our Go-Live several months ago we made the decision to bring in our existing sales prices as “Promotional” with an expiration 6 months out (end of April) as shown in the screenshot below: Recently our sales team ask for me update all of our sales prices to remove the promotional flag and the expiration dates.   I have worked through the process of creating a Generic Inquirey,  and building the Import scenario.  I have tested the import scenario, which reads the existinging sales price entry and then creates a duplicate entry for the same break qty and price,  but leaves the promotion flag and expiration date fields blank. Shown below is the result after running the import scenario: While the import works fine,  our sales team has requested that I remove the original entries so that we don’t have the “clutter” of the original import from Go-Live.   Additionally they have asked that I completely remove the sales prices for a certain item class and not to bring those in at all.   I

 I initially created my target equipment import scenario without warranty information. The import did not throw errors. I am now returning to the import scenario and adding warranty information (company warranty):CompanyWarrantyCompanyWarranty TypeCpnyWarrantEndDate It runs and does not throw an error, but the warranty info does not get updated.How can I get these warranties updated?

When setting up a Vendor for 1099 reporting purposes, the option to select a 1099-INT form is unavailable. How can I report Interest income?

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.   

 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’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     

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!

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?