Import and Export Scenarios

I’m trying to import around 20 to 50 items with different weights and lot codes into a Purchase Receipt. I seem to be blocked at the Lot Code Splits. I have included a screenshot of my Import Scenarios and my XML file. Am I able to adjust my Import Scenarios to include Line Splits for lot codes? 

Hi everyone, I’m attempting an import scenario to complete all tasks on a list of projects using the button below. This needed because we need to clean up old data and complete the tasks without having a list of all tasks.   I created the scenario shown below (XML attached), which seems like it should work.  But I get the error below:  Thoughts anyone? Thanks in advance. 

I am looking to create an Import Scenario that will import Users and assign them multiple roles. A user on the template may be assigned 1 role or 8 roles. I need all associated roles imported without using User Types since most users will have different roles assigned. How can I import users and have them assign multiple roles? I am able to import them and have it assign 1 role, but more than 1 it doesn’t assign any. User Import Scenario 

I am having an issue where only the first line or second line of my import scenario is attaching to my case and not both.   

I’ve imported various Excel spreadsheets of data (Customers, Vendors, Inventory Items etc.) but am having an issue when trying to import some finished goods. I can’t see anything obviously wrong with the import but I keep getting the error below. Any ideas on what could be causing this? 

Hi everyone, I feel like this probably has an easy answer but I cannot find it anywhere. I have looked through the screens and the help files. Our customer is importing GL transactions through the GL file. This last one they sent failed. We realized it is because, on the import file, the transactions are not ordered by the transaction ID anymore. When the import scenario goes to import, it fails because it is only seeing part of the transaction (since the other part is farther down in the file). Is there any way to set in the import scenario that when the file is prepared, it rearranges the order of lines by the transaction ID number assigned to it?

I’m trying to make certain acvtivities billable in the Employee Time Acvtivites screen.My import scenario is throwing the error that the employee is not found.   Any advice would be welcome

Hey everybody,Is there a possibility to import the description of stock items via Excel with line breaks? It seems that the import scenario doesn’t take the line breaks from excel into account… Any help is greatly appreciated! :) 

Has anyone used One Drive to store their Acumatica Attachments / Uploads / Images?If not, which one are you using? 

Hi All, I am attempting to do an import that I know I have done before, but is not working currently! I have an existing open Sales Order (Status  = Open). On that order I want to populate the owner field. The keys being the order type and order number. I also added customer as I have had experiences in the past where for some reason, it throws an error is not there. Anyone have any thoughts?! Starting to go a little insane looking at it!  

Hi,We have a client who is using an external software for their Scale solution. Each day, they upload a file through an import scenario to upload the individual invoices through the Sales Order screen as we need to keep the same document ID when creating the invoice in Acumatica. I’ve create attributes within the SO header section to keep track of important information and we need to have those attribute to transfer over to the invoice document. During our test phase, I did create a Generic Inquiry to pull the Invoice ID and the attributes and a Business Event to do an import scenario to import the attribute values when the Sales Order have been invoiced. The business event was working without issues. Now that we have gone Live with Acumatica, the attributes are not importing in the Invoice document because the business event is giving the following error. “The last error was CustomerID cannot be blank.”. The weird part is, it will work when I execute each record individually within th

I am trying to use an import scenario to update the Project Cost Budget > Auto Complete check box to be =’TRUE’  It keeps erroring saying Project Task cannot be found in the system.  But they are all there.  I suspect there’s something wrong with my scenario but can’t figure it out.   

Our trucks don’t want to wait while we pull goods from our bins, so we pre-stage the loads on our shipping dock. Pick, Pack, and Ship allows us to move the goods for a shipment, but we pre-stage before the shipment is generated. How would we go about this with quantity/item validations like we have in Pick, Pack, and Ship? Ideally this would take in a sales order number, then we could choose the bins and transfer the goods. RIght now we’re using Scan & Transfer, but there is nothing guaranteeing that the team picked all the itmes or the correct qty of items for pre-staging. We only catch this at Shipment generation when we notice an item is missing or is shorted. Thanks! Edit: Wrong sub-forum, no idea how to move this, sorry.

 My simple, first Import by Scenario import fails but there is no error message.  I’m not sure where to look. Where do I look? Thanks, Tom

Hi all. I am currently working on a scenario to remove a specific product from the Related Items tab. Although I have developed a method that successfully deletes a line, it unfortunately only removes the top line and does not allow for specification based on the Inventory ID. The product in question is associated with multiple products and appears on various lines within these entries. Any help on this would be appreciated. Thanks 

Is it possible to delete irrelevant UoM conversions at the stock item level? Some of our stock items have a huge list of possible UoMs that are not relevant to that particular stock item.Thanks! 

I see that there are a couple of topics out there for importing activities to various record types.I’ve tried to follow the examples given, but I’m still running into an error. Along with the activity, I want to include the related document (which is an opportunity in this situation).This is the error that I’m getting:  This is my import scenario (I’ll attach the xml at the bottom):  Any help is appreciated!

I am looking to see if it is possible to create an excel export for ACH batch payments and get it to export an excel file instead an txt file. Thank you.   

Hello!I want to create a journal transaction by using the import scenarios of business event. To this I use a Generic Inquiry. Generic Inquiry only provides information about the credit entry, and the information for debit entry is fixed.  I tried to get the journal transaction created in different ways but it only create debit leg of the transaction. Then I thought to go with the journal vouchers, but the issue is the credit and debit entries should go for two different branches and journal vouchers does not facilitate that. Can someone help me with this?Best Regards Amanda 

Hello all,I recently import a change in the names of the Inventory IDs. So the thing is I have 2 Items(3026) with same IDs but in different classes (A & B).1. 3026 - Class A2. 3026 - Class BAnd I had to import the change in the Inventory IDs (eg: S3026) for Class B which was imported perfectly fine, validated on the Stock items screen.But when I saw the PO created for both these items, the PO is now showing the change in the IDs for Item belonging from Class A too. How can I now resolve this?

I’m using a business event based on a GI to trigger an import scenario.  The import scenario gives an error of “Handler of type IMPT is not exists” I’m trying to have a PO transfer receipt created, add the transfer, select the shipment number that matches the GI.  Where am I going wrong here?   

We recently created an automated export scenario to do a daily export of our customer balance that we want to use a SFTP to connect to our other ERP system. We initially had some success in testing the synchronization but now that ready to go live, been running into following error message which struggling to resolve. I have a feeling that an issue might be something embarrassing, but have had no luck resolving it.   

We have experienced a situation which created a huge issue for our Acumatica production data:A lot of import scenarios (128), but not all,  were triggered to run at an unexpected time. Most of these import scenarios were not set up to be run by the scheduler. We only had 6 import scenarios that were scheduled to run regularly.There was randomness in terms of how many import scenarios were run (we do not understand why some scenarios ran and others did not run), and also randomness in terms of when the import scenarios ran (no scheduler ran at that particular time).After investigation by Support it was determined that one faulty scheduler, which did not  have a condition, (pic 2) created this situation.The faulty scheduler was created by using the regular way (pic 1) of creating the scheduler from an import scenario. We do not believe that we deleted the condition after creating the scheduler. Pic 1 pic 2 pic 3After resolving the data issue, we tried to mitigate future occurrences of th

I have a csv file that I am using for a GL transaction import scenario. The debit and credit amounts are in one column, debits positive number, credits negative numbers.  How can I get the import scenario to populate the debit and credit fields properly?thanks, coleen

I used Import by Scenario to prepare two pieces of data. After clicking Import, only one piece of data could be imported, and it also marked the other piece of data as processed, although it was not imported.