Import and Export Scenarios

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!

Hi,I am trying to build an import scenario to mass create kit assemblies we receive from a 3rd party fulfillment partner. All items are lot tracked. I have the following import scenario created based off similar discussions I have found on here. Import Scenario However it is failing due to the lot not being selected in the line details tab on the kit assembly screen.Import Processing ErrorHas anyone else experienced this?

  Good afternoon,Happy New Year to everyone, I would like to ask for your help in creating an import scenario that is giving me an error.I created the import scenario for construction projects with the necessary fields to upload, I need to import 180 projects, but when uploading the import it shows me anI am going to attach the images of how I created the import scenario so that someone can guide me to correct the error, because I have reviewed, but I cannot identify the cause of this error.I thank you in advance for the help and I hope you have a happy week.  

Trying to add “Default Payment Info>Cash Account and having an error:Field Cash Account, Value: XXXX, Error: Cash Account cannot be found on System. Please verify you have proper access to this object.-The Cash Account do not has Restriction Visibility”   

I have a customer that would like to use AR recurring transactions for monthly rents.  Has anyone created an import scenario that adds the balanced AR bill to a schedule - I cannot get anything to work. Thanks...coleen

Hi, I am trying to Release Purchase Receipt Programatically At Other Acumatica systems this request workedURL : https://arts.acumatica.com/(W(1))/entity/ARTSAlphaEndpoint/18.200.001/PurchaseReceipt/ReleasePurchaseReceiptBODY : {  "entity": {    "VendorId": {      "value": "AKA"    },     "Type": {      "value": "Normal"    },             "PostPeriod": {      "value": "04-2019"    },    "VendorRef": {      "value": "998"    },     "Location": {      "value": "MAIN"    },    "ReceiptNbr": {      "value": "PR001126"    }  },   "parameters": {}}But for our new client it is not working and give the following error : "message": "An error has occurred.",    "exceptionMessage": "Operation failed",    "exceptionType": "PX.Data.PXInvalidOperationException",    "stackTrace": "   at PX.Api.ContractBased.EntityService.Invoke(ISystemContract systemContract, String version, String name, EntityImpl entity, ActionImpl action, CbOperationContext operationContext, Boolean throwOnError)\r\n   at PX.Api.Co

Hello all,I have been working on importing some non-stock items but the system is triggering the following error:The import scenario:So here i am using the same column from my excel sheet - PACKAGING and mapping it to all the 3 fields: Base Unit, Sales Unit & Purchase Unit.What is it that I am doing wrong here?

HiWe have a credit term set up with multiple installments, (term code is RENT) it is visible to customers and vendors. When entering an AR invoice I can choose the RENT term code, but when I activate migration mode I cannot choose the RENT term code, and during the import scenario the import errors when trying to import an invoice with that term.  The error is:  Field:  Terms, Value: Rent, Error: Cannot be empty.I was able to modify the term code, import the invoices in migration mode, release the transactions and then add the installment schedule to the term code.Has anyone else experienced this issue, is there some unwritten rule that installment terms do not work with migration mode? Just trying to see if importing transactions with installment schedule terms can be done without the workaround, for future projects.Thanks!

I have a business event that I am trying to make so that it creates an opportunity and a quote for certain business accounts on a regular basis. I have set up the business event to run an import scenario on a schedule and everything seems to work fine, except there is no actual opportunity or quote created.I set up the import scenario separated from the business event with the exact same settings and source and it runs perfectly. The automation schedule runs correctly and both the schedule and the business event say they run without any errors. I have tried setting up a task template (using the business account id as the related entity) as a second subscriber and it creates the task successfully, just without the related entity. This makes me think that there is something wrong with my generic inquiry that is not passing the business account ids properly to my business event. Any input would be appreciated!Thanks,Drew

Here is the shipment before adding the serials manually: Here is the shipment after adding the serials manually: 

Hello, I have created a View and a new DAC from that view. It simply pulls basic Sales Order data from the SOOrder, SOLine, and Inventory tables.I’ve set up this DAC in a GI, which I’m using in an export scenario.The only issue I’m really having is that the export scenario doesn’t seem to be affected by the “Sync Type” settings. I don’t want to perform a full export each time, but just an incremental sync. However, each time I prepare the data with the sync set to incremental, it still prepares all Sales Orders.I tried adding the createdDate and modifiedDate, as well as the timestamp from the SOOrder table to the view/dac, but it didn’t have any effect on the sync.Is there something specific the Export Scenario screen is looking to determine which records to prepare on incremental syncs?

Hello all,I had been wandering if it is possible to import the Actual Amount → Revenue Budgets in the Projects screen. Since by default the system doesn’t allow us to enter the amounts manually. So how can we import the Actual amounts?Kindly share your suggestions.Thanks in advance.

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.