Import and Export Scenarios

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

Is there a way to batch change SO statuses from “Backorder” to complete? Below is the import scenario I have so far. I tried not using the SO Type line and only use SO Order Number as the key but would get a error that just said “Document” (very unhelpful >.< )With this scenario below I get the error that the SO type cannot be found.  

We need to import stock item. For that we developed import scenario.In stock item there is cross reference tab.We need to import stock item but all items do not have cross-reference data.So, we need to insert cross reference only for those lines which have data. Rest of other recode insert normally.Can it possible through the import scenario?  Can anyone suggest for same?

Hi,I am working on an import scenario which takes an exported Shopify order Excel file and bulk create Sales Orders with all line items.In the screenshot below, I have a step which uses the ‘Email’ from the Excel file and input it into the ‘Related Contact’ field.  If the contact with that email already exist in the system, then it will populated the contact in the field within Sales Order.  However, if the contact does not exist, then it gives me error for the lines that cannot find an associated contact.Question:  Is it possible within the Import Scenario, if the Contact does not exist, it then creates one for me with all the required details (Name, address, email, business account...etc)? Many thanks!Will

Hi, I’m working on export scenario which will give the output Text file. One field on the Data provider having String Data type and 35 Data Length. so the export file will have the space for the empty space as follows.Data providers as followsCan I setup a variable Data length for this String? ThanksDesh

Hello,      Every time, I run export by scenario, I got a fixed file name.        Can I make the file name generated with date as suffix?

We are needing to import data from multiple sheets in the same excel workbook. However, we have been told that all data must be on the first sheet in order pull. Has anyone else experienced this? What was your solution?  Also, once you have hit the upload button a common settings box pops up. Does anyone know what the null value field represents? We haven’t been able to get a clear answer.  Thanks in advance for any help/clarification you can provide. 

i am trying to export an ACH batch to upload to my bank.Using the AP305000 Batch Payments screen getting the following error:The bank routing number specified for the vendor is invalid or empty. The number must be at least 8 digits. Verify the vendor's payment settings on the Vendors (AP303000) form. The Routing number is 9 digits and set properly in the Vendor Profile.Any idea why i am receiving this error and how to correct? thank you

I would like to delete the value for the field  "restrict visibility to" from suppliers screen via an import scenario. Anyone knows how to do that? I tried to add a formula =’Null’ but I am getting an error message: Field: Restrict Visibility To, Value: Null, Error: 'VOrgBAccountID' cannot be found in the system.Many thanks, Patricia 

I have been able to create an import scenario to save credit memos, but I cannot apply the credit memo to an invoice.I get a message“An error occurred during processing of the field Reference Nbr.: Error: 'Reference Nbr.' cannot be found in the system.”even through I am able to apply other credit memos to that invoice.Any ideas?  

Hello!I want to update notes of Approvals tab in the Invoice form through and Import Scenario.  Is there any possibility doing this? Amanda 

Hello! I am looking to use import scenario to restart the Full-Text search feature daily during non-production hours. I believe I can create an import scenario for the ‘Restart’ button in More menu in the Rebuild Full Text Seach index screen. What would my data provider be in this case since I’m not importing from excel and I don’t have a GI to use? Do I need to create GI for this?  

I am trying to create an Import Scenario to import ACH information on a Vendor.  I am using Payment->Default Payment Settings->Payment Instructions to bring in the Account number, Beneficiary Name, Routing Number and Bank name.  Here is my import scenario. The error I am getting is that the 'PaymentMethodID' cannot be empty.Anyone have any ideas or have an example how you accomplished this? 

I am trying to use a import to update emails on Contact.  What am I missing here ?I have the Contacts ID pulled from a GI21.115.0017 

Hello,I need to use an import scenario to add contacts to existing vendors.I am only adding “LAST NAME” and “EMAIL ADDRESS” for each vendor contact.My import scenario into the Contacts screen works without error.However, only the last contact in my data provider is actually added into Acumatica.I believe this has to do with the lines at the beginning with the (-1) that Acumatica normally adds automatically when you create a new import scenario.  It did not add those lines when I created this import scenario.Again, the import scenario says it processed all records and shows no errors.  However, only the last contact shows in Acumatica.