Import and Export Scenarios

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?

Hello,I am trying to update the source: under planning settings.I think the issue is I need to enable the checkbox for Override. I am not sure how to do this.I have included my mapping.Does anyone know what I am doing wrong.Thanks  

Hello all,I have been trying to import a sales order where for each sales order a fixed stock item is also to be added.Below is the mapping that I created :But when I run the import scenario, based on the number of items to be imported, the stock item line gets duplicated with the same number of lines. How to resolve this?Thanks.

May I know that do we use Export to export GL? because I try to export but it doesn't have data. Please advise and thanks so much for helping.

I am trying to use the copy BOM action within an import scenario, the business event shows no errors but the new BOM is not being created.  

Hi All, @Naveen B ,is it possible to find a Shipment and update the lines and then confirm it in one Import Scenario?I have the attached import scenario but not successful.Cheers,Laura 

Hello,Looking for assistance on importing compliance details to update vendor profiles. I have been able to import them into Acumatica however, the compliance management screen captured the details instead. How do I get to update the vendors as the file imports.

I have an import scenario that worked prior to 2024 R2, but it no longer works in 2024 R2. I now get the following error message. I believe it’s a bug, but would like to know if others are having the same issue and if there is a work-around.  

Hi guys,I'm trying to mass update the "Shipping Terms" field via a Generic Inquiry, but I can't find the field in the mass update options.What can I do?Thanks in advance!  

Hi everyone,I’m exploring SAP Concur as a potential solution for managing our company’s travel and expense processes and would love to connect with anyone currently using it alongside Acumatica.If you’re integrating Concur with Acumatica—either directly or through file uploads—I’d be interested in learning about your setup, experience, and any lessons learned. We’re particularly curious about how receipt images and expense reports flow into Acumatica, and how you’re handling reconciliation and approvals.Appreciate any insights or real-world feedback!Thanks,Jonathan MontgomeryCFO – MECO LLC

Attempting to import item classes and I am getting a “Value cannot be null. Parameter name: Key” error. Any idea what may be causing this error?

We are initializing a client’s Acumatica instance and need to load their cost projections into the system.  The client has dozens of projects and over 600 projection lines to update.  We’ve tried building an import scenario to do the heavy lift, but it appears that this screen doesn’t support this level of automation since you can only add lines by way of the Add Budget Lines pop-up, or upload the data one project at a time.  You can’t simply add rows to the projection screen, and there are no commands to “Add and Close” in the screen automation.  Has anyone written an import scenario that supports the importing of projections for mulitple projects, or are we confined to using the data upload process for one project at a time?

Hi , I made an import scenario to override the subaccount of some sales orders. It keep gives me an error preventing the upload. Could you please anyone check and assist me with the upload? I have attached the Import scenario here. Thanks,Dulanjana

Hello-I am wondering if anyone knows of a way to automate the export of a pivot table?Ideally, I would like an automation schedule to email the pivot table in excel format - but I can settle for any method, such as using export scenarios, etc?Thank you!!