Import and Export Scenarios

I'm trying to import some AP bills, but I keep getting the error message 'Supplied By Vendor ID cannot be found.' Any suggestions? Thank you!

I have an import scenario whose function is to delete all existing Customer Part Number Alternate IDs for a given stock item and customer combination, then upload the new customer part number. There are three issues with it:The big one is that it will create a stock item if one does not exist, rather than erroring.  Is this baseline import scenario functionality, or can I alter it to error instead? The second issue is that it DOES error if I attempt to upload a customer part number that is unchanged from the one I’ve just deleted, the import will error for that line.  This is not a functional issue, since nothing would change if it succeeded, but not friendly for end users. Is this something I can make nicer either with a better error message or by having the import succeed? The third issue is another minor user friendliness issue - if the item field is not populated on my import spreadsheet, that row will not be imported but the row does not get an error message.  Is it possible to ma

On the Customer document, when a new location is created I’m trying to get a business event to trigger an import scenario to add the new location and automatically assign a default salesperson to that location.I can get the import scenario to work manually, but when I add it to the business event and trigger the import scenario, the business event history shows that it successfully executed but the new location is not added to the SALESPERSONS tab.Does anyone have any suggestions regarding how to accomplish this?

Hi, Does anyone have an import scenario they have used for bringing in Features and the corresponding labels?

Good day.I am trying to import item vendor lead times into the stock item profile.See the attached.  I keep getting the below error; the one that worked was blank.Any suggestion/modifications need to the import scenario.Thank you.@Evan G  

I have recently been experiencing performance issues when uploading data files for import scenarios or import scenarios which contain data files.These are not huge files.I can upload to sharepoint and other platforms.  However, Acumatica is almost unusable for this.I’ve had others upload for me and they go right up without issue, so it seems to be me.However, as I said, I can upload the same files to other platforms like Sharepoint without any problems.I have recently moved and using a new ISP, but I am unsure why this would only be affecting Acumatica uploads.Any thoughts?

I discovered that there is a difference in behavior for import scenarios triggered by a Business Event and by the front end using the "Import By Scenario" Screen. I have an import scenario that works if I use the "Import By Scenario" screen but when applying the same Import Scenario to a "Business Event" as the data source (still pointing to the same Generic Inquiry) and triggering by schedule the behavior is different. Are there known differences between these trigger methods and what designs could cause breaking issues when used with an Business Event?

 Is anyone aware of the root cause for the following error message? 'Sales Account' cannot be empty. 'Sales Sub.' cannot be empty. 'Inventory Account' cannot be empty. 'Inventory Sub.' cannot be empty. 'COGS Account' cannot be empty. 'COGS Sub.' cannot be empty. 'PO Accrual Account' cannot be empty. 'PO Accrual Sub.' cannot be empty.  

Hello,I am currently facing an issue with importing the start and end times for appointments in Acumatica. Despite trying various time formats, Acumatica consistently defaults to 00:00:00 after each import attempt.Could anyone provide guidance on the correct format for importing time data, specifically for the start and end times in the appointment log? Any insights or examples of the correct format would be greatly appreciated.Thank you in advance for your assistance.

Trying to create a mass import scenario to change existing location IDs to new location IDs. I want to retain the history of the location so I don’t want to create new locations. In the import scenario, there isn’t an option to Change ID like there is for stock items, warehouses, etc. Once I map to the key field, is there a way to change the ID? Or is there a way to do this directly from the locations table upload feature? 

Hi, Can we trigger email notifications for Import by scenarios?

As the topic says, I can’t find anyway to export Automation schedules and I have about 50 I need to move.  

I am relatively new to Acumatica and I have written an import scenario to bring in a group of accounts with a specific customer class. I run the export and the first record goes in but on the second record I get the following error:Field: Postal Code, Value: 85206, Error: The entered code doesn't match the required expression.If I clear the error and reimport that single record without changing anything the record goes in but the next one fails with the same error. It sounds like I am missing something but for the life of my I don’t know what it could be. I have attached the xml for the import scenario. Any help on this would be greatly appreciated as would any resources that can help enumerate the idiosyncrasies of the import scenario mapping process. Thanks in advance for your help.

Hi,I am trying to bulk import sales orders and got this error so it did not push to process. But when I manually created a sales order, it is just a warning but I can still save the order.  even if I set this to no validation, there’s still an error   

We have had a payment issue from a third party that sends us orders and payments to import adn we need to create Customer refunds for thousands of Prepayments. I have created a simple import that fills in the necessary Form Elements, but when it tries to add the Prepayment in the Documents to Apply section I et an error saying : “The system failed to commit the Adjustments row.Here is the import: If I have the Documents to Apply section unchecked it will create the document as seen here: I need help getting it to fill in the Adjustments/Documents to apply section with the single prepayment that should be tied to it. Thanks,Harrison

