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Import Scenario to mass delete Employee > Delegates?

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We assign Delegates on Employees to facilitate Expense Claim entry on behalf of our field employees that do not have Acumatica credentials. We have a scenario where a particular person moved locations and is responsible for a different group of field employees. I know how mass add to all the new employees, but I cannot figure out how to mass delete from the old employees.

 

Short of <Action: Delete> on the Employee Info target object, I cannot see where removing a row is possible. Does anyone have tips or tricks to achieve? 

 

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Best answer by MRoszkowski15 31 August 2021, 16:38

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You might be able to use the line number field.  Look at tip #5 on this link: 

https://www.eis.consulting/post/acumatica-import-and-export-scenarios-tips-and-tricks#viewer-26ckf

 

Hopefully that might point you in the right direction.

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You might be able to use the line number field.  Look at tip #5 on this link: 

https://www.eis.consulting/post/acumatica-import-and-export-scenarios-tips-and-tricks#viewer-26ckf

 

Hopefully that might point you in the right direction.

Yes it did help, thank you! Tip #7 was what I didn’t know and I got this to work in v 21.112 but not v 21.108. 

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I have been working with the Import scenario to do a delete of delegates from employees. I receive an error on the first row stating “the system failed to commit the wingman row”

Here is a screenshot of the Scenario.

 

Any help in fine-tuning would be greatly appreciated.

Kemp
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Hi @KempOdell68 

Tried following on my demo instance and it worked fine. Note the change you need to make on your scenario: 

Hope this helps,

Regards,

VijayKumarU
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Thank you @vkumar  I made that adjustment but I am still receiving the same error.  These are the column headers in my import file. We are running 2021 R1.  Not sure if that makes a difference.

Vendor is the employee number

Vendor Name is the employee name

Delegate is the delegate number

Employee Name is the Delegate name

 

Vendor Vendor Name Delegate Employee Name
Kemp
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Hi @KempOdell68 

Please send the xml file of your import scenario to check further.
Regards

 

VijayKumarU
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Here is the xml

 

Thanks,

Kemp

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Kemp
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Hi @KempOdell68 

Please remove ‘delegate’ text from following column and try again. You can refer to my screenshot which does not have that value. Your scenario does have the text. 

Let me know if it works post change. 


Regards,

VijayKumarU
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Now I get “Field:  Delegate, Value:  123456 , Error:  An attempt was made to add a duplicate entry.”

 

Kemp
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Hi @KempOdell68 

Check your employee record and Delegate tab data once.

Also, do send me updated scenario. The scenario did work fine on my demo instance without any error.

Regards,

VijayKumarU
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Here is the updated xml.  I looked at the records and see that the delegate exists for the employee.

 

Thanks,

Kemp

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Kemp
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Hi @KempOdell68 

The scenario looks correct. You may send the screenshot of employee profile > delegate tab and the Import by scenario screen to check further. 

Regards,

VijayKumarU
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Here are the screenshots.

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Kemp
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Hi @KempOdell68 

I dont see any issue with the scenario or data. Same works on my demo instance. Here is what I suggest.

  • create a new scenario with the mapping (final suggested previously) and use the same old db provider
  • Try the new scenario ( prepare / import )
  • If it still fails, I suggest get help from Support to investigate further. 

What version and build is your instance on?

Regards,

VijayKumarU
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@vkumar I appreciate your help.

 

I will create a new scenario and see what happens.

This is our Sandbox system on version Acumatica Cloud ERP 2021 R1 Build 21.112.0042

Kemp
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@vkumar 

The new scenario did not work.  I still receive the error “Field:  Delegate, Value:  023005 , Error:  An attempt was made to add a duplicate entry.”

Kemp

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