Import and Export Scenarios

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. 

Hello all,I have been trying to import Customer Contacts but only my last contact is getting added out of 5 of them. Below is the import scenario:FYI, when I try to search for the Contacts (CR302000) form in the Universal Search Bar, it doesnt list the screen, due to license restrictions, as its not purchased. But still I am able to access the contacts form if I click on any of the contacts from the Customers (AR303000) screen → Contacts tab.We do have the option the create a contact on the Customers screen but how shall I build an import scneario for the same? 

I’m importing into the Project Budget Forecast screen and I have it working except it is requiring an inventory id. If I put in an inventory id, it works. However, all of my other budget lines don’t have an inventory id on them (<NA>). Is there a way I can get this to work for the <NA> lines? Thanks in advance.Paige

Please help to solve this error:“Error: An error occurred during processing of the field Amount value 6500 The document is out of the balance.”   

Good day,I set this import scenario in my test system  It worked no problem creating vendors.  New vendor IDs were created (Auto Numbered).  I added a complete additional fields.  Not it give the BA can’t be blank message.Help or pointing me the right direction would greatly appreciated.See XML Attached.Thank you.Evan

Hello,My task import process is only creating one record. Leading me to believe it is overwriting the record instead of creating multiple lines. I have attached an export of my import scenario as well as a screenshot below. Is there something I am doing wrong for this process? I have interchanged Subject!Subject and Summary and the results do not differ.Thanks,Tyler

Hello all,I have been trying to update the line in one of the screens but unable to do so.I have been trying to update the End date for the second line in the below rate table,  And the import scenario: 

Has anyone ever created an Import Scenario to import payments against invoices lines. We are using Pay By Line feature and I cannot get the import scenario to work.

 "Can anyone help me resolve this error? I have created an import scenario for bills and adjustments, and I want to attach a purchase Receipt (PR) to the bill, but I'm unable to get the input. Can someone please help me solve this issue?" i have attached this pic 

We created an Import Scenario to read lockbox file and create payments and load documents. Worked fine in our test environment.Moved the same to PROD and now getting below error on the Import Scenario.The required configuration data is not entered on the XPMSetup form.  Please help me find what is XPMSetup form? Thanks,NB

We have an Import scenario for AP Bills and Adjustments to pull in large numbers of payments. But the import fails with the following error. “Field: Subaccount, Value: 605 , Error: 'Subaccount' cannot be found in the system. Please verify whether you have proper access rights to this object.”The vendor has a default Expense and Expense Sub Account set on the vendor record. We are trying to override those in this case using the import scenario and can’t without getting this error.  If the record is entered manually we can override it just fine without error. Removing the default Expense and Expense Subaccounts also allows the import to work without error, but it’s pointless to have to do that. The import scenario is very basic for importing AP Bills:My question is, has anyone experienced this and what can we do to allow the import scenario to override these account values without getting the error? 

I have created an Export Scenario that uses a GI. My GI gives me the results I need, but the Export By Scenario screen will not output any results.  I have followed the I100 course instructions, but am obviously missing something.  Any help would be much appreciated. Here’s my GIThis is my output, as expected.This is my Data ProviderThis is the export scenarioA CSV file exports with no results, only the header row.  What am I missing?