Import and Export Scenarios

Discussions Import and Export Scenatios

  • 409 Topics
  • 1,802 Replies

409 Topics

B
Freshman I
bwhite49Freshman I
asked in Import and Export Scenarios

Update Operations ID BOM through Import Scenario

Any ideas on how to update the operations ID on the BOM? We need to change it from the value of ‘01’ to ‘0010.’ Every operation ID is line number 1. Thanks ahead!  

3
jeremyd45
Semi-Pro III
25 days ago
B
Jr Varsity II
bernadeth58Jr Varsity II
asked in Import and Export Scenarios

Stock Item's Category

Hi @everyone,Is there a faster way I can update all each of my stock item’s category in Acumatica? We updated our Products directly in the Bigcommerce, a lot of them have changed their category and we want to update our Acumatica.Not sure if this can be done through Import Scenario.Thanks. 

9
kandybeatty49
Captain II
25 days ago
nhorvathNAW
Freshman II
nhorvathNAWFreshman II
asked in Import and Export Scenarios

Importing into the Packages Tab on Shipments Screen

I am currently looking to create an Import Scenario where on the Shipment it would let me select the BOX ID and input the description and under that BOX ID I need to add 2 Items in the Contents of Select Package area.I created the import for this, both BOX ID’s are PALLET in my case. PALLET (Pallet #1 in this situation) will need to have two inventory Items and PALLET (Pallet #2) will have the additional two items. When I went to run the import it created four lines with BOX ID and 1 item in each package. I know there isn’t an ID to differentiate which items go into which package. How can I tell the import to put the correct item’s in their package without it creating 4 packages? Attached is my Import Scenario and Template I am using.

2
Chris Hackett
Community Manager
26 days ago
N
Freshman I
ndahayol79Freshman I
posted in Import and Export Scenarios

Importing Journal Transactions: The Post Period is being overwritten by the transaction date's default post period

When I import journal transactions, I have multiple line details grouping to be one GL batch by JE number and post period. Each GL Batch has the same Post Period, but some lines within a batch have a different transaction date in the source file (I’m brining in historical SL GL batches and its common for SL Batches to span multiple dates in one batch). In Acumatica, if I bring in the post period and transaction date at the batch level, Acumatica will just default the post period that the last transaction date is in. The only way my GL batches get the proper Post Period is if all the line details share the same date, or if their dates share the same default post period as the post period I want to load. Let me know if this isn’t making any sense, but I have ran into this issue with multiple implementations and I have been trying to find a solution.Thank you!-Landry

11
M
Pro III
26 days ago
L
Freshman I
lori00Freshman I
asked in Import and Export Scenarios

Why would an import scenario skip the inventory ID on every other record?

My customer just upgraded to 2022 R2.  We did not make any changes to their import scenario but now when records are imported every other record is missing the inventory ID and is going to the wrong GL account?  We re-built the import scenario but it is still happening.  Any idea why this would happen?

2
L
Freshman I
26 days ago
fosterjeff01
Freshman I
fosterjeff01Freshman I
asked in Import and Export Scenarios

Mark Invoice as Emailed or Mark as Printed?

Is there any process to checkmark old invoices as emailed or printed so we can clean up the list of Not Yet Printed and Not Yes Emailed?  Or is an integration scenario the only way to do this?  And if the integration is the only option (aside from actually printing and emailing them all), does anyone have a scenario written for this?

8
fosterjeff01
Freshman I
26 days ago
M
Freshman II
MayssaFreshman II
asked in Import and Export Scenarios

Import Shipments with SO number and LOT number

i have an issue ..only the header of the shipment is imported without lines.Any help please ! Attached you could find the scenario.Version : Version 21.2.2303.133 [21.213.0038]Thx in advance.

