Import and Export Scenarios

Hi All, I am attempting to do an import that I know I have done before, but is not working currently! I have an existing open Sales Order (Status  = Open). On that order I want to populate the owner field. The keys being the order type and order number. I also added customer as I have had experiences in the past where for some reason, it throws an error is not there. Anyone have any thoughts?! Starting to go a little insane looking at it!  

Hi,We have a client who is using an external software for their Scale solution. Each day, they upload a file through an import scenario to upload the individual invoices through the Sales Order screen as we need to keep the same document ID when creating the invoice in Acumatica. I’ve create attributes within the SO header section to keep track of important information and we need to have those attribute to transfer over to the invoice document. During our test phase, I did create a Generic Inquiry to pull the Invoice ID and the attributes and a Business Event to do an import scenario to import the attribute values when the Sales Order have been invoiced. The business event was working without issues. Now that we have gone Live with Acumatica, the attributes are not importing in the Invoice document because the business event is giving the following error. “The last error was CustomerID cannot be blank.”. 

I am trying to use an import scenario to update the Project Cost Budget > Auto Complete check box to be =’TRUE’  It keeps erroring saying Project Task cannot be found in the system.  But they are all there.  I suspect there’s something wrong with my scenario but can’t figure it out.   

Our trucks don’t want to wait while we pull goods from our bins, so we pre-stage the loads on our shipping dock. Pick, Pack, and Ship allows us to move the goods for a shipment, but we pre-stage before the shipment is generated. How would we go about this with quantity/item validations like we have in Pick, Pack, and Ship? Ideally this would take in a sales order number, then we could choose the bins and transfer the goods. RIght now we’re using Scan & Transfer, but there is nothing guaranteeing that the team picked all the itmes or the correct qty of items for pre-staging. We only catch this at Shipment generation when we notice an item is missing or is shorted. Thanks! Edit: Wrong sub-forum, no idea how to move this, sorry.

 My simple, first Import by Scenario import fails but there is no error message.  I’m not sure where to look. Where do I look? Thanks, Tom

Hi all. I am currently working on a scenario to remove a specific product from the Related Items tab. Although I have developed a method that successfully deletes a line, it unfortunately only removes the top line and does not allow for specification based on the Inventory ID. The product in question is associated with multiple products and appears on various lines within these entries. Any help on this would be appreciated. Thanks 

Is it possible to delete irrelevant UoM conversions at the stock item level? Some of our stock items have a huge list of possible UoMs that are not relevant to that particular stock item.Thanks! 

I see that there are a couple of topics out there for importing activities to various record types.I’ve tried to follow the examples given, but I’m still running into an error. Along with the activity, I want to include the related document (which is an opportunity in this situation).This is the error that I’m getting:  This is my import scenario (I’ll attach the xml at the bottom):  Any help is appreciated!

I am looking to see if it is possible to create an excel export for ACH batch payments and get it to export an excel file instead an txt file. Thank you.   

Hello!I want to create a journal transaction by using the import scenarios of business event. To this I use a Generic Inquiry. Generic Inquiry only provides information about the credit entry, and the information for debit entry is fixed.  I tried to get the journal transaction created in different ways but it only create debit leg of the transaction. Then I thought to go with the journal vouchers, but the issue is the credit and debit entries should go for two different branches and journal vouchers does not facilitate that. Can someone help me with this?Best Regards Amanda 

Hello all,I recently import a change in the names of the Inventory IDs. So the thing is I have 2 Items(3026) with same IDs but in different classes (A & B).1. 3026 - Class A2. 3026 - Class BAnd I had to import the change in the Inventory IDs (eg: S3026) for Class B which was imported perfectly fine, validated on the Stock items screen.But when I saw the PO created for both these items, the PO is now showing the change in the IDs for Item belonging from Class A too. How can I now resolve this?

I’m using a business event based on a GI to trigger an import scenario.  The import scenario gives an error of “Handler of type IMPT is not exists” I’m trying to have a PO transfer receipt created, add the transfer, select the shipment number that matches the GI.  Where am I going wrong here?   

We recently created an automated export scenario to do a daily export of our customer balance that we want to use a SFTP to connect to our other ERP system. We initially had some success in testing the synchronization but now that ready to go live, been running into following error message which struggling to resolve. I have a feeling that an issue might be something embarrassing, but have had no luck resolving it.   

