Import and Export Scenarios

Good day,I know it is probably something simple.  I am reusing the ACU AP import scenarios.  The error is the Document Out of Balance.  It is not.  I have used this before but this issue is new to me.  Attached is the XML.  Is there a new Balance Check box that needs to be unchecked?  The more try things the more confused I get.Any suggestions.  Thank you.  @grillevan 

Hi, I am trying to import AP bills. The AP Bills are tied to a PO Receipt. As well as the vendor, I have the PO number & PO Receipt Line number. I am having an issue with trying to select the Add PO Receipt Line in the Scenario. The Document is being created but nothing else is happening.(If in migration mode, you cannot use the Add PO Receipt button) Does anyone have any solutions/ideas for getting this to work?Thank you in advance!Bill 

Hi All,Here is my superficially simple question. For an import scenario that I have with the Item Warehouse Details screen, IN204500, I am getting this error: Field: Default Issue From, Value: M      , Error: 'Default Issue From' cannot be found in the system. Can you modify my import scenario so that it does not throw an error and properly loads a record to the item warehouse details screen? Our warehouse locations have 4 segments (1 char, 2 char, 2 char, 2 char)Here is a screenshot of the import scenario:     I have attached the import scenario as well.

Hi Team, I’m trying to update multiple Vendor IDs in Acumatica 25R1 using an Import Scenario. The Import Scenario itself runs fine when tested manually, but I cannot get it to work in bulk. My main challenge is that the Generic Inquiry I created is not showing up as a source in the Import Scenario. Since the Vendor screen works off the Vendor DAC, I expected the GI to be selectable, but it remains unavailable. I also noticed that Import Scenario as a subscriber in Business Events is disabled for the Vendor screen. Has anyone found a working method to bulk update Vendor IDs or use a GI as a data source for this in 25R1?  

Dear Team,We are trying to create bulk AP bills in the system by using an import scenario, wherein the bill needs to be created and the detail from the PR needs to be fetched into the bill as well and the bill will be created in the on-hold status.The import scenario created is as follows. However, when importing data using this import scenario the AP bills do get created for the specific vendor, however the PO receipt is not getting added to the bill. Appreciate if anyone could help me out in identifying what i am missing in this import scenario to successfully create bulk ap bills by using the import scenarios.Thank you so much in advance for your kind support and for your precious time. 

I’m creating an Import Scenario for the Purchase Request screen (PO.30.20.00).I’m having difficulty adding an individual PO line (other than the first PO line) using the ADD PO LINE button (found under the DETAILS tab).  It seems like the 2nd line never gets properly selected thus, by default, the first line remains selected.How do I add a PO line other than the first one?Here is are my steps (in two screenshots):  

Good day,I know something is wrong with my Business event/export scenario.  The processing schedule works.  I get an email with a file attachment.  The issue it is first fille; the original data.  However, on subsequent run, i get the same file not an updated exported file..  I am not getting new file with updated rows.  The export is being processed on schedule and the results are updated.  The email is being sent on schedule; email received.  The only issue the file is old.  How do get the new file attached?  I added this to my business event this morning.  Who knows if this work?Everything works except the export file is old; the same file sent during testing.Any ideas, assistance would be much appreciated.Evan 

We are currently using the DocuSign integration, however, we find the workflow and click requirements to be extremely tedious and excessive. We are using it to send out rental contracts (through the Sales Order screen and form) to be signed by our customers. The form we send to be signed changes very little between customers, yet we still have to manually edit every form being sent through DocuSign to place the signature lines and initial lines on the document. There is apparently no way to create a template? It takes as long, or longer in some cases, to prepare the DocuSign document than it does to prepare the Sales Order. It should take almost no clicks or time to prepare the document for signature. It should be, at most, a toggle button to say “Send DocuSign” or “Require Signature” or something along those lines. A copy of the “signed” document does NOT get attached to the Sales Order automatically and there is no way to track the DocuSign envelope status from within Acumatica. It a

Has anyone added address validation to a sales order import scenario?Out client overrides Ship To Address on a majority of their sales orders (by choice) but we would like to build in address validation as part of the import (if no address modification needed the order comes in and ship to address marked as validated, if address modification is needed then we want to fail the order import) Thank you,Greg

On the “Bill of Material” screen, I am looking to mass import by operation ID/work center, along with all the corresponding steps so I don’t have to manually enter the same instructions on each BOMID.

I exported items from one tenant and am trying to import to another tenant. Item classes have all been configured the same way. I get the following error: Field: Item Class, Value: DIRECT -LABOURBEN , Error: 'Item Class' cannot be found in the system.I suspect the issue is that item class is actually “DIRECT    -LABOURBEN          ” since segmented key is 30 characters. The values exported without all the spaces, so I tried adding them in Excel before uploading file. However, when preparing data on Import by Scenario screen, values appear without spaces on the end. Acumatica removes them.Anyone know how I can resolve this? Could be wrong about the cause, open to suggestions. Below are screenshots of the import scenario configuration, error message, and value in Excel. Thanks in advance!    

