Import and Export Scenarios
Discussions Import and Export Scenatios
- 200 Topics
- 803 Replies
I’ve set up the ACH Payments and that works. Now, Accounting would like to send the Vendor Reference Number in the ACH Payment, too. I found a tutorial on setting up ACH Addenda in the Export Scenario here:Modifying Acumatica ACH Export ScenariosThe problem is that their tutorial doesn’t show the entire field name for PPD_PaymentRelatedInformation_ID. On the Bills and Adjustments screen it has a field with the label Vendor Ref, but if I Inspect Element, it’s an entire different field name from the APInvoice object. In the Export Scenario they are using APPaymentApplications as the source object. I can’t find documentation anywhere for that object and it is not included in Acumatica anywhere that I can see.We’re going to being doing more ACH payments soon, so I would like to know if I’m using the right field. Right now, my field for PPD_PaymentRelatedInformation_ID is set to:=(rtrim([APPaymentApplications.VendorRef]))My gut tells me this is wrong and VendorRef isn’t a field, but I don’t
I’m working on an Import Scenario that will update a sales order’s user-defined attribute.The simplified process will go as followed:Identify the order by Type and Number Open or Re-Open the order (QT requires the Re-Open) Set the attribute Return the order it starting stateSteps 3 and 4 need to be conditional and I haven’t found any documentation on how to do that. For instance, step 3 would need something like: IIf(=[Document.OrderType] = ‘QT’, <Action: Open Order> (OpenOrder), <Action: Re-Open Order> (ReopenOrder)As a work-a-round I am thinking about using Target Restrictions to limit the data to a single condition, i.e., QT and Completed or QT and Canceled. That way I can set the Mapping fields and change them each time to match the current conditon. I’m really trying to avoid this since it will be fairly manual.
We are on site at a large client who asked us to import their credit card profile ids for Repay. Repay has gone to great lengths to help and Zac has been tireless but we ultimately hit a wall.Our current scenario works perfectly for exactly 1 record. When we run the scenario, all the records are shown as imported successfully, but only the last one is actually saved. It almost seems like we need a pause to allow the Repay integration to catch up. Does such a command exist?
Hello Everyone,I am working on a SO Import and ideally I would like to have the least amount of lines possible on the sales order. For instance, let’s say my data provider has 8 lines for a cheeseburger, is it possible to combine those 8 lines into one?For instance combine the asparagus and cheeseburger lines into one:
Has anyone been successful in adding the Vendor.AcctReferenceNbr to the NACHA ACH export scenario? I have managed to add the addendum section to the export file but cannot get this field to populate. Below is my current configuration in the export scenario.
Hello, Our vendor is requiring us send files which are exported from Acumatica to them by SFTP in daily basis. Yes, this can be done manually, I can export the file to my local computer and then I use a SFTP client to send the file. However, I am wondering can this be done in an automation way? Thanks in advance.
Hello everyone,I am trying to create an import scenario to bring in a sales order and create a prepayment on that sales order. I am able to bring in the SO just fine however the prepayment does not seem to be working. Has anyone been able to import with this button?The error that I get is: Here is how I have my import lined up:
Recently updated to 2021 R2 and had Acumatica run the script to depreciate the previous Dummy Attribute requirement that we’d needed for managing single attribute matrix items. After upgrade and Dummy Attribute script removal, existing import scenario used to assign variant and variant value to individual stock items and connect them to correct template item produces a ‘View Name: Item’ error. Import Scenario Screen (IN-ReconnectMatrixItem)Pretty straight forward - Inventory ID, Template ID, Attribute1 and 2, Attribute Value 1 and 2.Import Scenario MappingThis was set up by our VAR, and has worked without issue until this release. Data Provider SchemeExcel Sheet used for ImportThe View Name: Item error doesn’t give much indication as to what might be wrong. Here is a trace from the error: Any ideas? Is there another way to do this? Generally we add Stock Items in bulk, and then assign them to Template Items as needed before syncing those template items up to our BigCommerce site. We do
Good day team, I have a import scenario that is working correctly, but it will give the error “4 items have not been processed successfully. View name: Document.” after the first record is imported sucesfully (I am testing with 5 Sales Order to import). On the Trace is giving the error “Failed to find record in TaxZoneZip for the given zip code: 43537” but if I add the Tax Category code for No Tax it will error out and not give any information. Part1 I hope maybe somebody can help me with this issue, as I see nothing wrong, and the testing with the Tax Category only made things worst.Note: If I import the scenario 5 times it will complete sucessfully, as it only does one line per import process, not the five. Thank you.
