Import and Export Scenarios

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

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?