We have experienced a situation which created a huge issue for our Acumatica production data:A lot of import scenarios (128), but not all,  were triggered to run at an unexpected time. Most of these import scenarios were not set up to be run by the scheduler. We only had 6 import scenarios that were scheduled to run regularly.There was randomness in terms of how many import scenarios were run (we do not understand why some scenarios ran and others did not run), and also randomness in terms of when the import scenarios ran (no scheduler ran at that particular time).After investigation by Support it was determined that one faulty scheduler, which did not  have a condition, (pic 2) created this situation.The faulty scheduler was created by using the regular way (pic 1) of creating the scheduler from an import scenario. We do not believe that we deleted the condition after creating the scheduler. Pic 1

I have a csv file that I am using for a GL transaction import scenario. The debit and credit amounts are in one column, debits positive number, credits negative numbers.  How can I get the import scenario to populate the debit and credit fields properly?thanks, coleen

I used Import by Scenario to prepare two pieces of data. After clicking Import, only one piece of data could be imported, and it also marked the other piece of data as processed, although it was not imported. 

Please assist with import scenario to delete item linked to request class. Request class is used in request items. It can't be deleted.

I have a need to create a new table and DAC which will hold some Historical data in Acumatica only for lookup purposes.I have that customization written and published where it creates both the table and the DAC.  No problems at all, and I even have a GI which reads the DAC table.HOWEVER, now I have a need to Import the data into this newly created table.  But when I go to create an Import Scenario for it, after creating a ‘new’ Custom screen as a Grid(View), the Import Scenario errors out saying that “screen does not have the Copy/Paste function” and will not allow me to create the Import Scenario.What do I need to do to make this brand new custom screen have the ability to Import data from an Excel file?Thank you, 

I am importing BOM materials and I am required to convert certain items from LF to EA on import but the QTY Required field keeps giving me the following error “An error occurred during processing of field QTYReq: Specified cast is not valid”. Am I able to perform any math to this field? As soon as I perform any math I get this error. Take this for example: Simply doing 10/5 which should result in 2 on the BOM, but instead I receive the error regarding specified cast ...  Any help much appreciated. 

Hi Acumatica Community,We are going down the SSO integration path and I’d love if my import scenario could work! This is the import scenario structure:Import Scenario StructureWhen I attempt to run the import, the import succeeds with less than explanatory errors:Some of the lines are marked as processed, however, the user roles look like this:I am able to manually assign the AD groups to the user roles as required one by one, but who wants to do that! Any thoughts, questions, or advice is greatly

I am trying to build an import scenario that creates external user accounts for all of our active accounts.My desired outcome is below.  The users email address is the login name and the user record is linked to the contact record. When we use this in our external system, this is how we determine the customer that this user is associated to. I made this scenario but I can’t get it to work. I am unable to get it to link to the contact linked entity.  The mapping I am using is correct (ie: the string value for the display name matches the value in the linked entity box if I do it manually. Here is the design of my scenario: Here is the error I get w

I created a data provider to import master data of the customer and created an import scenario for it. however I wanted to change some columns in the excel sheet. Then I changed them in the excel sheet. Deleted the existing excel sheet and re upload the changed excel sheet. But once I refer the schema in the data provider the columns I added was not there in the schema fields. what is the reason for this. 

Hello, I’m creating an Import Scenario to update the warehouse on Inventoy Adjustments / Issues at a line level depending on the Branch ID, the problem I have is that when i try to get the line number fron the INTran table it returns worng number, so I cannot use this value on the import scenarioIs there a fromula to get the correct line number from the transaction grid?. Another solution would be to inspect the entire document line by line and use the IIF statement to update the warehouse, the problem I have for this solution is that the import scenario is only applied to the first document line, here is the mapping I’m currently using:  Thanks in advance

Hi All,We are getting this error when clicking Save after loading records from a file under importing bank transactions screen. It’s happening in our recent upgraded version of 2022 R1, used to work in our previous version 2019. It’s happening for all the cash accounts. 

I have just imported a large number of Contacts and Leads from my old CRM into Acumatica. The contacts and leads all imported and are visible in the respective Lead and Contact grid views. I have modified the GIs to show the integer based Lead ID and the Contact ID.I now need to import a few years of historical activities against those leads and contacts but it looks like I have to use the Lead ID and Contact ID based upon the names of the leads and contacts versus the unique numeric identifier for the Leads and Contacts.This creates a bit of worry with the possibility of name collisions causing activities to be imported against the wrong lead or contact. Has anyone imported historical ac