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Import Scenario - Delete Multiple Transaction by excel


Dear All,

Is it possible to import excel file (Sales orders/ Shipment/ AR Invoice) by the Import Scenario function?

Or there are any way to delete multiple?

Thank you for your support,

Yên Chi

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Best answer by Naveen Boga 4 July 2022, 13:52

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Hi @chidao  Yes, we can do that from the import scenario.

Here is the import scenario for Sales Orders, you can create the same for Shipment/AR Invoices as well.


Let me know if you have any queries.

 

 

Badge +16

Hello,

Is it possible to import excel file (Sales orders/ Shipment/ AR Invoice) by the Import Scenario function?

Yes, it is possible to import directly from Excel files to Acumatica. We can also import directly from a wide variety of sources:

Or there are any way to delete multiple?

Yes, we can import deletion of records.  The way we delete records is by replacing <SAVE> at the end of the import scenario with <DELETE> action.

 

Thanks @Naveen Boga and @laura01 for your kind reply!

I create a Delete AR Invoice Template as the attached image and got the error: “customer id can not be empty” though I understand that we don't need a customer field when we delete?

Mapping screen

 

Another question, On the import by screen, there is another mapping screen, so which mapping screen that this system is using when I import? 

 

Thank you,

Yên Chi

Thanks @Naveen Boga and @laura01 for your kind reply!

I create a Delete AR Invoice Template as the attached image and got the error: “customer id can not be empty” though I understand that we don't need a customer field when we delete?

Mapping screen

 

Another question, On the import by screen, there is another mapping screen, so which mapping screen that this system is using when I import? 

 

Thank you,

Yên Chi

I have fixed this one. Thanks all!

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