Import and Export 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! 

This is for the initial data migration.  Sales Orders have been imported and Purchases order have been imported.  I am having difficulty linking the SO to the PO with an import scenario.  I see that on the import scenario for Sales Orders>Order Summary is the action <Link PO>  .  I haven’t been able to to properly use this action.  I have tried adding the action <Select> and then save, but I am missing something.

Hello,We have had multiple opportunities added to Acumtica but technically they should be leads. Is there a way to convert the opportunities back into leads? Please advise on the best way forward.I look forward to hearing your ideas.Thank you for taking the time to answer my question.

I am trying to place a order on hold with the results of a Business Event.  The BE triggered with new order on GI but the following import did not place the order on hold?  Can you see something wrong I am missing ? 

Hi all,I have been trying to update the vendor item number on the vendor details tab on the stock item profile, specifically I would like to add a vendor item ID. However, because there is a vendor there, it gives me an error saying “An attempt was made to add a duplicate entry.”. I have followed a few other discussions on here (I linked the discussion that seemed to be most similar to my scenario), but I still cant get the vendor details to update. Here is a screenshot of my map -Any help would be greatly appreciated! Thank you. 

I’ve tried multiple variations of this import scenario and can’t seem to get it to work. We have items that require replacement and would like to automatically have the item updated with the associated replacement item. 

So first off let me lay out my scenario. I work for a food Distribution company. We special order items for customers weekly. Once they arrive to the warehouse, they are manually shipped out to the customer based on when their next order is placed in the system.  I am looking for a way to have them added to the order when it is created. Meaning…. the salesmen creates their normal order, but does not add the special order item. Since that customer has a order out there (ORDER TYPE NS) for the special item when he creates the normal Sales order that is routed on a truck for delivery i would like some type of scenario where when their normal Sales order is in an open state it will add the special order item on there. SO far I have created a GI that pulls my SO’s that ship out that day and on the same GI its listed my special orders that are for that customer. Currently I'm manually creating a new order and manually adding it to the truck every night. I would like a way for this “smart sys

Hi Guys,I hope youre all very well,I am having an issue with my import scenario, i am trying to mass change vendor classes, and i receive the below error.Below is also a screenshot of my import scenario and the xml is attached.Thanks guys!! Aleks

I am trying to create a restriction groups for each GL account (about 1300 of them) using an import scenario. I am able to get the group created, but I cannot figure out how to select the check box for included once the group is created. 

Hello EveryoneAs the title says I am trying to create an import scenario that updates existing lines in a grid, if the record on the file is not found, then it creates the line. I am particularly trying to accomplish this on Sales Prices Screen. Here is how I have my import scenario mapped so far: This works fine for updating existing records, but it does not work there is not already a record there for the Price Code/Inventory ID.Any and all help here would be greatly appreciated!!Thanks​​​​​​​

System.InvalidOperationException: String or binary data would be truncated. at System.Data.SqlClient.SqlBulkCopy.ConvertValue(Object value, _SqlMetaData metadata, Boolean isNull, Boolean& isSqlType, Boolean& coercedToDataFeed)System.InvalidOperationException: The given value of type String from the data source cannot be converted to type nvarchar of the specified target column. ---> System.InvalidOperationException: String or binary data would be truncated. at System.Data.SqlClient.SqlBulkCopy.ConvertValue(Object value, _SqlMetaData metadata, Boolean isNull, Boolean& isSqlType, Boolean& coercedToDataFeed)   --- End of inner exception stack trace --- at System.Data.SqlClient.SqlBulkCopy.ConvertValue(Object value, _SqlMetaData metadata, Boolean isNull, Boolean& isSqlType, Boolean& coercedToDataFeed) at System.Data.SqlClient.SqlBulkCopy.ReadWriteColumnValueAsync(Int32 col) at System.Data.SqlClient.SqlBulkCopy.CopyColumnsAsync(Int32 col, TaskCompletionSource`1 so

I have a problem I keep running into and I have been unable to find the solution. Thank you in advance for any assistance and/or directions to a solution. I put this in Import and Export Scenarios as that’s what I’m working on right now, but it is an issue I run into multiple places in the system. IssueWe are unable to update details on matrix stock items. Every time we try we get an error along the lines of ‘value of attribute is not among it’s possible values.’  As long as the stock item is attached to its template item its details can’t be updated. Details Here’s a standard item class we have. Color and Size as variants and a couple attributes. Building a template item and then generating matrix items after creating the item class causes no issues. The problem then comes when we attempt to update details on the matrix/stock items, such as default locations or weight. We get the same errors about attributes regardless of how we try to update, including but probably not limited to:Upd