Import and Export Scenarios

We are new to Acumatica and am trying to find the setting for the check box for ‘Automatically Apply Amount Paid’ under the Receivables-->Payments and Applications-->Add a new payment→ Load Documents tab--the screen with a title of ‘Load Options’ will popup and in the popup is the value I am attempting to find to uncheck the box.  I have looked in preferences and it is not there as well as programs which may load the ‘Load Options’ popup.  Please see the attached.  Any help will be appreciated.  Thanks.

Hello everyone,I need to export all of items with the image was attached in Attributes tab. Does anyone have done it yet? Please advise me Thanks in advance

I created an import scenario to create new Service Orders.  It only works when I run a row individually?  Does anyone know why this is happening??   

Hi Acumatica People, For my Vendors import scenario, about 1/3 of my records are failing with the error, Shipping Terms FEDEXGRND Can not Be Found in the System.  To make this error more intrguing, I am attaching my import scenario and my source Excel file (my data provider is really SQL, but for you all, I created this scenario). observations about this error: Shipping Terms is the value, PREPAID, and ship via is UPSGRND (not FEDEXGRND) and FEDEXGRND is the ship via, right? The trace conveys that perhaps the termid that I have is not found??  ….I am attaching my import scenario. 

I have a scenario where We are creating Template Items and then generating the Matrix Items. We have thousands of template items like this so will be creating many more thousands of matrix items. The issue I have is that we are able to, via import scenario, set the Column Attribute ID and Row Attribute ID on the Configuration Tab. These values then carry over to the Item Creation Tab. However, in the Item Class we have a 3rd Variant Attribute we want to use which we want to set the value to via import scenario and then trigger the Create Matrix Items button. Via Import Scenario how do I target and set a value to these additional Variant Attribute fields.  I can’t find anyway to do it via Import Scenario when the Screen Name is set to Template Item

Hello,I’ve looked at a couple of other posts with similar questions, but I still can’t seem to find where my problem is.I have an import scenario to create invoices. Some customers have multiple lines on the Excel sheet, but all lines need to be on a single invoice for each customer. The import scenario, however, is only grouping the line items if they appear in sequence on the Excel sheet - I do not want to have to sort the Excel sheet before importing. If line 1 is for customer 1234 and line 19 is for customer 1234, they need to be on one invoice.Here is what I currently have for the import scenario:And here is a snippet of my Excel as an example, 8216 appears here 3 times, but it is creating 2 invoices - the first with the first two instances from the Excel and the second invoice with the third line item:Thanks in advance! 

I have an Export scenario that updates a Magento store’s quantity values every hour. I created a GI that will show me the current qty available to ship of all inventory that was invoiced in the last hour.At the start of the day, it will fail with the error: “Index was out of range. Must be non-negative and less than the side of the collection. Parameter name: index.”If I run it manually in Export by Scenario by selecting Prepare & Export, I get the same error.If I check “Discard Previous Result” and select Prepare & Export, then it will run. And for the rest of the day, the process will run on the hourly schedule I have it on.Until tomorrow morning when it will need me to run it manually again.Any ideas on how to troubleshoot this?

Hello All,I have been trying to fix this one for a long time but I need some help! I have setup an automation schedule on the Process Import Scenario Screen. This Automation schedule is set up as follows:  The schedule history looks as follows:  The Result states Processing is completed but with errors but when I check the for the records on the screen it is supposed to be imported, I cannot find it. It has not been processed. What am I missing out on? When I run this manually on either Process import scenario screen or Import by scenario screen, it runs just fine but not processing the same through Automation. Can someone please help? Regards,Ameya

Hello all,I have been trying to create an import scenario for SO where I have 4 columns from which the data is to be inserted. Out of these 4 columns it is not necessary that the data from these 4 columns are required to be inserted.So as per the above screenshot, for row 1, the value under book1 should be inserted. Similarly, for last row the value under book1 & book2 columns should be inserted while the other should be skipped. For a single row an individual order would be made.What condition can be inserted so that the cells where ‘-’ sign is inserted will not be inserted and be skipped in the import scenario?Thanks.

Hello All,I have been working on an import scenario, where I have some blank values in Inventory ID column for which i would like to skip those rows. How can I achieve that?The data: The import scenario: 

I am trying to build an import scenario for using the “Generate Time cards” button on the History tab of an employee / Actions button on employee, but it says its run, but the timecards actually do not generate.I can do them manually so its not due to my user setup.  I have tried using Dialog Answer OK, and the actual button says GENERATE but that doesnt work at all.Has anyone done this sucessfully? 

