Import and Export Scenarios

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.

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.