Hi Acumatica Community,I have been struggling with a very simple import of a newly created attribute that has been assigned to all of my customer classes.I consistently get this error:Error: The class does not have the INFLUENCE attribute. Make sure the attribute name is correct or consider adding the attribute to the class. This is my import scenario mapping: Image continued:  This is my new attribute: Here is my attribute assigned to my customer class: Lastly, here is my data provider excel with a dummy customer: I have watched all the webinars on this and copied them exactly. I even have a similar import scenario that works for a different attribute so I am really hoping the community can help. Thank you 

I am trying to use the MS SQL Data Provider in my Import Scenario.  I am able to connect successfully (with an SA role), setup the Import Scenario - both the Fill In Schema and Schema fields work great for the SQL View. However, when I try to Import a Scenario and hit the Prepare button, I get an error that there is an Incorrect Syntax near keyword ‘AS’.  My view does not use any aliases in the field or table names, so there is not AS clause in it except in the View definition (Create View … AS ...).  Here is a sample of my view:Select ID, [Vendor ID], [Vendor Name] from ExternalVendorTblAny ideas what I can try to debug the Prepare step or other to find what I am doing wrong?Running Acumatica 2024R2 and SQL Server 2022

Hi everyone,I’m working on an import scenario for the Shipments screen (SO302000) to upload serial numbers on the Line Details screen.Right now, my scenario finds the shipment and uploads the serial numbers — but all serial numbers are ending up on the first shipment line, regardless of which item they belong to.What is the proper way to configure this import scenario,   

Hello,I get below error when trying to create prepayment from Sales order API, where the payment method is “BACS”: Direct deposit.Errors - message - An error has occurred.exceptionMessage - Inserting  'AR Payment' record raised at least one error. Please review the errors.CashAccountID: 'Cash Account' cannot be empty.exceptionType - PX.Api.ContractBased.OutcomeEntityHasErrorsExceptionThe error indicates Cash Account is missing, even though I am sending both payment method and cash account in my request. I can create payment for other payment methods, but same request doesn’t work when payment method is BACS. Are we missing any configuration at Acumatica? I found discussions on same error in the forum but the fix did not work in my case. Has anyone faced this issue, please share your inputs.TIA

Hello,  I have a client that is asking for an export from Acumatica that they will upload to their bank so that the bank (Truist) can print checks on their behalf.  This is not an ACH file. We need similar information, but the sample layout is rather different.  Has anyone created an export scenario for this sort of file?  I don’t think check printing outsourcing is uncommon, but I can’t find an existing scenario to start from.  This is likely similar to creating an export or integration to Bill.com, but we need an export not an integration.   Any help is much appreciated!   

I’m trying to convert a BA to a customer in the import scenario screen. I received an error that said “edit customer”.. I only had the businesss account id  and then the action to extend as customer. Can anyone tell me what I'm doing wrong?

Hi Team,In the AR module, our invoices have a "Quantity" field populated. Could you please advise how I can download the quantity data for all invoices within a specific month?I have not been able to find a download solution. Thank

I’m trying to do an import that will support updating existing records and creating new onesNew records only is pretty straight forward using the Auto Number KeyWe want to use Auto Numbering because we do not want to make the Serial Number the primary key because there are other factors down the road where the same Serial Number could be used multiple times across multiple customers/vendors, etc.  We are only importing records with a unique serial number right now.  But they will need to be updated.I’ve done some searching which seems to be involved with the concept of simulating the UI where you would use the Lookup Selector for the Reference Number and try to find a record with a matching Serial Number but I can’t get the right syntax down specifically for the Field Service Equipment FS205000The example from the training references a “CurrentCustomer” in the Source Field Value in the first line.That seems be an internal reference and I can’t quite figure out how to translate this exa

On some of the service contracts the Default cost Code field was left empty.  This is preventing our Service dept from Processing the service contracts and move them to the expired status. I what I thought was a simple import scenario to update the blank ones to add the default cost code to those missing.  I keep getting the error message of “The System failed to commit the ServiceContractRecords Row when running an import scenario” I tried unchecking the commit box as another post suggested but I am still getting the same error message.  

We need advice for this error since support is taking a while to resolve. We have templates in the Aborted sync area due to an error from the option label already in use. Just replace “Daisy” with any option label. We have 13 with this error. Does anyone know what may be causing it? We have not change connectors, nor does the import/export settings for templates been changed. We use BigCommerce for our commerce platform.Error: The option label: "Daisy" value is already used on this option.;Status: 422 Things we have tried so far:Deleted variant options in BigCommerce to reinstall from template SKU resync Delete SKU completely from BigCommerce to install with new external ID Manually resolved option in BigCommerce to mirror Acuamtica’s settings for the SKU We have not rebuilt the template in Acumatica. Please let me know what your take is, cause I am pulling at straws.

Hi there,Does anyone know how to skip the header when using “Process Export Scenarios” within the specific scenario?I am aware of the “Skip Headers” checkbox, but I’d like to make it so that the specific Export Scenario does not export with the header, as we have other Export Scenarios that require the header to be exported.For example, currently I need to select Skip Headers for this scenario, but it affects all scenarios, including scheduled ones. Thanks, 

Hey does anyone have any import scenarios that are just simple to update stock item descriptions from an excel provider? Here is what I have so far, it should just be look up the inventory item, fill in the description, and save. But for some reason, I keep getting errors saying  Error: The [InventoryCD] identifier is already used for another business account record (vendor, customer, employee, branch, company, or company group). 

I’m having a little trouble with a Project Transactions Import Scenario. I’ve tried a few variations. Some error out with View: Document and this one creates the tranaction but only writes one record in the details section (there are 22 in my sample)I have also tried the ACU version and it fails also. I know I’m missing one thing, but can’t quite place my finger on it. I’ve walked this exact transaction through manually and the system will take these fields. Any input would be greatly appreciated.  

Hello,I have an issue with an import scenario. When I try to import data, I get an error that RateDefinitionID cannot be empty.Does anyone know what may be causing this error?