Import and Export Scenarios

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!

I faced a scenario where i had to reverse over 4000 invoices using SO Credit Note because there was stock involved. These invoiced had been posted without VAT and Tax authorities requested that they be redone. I managed to use import scenarios to reverse and repost the invoices.I am now facing challenge with constructing an import scenario to apply the invoices to the credit memos. Any help welcome

Good day Team, I am trying to do do a date that will show DDMMYY instead of the funtion that is on the native export scenario for the ACH per our client ACH requirements. the Target Value is BH_CompanyDescriptiveDate, and the nativer field action on the export scenario is  =Provider.FormatDateMMMyy([Document.TranDate]), which provides the result “Mar 24” and I need “140324” to represent the Transaction Date for March 14, 2024, Could not find a lot of documentation for the funtion FormatDate.  Thank you Team.

Hello,I am trying to create an import scenario to delete the Media URL’s form a number of Stock Items. I have tried =null, and blank entry imports, but am missing something.  It seems I need a delete Action, but there is none available in the import scenario for media urls. Attached is the Import Scenario i’ve been using.  There’s a bunch of stuff on there, but I just need the Media URL’s for this.Thanks!Nathan

Hello all,i have been trying to import a single email account for all the customers.So I would now like to import the same e-mail for the Mailing ID = STATEMENT for all the customers.I created an import routine as follows:When I ran this routine it generated the below shown error: What is it that I am missing?

Hello all,I’m fully aware of the OData connection that is able to be used to with Power BI, but I was wondering if there are other out-of-the-box connection options. For example, can you forego the OData connection and use a direct SQL connection instead?Thanks so much!

Hello! Is the Lead ID settable when importing a lead list from excel under the import scenario leads from excel? Currently Acumatica is automatically setting the lead ID # even though I’ve mapped it out to use my 8 number ID. When I prepare and import the list it recognizes the 8 digit lead ID but then overrides to a 5 digit lead ID.Any tips on the import scenario mapping would be appreciated. This is my first one I’ve custom built and I may have missed a thing or two.Thank you,

I got this sales order import error, This is my weekly sales upload, and this is the first time I've gotten this error and I'm not sure how to correct it.  

Hello,I'm seeking advice on a more efficient method to import reports into another instance without using the Report Designer. We have more than 100 different reports, and it's extremely time-consuming to individually open each report in the Report Designer, save it to the server, then move on to the next one, and so on. Although I've managed to export the XML files via a generic inquiry and the UserReportEx table, I'm unsure how to import them back from the Excel file, especially since we don't have database access and doing it via customization is not a suitable way.Any guidance would be greatly appreciated.

I have created an import scenario to create a bill.The bill may have a very old document date which the customer would like to capture in the document date, but the period should be the current period.  The period is updating correctly.However, if the document date is not an Open Period, it gives an error that the period is not opened and then does not let the import scenario then set the period to override the error like i can do when I am entering a bill manually.How do I get the import scenario to ignore the error on the missing period when the date is entered so it can then set the appropriate period?

Hi all, while importing the Purchase and Sales order can we have the created by id with respective users and not admin.?

We are attempting to use Acumatica Data Provider to establish a connection to our on Premise SQL Server (MSSQLSERVER) 2019. The Server is SPCSQLSRVR19 (default instance is MSSQLSERVER)database is a test database from our production database, logon is sa with appropriate password and the authentication is SQL  The Name is IMPORT SSRS Views, Provider Type is MS SQL Provider, Active is checked. I’ve attempted to sign on as myself (I do have domain and database admin privileges), tried administrator. I’ve set everything up myself and the service is running (SPCSQLSRVR19\MSSQLSERVER) is the instance. When I click the “FILL SCHEMA OBJECTS” it times out with an error message. Ports 1443, which is standard are open, and remote connections are allowed.Anybody else out there been successful in setting this up or know of some tools that may be helpful? We have a ton of standard SSRS reports that need to be brought over from Macola.  

Need a little help here and I'm hoping someone on here has done this before. Business Case:  We misapplied 400+ Prepayments to 20,000+ Bills and Released them using an import scenario.  Each Prepayment has at least one and in some cases hundreds of Bills applied to them, so clicking through each Bill to reverse application is not an option.  What I need is an import scenario to Reverse Application of these prepayments to bills.  I used this posting → https://community.acumatica.com/import-and-export-scenarios-117/import-scenario-to-reverse-ar-payment-application-10371?tid=10371&fid=117 to develop an Import Scenario for the AP problem I’ve got, but it doesn’t work.Issues Experienced:  The first Bill on each Prepayment will Reverse and Release, but then the second Bill on the Prepayment will not release and I get an "Index is out of bounds of the array" error. I can only guess that this happens because reversing the application adds a line to the Application History screen, but I'm n

In an Import Scenario is there a way to call a carriage return? We are importing notes from our old system and would like them to appear in Acumatica on separate lines in the same Notes dialog box. We have the notes concatenating into a single line separated by spaces by using the command in the screenshot below, but could we call a carriage return in between each note to put them on separate lines? 

Good day team, We are trying to default the Post Period to the business Date using an import scenario, so if business Date is on Febrary to be 02-2024 or if business date is January to be 01-2024 even if todays date is March. We still not have any luck with this, has a solution by using an import scenario? Thank you Team!