Import and Export Scenarios

Hi, I am trying to Import Customer Payment Methods & Cash Accounts into 2020 R2. I am trying to Import in to Customer Payemt Methods, AR.30.30.10My import scenario is not working. I just get a message that the “Items have not been processed successfully. View Name: CustomerPaymentMethod”The import scenario looks like this:  Any insight would be appreciated.Thank you in advance.

Hi,I am trying to mass import notes into Vendor Activities, and I tried using 2 different import scenarios but it is not working, can anyone advise? The first method I use is as below which I import through the Vendor screen, but I kept getting error  Another method I tried is importing through screen Activities, it managed to import successfully but nothing is showing up in my vendor Activities: If anyone had any experience importing notes under Activities, your assistance is greatly appreciated, thanks! Regards,Chern

Hi All,I am attempting to create an import scenario that allows the deletion of time activities. The time activities in my file have the complete status, none in the list are released. Looking at the DAC Note ID is the key field. The records that need to be deleted are across a few months. I keep getting the following error:  I know I am missing something in order of operation or an additional field that needs to be part of the query but have been at it for a bit now and thought I’d see if anyone on here had experienced it or had been successful in doing so before. Please see screenshot below of current import map.  

Hello, I’m working on getting an import scenario to help auto apply payment balances to invoices. For some reason, the whole payment is not being applied to the invoice. The auto apply button works, but I’m wanting to be able to do this in bulk, and automated. Here is what we are seeing:  I can manually click auto apply and it updates the amount paid to the correct amount and the invoice/payment can both close out. When I tried adding that to an import scenario, the auto apply action would add in random miscellaneous open payments to the invoice.Any help improving this import scenario would be greatly appreciated!

I am building an Export Scenario using data from the Invoices and Memos screen name.I am mapping the Post Period column from the Invoice Summary Source Object which contains an example value of  "082024"I would like to use the LEFT function to only extract the "08" value for Period. Can functions be used on the “Field / Action Name” column and if so, what is the syntax for the LEFT function on the Invoice Summary / Post Period field?I have tried the following, but none have worked. I receive errors from Missing Operand to Invalid Hdr when running my Export Scenario:=LEFT(FinPeriodID, 2)=LEFT([FinPeriodID], 2)=LEFT([Post Period], 2)  

Hi Acumatica People, I mostly create import scenarios from SQL data providers (better handling of data types and “one and done”). For my equipment import scenario, for the SQL data provider, I have no errors and one record loads (out of a set of 12). I looked over the trace records and no handling of an error. Next, I exported the set of records and created an Excel data provider and a new import scenario with the same mapping and attempt to execute an import scenario.Now, it throws an error: “Error, “Customer” cannot be empty.” I am exporting my Excel scenario and I’ll provide some screenshots. 

Is there a way to export products and all known attributes into excel?

We have configured an Import Scenario which works when it is executed from the Import by Scenario screen. When we try to process it from the Process Import Scenarios screen it does not work.  Clicking the Process button with either the Prepare option or the Prepare and Import options simply does nothing.  Neither the Status nor the Number of Records changes, even though there should be data to process.I tried to process a different Import Scenario as a test and that also did not work.Any idea what could be going on?Trace:9/14/2022 3:57:13 PM Information:SELECT TOP (13) [Customer_BAccount].[BAccountID] AS [Customer_BAccountID], [Customer_BAccount].[AcctCD] AS [Customer_AcctCD], [Customer_Customer].[CustomerClassID] AS [Customer_CustomerClassID], [Customer_Customer].[TermsID] AS [Customer_TermsID], [Customer_Customer].[CuryID] AS [Customer_CuryID], [Customer_Customer].[CreditLimit] AS [Customer_CreditLimit], [Customer_BAccount].[Status] AS [Customer_Status], [Customer_BAccount].[AcctName

HI i created my SFTP with winSCP. i have tried configuring acumatica’s synchronization. but it still not exporting. can you please explain how i am suppose to create sftp location on my local machine as well as configuring the acumatica sync. as i have explain earlier i used winSCP. if there are other options i could explore. also this is the syn configuration. in the image attached

Hello Community,As per the screen shots below our invoices contain the Order Nbr field under the “Details” section but when I try to add this field to my Export Scenario it is not available to select?   Any idea how I can add this field?  Thanks,Mark Invoice includes Order Nbr field.Export Scenario - no option to add Order Nbr field.

Hi - I’m getting ‘server response does not contain ssh protocol identification’ error when exporting file to SFTP server From Acumatica File Maintenance screen. I was able to send file yesterday without any issue. Nothing changed in the SFTP server,   

Main ReportSub ReportsExcel Sheets.When export this report to excel, sub report pages are need to show sheet by sheet.

