Import and Export Scenarios

I am migrating to Acumatica ERP and have lots of stock information i want to import to the Description found under the Description Tab.Is there any special way of creating the scenario

I’m working on a new project and I could use some help with the steps I need to complete.  I’m trying to automate the importing of data from an external source on a nightly basis.  Here is what I have:External system exports multiple files to an FTP location on a nightly basis. I configured a data provider to connect and sync to the remote FTP location. I wrote an import scenario to import the external file.Here is my problem.  I can successfully run the import scenario with a single file, but how do I do it for multiple?  When I perform the “File Synchronization", I end up as multiple versions (one for each new file).  How do I configure Acumatica to execute my IS nightly and to import all the new files it finds?  

I am sure I am missing something. We have a customer who sells items in a different Sales Unit to the Base Unit. We have set up the Sales UOM price in Sales Prices of Price Type Base and Synced to BigCommerce which is now showing the default price as the price on the inventory item (in terms of base units) and the Sale Price as the price from Sales Prices.This all works well when a customer is logged in to the store they see price on the item as in the price from Sales Price asd that is what they will be buying it in. However if the customer does not login the price they see on the item is the item default price which is not correct as they cannot buy it in that UOM.They want to allow prices to be visible to customers even if they are not logged in.  

Greetings, by any chance is there a formula that allows me to import invoices separated by a comma??from here: Invoice Numberto import like: 

Hi everyone, I'm trying to configure an import scenario for Payment and Application and I'm looking for a formula that once the Payment Method is selected automatically select the Cash Account. For example, once I select ACH payment Method the cash account is selected by default.  

Hello, We have Shopify connected to Acumatica. I have the Sales order entity attempt 100 syncs for sales orders before the status changes to Aborted. Sometimes our stores get really busy and the inventory can be off, so a sale takes place when the inventory doesn’t show up in Acumatica, thus the order fails to sync. The staff don’t make the adjustments for a few days, so it fails 100 times. When they finally correct it in the system, I have to manually sync the order from the Sync History screen to get the order to go through. I want to automate this process using an import scenario, but it doesn’t appear to be working. Any help is appreciated! I have the data provider set up to look for orders on the Sync history screen that are in the Aborted Status. Then I take the External ID from Shopify, select it, and try to sync. The import scenario says it runs successfully with no errors, yet nothing happens. 

HI, We are trying to run a few import scenarios one after the other. We want to import customers then customer notes then customer locationsThere are 3 separate scenarios that accomplish this. What is the best way to accomplish this? Is scheduling them via the Process Import Scenario screen the best way? Or is running them one at a time the best way? Thanks in advance! 

Need assistance on how to delete double upload AR Invoices and Memos, current status is Open.

I am looking for an import scenario that will reverse payment applications on AR Invoices, I have tried several times but unsuccessfully. Thanks

We developed import scenario for Stock Item. We need to add entry for Cross Reference as well.This works fine when we are adding new record.When we try to update entry by providing same data it update stock item without any error.But not cross reference.Import scenario is design like this. 

Hi,I created new locations in the AR module that need to be added to numerous customers. How can I do a mass upload without adding the individually? Community have always been helpful and provided detailed instructions.Thank you very much,Happy Christmas

Hello, I am looking to update my pervious import scenario to mass update wingman in the employee table. Does anyone know what the Char(1) are for the delegation of table? the two available choices are:Thank you,Kage

I had an employee leave the company who had several hundred open tasks assigned to them as the owner. This is the first time I have had to deal with this since we are relatively new to Acumatica so I was thinking there was already a system tool to do that. I didn’t find one and I was told that Assignment maps might be the way to go but I didn’t see where I could do an assignment map for task ownership. That leaves me with an import scenario.I have created the following import scenario.  Every time I try to run the import scenario I get an error that says “Error: “’Summary’ cannot be empty.”Not sure what I am doing wrong, I am just trying to change the ownership of an existing open task to a different owner. Any help on this would be greatly appreciated.I used another post in the community to try and figure it out but I am still having the issue.How create a Import Scenario to update Owner on the Task Screen CR306020

Hello JAMIS Community,I am working on a project where I need to create Power BI reports based on data from JAMIS. To facilitate this, I plan to extract specific tables from JAMIS into an SQL Server database and connect Power BI to SQL for reporting.Could you help me understand the best practices for this process? Specifically:What are the recommended methods to extract data from JAMIS into SQL Server?Does JAMIS provide direct access to the database via ODBC/JDBC, or is OData the preferred approach for exporting tables?thank you!

