Import and Export Scenarios

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!!

If I setup an import scenario to run monthly through a business event, what happens if one of the lines has an error.  Is there a way of sending a report with any errors or would you have to check it manually after it is run?   

Good day,Attached is what I thought would be a simple import for Funds Transfer data.  Any ideas where I have issue.  I am not sure if it my file or the scenario.Any suggestions.I appreciate your assistance.Evan

Hello Everyone!I’m trying to import credit memos to apply to prepayments and have created an import scenario but it doesn’t seem to work. I’ve search on the forum to try various solutions but I can’t seem to get this to work. Here is my import scenario and the error I’m receiving. Any advice would be greatly appreciated! Thank you!I’ve also included the xml for the IS.  FYI, I use a similar IS to apply credit memos to refunds and it worked without any issues.

HiI have an import scenario that imports/updates existing customers in the system. Its fairly complex with a lot of lines.  Its been working well for weeks.Suddenly it stopped working and I get the dreaded “Object not set to an instance of an object” error.  That’s often a very hard error to diagnose.I did the standard things to try to debug it.  Set the import to break on error.  Deactivated all but require field lines in the import scenario.  Visually checked every line of data mentioned in the import scenario.  Nothing looks wrong.First thing that I found odd…  I thought to delete the scenario to just recreate it one bit at time to test it incrementally, but it won’t let me delete it.  Second thing I noted… if I simply open the customer record that it fails and stops on, it will succeed in the next ‘Import by Scenario’ on that line.  For example, it fails on line 1 with the error mentioned before.  I open that customer’s existing record in the system without making any changes to it

I followed a couple of posts on Kit Specifications, this is working except for the first line selects a random item, then the following lines are correct.  Appreciate it if someone could show me what is wrong with this import.    

I have an import scenario for projects and it is erroring on “Country” cannot be empty. I have tried several settings on the Address fields, including the following setting and it will not allow the import. It is requiring the project address country to be filled in. I have also tried using the CountryId=US On the task setup, if there is one task for each project what is the best way to add that task to every project created?

Hi All,I wanted to import stock items along with images in a file.Can I use hyperlink for images existing in other database to import it into acumatica?or is there a better way to import images into stock items? 

Hello,  So our pricing model is a direct markup of last cost. I’ve seen other topics talking about how to use a business event to automatically update pricing based on a change of last cost. First though I need to get the last cost field correct. We use a FIFO costing method for reference. Essentially, I want to be able to update the last cost to the true last cost after release of an AP Bill that has either a Purchase Price Variance or a Landed Cost tied to it, or both.  So far I’ve gotten things to work by creating a Generic Inquiry and a Business Event that looks for any AP Bills that have been released that have either a PPV or a LC document on them and calculates the total unit cost for that item that I want to update with the last cost. It triggers an Import Scenario that creates an Inventory Receipt with a Qty of 1 and Unit Cost equal to that Total Cost I calculated in the GI.The next Business Event uses a GI that looks for receipts with the reason code LASTCOSTRECEIPT. It trigg

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!  

Hi i am trying to create a import scenario for purchase order screen. Everything works fine But when i am trying to -1 from date its showing me errors. What i want is to create PO with -1 date. For example if i am creating PO by import scenario so date will be yesterday not today.Please ignore date formula above. I was just trying this. Can anyone guide me on how to write this=DateAdd('d', -1, CDate(Left(Right([ORDER DATE],4),2) + '/' + Right([ORDER DATE],2) + '/' + Left([ORDER DATE],4)))Error :  An error occurred while executing the DateAdd(Const(d), UnaryOp: - (Const(1)), CDate(BinaryOp + (BinaryOp + (BinaryOp + (BinaryOp + (Left(Right(Identifier(ORDER DATE), Const(4)), Const(2)), Const(/)), Right(Identifier(ORDER DATE), Const(2))), Const(/)), Left(Identifier(ORDER DATE), Const(4))))) function. Type mismatch in the argument 1 of the DateAdd() function: The argument must have the DateTime type. 

Hi I have a few users in Acumatica for whom I’m trying to update the email addresses of existing logins.I have a list of employees whose emails need to be updated. I want to update the email ID only if the user account exists. If the user account does not exist, the record should be skipped. However, the system is creating a new user record instead.

Hi, I have a Canadian client that want to do ACH files with TD Bank. Does anyone have a data provider and/or Export scenario that they would be wiling to share? Thank you.

 I’m trying to create an import scenario to do the following:Trigger the ‘Correct Shipment’ action. Change the Ship Via and update the Freight Cost. Trigger the ‘Confirm Shipment’ action.However, when I run my scenario it produces the following error message: Another process has updated the 'SOShipment' record. Your changes will be lost. The scenario successfully triggers the ‘Correct Shipment’ action and the Shipment changes to ‘Open’ status, but nothing else works. And if I deactivate the 3 rows after the ‘Correct Shipment’ action in the scenario, it runs successfully without any errors. Seems to be related to ANYTHING after <Action: Correct Shipment>.I’d appreciate any input the community can provide.Here’s a screenshot of my scenario: 

Hello,I’m working on an Import Scenario that would import vendor contacts and set the different lien waiver contacts in mailing and printing. I haven’t made it to the recipients part yet because I’m stuck on adding a new contact. I’ve prepped the import scenario below and it comes back with the error “Last name cannot be empty. I cannot tell if the scenario isn’t inputting the data or if it isn’t saving correctly. Could anyone please tell me what I’m missing here? Thank you!  

Hi,I have created an import scenario to update existing released budgets. Since I want to update budgets for multiple branches simultaneously, I am using an import scenario because the budget screen only allows importing budgets for one branch at a time.However, I'm encountering an error: “Duplicate GL Account/Sub Entry.”Has anyone come across this issue or knows how to resolve it?I’ve attached the import scenario for your reference. Any insights would be greatly appreciated.   

Hi everyone,We're currently setting up EFT payments using TD Bank and need to generate files in the 80-byte (.txt) formatting standard. Has anyone successfully configured their EFT exports from the ERP system to output correctly in this format?Any guidance or examples would be greatly appreciated.Thank you in advance for your help!Best regards,