Please kindly advise which point that I had do it wrong and please advise. Do I need to create manual Vendor Class on system.Thanks so much 

IDear All, could you please advise which point that I had do it error? Please kindly advise because I don't know which point that I had error. Thanks 

 Good day Team,I am using the following formula to do a positive pay file using the CSV data provider, with a GI as the provider of the results:=[Results.APPayment_extRefNbr]+','+[Results.APPayment_curyOrigDocAmt]+','+Concat('\"'+[Results.Vendor_acctName]+'\"')+','+'99999999999'+','+'A'the formula is adding quotes to the name of the vendor, under the Export Scenario looks great:650.7500,"ADP, INC.",99999999999,ANo problem, there, but when we export to the Text File, the file shows the following:The system keeps adding an initial double quotes and ending double quote as well as doubling the double quotes on the file when we export the data to the file. I added even the \ on the quotes per several pages I found, but nothing has worked. I really appreciate any help on this. I reviewed the follwoing link:  but that did not helped, we dont have any spaces on the file.Thank you. 

I have a scenario where on a daily/weekly basis, a file is being provided with the data (a couple of fields) of all the customers in the same. There are about 10,000 customer records in the system, and running an import scenario and triggering an update on every single one every time will basically result in 10,000 ERP transactions every time I need to import the records. The thing is that a lot (about 70%) of the these customers don’t have real updates to their values, so import scenario is just “re-entering” the same value and saving it. Is there a way to configure the import scenario to skip the update if the values on the record and from the file are the same?

Im on the newer side when it comes to Acumatica but Im looking to add a webhook or trigger an api callout inside of Acumatica when a Customer record is updated so I can push those changes to the external system. I have looked into business events but Im not seeing a way to trigger a webhook or api callout from a Business event. Im also open to other approaches to this

Please kindly advise the wrong which point should I adjust it. Thanks so much for help  

Please kindly advise which place  that I have wrong and should edit it to correct and can import it. Thanks  

HI All,I want the system to automatically create Purchase Receipt type Transfer Receipt for Sales Orders type Transfer when the Shipment was updated IN (Status = Completed).So I have setup as below:Create a Generic Inquiry  which list down all the info needed from SO, SH as attached file AU-216-01. In this GI, I only list the SH transaction has Status = Completed. Create a Business Event trigger by Schedule. 2.1. Create Subscriber Import Scenarios as attached AU-216-03. This Import Scenarios will help to add the Transfer Order. Every order will be a Purchase Receipt transaction. After adding the Transfer Order, will need to be update the Location on DetailsIssue in this step: for an item have more than 2 Lot Nbr, cant import Location       2.2 Create Schedule. In schedule I have a condition if Receipt Nbr is Empty, which means the Business Event will import for all the SO in Generic Inquiry havent had Purchase Receipt Nbr yetDo you have any idea on mapping to import Location working in

Hi community,I’ve added a custom data type for text files to the data provider in Acumatica. I’m looking for any insights or guidance on how the system reads text files in this context. If anyone has experience or can point me in the right direction, it would be much appreciated.

I had import AR to Import by scenario, but it has notification That “Customer ID Can't empty “ . Please give advice and Thanks so much.     

I have a list of BoMs and their revisions that I would like to archive. Seems PRETTY straight forward but I keep getting a “Document” error during my import. Error: 241 items have not been processed successfully. View name: Documents.

I am working on an import scenario to create new customers. The site has multi base currency and two branches AU and US. I’m feeding the Restrict visibility to field in the import scenario yet getting this error.    

This Import Template has been used before but i can’t figure out what it is blanking out the Product Manager field on the stock item record rather that copying over it.  my goal is to mass update this field    Below is the Import Scenario.   My Import Template has the three field required and i am getting no errors.  it just blanks out the Product Manager rather than putting in the new value.  Note: I added Description to the template because is kept asking for it even though it is not in the scenario.  

I am trying to make an import scenario to update posted cash transactions to show them as cleared with a cleared date from a file. I see where screen CA.30.30.00 allows me to manually do this process. However, I can’t make an import scenario to accomplish this. Has anyone had any success with this? Ideally we will receive a file from our bank nightly. This will run an automatic file sync and import scenario to update these records daily. So far I haven’t been able to accomplish doing any updates during an import scenario I've tested for CA.30.30.00. Any help would be greatly appreciated. I’ve attached one example of what I'm going to update for testing.If this isn’t possible, how else are people importing the cleared data automatically?