Import and Export Scenarios

I am updating Queue times on Released Production Orders that have approximately 10 operations each.  My import scenario is putting the order On Hold, finding the operation ID (@@), updating the Queue time, and removing the Hold.  It does this for all 10 lines on every order.Is there a way I can set the import scenario to put the order on Hold, update all the lines, then remove the hold?  Instead of Hold-update-RemoveHold 10 times?

Hi Team,I'm trying to pull data from Acumatica and use it for further processing at my backend system (similar to SAP in this case). I need to retrieve data from multiple entities like companies, projects, and employees.I successfully made API calls using Postman to fetch specific entities, like projects. However, when I attempt the same call through the Extended endpoint, I receive a 500 Internal Server Error.Could someone advise on the best approach to fetch data from multiple entities, including using the Extended endpoint?

I am writing an Import Scenario to import customer x-ref data to a stock item. To InventoryItem, our VAR added UsrUPC so we can get the UPC from the stock item record, with less logic.Ideally, I want to use the UPC and Description, if there is one in the import file, if not inherit it from the InventoryItem row.No matter what, I was getting empty fields for those two columns. So, for testing I stripped it down to just set those two columns to Item.UsrUPC and Item.Descr. Then when that works, add functionality to pull from the file.My import scenario is fully functional, except where it is pulling Item.UsrUPC and Item.Descr. Here is my import scenario: Any ideas why it is not pulling Item.Descr and Item.UsrUPC?

Hello everyone,I have the problem that I want to add several suppliers to a stock item. This works so far, but I need a way to skip empty rows in Excel.For example:I have three possible suppliers in my Excel list.Two are imported.For the third one, it throws an error because there is none, for example.  Does anyone have any idea how I can work around this?Kind regards

Hello, I am attempting to create an ACH Export to go along with the Wells Fargo Payment Manager through the batch payments screen. I found out from Acumatica that we cannot utilize the Cash Account Details, or VendorAccountDetails in an Export scenario based on the Batch Payment screen.The ticket was moved to Acumatica services, and they quoted an obscene amount to write this. Has anyone tied into WF Payment Manger? If so, would you be willing to give a little direction as to how this was accomplished?Thanks in advance!

I am trying to create an import scenario that deletes all Transaction line items in the Deferral Schedule. I keep getting the following error. I tested several different ways and I don’t know why this error is coming up. My ultimate goal is to delete all transaction table line items in the deferral schedule, then add 1 new line item, but I just want to test deleting first.  Can anyone spot something obvious that I am missing?  Note: The deferral schedule is Open and the transactions are editable.  

Hi! I’ve been looking to see if you can create an import scenario that will create sales orders and group them by ship to location. For example, if the first two three rows on the spreadsheet have the same ship to location then the system will create one order as opposed to three different ones. I’m aware you can add the order numbers to the spreadsheet but I want to avoid this if possible.

When I run my import scenario I get the famouse error “The Change ID button is disabled.” My import scenario is simple and base on https://www.augforums.com/sample-acumatica-import-scenario-stock-items-change-id/, but after modifying this import back and forward, still having that issue. Do you guys see any errors on the mapping?  

HiMy customer has many cash accounts (50+), when they add an new Entry Type I would like a business event to run an import scenario that will link the cash accounts to the new entry type. I have the business event triggered that when a new entry type is created it populates a generic inquiry and triggers the business event. The generic inquiry results are the Entry Type ID and Description.  That is working, the business event runs, and if I hard code a cash account ID in the import scenario the import updates that cash account.Where I am stuck is how do I update all the cash accounts with the new entry type?  I tried =Every in the source field (that works with export scenarios) but no luck.Thanks,  

Am I crazy? Is there really no way to schedule an export scenario? Went through a setup getting the Generic Inquiry just right, a scheduled ftp upload scheduled and that’s my stopping point?This is for a product feed csv file upload to an ftp server.

As per the above screenshot, I want to update the above highlighted allocated field through import scenario.I have wrote the below import scenario but the scenario is not working. Please help me with this issue.

I tried with the above import scenario to update the Allocated checkbox through using the import scenario. The that is not happening. Can anyone help.

We would like to export data, such as vendors or customers, to excel the exact same way we imported the records - ie. using the same data provider. Is there an easy way to flip our import scenarios to be export scenarios without rebuilding them all?Is there anything I am missing here that might make this process easier? Thank you!!

