I'm setting up my first import scenario for cash transactions (CS.20.40.00). While I've successfully set up the provider and provider object, I'm encountering issues in the mapping section. The test import file prepares the lines perfectly, but the actual import returns multiple errors—here's the latest one.
Could someone please share a screenshot of their scenario so I can compare and see where I am going wrong?
+2Hello
You need to map the key fields (Ref Number and Type). You can identify the key fields from a screen by the lines are automatically inserted by the system:
+16
Hmm, I want the ref number to auto generate since this is a tracking # provided by acumatica when I manually record these. What do I put to have Acumatica generate this based on the last ref # used?
I believe the “AdjTransType” should be the same as the entry type. I can assign that one. Do I still need the entry type line as well?
+2Hi
Even when auto-numbering is setup you still need to provide a value to let the system know a new record needs to be created.
Here’s a link for my webinar where I explain how to map import scenario when auto-numbering is enabled (min 7:24):
Thank you @manikanta! I get an error that says Hold is not an option. Is this an action in your upload file?
I set up the import file and added mine. I now get this error. Are you familar?
Thank you Very much, i have played around the import scenario but i would want help on how to import reversal transactions via the same or otherwise.
The intent is because i am importing cash transactions from a different system, and from that system a transaction the would have already been imported into acumatica can get reversed, so i need to import the reversal entry so that i can further import new transactions.
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