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How to create a new Custom screen to allow for Import Scenario creation

  • December 11, 2023
  • 13 replies
  • 694 views

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I have a need to create a new table and DAC which will hold some Historical data in Acumatica only for lookup purposes.

I have that customization written and published where it creates both the table and the DAC.  No problems at all, and I even have a GI which reads the DAC table.

HOWEVER, now I have a need to Import the data into this newly created table.  But when I go to create an Import Scenario for it, after creating a ‘new’ Custom screen as a Grid(View), the Import Scenario errors out saying that “screen does not have the Copy/Paste function” and will not allow me to create the Import Scenario.

What do I need to do to make this brand new custom screen have the ability to Import data from an Excel file?

Thank you,

 

Best answer by NetAdmin42

Hi Chris, not exactly.  I ended up simply importing these data through SQL SSMS.  I never found a way to do this through Acumatica.

13 replies

Naveen Boga
Captain II
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  • Captain II
  • December 11, 2023

@NetAdmin42  Can you please share the screenshots of your custom screen and along with your import scenario for us to do initial check?


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  • Author
  • Semi-Pro II
  • December 11, 2023

Hi Naveen,

First attached is some sample data of the Excel file I am trying to create a Custom screen for so that I can then create an Import Scenario.  Also is the DB script and the DAC I have published in the Customization.

Right now I deleted the screen I was trying to create in this customization.  I really do NOT even want an Input screen.  But apparently I have to have a screen to create an Import Scenario. 

Really, all I want to do is create the legacy historical data table/DAC and then import the legacy data into it so that I can use a GI to display it. 
 

I find it very frustrating that there is not an easy way to do this for Acumatica.  These data will NOT be associated to or used for anything else except historical reference.

Thank you for your help,
 


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  • Author
  • Semi-Pro II
  • December 12, 2023

@Naveen Boga Please let me know if those files I uploaded were what you needed.  Thank you,


Naveen Boga
Captain II
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  • Captain II
  • December 12, 2023

@NetAdmin42  I will check and let you know.


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  • Author
  • Semi-Pro II
  • December 14, 2023

@Naveen Boga Have you had an opportunity to see what I need to do to be able to do this?  Again, thank you for your time


Naveen Boga
Captain II
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  • Captain II
  • December 15, 2023

@NetAdmin42 Sorry for the late reply. Bit occupied with my work.

I have deployed the customization package, it seems you have not attached the import scenario and screen.

Can you please attach your custom screen and import scenario and re-share the package?

 

 


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  • Author
  • Semi-Pro II
  • December 15, 2023

@NetAdmin42 Sorry for the late reply. Bit occupied with my work.

I have deployed the customization package, it seems you have not attached the import scenario and screen.

Can you please attach your custom screen and import scenario and re-share the package?

 

 

@Naveen Boga Hi Naveen.  That is actually what I do not know how to do.  I tried to create an import scenario through the Import Scenario’s screen in Acumatica, but it requires a screen to do so.  I then tried to create a simple screen in this customization with Grid(View) and that too would not let me create an Import Scenario in Acumatica.  So, that was my original question.  How do I create a screen in a customization that will allow me to then create an Import Scenario?

Again, thank you,

Jeff


Naveen Boga
Captain II
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  • Captain II
  • December 15, 2023

@NetAdmin42  As you already created the custom screen, then add that screen and Import Scenario to the customization project and share it here.


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  • Author
  • Semi-Pro II
  • December 21, 2023

@Naveen Boga Please forgive me for taking so long to respond back.  I was pulled into a high-priority project and am only now able to circle back on this.

Please find attached that customization with the screen defined.


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  • Author
  • Semi-Pro II
  • January 10, 2024

@Naveen Bogawhere you ever able to determine why I cannot create an import scenario for this customization package?


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • March 13, 2024

Hi @NetAdmin42 were you able to find a solution? Thank you!


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  • Author
  • Semi-Pro II
  • Answer
  • March 14, 2024

Hi Chris, not exactly.  I ended up simply importing these data through SQL SSMS.  I never found a way to do this through Acumatica.


Doug Johnson
Acumatica Moderator
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  • Acumatica VP, Product Management
  • June 28, 2024

@NetAdmin42 Your conclusion is correct. I was easily able to create a SQL table and include it into Acumatica for use with Generic Inquiries. 

The challenge comes with creating a screen or import scenario so you can enter data into your screen. This task involves creating business logic with rules for how the data is entered. The Acumatica T200 class in Open University (https://openuni.acumatica.com/courses/development/) will help you learn the process. So unfortunately there is no shortcut I can share.