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AP Aging Report Upload

  • 27 September 2022
  • 8 replies
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R
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Userlevel 2

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?

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Best answer by Kandy Beatty 28 September 2022, 21:25

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Laura02
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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:

 

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
Kandy Beatty
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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. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
R
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Userlevel 2

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

R
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Userlevel 2

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
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I have attached Irina’s article.

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
Kandy Beatty
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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? 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
R
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Userlevel 2

@kbeatty21 No in sandbox

Kandy Beatty
Rank
Userlevel 7
Badge +16

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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Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.

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