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Import and Export Scenarios

Discussions Import and Export Scenatios

49 Topics
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Using an Import Scenario to run Recalculate Prices from the Actions menu on a sales order

I am trying to use an import scenario to run price recalculation on a list of Sales Orders (provider is an Excel provider). Here is my import scenario. If anyone has any ideas about how to do this, I would appreciate it. I’ve tried different variations of the OK button that are available in the li...

Can I put parameters like MM/DD/YY into export scenarios file name generation?

Hello, Every time, I run export by scenario, I got a fixed file name. Can I make the file name generated with date as suffix?

Export price-list with image

Hi thereCan someone please guide me as to how we can export our price lists with images to Excel?Thanks so muchTania

Business Event import scenario, finding the GI result grid if it's a formula

I have a business event that has a subscriber that is an Import Scenario. The GI that the Business Event uses has a few formulas in the results grid. When designing the import scenario, all you can see for GI result grid lines that are formulas is something like “=[POReceiptLine_Formula5b2e0f32d43...

Import Scenario to update Customers / Mailing Settings / Mailing ID - Email Field

Hello all, thanks for taking the time to read my post.I am trying to import an email address into the Customers / Mailing Settings / Mailing ID - Email account field using an import scenario.I have developed an export scenario to try and find the relevant field and have had no luck finding it.And fi...

Importing Journal Transactions: The Post Period is being overwritten by the transaction date's default post period

When I import journal transactions, I have multiple line details grouping to be one GL batch by JE number and post period. Each GL Batch has the same Post Period, but some lines within a batch have a different transaction date in the source file (I’m brining in historical SL GL batches and its commo...

Import Scenario process issue

Hi everyone, I have an issue with an import process, i want to know is anybody else has this kind of behavior and is there any solution or proposal to fix it??!! So, import tests were done on two different environments, the test was about import file of 874 lines (using import scenarios), the first...

How to export all allocation information?

Hi guys, I want to export allocations report. I can’t find any related report or GI. I tried to create a new data scenarios to export those data. the mapping is below. But it’s empty when I run it. Dose anyone has any suggestion? Thank you.

Import Scenario to add primary contact name not working

This seems like it should be straight forward but I’m not seeing where the issue is.I have a file with Vendor Code and a name. I’m trying to update an existing vendor record to add the name to the General → Primary Contact → Name field. The import scenario doesn’t report any issues but also isn’t...

Can Acumatica working with SFTP client in automation.

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 auto...

AR Default Payment Method

Is it possible to NOT specify a default payment method for Customers? We accept account payments at the Cashier (our own POS) and they can be in several different tenders and two currencies.I know that this can be overridden when entering an Acu journal voucher but when uploading an excel file of pa...

Edit multiple projects with Import by Scenario/

I have imported a few hundred projects as active with active tasks for an audit (long story), and now would like to run an import to close out the tasks and project. However, it is duplicating the existing projects instead of modifying.Is there a way to use the Import by Scenario to modify as such,...

Selecting Contact in Import scenario

Hi, I’ve recently had the need to set an existing contact within an import scenario. For the mailing recipient for a form on a customer and also the contact on a Service Order. I thought I had accomplished this before using the assigned contact ID field from the contact table in the import scenari...

Vendor Payment Instructions

On vendor payment instructions is there a way to distinguish between a checking and savings account? The NACHA file format requires us to distinguish the difference on the ACH Text file uploaded to our bank. Currently we are manually changing this for specified vendors. In our previous software we h...

Import Scenario: How to find and delete a row on the Stock Item>Cross-Reference screen

I have a need to delete the Global cross-reference for many Stock Items in our system in order to get our Printed Forms to use the correct customer or vendor cross-reference (all cross-references appear in the Alternate ID field on the Sales Order and I can’t figure out how to get Report Designer to...

How can we set search criteria on multiple non-key fields for import scenarios?

My specific question is linked below but just in case it was passed over because it was specific about a particular screen I thought I’d open the question up:How do I specify multiple non-key fields to locate a record in an Import Scenario? The examples show searching for a customer by the customer...

Updating Stock Item Vendor Details

I’m trying to update the Vendor Inventory ID found on the Vendor Details tab of the Stock Items screen. I want to look up the record using the Vendor ID and the Purchase Unit of Measure. I’ve tried a couple of combinations thinking that the order might be important but I’m missing something.This fir...

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