Import and Export Scenarios

Hello Everyone, I have an import scenario and business event that create a new project from an SO Quote. There is an attribute on the project to bring in the quote number. After the project is created I have another import and business event that is supposed to insert the projectID and taskIDs back into the quote. I keep getting an error that says the ‘project task’ cannot be empty. Here is my most recent import mapping: As additional info, I made the taskID = the LineNbr on the quote of the original import that creates the project. Anyone have an idea on why this one is erroring out? Thanks

We have an import scenario that we have built that we want to import Sales Orders on a daily basis. We want to schedule the Import Scenario so that on weekends and public holidays it will process the updated file without intervention.The file is overwritten on a daily basis by an external process. I have tried using the “Link to existing file” option as well as editing the URL. I have been using my C Drive as well as a link to a Dropbox file. I have tried every option, but it seems to load the historic contents and not look at the updated file. Has anyone got any suggestions of what is needed?

Good dayI have created my Import Scenario based on the Move screen AM302000 and I am getting the following error message.“OperationID” cannot be found in the system However if I create the transaction from the system I can pick it as per the screenshot belowI need to import a number of Move transactions from a historical Tenant as I have changed my base currency.How can I resolve this issue?

Is there a way to load a specific email draft from an import scenario (24r2)? I thought that, since the NoteID is the Key for Email, that I could load one in the same manner as an inventory item.Yet this creates a new email even when the provided noteID exists. Perhaps I’m going about this the wrong way. The goal is to send customers and salespeople an email listing order lines which we had to cancel due to inventory items becoming discontinued - where we never will receive more stock to fulfill their order. This happens often enough that we provide a weekly email of any changes which occurred.My plan is currently to have one Business Event monitoring a GI for when items meet the conditions for cancelation. That event triggers one scenario to cancel the line and another scenario (this) to add the SO information to an email; We would like to cancel SO lines ASAP but not send out more than one email a week.At the end of the week a scheduled event will add some templated text and send any

I’m currently trying totest the ACU Fixed Asset Import, and coming across an error:my Receipt Date in the spreadsheet is 11-7-2024my Place-in-Service Date in the spreadsheet is also 11-7-2024 Any thoughts on why it is throwing the error?

I need to update the default warehouse on about 3000 items.  Does anyone have instruction on the import scenario to do this? Thanks,

I may be out of my league with this, but I really thought I was going to be able to edit an email before it gets processed using a GI and a business event, with maybe an Import scenario? The goal is to add an email into a CC and then process the email. My GI pulls the Purchase Order Notification emails that are pending processing, and cross checks the items in that PO for specific items. These are items that a specific email needs to know about. And I have that email on every line in that GI as well. So every pending email on this GI needs the email on the same row, added to the CC.  However, after creating the GI and Business event. I cannot use my GI or any email screens in the Screen Name field of the Import Scenario. So now I am stuck. Am I able to use an Action Scenario for this? Or am I out of luck on this task? I have no experience with Action Scenarios, but I am able to pick my GI in the Screen Name Field of an Action Scenario. Would love to make this happen! And I attached my

Hello all,I have been working on ACH export scenario. And I am not able to setup the file name in the format as:ACH_MMDDYYYYHHMMSS.txt The current format:=Format( 'ACH{0:MMddYYYY}-{1:00}.txt', [Document.TranDate], [Document.BatchNbr] )

Good afternoon, fellow community members,I'm importing invoice documents from AP using import scenarios. Everything worked correctly for the first 22 invoices, but on invoice 23 and later, I get the following error:Another Process has added the 'APTran' record. Your changes will be lost.I'm attaching the image and the scenario in XML format so I can see who can help me resolve this. I've tried everything and so far can't find a solution. I urgently need a solution to import because there are almost 700 AP documents in total, and I can't upload them manually either.   Thank you very much in advance for your help.

Hi Guys,I have not built an import scenario before.  I need to create a scenario for importing credit card payments into our system so that we dont have to have someone key in all of the credit card payments manually.Can someone suggest where I might find good information on how to create an import scenario from scratch to accomplish this as the canned one seems to have fields in it that do not exist, so I need to modify it or create a new one.   As always, your thoughts would be greatly appreciated.

