Import and Export Scenarios

Good day,I have a giant payment import for over 746 invoices. The invoice totals = payment amounts.  I am trying to produce one payment for all these invoice in one payment record.  The total payment equals the total invoice.Any suggestions?   I want one payment for 746 invoices.Thank you @Evan G  

HelloI’m new using Acumatica. I’ve created an import scenario for BOM.I did add the “save” button at the end but it isn’t working anyway. I don’t know where my error is.This “View name: Documents.” error pops up.This is my import:  

Hi Everyone!@KarthikGajendran May be you can help here.We have 1000+ Items which contains only one variant. For an exampleCURTIS is my Inventory and below are child itemsColor is my variant. Now I want to create a Template Item and assign Template ID to child items When I am creating a template ID, We need to assign a default row and column in the configuration.But I want to update all 1000 + Items only either as default row and column, but system shows two are mandatory, Manually I am marking all other variants marked as not required which allows one default row/coumn as a mandatory and saving the record but I want to implement same steps in the import scenario for 1000+ Items Please assist me how to execute above scenairo in importsHow we are handling Import if we have only one variant?

Hello,I am having trouble with an activity import. I am trying to import our old CRM call activity to specific Leads, Business Accounts and Contacts. Receiving “Error: 'Related Entity' cannot be empty.” on each record. I have tried importing with the Related Entity being the Acumatica ID as well as the Record Name. The XML for this scenario is attached.   Thanks!

I am having some trouble getting a mass import to go through that will sync to our Shopify store.I have about 1000+ bin locations that I need to import into Warehouse Mapping for Shopify stores in our entities section and I keep getting a “Bindings” error whenever I try to import the data using the Import by Scenario. Here is what I have built out so far: The data is preparing correctly, but it isn’t importing. Does anyone have any tips for this?

Hello,We are working on some cleanup work on old projects and need to change the status of jobs from Completed to Active. I wanted to do a import scenario since we have about 500 jobs we are touching. I keep receiving a error on the import, couple screenshots below.1: Error message:2: Import scenario build:Thank you,Kage

We have a few engineering changes to do that affect over 800 BOMs each. Is there a way to do a mass change on these and uprev them at the same time? 

I continue to have an error on my Opportunity import that the Contact cannot be empty. HOWEVER, the data in the excel spreadsheet is 100% correct and it appears to me that the import scenario Mapping is also correct.  I know 100% factually that the Contact ID in my data is correct.  Why am I continuing to see this error message?  

Is there a way to schedule the export the Excel results of a GI to a local folder? If not, if I made the GI into a report would I be able to schedule an export of the Excel format to a local folder?

How do we get Credit and Debit Memos to export?  I have tried numerous ways to build an export scenario to export AR Open items and when the data is prepared only the Invoices are loaded for export. If I specifically restrict the source to Credit Memos or Debit memos nothing is prepared at all.  I started this project using AR301000 Invoices and Memos with exactly the same results, credit and debit memos do not load to be exported. 

 Hello,I am pretty new to imports and recently put together an Opportunity import scenario.When I run the import, it processes about 1/20th of the records and then gives the error “Error: 'Subject' cannot be empty.” for the rest. When I run it again, it processes another batch of the errored records with another roughly 1/20th being successful. So it is able to process the previously errored records eventually, just a small amount at a time. It is an issue if I bring this import to production because It throws off the auto-numbering by skipping the numbering for the errored Opps and takes forever to continuously run back-to-back. ex: I am not sure what to do with the Subject line. At first, I only had it mapped like this:but that throws the error “The record was not processed because of an error during  processing of the next record” for every record.then I tried thisand it imports the small amount each time but errors on most. I have attached the XML export for the import scenario tha

How can I add a task under the Activities tab in the Projects screen (PM301000)?I successfully created a project using below import scenario, but I'm confused about how to add a task under the Activities tab after project creation. Could you provide a help on this? Thanks

Hi Everyone, Need your support on how to insert value in Default Subitem (Stock Item Screen > Warehouse Default) via Import Scenarios. There are 4 segmented keys under the sub item.Have tried many steps, and all give null on the field. Appreciate for your feedback. Regards,Iko

Good day,I reused an import scenario to create new stock items.  I assumed it worked when it was used in the past however, I can be sure.  The error (as researched) states that my Inventory ID is over 30 characters.  However, I checked them; all less than 30 characters. Anyone have any suggestions?  What I should look at next?  Attached is the XML.We upgraded to 2023R2 last week.Thank you. 

