Import and Export Scenarios
Discussions Import and Export Scenatios
- 200 Topics
- 802 Replies
Importing Journal Transactions: The Post Period is being overwritten by the transaction date's default post period
When I import journal transactions, I have multiple line details grouping to be one GL batch by JE number and post period. Each GL Batch has the same Post Period, but some lines within a batch have a different transaction date in the source file (I’m brining in historical SL GL batches and its common for SL Batches to span multiple dates in one batch). In Acumatica, if I bring in the post period and transaction date at the batch level, Acumatica will just default the post period that the last transaction date is in. The only way my GL batches get the proper Post Period is if all the line details share the same date, or if their dates share the same default post period as the post period I want to load. Let me know if this isn’t making any sense, but I have ran into this issue with multiple implementations and I have been trying to find a solution.Thank you!-Landry
Hello,I am receiving this error when trying to process the Import Scenario for Vendors... Error: 'Cash Discount Account' cannot be empty. Error: 'Cash Discount Sub.' cannot be empty. The Use Currency Precision flag was set because the tax report precision is equal to the currency precisionI am sure it is the way I wrote the Import Scenario, but I cannot find any information on how to fix. Please let me know if you have any possible solutions.The data provider in the system was very outdated. If there is an area to get updated data providers, please let me know. Thank you,Barbie Jeter
The substitution list screen has a selection for an Acumatica table and field. Does this mean we can use fields from Acumatica tables for the substitution? For example, we are importing data and the customer in the Excel file is the customer external reference, so I’d like to substitute the import value using the AcctReferenceNbr in the Customer DAC with the AcctCD. I have tried a few variations of the below and it doesn’t seem to work.Does the substitution list support this functionality or will we have to manually maintain individual values in the original/substitution value list?Thanks,Kurt
We assign Delegates on Employees to facilitate Expense Claim entry on behalf of our field employees that do not have Acumatica credentials. We have a scenario where a particular person moved locations and is responsible for a different group of field employees. I know how mass add to all the new employees, but I cannot figure out how to mass delete from the old employees. Short of <Action: Delete> on the Employee Info target object, I cannot see where removing a row is possible. Does anyone have tips or tricks to achieve?
Hello, I am trying to clean files, it is almost done. However, I can not deal with “unassigned files”. Please see below So I am looking for another way, I directly manipulate on file maintence screen. Like below It runs with errors ” don’t have the right to download the file” How to resovle it? Please advise
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
We are currently using the DocuSign integration, however, we find the workflow and click requirements to be extremely tedious and excessive. We are using it to send out rental contracts (through the Sales Order screen and form) to be signed by our customers. The form we send to be signed changes very little between customers, yet we still have to manually edit every form being sent through DocuSign to place the signature lines and initial lines on the document. There is apparently no way to create a template? It takes as long, or longer in some cases, to prepare the DocuSign document than it does to prepare the Sales Order. It should take almost no clicks or time to prepare the document for signature. It should be, at most, a toggle button to say “Send DocuSign” or “Require Signature” or something along those lines. A copy of the “signed” document does NOT get attached to the Sales Order automatically and there is no way to track the DocuSign envelope status from within Acumatica. It a
The Description tab (InventoryItem.Content) is exported as HTML and I need to import that data into another tenant. I created a GI to export the data but when importing the data does not appear correctly.It should look like this.FlowLinX Sanitary Fittings are designed for single use fluid transfer applications where sanitary processing is critical. They are available in 3/4” and 1-1/2” flange sizes and can be easily assembled with silicone and TPE tubing. FlowLinX Sanitary Fittings are available in polypropylene material and are compatible with other TC flanges made to ASME-BPE specifications. SPECIFICATIONS:· Pack Size: 25 Fittings per Bag But I get this._x000A__x000A_FlowLinX Sanitary Fittings_x000A_are designed for single use fluid transfer applications where sanitary_x000A_processing is critical. They are available in 3/4” and 1-1/2” flange sizes and_x000A_can be easily assembled with silicone and TPE tubing. FlowLinX Sanitary_x000A_Fittings are available in polypropylene material
I’ve been using export scenarios to create and automatically sync vendor reports for a while and they all work fine. Now I need to do the same thing, except email or save a copy of the file to the user who needs to manually upload them.I’ve looked at business events and automatons but every avenue seems like a dead end. Is this possible and if so how?Thank you.