Hello Community,I am currently working on a project that involves managing access rights in a system, and I've encountered a specific challenge related to exporting access rights by roles into an Excel spreadsheet using Export Scenarios.What I aim to achieve is a structured export that outlines the permissions associated with each role, including details such as Module, Screen, Permission, and specific Details. To provide a concrete example, I'd like to export data like:Role: Purchase RequestorModule: PurchaseScreen: RequestPermission: InsertDetail: REMOVE HOLD button Revoke, Hold button allow etc.I'm currently developed a export scenario for this task, and it is not coming out as I excepted. The last two columns I have created are two comprehendsive. I want detail level but couldn’t figure out what I am missing in my scenario. I have attached my Scenario.If you've tackled a similar challenge or have insights into managing access rights through export scenarios, I would greatly appreci

Anyone have any suggestions for an import scenario to bulk delete activities from a customer record? (NOTE: This would include activities of various types, like emails, etc.)Consequently, if it’s not possible to bulk delete activities from under a customer record if they are of different activity types, is it specifically possible to bulk delete email activities under a customer record?

Hi, I created the following Import scenario to Void and Release the Payment from the Payment and Application Screen(AR302000) but getting error that “Document Status is invalid for processing.”If i exclude the last line to release the Voided Payment then it works fine and it creates the Voided Payment Document with Balance Status. Any idea?Thanks

Greetings all,I’m struggling with this Import scenario and hoping for some help.  I’m trying to create records in Stock Items > Vendors for every unique Vendor/Location/Item/Subitem combination that has been used on Purchase Orders.I can get everything working except for the Vendor Location field.  If you don’t define it in the import, it will pull in the Default Location.  When I try to populate it though, it’s just blank.I’ve tried both Location and Location -> Location ID, and POOrder.VendorLocationID, Location.LocationID, and Location.LocationCD. Thanks for looking!

Hello - two of 6 similar import scenarios have started pulling in the data from the oldest file versions when clicking on Prepare.  I have compared the Import Scenarios, Import by Scenarios and Providers between the ones that are working and the ones that are not.  I cannot see any differences that indicate the issue.  I did go into the file versions and delete all but the current file which allowed me to successfully load.  However, I suspect it has not solved the problem so hoped someone in the community has experienced something similar and have some suggestions on what to review.  THANKS!  Kelly 

Hello,I am trying to create an import scenario that’ll allow me to use the “reset sync” button in mass for many records. (Salesforce Sync State - CST.SF.20.50.40) Currently the “reset sync” button on that screen only allows you to checkbox the ones you want reset, and can’t select them in mass. (that I know of)I tried to create my own generic inquiry, data provider and Import Scenario to do this, but I seem to be running into issues. I’m not sure how I “select the checkboxes” on the import scenario for the action “reset sync” Currently when I run my attached import scenario is says success, but the record is not reset.I can’t seem to get it to work, this is a little more advanced for me so I’m struggling. Any ideas?

Hello,I am trying to export Sales Orders to Salesforce using the Salesforce Sync Data Provider. It’s mostly working as expected, but I am having an issue with the “Details” tab.I want to export all the Inventory ID’s on the order to a field in Salesforce I made called “Inventory_ID__c”. I setup the field like I normally would, but I’m noticing that it’s only the last Inventory ID that’s actually syncing to to the field in Salesforce. How do I tell the export scenario to “combine” and export all inventory ID’s?Attached is my current export scenario. thanks!

Hello,        We don’t want to put all Sales Order on hold by default, we only want to put the imported sales order on hold. But we meet an issue below:         No matter where I put the “Action:PutOnhold”    When importing, starting from the second line, it pops error “the hold button is disabled” I also tried set Hold = true,   but it does NOT work. The sales order still be open.       I have thought out a solution, 1, Using the existed import scenario to import Sales Order2, Using another Business event to monitor the sales order newly created, if new inserted, another import scenario will put the new imported sales order on hold.    But can I do this in only 1 import scenario?  Can somebody give help?

Hello, I am new to Acumatica.I am building an import Scenario for the “Employee Time Activities” screen.The data is coming-in via a .CSV file (provided by an external source).The Project number is coming-in from the .CSV file non-segmented.The Project number segmented in Acumatica. (xx-xx-xxxxx). I have tried this two ways (in the .CSV file):Project number as segmented. Result: Field: Project, Value: SP-21-095, Error: 'Year' of 'Project' does not exist in the system. Project number as non-segmented. Result: error: Nullable object must have a valueWhen manually entering an Employee Time Activity record, I notice that Acumatica inserts default values the following columns: Hold, Status, Data, Time, Earning Type,Time Spent, Billable, Billable Time,and then copies values from the previous record columns: Project, Project Task, and Description.It was suggested to me that bringing in the Project number as non-segmented was preferred. Has anyone encountered the two errors (above) before?How d

Hello, Is there a way to set up an export scenario or automation schedule to export the files from a Shipment?  We have a customization built in already that captures the Shop for rates carrier info and stores it in the Files of the Shipment. I want to be able to export these files and save them on my computer or in OneDrive. I can do this one at a time now, but is there a way to do this in bulk or on a schedule?Thanks!