Import and Export Scenarios

Hello community,i have been trying to import sample time cards into the system, but the scenario triggers the following error:how to resolve this?I also have attached the xml file for the scenario.

HI All!  I am attempting to design an import scenario that will create PO Return Receipts.  I am unable to successfully import when attempting the “Add PR” step.  Here are the details:I have a data provider that is a GI containing the original receipt details Here is a screenshot of the existing Import Scenario: The highlighted area is where the issue is occurring.  If I remove the <Dialog Answer> and the <Action: Add PR> (AddPOReceiptReturn) line – the import executes and creates a Return Receipt without the Receipt details If the import is executed with the lines, an error occurs but there is no error message This is the part of the entry that I am attempting to automate in the import that is failing:I appreciate any assistance or advice on how to make this import run successfully.Thanks! Michelle

Hi Acumaticites, Good morning. I have been busy building import scenarios for various transactional screens. With a little elbow grease, one can usually find some posting here with someone sharing an import scenario that is working. The reality is that many of these import scenarios are very specialized to the Acumatica implementation which they are used in. Anyways, it seems like it would be quite helpful to have a publicly shared Git repository with various “sample” import scenarios (more than the “out of the box” shared import scenarios that come with Acumatica). Of course, one would want these organized by module and screen with a description pertaining to the destination system (1 branch or many branch, ...). One would describe the usage too (e.g. initial load of a master-detail screen or an update to a master-detail screen). One could place a safe harbor note about the risks about using these shared import scenarios in production environment. Of course, one would want to mask or

Hello!Can someone please share their import scenario profile regarding checks and payment with a bill to be applied yet balanced status.I’m stuck at An error occurred during processing of the field Reference Nbr.: Error: 'Reference Nbr.' cannot be found in the system.  

Hello Guys, I hope can u help me.I want to import the "Type" Constant with a value.   

Hi, I have some data that I’m trying to import into the Note section on Stock items. I have used and am familiar with the approach when you have multiple lines to add the CStr(‘\r\n’) in between the data elements to get the data to look correctly formatted.  The situation I’m having trouble with is that I am being given a note field in an excel spreadsheet where the actual data already has the \r\n within the data.  If I just map to that field and create the note, the \r\n seem to be ignored and it’s just one long note with no formatting.  Is there some trick or adjustment I have to make in the source data or import scenario to get the data imported in the formatted multi line way I want?  The data is variable, it could have 2 lines of data or 20, so I’m thinking trying to break apart the actual data elements into separate cells wouldn’t be an option. Thanks  Bob

I am trying to update the backflush flag on production detail. I am close but something is off….  It throws the following errorsany ideas?

Hi All,Wanted to get some help on figuring out why my automation schedule is not firing as intended. We are using the schedule to trigger a business event, triggering daily every 5 minutes. It basically checks an existing GI for any records and triggers and import against the return. As you can see from the screenshot, last executed date was on 6/20/2025, it is 7/4/2025 today.I’ve tried manually triggering the import, and it works perfectly.  

Hi!I am trying to create an import scenario that will create a shipment in acumatica.  i had tested this out before and managed to get it to work with one line but it’s not working with multiple lines (pretty sure i broke how to do it for one line too 😅).the import scenario attached creates the shipment but it doesn’t add the lines to the shipment and save.  I have actions to confirm and prepare invoice too but at this point, i am just trying to select the lines and save the the shipment. here’s the add order screen with what it looks like when i manually try to process this shipment, however, i cant seem to get the import scenario to select all the lines i appreciate your help in advance!

Hi AllI am using Acumatica version Build 2024.114. I have written an Import scenario to import Template Items. I want to apply a validation on Template ID field i.e. if the value being imported already exist as a Template ID, the row is not imported. Is it possible? Any help appreciated.Below is the screenshot of my import scenario.  

I created an import scenario to mass create refunds in the AR payments and applications page. The actual creation of the refund has worked but I was also attempting to pair the refund with a SO of the CM type that is already created. Below is the error I am getting: This is my import scenario (XML is also attached)  

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?  

Hey community,I have a scenario where my file would be imported via ftp. Everyday one single file will be imported but the name of the file would be in the following format: file-import-<datetime>So in this file name <datetime> is variable. So will acumatica import the same file into the same import scenario with the variation in the ending name of the file? if no then what are the possible ways? Is there any option to define an expression or maybe just before the import it changes the file name and then import it ? 

