Import and Export Scenarios

 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. 

I’m hoping someone can confirm something for me.  I’m working on an import scenario to update PO Lines.  The source is a GI that brings back POLine records that meet the criteria that I want to update.  The data includes the PO Type, PO Number, and PO Line Number.I first tried using <Line Number> (turning off the automatic <Line Number> = -1, of course).  If I use this, to get somewhat reliable results I have to subtract 1 from the line number in the GI.  But then when I hit a PO that has had a line deleted (I used one that had only one line, but it was Line 2 because the original Line 1 was deleted), I can’t select the line.If I use @@LineNbr, I can use the exact line from the GI.What I’m thinking (and this is probably one of those “Duh, didn’t you know that?” things)--<Line Number> references what line in the details grid to load.  The actual Line Number value on the line doesn’t matter--in my scenario above with the lone Line 2, if I set the <Line Number> val

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?

I need to delete a certain replenishment class from about 5K items. I want to do it via import scenario. My issue is that I don’t see the delete row command in the import builder. Is there a way to do it? 

Anyone got a working import scenario to create a Project Cost projection that contains all the budget lines from the project that has Budget / Actuals? 

Hey everyone! Hoping I can get some help with an import scenario I can't seem to get working. The goal of the scenario is to update the scrap factor on specific materials across our bill of materials. This means we have to target the BOM, Revision, Operation, Material, then update Scrap Factor. I am able to target BOM, Revision, Operation, but I cannot figure out how to target Material. For many of our BOMs we only have one material per operation, so in those cases I can take this scenario and run it without the @@Inventory ID line and it works perfectly. For any operation with more than one inventoryID it's only going to update line one. Has anyone had success with this before? The @@Inventory ID does not target for some reason. I tried also @@Line Nbr and Line Nbr. I tried <key: external> but nothing seems to work. We are running 24R1, so a lot of things in manufacturing have changed - I did see some old posts on similar topics, but the advice in those posts didn't help here. H

We have a work center that is being replaced by a new one.  They are identical except for the new work center number and description.  I need to update all BOM’s that have operations with this work center.  I have an existing import that will add a line for the new WC but am looking for a better way to possibly just replace the previous number/description with the new.  Can someone give me a bit of guidance with the best way to approach this?   Thank you very much.  

I am trying to create an import scenario,  Using the QMS module, I want to create an ADHOC QC Order automatically, but my import scenario is getting an error that the Location ID is null. This is the full error:“0 records of 1 have been processed. The last error was An error occurred during processing of the field Qty: Location ID is null.”  This error is weird, I have the LocationID mapped and I don’t see any reason that the Location ID is having issues.  I would expect that my QC Location would be the thing to cause issues. My QC Location is an expression that checks if the location starts with a Q, and if so, Removed the Q and leaves the rest of it, or else leaves it alone.=IIf(Left(CStr([INLocation.LocationCD]), 1) = 'Q',         Replace(CStr([INLocation.LocationCD]), 'Q', ''),         [INLocation.LocationCD]) This process is supposed to be for releasing items out of our ‘Q’ or ‘Quarantine’ locations. Can anyone help me figure out why my location ID might be null? I tried using the

H, working on importing some BOM’s into the Bill of Material screen.  I believe I have the hard part working, it’s creating the BOM as expected with multiple operations and/or materials listed under the operations.  My issue is with the BOM ID field.  I want the system to auto-generate the BOM ID field.  The AMBOM numbering sequence is NOT set to manual.  If I hand enter a BOM and hit Save, it creates the BOM ID using the numbering sequence BUT my import scenario when run, creates the BOM using the BOM ID from my spreadsheet.  From previous experience in other screens, I’ve seen the value in the spreadsheet, is kind of ignored by Acumatica and it will just generate the next number from the sequence for example when importing AP Bills and I want to use the auto seq for the reference number.  My initial import scenario, was mapping the inventory ID as the BOM ID.  Thinking again, that the BOM ID value itself in the spreadsheet is immaterial and just used for grouping when auto numbering

Hi!After years of working, our attached project cost budget import scenario is failing since we upgraded to 24R1 in August 2024 with the following error. We have tried everything we can find in posts, so hoping there was a base change we are missing.Thank you,Dave Z   

Hello!I want to create leads using Excel import and I’m required to update the Lead information with the contact information if Contact is given for the lead. Also, I’m using the import scenario provided by the standard. But the scenario does not pick the Contact ID and auto fill the information, instead it requires all the fields to be entered using the excel. Is there any way that I can update information of contact in the lead using the excel?Thank You! 

I’m trying to make an import scenario that will update individual lines on a sales order to set the requested ship date to a date further in the future. The issue I’m having is the scenario will only add a line to the order instead of updating the corresponding line despite using linenbr and InventoryID as custom keys. I did have a working scenario like this previously before updating to our current Acumatica version (2023r1 build 23.115.0031) so I’m wondering if there was a change or something related to this functionality? Or am I missing something else? 

Hi, I'm encountering an issue when importing sales orders using the import scenario. I receive an error if the project task is marked as the default task for the project.However, if I untick the default task option, the import scenario works fine and successfully imports all the sales orders.   Does anyone know how to resolve this issue? Thanks

Looking for assistance on importing information to vendor details tab on stock item screen. There could be multiple data scenarios, and I can’t seem to get the import to work for them all. Possible scenarios:Add vendor detail to item with zero vendor details currently Add vendor detail to item with existing vendor detail (vendor is different vendor from existing) Updating vendor ID on existing vendor detail line Combo of adding a new vendor line and updating an existing within the same importImport Scenario Setup and Outcomes:This import accomplishes adding to a record that has zero vendor details currently. I imported two lines with different vendors, and it imported both and marked the second instance as the default. This import also works with adding a new vendor detail line to the record. I imported one line where the vendor did not match the existing vendor detail vendor. This import cannot update existing vendor detail when vendor and UOM match.When there are zero vendor detail l