Hi, We are trying to create an import scenario to mimic pushing the ADD INVOICE button on RC order types. We are trying to select a certain item from a certain AR Invoice. The issue we are having is trying to select or check the Selected box on the Add Invoice Details pop-up. The pop up box is looking for the Add & Close button but that is not available as a dialog answer selection. Here is an image of the Import scenario. It is also attached.   

I created a Dashboard. But I get this error in KPI Widget. Any idea of this .The GI Works Fine BTW.  

The substitution list screen has a selection for an Acumatica table and field.  Does this mean we can use fields from Acumatica tables for the substitution?  For example, we are importing data and the customer in the Excel file is the customer external reference, so I’d like to substitute the import value using the AcctReferenceNbr in the Customer DAC with the AcctCD.  I have tried a few variations of the below and it doesn’t seem to work.Does the substitution list support this functionality or will we have to manually maintain individual values in the original/substitution value list?Thanks,Kurt  

I am trying to understand the Entities sync settings better. We have Stock, Nonstock, and Template finished products with Export Mapping Active fields established. I noticed on older products mapped to the Website, the Export Map settings are not installed on the products in the BigCommerce. Is this due to the fact it only reads this mapping once when the External ID is assigned and the first sync occurs?  I went to the SKU in question in Sync History to manually sync it to see if the fields fill in on BigCommerce, and they did not.  I noticed this because some products have the fields filled in on BigCommerce, and others don’t. Yet, the Acumatica file has not been updated. I am guessing that the active export mapping settings were not active during the first sync. Any ideas?  

Hi Everyone,Has anyone worked with MT940 files to import data into the Import Bank Transactions screen in Acumatica?If so, I would really appreciate it if you could share your approach or any insights on how you handled the import process.Thanks in advance for your support!

The Import Branch and Mapped Branch are errors, and I don't know what I should fill in for it. Please kindly advise with thanks 

I had learned from the Book named “F110 Data Migration ". I tested the ACU Import AP Prepayments but had one error that can't be imported. Please kindly advise. Thanks for your support and help.

I am trying to figure out the best way to load large intercompany mappings through import scenarios. Have anyone done this successfully?

Dear All,I want to create a business event where, if the Sales Order (SO) type is "SO" and the status is "Open," the system will automatically quick process to create and confirm the shipment. I have created an import scenario, but it is not working even though the business event history shows success. Could you please point out where I might have gone wrong?   

Good day - I am trying to run an import purchase orders scenario, but without lot tracking. I have followed your scenario but I am not getting it to work. Can you take a look and see what I am missing please?Many thanks.

Hi Guys I'm looking for guidance on how to import Control Type Text Attributes into existing items in Acumatica. What steps or mappings are required to successfully import and associate Control Type Text Attributes with the items? Any advice or resources would be greatly appreciated!  When i Import by Import Scenario i get this message:Error: '...' Value of the 'TEXT' Attribute is not among it's possible valuessame Error goes for ID The Attribute ID and Text are also stored in the item classes that are assigned to the items. I can manually fill in the TEXT and ID, but I would prefer to import them 

Hello! I found a few posting but they’re 1+ year old posting and wondered if anyone has experience this issue recently. In my scenario, I have 3 active directory users with different number of roles.  I used the “Import Users w Role” scenario to import their roles. What happens is the first user will have all the roles imported, the 2nd user have some imported and the 3rd user have nothing imported.Below is my screen shots: Roles are imported successfully. The first user has all the roles imported but only some of the 2nd user and none for the 3 user. 

Hello all,I have been trying to create an export scenario of CSV file but it is not filling in the schema fields if I only define the column names. But if i enter any data under the column names then acumatica displays me the schema fields. Since this is an export scenario, we cant fill in dummy data under those columns.Attaching the xml of data provider. 

Hey there, We’re working on migrating to Acumatica. We uploaded our stock items, but the move to new system has been delayed, and the data is outdated. I’d like to just mass delete the records, and do a fresh upload, rather than go and update 100’s of products.  How do I mass delete records? Deleting 10,000 products one at a time would take a long time. Thank you!

We are trying to run an import scenario to update all rows in Forecast that match our criteria.  We have the following XLS data provider. And this import scenario:There are multiple records for each inventory ID as well as each warehouse, that differ by the begin/end date.  We want to update all records that match the inventoryid and warehouse specified in the data provider but the import scenario only updates the first match and moves on to the next record.How do I configure the IS to match all records instead of just the first match? Thank you in advance.Matthew