Import Scenario - getting input from the user?

Hi ​@simonForrest,

I am not sure how your CSV file looks like or what data it has. However, you can try using Customer Sales Order or External Reference, if it has a specific format for a different customer to identify and fill in the Customer for Sales Order Import. Alternatively, you can also use Substitution List and map it to your Customer ID field in Import Scenario. Hope this helps.

Here is the link for more information

https://help-2024r2.acumatica.com/(W(5))/Wiki/ShowWiki.aspx?pageid=79ed2c1d-2988-4c19-b470-de226b5ea305

Hi Krunal,

Thanks for your ideas.  The substitution information was helpful for other issues I needed to solve (better that using the switch formula).  

The main problem still remains, that the row of data in the spreadsheet used to create a SO is all correct and can be mapped to the relevant fields in import scenario, except for the Customer information, there is no code or field I could use as a basis for search. 

Ideally I would ask the user to pick the customer.  In VBA something like “CustomerCode = inputbox(“Please enter customer ID”).  Is there a way to do this in import scenarios?

Hi Simon,

Unfortunately, there is no way to raise a popup dialog box in Import Scenario unless you have a customization which ask for certain information. That too you have to enter in Import Scenario design, it cannot be like asking while running it.