Hello Community,I have been trying to run an export scenario via GI. But the Export scenario is not able to export any data. below attached is the XML file of the GI & Export scenario.What is it that I am doing wrong? Thanks in advance.

Hello - I have created an import scenario for AR Applications and am trying to include an Entry Type but am running into a couple issues. 1) If there is no value, I get an error that a value must be entered >0. 2) If a value is entered, but there are multiple invoices per payment, then that entry type line is repeated. Is there a way to bring these in with blank values and also as 1 line per payment when there is a value? This is what I have so far:  

I have a Sales Order Invoice import scenario that does not calculate the discount for items.  I tried adding logic to recalculate the discounts, but get an error.

Hello community,I have been trying to import Non - Stock Attributes, but the system triggers the following error: The mapping:Why is the system triggering the error? What is it that i am missing?

Hello,Trying to create an import scenario with he minimum required data to start with.If I follow the steps in this scenario exactly, I can create new fixed asset records without any issues.  The import scenario says it worked and doesn’t throw any errors.  But it only creates 1 record which is wrong.  I can rerun the scenario over and over and I only have 1 record.Please note, I don't’ really know anything about fixed assets in ACU.Asset numbering is manual: Crazy results below: 

Has anyone created an import scenario for the ACA Reporting (PR207000) and be willing to share the general layout of it? I’m trying to create a basic one that populates the Section 4980H and Minimum Individual Contribution. However I keep getting an error on the Import Scenario stating - “items have not been processed successfully. View name: CompanyYearlyInformation.” Guessing it’s something minor I’m missing and don’t have much experience creating Imports from scratch. It also takes a very long time before finally erroring out. 

I have to delete notes in all recently imported non-stockitems. Does anybody have an idea how can I do it?

​Hello, I would like to share my code to get Acumatica exports into python. I am a fan of python because it opens to door to AI analytics, and the opportunity to create robust data pipelines. Am wondering if anyone has ran into the same problem.I originally got an error when importing the xlsx export from the Acumatica GUI, so I had to use the spire library to convert it into a csv file that could go into pandas. Here is my code, please review it and let me know what are the best practices. Ideally I would like to run exports through the API, but this is a start.# Imports## Data Loadingfrom spire import xlsfrom typing import Union, List, Dictimport pandas as pdimport numpy as numpy# core lib importsimport loggingfrom pathlib import Pathimport re## Variables ### setup# logging level set to INFOlogging.basicConfig(format='%(message)s', level=logging.INFO)LOG = logging.getLogger(__name__)# Global Variables ## File pathsDATA_DIR = Path('./data/')acumatica_export_source_p

Hello EveryoneI am trying to map the below currency conversion in the Import scenario to pass the manual currency conversion value Attached the Import scenario for reference. Please assist.Thank you

Hello,I’m trying to change the external ID of  Stock Items in the Commerce Connector via an Import Scenario.  The Sync History screen is the only place I know where to do this?I know how to do it one at a time.  Hoping an Import Scenario can be made.I’ve tried a bunch of different combos for this. I know this one definitely does not work.  I’ve included the Import Scenario as an attachment.Any help or suggestions will be greatly appreciated.Thanks!Nathan

Hello, I’m trying to create an import scenario that will validate card payments, as a lot of payments are stuck in the Pending Processing status. I am able to manually click Validate card payment, and the capture is authorized and puts the payment in open status. I want to run this via an import scenario. I am even able to add a Mass Action on a GI that can validate the card payments in bulk, but I would want this to be scheduled or automatic. Thus trying out the import scenario.However, I get an error message: The Validate Card Payment button is disabled.Does anyone have ideas how to work around this issue? I’ve also attached the Import scenario XML.  Thank you!

Hello! I’ve been trying to fix my mapping issue and looked around on this forum along other websites to troubleshoot but I think I’m more confused now than when I started. I keep getting error: Field: Value, Value: Tradeshow (My lead class I believe) Error: The TRADESHOW class does not have the CUSTOF attribute. Make sure the attribute name is correct or consider adding the attribute to the class. It is my understanding that I need to have:TO= Attribute,Field/Action Name= Attribute (or Attribute → Attribute ID),Source Field / Value= “=’CUSTOF’ (or insert function to the excel sheet column header)Do same, but for Value. I know my lead class TRADESHOW does have the CUSTOF attribute ID, very confused why I’m getting this error above. I’m fairly certain this is a mapping error on my part, but I haven’t found the right way to puzzle it together. Any help would be greatly appreciated. Thanks & have a great day!