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Import Scenario - Sort Data before processing

  • March 23, 2025
  • 5 replies
  • 111 views
N
Jr Varsity III
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Hi Everyone,

I have a source dataset (shown below) for creating SO Invoices. I’ve set up an import scenario that is working fine, but it is generating three invoices instead of the expected two.

Based on the data, I expected only two invoices because the Reference Nbr is the same for the 1st and 3rd lines. Has anyone encountered this issue before? How can I modify the import scenario to ensure only two invoices are created in this case?

Additionally, I noticed that Acumatica has removed the sorting option for grids in Import Scenarios. Has anyone found a workaround for this?

Thanks in advance for your help!

 

 

Best answer by lauraj46

Hi ​@vkumar ,

Here’s one approach that you could take:

  1.  With a customization, define a custom Acumatica DAC. 
  1. Create an import scenario to import the Excel file to the custom DAC
  1. Create a GI based on the custom DAC.  You can sort data in the GI.
  1. Change the data provider for your current import scenario to use the GI that you created in step 3.

Hope this helps!

Laura

5 replies

lauraj46
Captain II
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  • lauraj46
  • Captain II
  • March 23, 2025

Hi ​@nsmith51 ,

If you use a manual numbering sequence for the invoice reference number then the invoice lines can be in any order.  With auto numbering, the details lines will need to be grouped.  I believe the sort was removed in 2024 R1 to avoid the false impression that sorting the data on the import screen will define the import order.  You should be able to sort the rows within the data source (e.g. in Excel or the Generic Inquiry).  

Hope this helps!

Laura 

Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Graeme Laughton-Mutu
Chris Hackett
bwhite49
V
Acumatica Employee
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  • vkumar
  • Acumatica Support Team
  • March 24, 2025

Hi ​@nsmith51 

Please check this thread as well, this could be useful.

Regards,

 

VijayKumarU
Chris Hackett
N
Jr Varsity III
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  • nsmith51
  • Author
  • Jr Varsity III
  • March 24, 2025

​@lauraj46 ​@vkumar  Thanks a lot for providing the responses.

Client won’t sort the data in the Source file (Excel Sheet), he will receive that file from 3rd party system and uploads file into the Acumatica.

​@vkumar  I checked with Parallel Processing as suggested but it seems it is not working. 

 

Is there any simple customization that can be done to sort the data automatically.

Chris Hackett
lauraj46
Captain II
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  • lauraj46
  • Captain II
  • Answer
  • March 25, 2025

Hi ​@vkumar ,

Here’s one approach that you could take:

  1.  With a customization, define a custom Acumatica DAC. 
  1. Create an import scenario to import the Excel file to the custom DAC
  1. Create a GI based on the custom DAC.  You can sort data in the GI.
  1. Change the data provider for your current import scenario to use the GI that you created in step 3.

Hope this helps!

Laura

Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
R
Chris Hackett
sangland
Varsity I
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  • sangland
  • Varsity I
  • May 25, 2025

Sorting in the import screen (on the processed field) was a good way to tell how far a running import scenario is processing. The Import processes lack a progress bar, so this is a big step backwards.  

Acumatica recommends sorting source data instead, but import scenarios are sometimes a process where users need to find and select rows to activate and process. Sorting is useful for validating the data about to be processed. Data sources include “Live” generic enquiries, not just Excel. 

Noting that sorting is misleading for multi-line non manually numbering imports - a hard lesson learned a long time ago - removing the sorting functionality was a bit drastic.

Regards Simon
Chris Hackett
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