Hi, I am trying to import AP bills. The AP Bills are tied to a PO Receipt. As well as the vendor, I have the PO number & PO Receipt Line number. I am having an issue with trying to select the Add PO Receipt Line in the Scenario. The Document is being created but nothing else is happening.(If in migration mode, you cannot use the Add PO Receipt button) Does anyone have any solutions/ideas for getting this to work?Thank you in advance!Bill
I have created a Import Leads Scenarios, but I’m unsure what to put for the source field/value for Lead ID. The below screenshots mapping works, but it’s actually inaccurate as it is possible for 2 person to have the exact same first name and last name. e.g. when import successfully with 2 records of the same first name and last name, the leads only show 1 record, but it should show 2 records.any idea how can I fixed this import scenarios? thx
We are having issues with our import working in real time importing contacts from HubSpot into Acumatica. I changed the Polling from 60 seconds to 300 seconds and then I restarted the HubSpot SyncWhen I restarted the Contact Import changed from “No Polling” to how you see it below. This Polling function is why the record didn’t come in. I made a new record in HubSpot and it came in after the 5 minute mark. The Last RealTime Attempt field is queuing when processing occurs.I have no idea what made it go from “no polling” to polling. I’m not sure why Leads wouldn’t also be in a Poll status. Why is the Lead still in a (No polling) state and how do we change that? And how and why did it even go into no polling state?
I have an import scenario where i want to import transactions to Move screen. I want this to always be on the Operation that has the Work Center of “OH” this ID can change depending on the BOM for the item however the WC will always be OH is there a way to this via the import?
Import scenario to release a kit assembly works when run manually, but returns an error when the scenario is automated
We have an import scenario based on a Generic Inquiry data provider to automate the release of Kit Assemblies. When the import scenario is run manually (from the Import by Scenario screen SM206036) it works perfectly and releases the Kit Assembly as expected.However, when it is run using the “Prepare and Import” option from the Process Import Scenarios screen SM206035, the Release step returns an Error: Another process has updated the ‘INRegister’ record. Your changes will be lost.We have narrowed down the issue to the ‘Release’ action. In the screenshot below the update to the Description field is successful. We have tried with and without the ‘Save’ operation. We also tried creating the Assembly and releasing it in a single import scenario but received the same error message there as well.In our test example there is only a single record returned by the Generic Inquiry, so it must be somehow conflicting with itself. There seem to be two different versions of the release action o
All - I have an Import Scenario created the goal is to import time from a SQL table to the Labor Screen and create the labor batch. See Scenario The data comes in with out issue when I prepare it however the import is giving me the following error. Any help is greatly appreciated.
Hello, I am attempting to create an ACH Export to go along with the Wells Fargo Payment Manager through the batch payments screen. I found out from Acumatica that we cannot utilize the Cash Account Details, or VendorAccountDetails in an Export scenario based on the Batch Payment screen.The ticket was moved to Acumatica services, and they quoted an obscene amount to write this. Has anyone tied into WF Payment Manger? If so, would you be willing to give a little direction as to how this was accomplished?Thanks in advance!
Hi All, @Naveen B,I am in the middle of creating an Import Scenario to load Configurator Items. The attached is what I have so far. The Summary and Feature load however only the second inventory loads.What am I missing please. Error:-”Field: Label, Value: Colour, Error: An attempt was made to add a duplicate entry.”Sample also attached.Regards,Laura
I created an Export Scenario and when I view the Screen from the Export Scenario screen it shows me exactly what I am expecting. (Thanks Naveen)However, when I try to Process Export Scenario, I get an error.The data gets “prepared” and this is exactly what I am wanting to export:In case it helps, here is the definition of the data provider and Export ScenarioPARAMETERSSCHEMA EXPORT SCENARIOThe source of the data is from a Generic Inquiry.For CSV provider, you have to link a file and that file name is used to create the export file. I don’t see that file link option in the Generic Inquiry Provider type, so maybe it just doesn’t know what file to export to?Any ideas what that error is caused by?Thanks,Joe Schmucker
hi All, we have a customer that is looking to access their sharepoint or onedrive document storage through transactions that are getting imported. is there anyway of getting a hyperlink imported so that the link is active and clickable? hoping it would pick up their logged in user access to sharepoint/onedrive we’re looking at importing either to a custom field or an attributes field, whichever is necessary. Thanks Matt
I had previously asked how to use workflows to create an import from an inquiry. I now have that working, except instead of importing the rows as line items into one document, each row is making it’s own document with a single line item.I tried to Google the solution, but the solution says to set the order number as a static value that will be converted by the system to the auto-number. This value needs to be the same for all the rows. My inquiry is driven by a container number. All the rows have that value and it will be exactly the same. So in my import, my order number is the container number. The output files are auto-numbered, but should only be one document, not 5 or 6 documents with a single line.I have attached my import scenario here for ease of use. Also below is a link to the previous discussion.
I’m new to business events and was wondering if the following is even possible.I want to add a business event to take an inquiry and upload it as a new document (sales order of type TR). Not to edit an existing one, which is the use-case I keep seeing online.I’m creating Sales Orders of type TR from Purchase Order data.Here’s the hooks:The inquiry MUST have a user defined parameter (container number)I then want my user hit some kind of button to trigger the upload from the data that now exists in the inquiry.Is this possible?
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