Import and Export Scenarios

Does anybody know how to update an existing time activity using business event/import scenario? I am trying to update time activities with the correct project task and cost code combination when techs enter time incorrectly. It’s like an “auto-correct” feature…. The GI I have brings in the incorrect time entries, the business event triggers on record insertion, and the import scenario is supposed to replace the project task and cost code with the correct coding. The two challenges I see are:Perhaps I need to place the activity on “hold” first so the project task and cost code are editable fields. You can see in the import scenario that I tried placing on hold, saving, then editing the fields and saving again. How do I link the records in the GI with the proper time activity? I’m trying to do this using the RefNoteID. It seems as if that’s the only way to link them so the correct entry is updated through the import scenario.   The XML of the GI and import scenario are both attached. I a

Hello all, I have explored (Excel Button) and imported (the Upload Button) using the built-in buttons (below screenshot) of the grid hundreds of times. I am experiencing a weird problem now. I use the Excel button and export some data then even without any modification when I try to import the same data using the built-in upload button I get an error that “AccountGroupID Column is missing in the source file”. The funny thing is the system itself finds the Account Group in the Excel file and maps it to the correct Data Field for import purposes and when I check the Excel file it is there of course. Any idea what can cause such a weird issue?  

Hello All,I have been trying to import non-stock item but getting the following error:  

Hello All,I have been trying to import AR Invoices, but have been triggering the below error:   What is it that I am missing here?​​​​​​​ Thanks in advance.

I need help to create a simple import scenario for the Purchase - RequestsThank you.

We are importing items onto the BOM and they get entered as LF.We want to run an import scenario that converts these to EA and round up.  Example below:The SKU is set up as follows: From Unit     Mutiply/Divide     Conversion Factor     To Unit LF                        Divide                         8                       EA  Current BOMInventory ID        QTY Required      UOM457288200                    23.77            LF After import scenario, this line should show:Inventory ID        QTY Required      UOM457288200                    4                   EA  Can someone help with how I can create this as an import scenario?

Hello, Everyone - I’m trying to automate our Quote to Project process.  I’ve got the business event set up to perform an Import Scenario when a quote has been approved.  The issue I’m running into is that the import scenario for converting a quote to project isn’t resulting in a project being created.  For what it’s worth, I’ve been able to get the IS to not error out.  See the scenario below.  Any ideas?  

How can I import data from SQL using an import scenario with an Order By clause?  Or what work arounds have you come up with? Most situations I’ve just made sure the data is in SQL in the order I want it, but sometimes that’s a challenge with complex views.The issue is it creates conflicts where there are many detailed rows but the data is not in order.  Setting Save to Each row or Batch size to 1 doesn’t help either.  The help documentation specifically says Order By cannot be used in the command fiels, so I’m guessing this is a common issue.

When migrating from a legacy system into Acumatica, it is often important to import into a searchable field the previous customerId.Does Acumatica support this?If yes, what is the field called? Where displayed? Thank you

Hey Everyone, I know I have the command <Action: Create Shipment> from the Sales Order screen under Order Summary. This in turn generates a dialogue box with two options (Shipment Date and the Warehouse ID).The Warehouse ID will auto-fill properly, but I need to access Shipment Date in the dialogue box as it always picks “today”, which isn’t overly helpful in this scenario. The only options I have for Dialogue boxes seem to be the “OK” and “Cancel” options in the import scenario. Anyone know if/how I can access the date fields through the Dialogue Box before generating the shipment? Thanks in advance,

Hello all,I have been trying to import attributes under Contract Templates screen, but it displays the following error: The import scenario: What is it that I am making a mistake in importing? Thanks in advance.

How can I create an Import scenario for SLA Terms? i tried to create one by the following scenario:  But the result is not getting properly executed.How to resolve this?

Good day Have anyone ever got this error? “ErrorCode: 406.” This happens when loading files in data providers. I tried different web browsers. Can anyone assist.

Hello Community, Here is a scenario for doing this multi-step importing of data. Our client has a spreadsheet with Invoice data and payment data in same file, we need to import this into Acumatica as AR Invoice and then apply the payment towards the invoice in one shot or in one scenario itself. Is this possible? If we don’t do it in one scenario, then the auto-generated Invoice number will not be known to us for us to import payments and refer that Reference nbr, hence I’m thinking we need one scenario to import both Invoice data + Payment data. Any suggestions or anybody has tried this before, would love to hear. 

Good day Kind assist with this error. I have previously loaded stock and now need to make changes. attached is my XML file. Please confirm if you want to update current Item settings with the Inventory Class defaults. Original settings will be preserved otherwise.