I created an import scenario. It seems to be capturing the fields from my spreadsheet, but I have only 1 vendor in Acumatica. I want to upload the rest. I’m just testing on 1 vendor right now in my upload. I keep getting an error “1 items have not been processed successfully. View name: BAccount”. Then in the column for the error it says “Requested Value was not Found” but the value is the name of the vendor, which I’m adding, so of course it wouldn’t be found. Why won’t it just add the new record? I’m new to Acumatica, and I’ve gotten this far just from reading the manual and some online videos, etc. But, this error is not addressed, and I think I’ve done everything else. I think something must be setup wrong with my import scenario, but I’m not sure what.
I am trying to write an import scenario to clean files which are 1 year ago and no longer needed. The datasource is from a GI which is wrote to search the obsoleted files out. However, my scenario is run with errors which is saying “object not set to an instance”.So probably, I am lacking 1 step in import scenrio which is to set the focus on the line to be deleted.Can anyone give me some help on how to write this kind of import scenario.Thank you.
I am trying to import sales orders and all is going fine until I try to import the Owner. No matter what I try it doesn’t work with what was exported as Owner from a GI with the SOOrder DAC as the source. When exporting it shows the name rather than the numeric ID. I worked out it will work if I can give the numeric ID for the Owner but I can’t find how to get that out using a GI. If you have any ideas I’d be happy to hear them, Phil
I may have missed how to do this. What I would like to be able to do is have a setting or popup when the Import Scenario is run to be able to be used as part of the import. For example, we currently have a situation where they would like to set the date on incoming AR invoices versus using a date from the data from the other system.Is there a way to accomplish this?THANK YOU!Jim
I am trying to use an import scenario to run price recalculation on a list of Sales Orders (provider is an Excel provider). Here is my import scenario. If anyone has any ideas about how to do this, I would appreciate it. I’ve tried different variations of the OK button that are available in the list including <dialog answer>. Also tried moving the OK button before the Action line. Also tried the different Action->Recalculates that are in the list.Any help is appreciated.
I’m trying to create an import scenario that will trigger the “Create Quote” button on the opportunity record.I’ve tried placing the dialoges in a few different spots and using opportunity summary for the <Dialog Answer>. No luck yet.Thanks for the help,Matt
Hi, I am trying to mass change the customer IDs via an import scenario. This works if run one on record selected at a time but it does not process if all records are selected. If I turn on Parallel processing than about 700 records process. I am not sure why.Any ideas?
Trying to import line items to a sales order gives error: The system failed to commit the splits row. What does this mean?
I’m trying to import some line items to an existing SO via an import scenario. I get the error:The system failed to commit the splits row The only thing it’s doing is adding an inventory item and quantity to the line details after updating the external reference: I tried doing the same manually and it works without problems.Any help would be very much appreciated. Phil
Why is a simple attempt to add an external reference no to an existing Sales Order via an import scenario failing?
I have set up many import scenarios before without problems. Those have mainly been on Customer and Inventory Item records though.I am trying to import line items into an existing sales order on SO.This failed with an error so in narrowing down the cause I tried to do the simplest thing I could think of. Adding an external reference to the sales order. I tested to see if I could do it manually and I can but if I try via the import scenario I get the error:1 items have not been processed successfully. View name: Document.The only thing in my import scenario is as below: The order no exists and the import scenario is using the same order number.I can’t understand why this is failing. Does anyone have any ideas? Thanks, Phil
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