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Question

Import Scenario to Create a Sales Order and Shipment

  • May 15, 2025
  • 3 replies
  • 124 views
B
Semi-Pro II
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I am trying to automate the creation of a Sales Order and Shipment,

 

I have a GI with the lot serial information and the customer linked to that item, and a business event to trigger when I want it to. I would like for a Sales Order to be created for the same item, and the lot serial shipped so that all that we have to do is invoice the customer.

 

I am using an import scenario and a business event to get this to happen, but I am stuck on literally the first thing.

 

 I keep getting the error of ‘Customer ID cannot be empty’ and everything I have tried will not fill in the customer for some reason? 

 

I haven’t even been able to test the rest of the import scenario because I can’t get past the customer.

 

Here is my import scenario, is there something I am doing wrong on the first line? Why is it not able to get the customer filled in?

 

 

3 replies

DipakNilkanth
Pro III
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Hi ​@bodiec 

Could you please confirm the value you're passing in the Customer_AcctCD source field?

It appears that you might be passing the CustomerCD field, while the system is actually expecting a CustomerID This mismatch could be the reason for the issue you're encountering.

Please review and update accordingly, as this could likely resolve the problem.

Dipak Nilkanth || MVP @2025 || https://www.linkedin.com/in/dipak-nilkanth-293591102 || Acumatica Developer
Chris Hackett
B
Semi-Pro II
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  • bodiec
  • Author
  • Semi-Pro II
  • May 15, 2025

Thanks ​@Nilkanth Dipak,

I have used the Customer BaccountID and also the Customer CD,

Neither seem to be able to pass this step,

 

I haven’t tried the customer ID description. For some reason I see that working either.

 

 

 

Chris Hackett
Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • July 3, 2025

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

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
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