We are creating an import scenario for materials to the BOM which occasionally will have incorrect SKUs in the import file. I would love for the import scenario to run, importing all correct SKUs to the BOM and skipping the incorrect SKUs (while showing a Partially Processed or Run with Errors message on the import by scenario screen). I’ve played around with Break on Error, Break on Incorrect Target, and Parallel Processing but none of these seem to allow the process to run. It will error out and will not import anything. I know I can manually inactivate the line with an error but would be great if this functionality was built in. Is there a to achieve what I’m looking to do?

A large number of activities were imported to Customers in Open status. They want all of them completed. I’m trying to craft an import for this action, but getting an error on Summary field. I thought all I would need is the ID (noteID field) since that’s the primary key in CRActivity. Tried adding summary field though, and still getting the error. These are existing activities, so ID and Summary are from a file I exported out of Acumatica. Thoughts anyone?   

Good day,I have another strange import scenario issue. Sometimes it works.Do I need to make sure the business account owner matches or if blank I need to add the salesperson. I have used it before and it worked perfectly.  I am trying to update over 8000 locations in the Salesperson tab/ by location.  It is fails or takes for had not update and referred me to the BA Profile. If I do one at time, I don’t get an error.Any suggestion on making work with large customers with lots of locations.Thank you.@Evan G 

Good morning all. I’ve created an export scenario that pulls data from a GI to generate a positive pay CSV file. The particular requirement right now is to encase the payee name field with a single set of quotes. I have the data provider set to not put quotes on all fields. The field for the payee is set as a string. If I use a Concat command like this: Concat(”’,[Field],’”’) it looks right on the prepare to export screen. Upon downloading the exported result, I am getting data that looks like this:,previous field,”””PayeeName”””Is there another way that I can add the quotes that won’t cause the export to generate three sets?

Hey everyone!I have an issue with an Export Scenario. I am trying to Export Sales Orders to Salesforce, and it’s so close to working but I am still struggling with the the Details of the Order.  I currently have a Source Restrction to limit the export to just one order while I’m testing. This one order, has six products on the details. When I Prepare the export however, Acumatica is showing a row for each Detail row. On this order with six products, I can see six prepared rows. The issue is that Salesforce is thinking I’m trying to update just that field, and it’s only displaying the details for the very last row (the last one sent to SFDC)Is there anyway to concatenate all the all the details on one row for export?Attached is my Scenario. I’d really appreciate any help with this, I’ve been stuck on this a few weeks.  One order, six rows. One for each Detail Row. 

Hi,I need help understanding how to setup the following scenario and if it’s possible.Our company had an import scenario setup to generate a BOM from an excel file.  This excel file was supplied already filtered for a specific order.To facilitate automatic imports, we are looking to utilize a SQL Data Provider.  We can successfully access the View in the SQL database and import the BOM.  However the view contains all orders from an external system and not the filtered data found in the excel file.  Is it possible to create an SQL import scenario where it connects to a SQL View but filters the data based on a dynamic parameter? For example, let’s say we have 4 orders and want to utilize import scenarios.  Is it possible to accomplish the following from the one BOM Import Scenario?Order #1 → BOM Import Scenario - SQL → Filter SQL View by Order 1Order #2 → BOM Import Scenario - SQL → Filter SQL View by Order 2Order #3 → BOM Import Scenario - SQL → Filter SQL View by Order 3Order #4 → BOM

Hello,I am trying to take a little bit of a shortcut here to see if anyone has had success or could refer me to how they made a workaround to run import scenarios in sequence. For instance- new BOM/item- I have a multi-tab spreadsheet- first tab is the mfg item, second is the components, and the third is the bom itself. Right now you must run them separately.I figure between business events and perhaps customization that there has to be a way to do this with relatively low effort. Rather than reinventing the wheel, seeing if I can get some ideas. 

I have a need to update all of my inventory and customers for the incoming integration of Avalara. I can do this either via an Import Scenario or using the General Inquiry feature Update All.What are the advantages / disadvantages of doing one over the other?Import Scenario may have better error reporting for any that may fail.Generic Inquiry: Update All advantage would be a much quicker and easier solution, not having to build the import scenarios or export all of the needed data to use with the import scenario.Currently using Acumatica 2022 R2, for reference.

Experimenting with importing BOM Steps but unable to get anything to populate. Not sure what I’m doing wrong.Just trying to populate a single line in Steps like this, after I’ve added the material (or before - but within same scenario):