Hi,I’m trying to import BOMs with multiple operations and my import scenario does not update multiple operation IDs. It picks only the first operation and the materials with it. Could you please someone help me with the import scenario and steps that I need to follow?I have attached my import scenario below.Thanks,Dulanjana

Hi !Is it possible in the import scenario of multiple inventory ID & quantities, to pull up the information to verify if the inventory id exist in the database , and do conditionnal thing like :IF this_inventory_id_exist_in_the_acu_database THENuse itELSEtake ABC123(existing one) Thanks!

Hello Experts,I have encountered a scenario where I need to export stock items from one tenant to another. To achieve this, I have successfully created export and import scenarios for stock items, and they work well. However, I now have an additional requirement to add a fixed quantity to each exported stock item.To address this requirement, I created a new import scenario to add quantities to the exported stock items. However, when I attempted to upload a file containing 200+ records, the process took an excessive amount of time and ultimately resulted in an error.I also tried using the upload file feature (Excel file) on the Receipts (IN301000) screen, but I encountered the same issue of extended processing time and failure to proceed. I have attached the file which I am using for uploading quantity.If anyone has insights or ideas on how to overcome this issue and improve the efficiency of the import process, I would greatly appreciate your assistance.Thank you in advance!Best regard

Hello all,I’m running into an odd issue with AR Invoice imports. I have tried to use the base scenario as well as created my own and I’m still getting an error stating ‘Project Task’ cannot be empty.I have confirmed, the project and task is active and that the formating is correct on the import file. I’ve even copied and pasted the project task from the task window.I can enter this sample invoice directly and it doesn’t give me any errors.Any help is greatly appreciated.  

Hi All,I have added data to Excel with a specific format. However, I am unable to change the font style to bold in Excel.Also, when downloading the Excel files based on vendors, only one file is downloaded while the rest are not.Can you please help me with this issue? I am unsure what is causing these problems.Plz find the below attached file for view code. ThanksNageswararao.

Hello all,I have the validate on totals entry activated and i am looking to import Amount - the field that requires the user to type in the figures manually if the Validate on totals entry is activated. Do we have any import scnearios in AR to import the Amount? or do we need to import the Invoices by disabling the amount checkbox? Regards.

I am trying to setup an import scenario to import stock images onto the attributes tab 23R2 - has anyone managed to be able to import the images.   Site I have has over 5000 Stock items and does not want to do this manually  

Hello, We would like to export 1000+ invoice PDFs and are attempting to use an Export Scenario to do this.  We cannot use the existing filters on the Print Invoices/Memos screen as we need to filter on ship-to state as well. We have a list of invoices in a data provider, and are using the Print Invoices/Memos screen for the export scenario.We are struggling to find any documentation anywhere on how to use this screen in an export scenario so below is what we have in the Export Scenario so far:Does anyone have any experience with exporting PDFs in bulk like this?RegardsPatrick

Hi Everyone,I am working on a requirement to automatically change the status of a stock item to inactive once its quantity reaches zero across all warehouses. I successfully created a business event that triggers when this occurs, and I added an email notification as a subscriber, which is working fine. However, I am facing an issue with the import scenario that should automatically update the item's status. Does anyone have any suggestions on how to achieve this?This is how the BE is set up 

I’m getting a ‘Location’ can be found in the system when trying to import Proforma invoices. Any ideas as to why this is happening? See below: 

I am working on an Import Scenario that takes an exported Shopify Order and bulk create Sales Orders along with all the line items in the same order.But my Import Scenario is skipping import every other order (Img below), for example 1st order processed, 2nd order error, 3rd order processed, 4th order error...so on.Because of Shopify’s exported format, if an order has more than 1 product, it’s recorded in an additional line (e.g. first order has 3 products, so it has 3 lines of records) with the same order number.  I am able to import the orders with correct line items for the orders that did not run into error, does anyone know what could be cause this? Img - Import by Scenario (With errors)  Img - Import Scenario many thanks