Does anyone have experience accessing the following internal field while importing?CurrentDocument.CuryUnbilledOrderTotalI need access to it because I want to remove a cancelled order line, get the new unbilled $ amount, and then enter that number into the “applied to order”I BELIEVE I can’t simply do math on what I am removing, as there’s an external tax calculation that needs to happen after removing the line and saving the order  

Create Shipment import scenario was working in 23R1 but gets an error in 24R1. The error message is “Another process has added the 'SOShipmentCarrierData' record. Your changes will be lost.” The Add Order function works in the UI but I have tried everything to get an import scenario to work to no avail. Here is what my current scenario looks like: Any Ideas would be appreciated.

Good day Team,I am trying to push the current period to all bills imported into the Bills and Adjusment screen, The import scenario is suppose to set to import bills into the Bills and Adjusment Screen, I am having some of the bills been set with the Correct Period and other dot not workThe import scenario is using the Post Period to be: =Right('0' + CStr(Month(Today())), 2) + CStr(Year(Today())) also, tried with the ‘-’ =Right('0' + CStr(Month(Today())), 2) + ‘-’ + CStr(Year(Today())), with the Comit Set to true and the Ignore Error set to true as well, I get some mix resultsResults: With The data from the import being: Somehow the import for bill number 6 is good, but import for 5 and 7 is not working giving the error the 04-2025 and 05-2025 period is locked, also, the other June bills, instead of defaulting to 07-2025, is setting to be 06-2025 as the period is still available. Any help will be awesome. Thank you!

Hi,I tried to export a scenario for stock item and I am getting a issue. I have defined conversions on stock item , but when I prepare for stock item export scenario , it is fetching the conversion which is not define on stock item. ( the conversion is also not define on  item class, unit conversion as well)The conversions which are define on stock item is getting fetching along with the conversion which has not been define .Please anyone has solution or suggestion for this.??

We are on 2024 R2, has anyone noticed that the ascending or descending selection is no longer available in the columns option selection. 

I am trying to run an import scenario for bills and adjustments with multiple lines. The first bill is imported correctly, but the second one throws an error: 'The Remove Hold Button is disabled.  I use a similar scenario with 1 line only and it works. 

This may be a 2025R1 Service Pack 1 error.  When creating a new non-stock item, the IN Control Account cannot be specified in the Expense Accrual Account field. The Acumatica form reference specifies that this field is for the IN Control Account. Selecting the IN Control Account creates an error but changing the Type field in the General tab clears the error. It doesn’t seem to matter what is initially selected for the Type and the Type can be changed back to the initial selection without the error returning.  I created an import scenario for non-stock items and it can’t get past the error even after specifying Ignore Error and having the import scenario change the Type and then change it back.   Has anyone else encountered this? inventory

Hello.We would like to know if it is possible to import sales orders via Excel that contain multiple rows per order and use the automatic numbering feature. We have found several topics on this in the community, but none of them have worked for us yet.Any help would be appreciated.Thank you.

Hi,I am trying to use the “Quick Process” in an import scenario.   The SO already exists in Advanced.  The import contains only the Sales Order Nbr.   The SO has he “Quick Process” actions to “Ship” and “Invoice”.  The Import Scenario comes up with an Error “View: Name Document”.Import Scenario is very basic.  It is attached.I would really appreciate any assistance.  A Sales Order just needs to exist in MYOB. Add the Sales Order no. i the Import Scenario .  And the quick action turned on in the SO Type. Regards,Laura 

Hi everyone! I'm in a bit of a pickle.Goal: Take a list from a vendor of all the Drop Shipped items, make the receipts for them automatically with and Import Scenario, and then go on to the next project.Here's the rub though. Every time I run it, it will run the first line selected, but then skip the 2nd, run the 3rd, not the 4th. Etc. There's some variability if there's multiple lines, but most of ours are single ones. The error I get is:Field: Order Nbr., Value: 001325, Error: 'Order Nbr.' cannot be found in the system.The data is all coming out perfectly on the ones that do run, but I can't figure out why it's skipping like that. It claims it cant see the Order Number, but that feels like a bit of a red herring since the type and order numbers above the ones that don't run is in exactly the same format.  

Hello,I would like to ask if there is available mapping (import scenario) for multiple delegates?Appreciate your help.  

Hi there,I’m trying to create an import scenario for SM204002.I cannot obtain the number associated with the Email Account ID for the import to work. “EmailAccountID” is the key field, however, it is stored as an integer. My attempt at creating a GI to pull this information only reveals the Account Name. To illustrate, in the second screenshot below, looks Acumatica requires the integer, rather than the name displayed.  Yet when a GI is created, no integer is provided, only the Account Name  How do I go about obtaining the integer key field for my import EmailAccountID?