Import and Export Scenarios

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

how do i create an import scenario for Default Issue From and Default Receipt To fields? We are trying to add these fields to our 5200 inventory items. 

Hi @ruchikasharma23 @Laura02 , hope you’re well guys, Could you please refer or help me, how I could use OData in function in $filter query ?here is my query Customer?%24filter=CustomerID%20in%20(%270000003%27%2C%20%270000004%27%2C%20%270004737%27)' and it always produced this error message"Syntax error at position 13 in 'CustomerID in ('0000003', '0000004', '0004737')'.", I know I could use this approach such as  $filter=CustomerID eq '0000003' or CustomerID eq '0000004' or CustomerID eq '0004737', but in case the ids list will be long it’s definitely the best approach to use “IN” list function. Please help me with. Thanks in advance.

Hi all, I am trying to update emails on the customer screen. On some customers I get this error: Account 19303 is a control account for AP. Please select an account configured as a control account for AR.I can see that the error customers has the 19303 account selected. So what am I missing?thxDries 

I have a very simple Import scenario where I want to create a list of Projects with only 4 columns of data.ProjectID, ProjectClass, CustomerID, TemplateIDMy import scenario works perfectly; IF I pre-populate the “ProjectID” column in the source spreadsheet with a projectID that increments.Is there a way to have leave that column blank and have the import scenario “automatically auto-increment” the projectID in Acumatica? 

Trying to import 8 attributes and corresponding values to the BOM but the import is mixing up the values and associating them incorrectly.Import ScenarioData / Import By ScenarioResultsAs you can see the values are not being applied to the correct Attribute. How should I be adjusting my import scenario?

Hello all,I would like to know if it i possible to import the file attachments whether line level or doc level? or are there any references to customizations?Thanks in advance

Hi, I want to know if it’s possible to add a subcontrat in my excel report to import in acumatica? If it’s possible, can you explain me how to add this in my import scenarios.Thanks for your help Melanie  

How do I upload an import scenario? I have received an import scenario (.xml) file from another user, but do not know how to import it to our Acumatica instance.     

Hi, I'm trying to import stock items and I'm getting an error Error: 'Item Class' cannot be emptyeven though its not empty.

Can someone please assist with this error. I get this error when trying to reimport file to update changes. Please check my XML file.

I have import scenario for change orders commitments, but I can’t find a way to update selected commitment.My import scenario: Now with active checkboxes it create new change order and add to it my subcontract, but I can’t update it’s amount. May be someone know how change it for update line amount? when i try to use not selected lines- it create new line or do nothing.For example my result if I enable “Commitments” - it seems it can’t find this line from “Select Commitments” dialog and just create new lineHow I can select and update amount for the line from  “Select Commitments” dialog and not create new line?