0
M
Freshman II
26 days ago
S
Freshman II
solivera44Freshman II
asked in Import and Export Scenarios

AP Import - invoice entries import with no cash account for certain branches

We normally process a single AP import containing payments for multiple branch IDs. Prior to our upgrade to 2021 R1, all invoice entries would import with the appropriate cash account regardless of the branch we are in. After our upgrade, it seems the only cash accounts populating are those that are linked to the branch we are in while processing the import.Has anyone else experienced this issue?If so, can you please advise me on the best way to fix this?Thank you!Sondra 

4
J
Freshman I
1 month ago
T
toolprowebsupport
asked in Import and Export Scenarios

The error: String was not recognized as a valid Boolean when export Customer Price Class to BigCommerce

Step 1: Create a Customer Price Classes (AR208000)Step 2: Prepare dataStep 3: Export to BigCommerce and I get the error “String was not recognized as a valid Boolean” 

0
T
1 month ago
D
Dhruv
asked in Import and Export Scenarios

When I publish my build with Publish with Current option My old Import and Export scenarios still exist .

Why my old import and export scenarios are still visible on instance where i have published my build, when I have remove it from my site map and also delete them from customization project and also manually delete the old one form UI and save it in the build which I have created.?? I have published the build on other instance with option Publish With Current. So how I can remove it from the other instance where I have published the build.???

0
D
1 month ago
K
Freshman I
kavindusandeepa31Freshman I
asked in Import and Export Scenarios

Warning showing when using ACU Import AR Invoices Import Scenario

Warning showing as ‘Warning: Enter the document open balance to this box.’ and we have entered actual open balance of the Invoice. Can someone help me to import this Invoices. Please note: Migration Mode Activated

11
Chris Hackett
Community Manager
1 month ago
G
Freshman I
garcimig09Freshman I
asked in Import and Export Scenarios

Is there a way to have postal code not be validated when uploading customer information since i keep getting errors for my foreign customers list?

I’m trying to upload my customer information list and I keep getting an error in my import by scenario. I just want a way where Acumatica doesn’t pay attention to the way the postal code is written and have it upload the format that I have it as.This is just one example but I have many other countries as well

5
Chris Hackett
Community Manager
1 month ago
A
Jr Varsity II
abrunner78Jr Varsity II
asked in Import and Export Scenarios

Conditional values on Import Scenarios

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. 

9
A
Jr Varsity II
1 month ago
cmoreland
Semi-Pro I
cmorelandSemi-Pro I
asked in Import and Export Scenarios

Update Active Production Order Overhead Rates

I have a scenario i want to create to update open Production Orders. I have an XLS that has the Production order number, the Operation, the Work Center, the current Overhead Rate, and what the New Over Rate should be. I need to do this from screen AM209000. The steps would be to look up the Production Order, Place the order on Hold, and select the proper operation. next, you would have to update the Overhead factor on the Overhead tab to the “New Rate” and take it off hold save. From here you would progress to the next item on the list. Screen AM209000 Any thoughts?? 

5
Evan Templin
Freshman II
1 month ago
E
Freshman II
epanFreshman II
asked in Import and Export Scenarios

Import by scenario: Field: Amount, Value: 871.34, Error: The document is out of the balance. Field: Balance, Value: 871.34, Warning: Enter the document open balance to this box.

Hi There,I have issue to import the AR opening balance in Acumatica under migrate mode. I was able to import the data from template but not able to import the transactions. I got several errors;1)Field: Amount, Value: 871.34, Error: The document is out of the balance. Field: Balance, Value: 871.34, Warning: Enter the document open balance to this box.This is initial error message I got, however the amount is tie out. It’s in the same function currency. I tried to clear the amounts to import the transactions. However, I got another error message: “The Remove Hold button is disabled. Field: Balance, Value: 0.0, Warning: Enter the document open balance to this box. Field: Project/Contract, Value: 8SB       , Warning: The customer in the selected project or contract differs from the customer in the current document.” Attached Import scenarios details. Could you help review and advise how should I adjust to complete the import? Thank you very much!

2
E
Freshman II
1 month ago
Ghazalshokrollahi
Jr Varsity II
GhazalshokrollahiJr Varsity II
asked in Import and Export Scenarios

Importing BOM but Cost doesn't update

Hi , I am importing BOM and Its works and no error however it is not saving the Cost. the valuation method IS FIFO on these items. how do I get the cost in the BOM pls?ThanksGhazal 

1
manikantad18
Semi-Pro I
1 month ago
ramuv9
Jr Varsity II
ramuv9Jr Varsity II
asked in Import and Export Scenarios

Issue with Vendor EFT data Importation

Hi All,While importing the Bank information I am getting below error. Can anyone have a solution for this issue?   

