Hi!
I am trying to import transactions into Cash purchases using the ACU Import AP Cash Purchases Template.
It’s going good other than it is importing all line items into one transaction. I thought it would make a separate transaction for each line.. Any suggestions on how to do that?
Thanks!
AC
Best answer by Laura03
Hi,
Try making the reference numbers in the spreadsheet higher than all existing auto-numbered Cash Purchase reference numbers that are already in your Acumatica tenant.
Maybe, 001008 and 001009 already exist in Cash purchases screen. If they do, they’re likely older and already released/not editable. Acumatica may be trying to edit existing records versus adding new.
Try reference numbers A001008, A001009 in the spreadsheet and see if that works better.
Laura
+15Hi
Could you please share the Import scenario xml file?
Also confirm you are looking for a import scenario to import each line as one transaction?
Thanks
+19Hello,
To have each Cash Purchase imported on a separate document, use different reference numbers (column c) for each separate Cash Purchase, like this example:
The import will use Reference number in C to trigger a new document.
+15Attached import scenario.
Please check
+19Hello,
The column letter doesn’t matter - Acumatica uses the column name in your Excel, as matched to the Source/Field name in the right-column shown in Import Scenarios screen.
Laura
It gave me this error. Save button is disabled...
Thank you so much!
AC
+15Hi
I have tested the import scenario attached above to import line basis.,
Did you verified?
I have different ref numbers
..and my import scenario has the Reference Nbr. field here:
..but I still get this
Instead of 2 separate transaction…..
+19Hello,
In your Data provider, please remove all attachments except the most recent, and update the Schema tab as follows:
In Import Scenario, de-activate the lines showing yellow Exclamation, (!) and any other fields you are not using, not populating.
In Import by Scenario, click Prepare and Import.
Thank you.
Laura
+19Hi,
Try making the reference numbers in the spreadsheet higher than all existing auto-numbered Cash Purchase reference numbers that are already in your Acumatica tenant.
Maybe, 001008 and 001009 already exist in Cash purchases screen. If they do, they’re likely older and already released/not editable. Acumatica may be trying to edit existing records versus adding new.
Try reference numbers A001008, A001009 in the spreadsheet and see if that works better.
Laura
That worked!!!! Actually, I left the Reference Nbr. field blank and it autoincremented!
AC
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