Import and Export Scenarios

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,

Hi everybody, I’m struggeling a bit with an import scenario. Our partner wants to import customers and customer orders from a third party via a csv.To me, it looks like I need two import scenarios. One for the customer and one for the order as they are on different screens. (It would be great, if everything could be imported at once, though.)I am able to import new customers and save the third party customer number in the field ‘external reference number’ on the customer screen.Now I want to import the Customer Orders and need to match the external reference number (from the third party) with our new customer ID created earlier in the first import.How do I do this? I just can’t get it running.Every help is appreciated.Thanks in advance.

Hi everyone,I'm trying to create an export scenario on the Customer Payments screen (AR302000), and I’d like to filter the exported records based on the LastModifiedDateTime field.Since this field is not active by default, I made it available using a customization project. Now, the field is visible and selectable in the Source Field of the export scenario.However, I’m facing an issue:Even though I can select LastModifiedDateTime as a source field, I cannot select values for Value 1 or Value 2 in the filter condition – those inputs are disabled, making it impossible to define a date range or comparison.What I observed: Built-in date fields (like DocDate) work fine and allow date inputs. These native fields are of type datetime2, whereas LastModifiedDateTime appears to be of type datetime.

My company is needing to mass create sales orders with the CM type. We have a tax customization that throws an error unless I over ride the tax zone from “TAXABLE” to Null (or blank)My current import scenario only completes this for every other record.  Attached is the XML.The only other possible work around I can think of is, is there a setting that will make all CMs “null” for the tax zone by default?

I created a generic inquiry that pulls data from the Purchase order module. I pull that data into excel and use with an import scenario to create records in the equipment module.Now that the report is created and import scenario is mapped and setup, I would like to have another dept at the company do the import monthly but I am concerned about giving them full access to the import scenarios.  Is there a way to limit access so they can run this one scenario but not have access to others?

A custom field was added to AMProdItem and am trying to update via import scenario, but I only see a handful of field on the table. Is my syntax wrong or does it need to be exposed via another method? 

Hi everyone,I'm working on a customer invoice import scenario, and I’d like to know if it’s possible to use the "InvoiceNbr" field as a unique key to identify invoices.At the same time, I would like to keep the automatic numbering for the RefNbr field, and use InvoiceNbr to detect duplicates too.Ideally, if an invoice with the same InvoiceNbr already exists in the system, the import scenario should raise an error and prevent the duplicate from being imported.how can it be configured?

Do we have an import scenario for customer restriction group? How to setup customer restriction group manually?

I've created an import scenario to generate shipments to suppliers in connection with a business event, but it doesn't work. I also tried using a data supplier (Excel file) and got the same error message. However, the supplier has been created in the database, and I can create the shipment manually without any problem. 

Hello all,I have a column for Qty in my import file and the goal is that value to be imported should by Qty/3.I entered the same forumla in Import routine but it triggered the following error:Cannot perform the '/' operation on System.String and System.Int32. How to resolve this?