5
ramuv9
Jr Varsity II
1 month ago
R
Captain II
ray20Captain II
asked in Import and Export Scenarios

Can I put parameters like MM/DD/YY into export scenarios file name generation?

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?

13
S
Freshman I
1 month ago
A
Freshman I
aahmedFreshman I
asked in Import and Export Scenarios

Import Scenario to Void the Payment and then release Voided Payment

Hi, I created the following Import scenario to Void and Release the Payment from the Payment and Application Screen(AR302000) but getting error that “Document Status is invalid for processing.”If i exclude the last line to release the Voided Payment then it works fine and it creates the Voided Payment Document with Balance Status. Any idea?Thanks

4
A
Freshman I
1 month ago
cmoreland
Semi-Pro I
cmorelandSemi-Pro I
asked in Import and Export Scenarios

Approval maps on Labor Imports

I have an issue where we import a spreadsheet of labor to create a new import. Sometimes the supervisor will accidentally add an entry that is erroneous. I want to create an approval map that sees an entry that is greater than 8 hours and stops the import and alerts a group to look at it before it is imported. IS that even possible? 

1
cmoreland
Semi-Pro I
1 month ago
martingaxiola
Jr Varsity III
martingaxiolaJr Varsity III
asked in Import and Export Scenarios

(ACH data) Default Payment Settings for Vendors Import Question

Dear Community, I am pulling my hair with this one, I am trying to import ACH information for a Client, but I am getting my import scenario not working and putting information on other rows of the ACH table. Also, the name is givinme issues, but I feel is related to the same problem as I am getting that the data does not pass validation. This is my Payment Method Details:ID Description Required Sort Order Entry Mask Validation Reg. Exp. 1 Beneficiary Account No: False     ^\d{1,17}$ 2 Beneficiary Name: False     ^([\w]|\s){0,22}$ 3 Bank Routing Number (ABA): False   000000000 ^\d{9,9}$ 4 Bank Name: False     ^([\w]|\s){0,22}$ 5 Account Type (Checking/Saving) False        attached is the import scenario, I look at the other discussion, but could not understand the solution in that one.  Thank you.

4
E
Freshman II
1 month ago
L
Semi-Pro III
ltussing03Semi-Pro III
asked in Import and Export Scenarios

BOM id cannot be empty on import scenario

Hello,I am attempting to load BOMs.  All works well unless there are multiple materials on an operation.  Then it throws an error on the additional materials in the operation.  I am working with a VERY short data set to get this working but cannot move past this.  I started with the standard BOM import scenario. 

2
L
Semi-Pro III
1 month ago
G
Freshman I
geauxgunturuFreshman I
asked in Import and Export Scenarios

Update Payroll Tax Settings with Rest API

I can get the GET call working with $expand=TaxSettings but the PUT call fails Please help with updating PREmployeeAttributes. This is a detail entity for top level entity EmployeePayrollSettings. Been at it for 3 days now. Any Help would be appreciated, Novice here

10
G
Freshman I
1 month ago
A
Jr Varsity III
AndrewBGLJr Varsity III
asked in Import and Export Scenarios

Sales Order Import Scenarios, The system failed to commit the splits row.

Hello,We are trying to import orders from our marketplaces since we are having issues with our EDI provider.I was sent a sample import that did not work. We have branches enabled so I modified the import.Please help me with this import.Thanks

8
Chris Hackett
Community Manager
1 month ago
T
Freshman II
tommaricle43Freshman II
asked in Import and Export Scenarios

Importing GLI files

Client wants to import their payroll file from ADP and the file that ADP gives them is a GLI file.  Has anyone had success with this file or know of a reliable conversion tool to turn this file type to a CSV or Excel file?  

0
T
Freshman II
1 month ago

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