Hello all,I have been trying to import some time records in the Employee Time Activities screen, but looks like due to the date issues it is not able to import some of them.the data from excel, have attached the excel sheet too:It says that the import has been processed:But on employee time activities screen its just 3 that has been imported. The data from 09/12/2024 isnt getting imported.Attached is the compressed file of the import scenario.

Hello all,I have been trying to import Time Activities but it triggers the following error: We have the employee record created. But when I try to manually enter a time activity or time card, the employee record doesnt show up  

Hi there.  I have a client that would like copies of all of the receipt images.  Is there a way to extract them from Acumatica for a particular project?  Is this something that would involve a specialized script?  

I have my original BoM import for our items but now realizing that I should have had all of our materials have backflush = FALSE. I’m assuming I can update BoMs via an import but I’m not sure how to.I apologize for the piecemeal images I was just taking the original BoM Import and making lines inactive that I didn’t need and only showing the active lines here.They are in order. Thank you!

Hello all,I have been trying to void payments using an import scenario. Below is the import scenario: While I try to import it, triggers the following error: 

I was hoping someone may have this export/import scenario already created instead of me reinventing the wheel.I need an export scenario to export all available attributes and then an import scenario that allows me to add attributes to multiple item classes. Or if there is a way to just “add all” attributes to a selected item class? But I don’t see that readily available.

Hello all,I have currently run an import scenario for import Labor time for projects. So I ran this for Employee Time Activities. its status is completed but it didnt appear on the project transactions or employee time card. What is it that I am missing here? Import mapping Attaching the import xml file.

Hi,I have published my latest build on instance in customization screen with option of multiple tenant and keep the check box of execute all database script. As I need to publish build on 2 tenants.After build got successfully published.Now when I have open the data provider screen on tenant A, all the providers where blank . Excel sheet was present but schema fields where not there, as a result cannot prepare the export scenarios or import scenarios.On tenant B it was working fine. All the data provider where there on data provider screen , schema was present and also can prepare the data. Please help me  why this scenario happen and what is the solution to fix this as the error occur randomly but comes a lot of time. Thanks Dhruv 

I have an export scenario to export payments from the Payments and Applications screen.  Most of the time it works as intended but sometimes it just skips payments that have been made since it was last ran. We run this once a day exporting on average of 700 - 800 payments.  AR created a large CC payment the other day and applied it to several invoices and then released it. So the payment was created, modifed released and closed all between running the export one day and running it the next day. Several other payments created and closed the same day were also skipped.These payments that are skipped aren’t prepared so they aren’t exported and so no errors.  The majority of payments that are missed are CC payments that are entered like this, created, applied, released and closed all at once but we have also had the issue with cash payments.My export scenario uses a sql provider and exports directly to a table created specifically for this purpose.I have checked the ARRegister table and AR

Hello.Is there any way to eliminate by import scenario the warehouses whose source is none?I'm not familiar yet with how to delete things.Regards.

I have created an import scenario to create matrix items automatically from the Template Item since the OOB import is not very good, especially for simpler single-variant scenarios and multiple classes with different attribute sets.However, I am having issues with the Custom Key created to lookup the Attribute Value ID on the ITEM CREATION grid (the line above and below Line Number row).Current Result:When I try to create a matrix item for the “OS” (One Size) attribute for an item, it simply selects and creates the first attribute value in the list:When I disable these two lines and hard code the Line Number row, the import works fine.Any issues noticed with the way I created the custom key? 

Hello!We’re migrating to Acumatica and trying to import contacts via an Import Scenario with an Excel spreadsheet as the data provider.Since we’re pulling these contacts from multiple sources, we don’t have a dedicated ID for each contact. Instead, we’re using the email address and account ID to identify “unique” contacts. Email addresses are non-unique across the set of contacts, but are unique for a particular Business Account. Basically, the same email address can be used for multiple contacts, as long as each of those contacts belongs to a different business account.We’re also still early in the migration, so it’s likely that we will need to import the spreadsheet multiple times as it is updated with new contacts or additional data for previously imported contacts.Unfortunately, I’m having trouble building an Import Scenario to accomplish this.Custom keys seem to be the way to go, but I get the following error when doing a test import of a single contact:Error: 'Contact' cannot be

We need to build Import Scenario to upload Sales Categories to screen IN204060, but the screen is not available for selection in build 23.206, as you can see in this image:This is the screen in build 23.112, where we were able to import data to the Sales Categories:The screen itself is fully functional for manual data entry.Thanks for looking into this.