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AP Aging Report Upload

  • 27 September 2022
  • 8 replies
  • 80 views

I have AP Aging Report in excel file. How and where do I go to upload that report in Acumatica? I have not uploaded a report before and I am trying to upload that for one of the companies. Where in Acumatica I can go and Upload AP and AR aging report?

Best answer by Kandy Beatty

Hi @Rsyed 

As @laura01 said you can do this by using an import scenario. Here is one you can use:

 

You can not upload directly to the AR aging though. 

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8 replies

Laura02
Captain II
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  • Captain II
  • 3135 replies
  • September 27, 2022

Hello,

You want to migrate your Open AP and AR in the Integration module, Import Scenarios/Import by Scenarios screen.  The Excel is attached in Data Providers screen.

Please refer to Irina’s instructions for beginners:

https://community.acumatica.com/maintenance-and-troubleshooting-15/how-to-import-records-using-an-out-of-the-box-import-scenario-5620

 


Kandy Beatty
Captain II
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  • Captain II
  • 2183 replies
  • September 27, 2022

HI @Rsyed  

Are you trying to bring in historical data or open data? There are different ways to do so. Please explain more of what you are trying to accomplish. 


  • Author
  • Freshman I
  • 6 replies
  • September 28, 2022

Hi @kbeatty21 - I am tying to bring an AP Aging data for the month of July.


  • Author
  • Freshman I
  • 6 replies
  • September 28, 2022

Hi @laura01 - It gives me a message - You might not be allowed to view this area. Please contact the Community Team if you require access to this area.

Not sure what to do here.


Laura02
Captain II
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  • Captain II
  • 3135 replies
  • September 28, 2022

I have attached Irina’s article.


Kandy Beatty
Captain II
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  • Captain II
  • 2183 replies
  • September 28, 2022
Rsyed wrote:

Hi @kbeatty21 - I am tying to bring an AP Aging data for the month of July.

Hi @Rsyed 

Are you currently live on a Production instance? 


  • Author
  • Freshman I
  • 6 replies
  • September 28, 2022

@kbeatty21 No in sandbox


Kandy Beatty
Captain II
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  • Captain II
  • 2183 replies
  • Answer
  • September 28, 2022

Hi @Rsyed 

As @laura01 said you can do this by using an import scenario. Here is one you can use:

 

You can not upload directly to the AR aging though. 


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