Hello Community.  Here’s my challenge to be solved:Equipment already exists (FS205000)  When importing the equipment, Component records automatically added per the model equipment configuration I need to update the components with Inventory ID and Serial numberI get an error because the import is trying to create new records and you can have only one per component ID.  My import scenario references the line number and the component id but still doesn’t update that row.What am I missing?Thank you    

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

Hey Folks,Hoping someone has tried to do this before.  I have everything working except that I can’t get the import scenario to work because of “Branch Location”.  When you run an Import by Scenario manually, Branch Location gets populated based on the one selected in your profile, but because the import scenario gets run by the triggered business event, it does not pick up any Branch Location.   I can’t even tell what Branch the system chooses to post the service order from.  So, this is what I need:1, Some way to select a Branch Location from the Import Scenario.  Something that can maybe search the field, and return the first value.Here is my import scenario, I tried manually selecting my default BL, but to no avail:  

I’m trying to change all of my Non-Stock Item Inventory ID Numbers to have “NS-” in front of them.  When I run my Import Scenario the first inventory Item does not get changed at all.  The second inventory item gets renamed with the New Inventory ID I had for the FIRST item.  All subsequent items get similarly renamed with the next Inventory ID in the Data Provider - all off by one record.     Any ideas? 

Created a new Export of GI following method in I100 training.In both training version and version in Live get error on Action Export on the Exort by Scenario - Illegal characters in path.Seems like there is path to save the export but not sure where that is defined    

 I have a custom screen in Acumatica ERP 2022 R1, where I am importing excel. That excel has Specialized Test results. In that excel I have two columns StartTime and EndTime. These column are supposed to carry time values and in format HH:mm:ss. Now in my DAC the start time and endtime has been defined as int. See the codes below: #region StartTime public abstract class startTime : PX.Data.BQL.BqlInt.Field<startTime> { } protected int? _StartTime; [PXDBInt()] [PXUIField(DisplayName = "Start Time")] [PXTimeList()] public virtual int? StartTime { get { return this._StartTime; } set { this._StartTime = value; } } #endregion Similar code is for EndTime except names. Now while importing , if i am using time in my excel the code was giving exception that 12/31/1899 05:16:11 AM cannot be converted to time. I drilled down and found that this exception is coming from FieldUpdating event of PXT

How do I create an Import Scenario to add the customer's Credit Limit to their Financial Credit Verification Rules from a spreadsheet file?  

Am totally new to Import Scenario , Can anyone help on this 

So what I’m understanding so far is that for B2B Acumatica-Shopify Connector Customers = Individual → Customer EntityCustomers = Organization → Company EntityAnd Contacts of an Organization are created as Customers in Shopify.Is there a way for me to map a Customer (Organization) attribute to the customer’s (coming from Contacts) tag in Shopify? I was able to do it easily if it’s an Individual but it’s not working for Organization type.

Hello - I am just trying to create an import scenario to remove the hold from AP bills in mass. Below is my import scenario that I cannot get to work. Can someone tell me if I am doing something wrong?   

Good day Team, I have followed the amazing instructions on https://www.crestwood.com/2020/01/07/modifying-acumatica-ach-export-scenarios/ to include the Addenda data on the my clients site, I have manage to include the Addenda with all the data execpt for the Addenda description itself where the client wants to utilized the 80 characthers to Fill the [PPD_PaymentRelatedInformation_ID], so I created a UDF, to include the data on it, under the Checks and Payments Summary Part [APPayment.AttributeADDENDUM], and I have added the same field under the Batch Payment Screen under the Detail on it from the Payments. I cant get the Addenda data in the File without the Addenda dupplicating a payment for the amount of payments, and correctly adding the Addenda Description but on Duplicated Payments. The UDF shows only as BatchPayments.APPayment_AttributeAddendum, which is the UDF, but cant make it work with the APPpaymentApplication and works only with the Source Object Payment but it will duplica