Discussions Import and Export Scenatios
I am trying to create a CSV export with a fixed header line that has two fields and detail lines that have 4 fields. Is this possible from an export scenario? How can I format the data provider/export scenario to accomplish this?I am trying to achieve the format below
How do I use an import scenario to allocate inventory on sales orders that has not been previously allocated? Recently started using auto allocation on sales orders but there are still many that are open that have not been allocated. This is messing up the inventory count. Is there a way via import scenario to allocate all unallocated inventory on sales orders.
I would like to add Item Cost to an Export Scenario that is based on the Invoices and Memos screen.I do not see a field that looks like it would hold an item’s “cost” value.How can I add the invoiced item’s cost to my Export Scenario??
I have an import scenario that is giving me the error “ Order Type cannot be empty.” I have modeled this after others that we have run in the past. Any thoughts would be appreciated.
Below is an import scenario that I am attempting to use to delete unwanted UoMs in our item classes. I used a similar import scenario that has worked for me in the past, but it was used to delete UoMs from stock items. When I attempt to import I get the following error:390 items have not been processed successfully. View name: itemclass.I then attempted to change my key from Class ID to Class Description and got the same error.Thanks!
Hi,We have a client that wants to import A/R Invoices and Payments into Acumatica using files that have pipe delimited txt, csv, txt, or dat extensions and also export data from Acumatica using the same file extensions. Is this possible? Any help or reference guides would be great.Thanks,Frances
I have an inquiry that shows all Bills who need to have the Pay by Line box checked (next I am doing Invoices and Memos). I have a business event that triggers off an import scenario every time a new qualifying record is created. Below is my import, it shows that it runs successfully in the event history, but the PAY BY LINE box is never checked like I need. Anyone know what I may be missing??? I have tried setting the checkbox value to:=’1’=1=’True’=True Nothing seems to stick. The history says it accessed the proper document, but nothing is ever changed. Thanks for the help!
I have a business event that has a subscriber that is an Import Scenario. The GI that the Business Event uses has a few formulas in the results grid. When designing the import scenario, all you can see for GI result grid lines that are formulas is something like “=[POReceiptLine_Formula5b2e0f32d4304e46852164172e23dab5]”. Other than trial and error, does anyone know how to tell what the result grid line is?For example, the business event creates an inventory adjustment based on a GI that looks at PO Receipt Lines. I have several formulas in the GI results grid. One formula is multiplying the ReceiptQty by an attribute, and I gave it a Caption of “Ext. Cost”. However, when I go into the business event subscriber’s import scenario to map that GI results grid line to the Adjustment’s Extended Cost field I don’t see “Ext Cost”, I just see the formula ID’s. I know I could put the formula in the Import Scenario, but if something in the formula needs to be modified I want to do it by mod
I'm trying to import employees but I get the following error: this Import Scenarios:
Hi All, I have looked at the existing topics here for GL Journal upload as well as the out of box ACU Import GL Transactions. none of these has helped me to load my data. I have uploaded the sample of data I am trying to upload. it loads the first line but fails at the second line I also have no explanation on why it does what it does. I had to move things around until it posts Debit side for my Inventory account and credit to GRNI ( po Accrual or Goods receipt not invoiced) Appreciate your help and insight on this. Thanks Ghazal
I am building an Export scenario based on Invoices and Memos.I am able to successfully select and include the Item Description field in my export. I would like to use a LEFT() function to select only the left 40 characters, but I am struggling to figure out the DAC prefix for this field or I do not have the proper syntax.When I look at the SYMappingField, it shows me that the “Object” name is Transactions, but when I add that to my function, it does not validate.What is the best way to determine a field’s DAC ?OR, am I having a syntax issue?=Left( [Transactions.InventoryID!Descr], 40)
Good day CommunityI have to change a number of records to adjust depreciation so I created an import scenario. The import goes through without any errors but the result is pure garbage and only 1 record has a value. I’m sure it is the scenario setup (incorrect fields) but I can’t seem to fid the problem. Can anyone help? Many thanks
Good day,I could use some assistance with the review the attached Import Scenario; it worked before we upgraded to 2022R1. The scenario creates the sale order. However it creates only one order with all the items in it rather than create a separate order. The file has 55 orders. When I tested it created one big order. I can figure out what changed after we upgraded.Have a nice day.@Evan G
Good day.I am having the strangest thing happening. I have 7K work centers to update. I am testing the attached import scenario. I ran the below together; One was perfect. The other only partly updated and missed a work center.Attached is the XML. What could be wrong. I tried to add a line number; that screwed up everything with updating the wrong Work center.Any thoughts.Thank you.Evan
I am attempting to, via import scenario, create template items and create all their matrix items. I need to create hundreds if not thousands of template items. When assigning attributes to Item Classes and then assigning those item classes to the Template, all attributes are set as “Active” for that template item by default when creating the item. I want to set the checkbox in the header of that column to FALSE so that it ideally unchecks all attributes and then allows me to go set the appropriate attributes to TRUE again through import scenario.Attributes from Template ItemHow can I set the header column checkbox to FALSE and thus uncheck all attributes via import scenario. I don’t want to create 100s if not thousands of item classes just to use with the appropriate attributes. Some attributes in an item class don’t apply to all template items so I need to pick and choose which attributes apply to which template items.
Hi, how do I export all the stock item description tab content for all my stock items that has a description content? Not the item description on top.
HI, I am trying to create an Import scenario to load Activity Notes in Cases (cr306000) I loaded the IS from here: But I an getting a message that the Activities$Attach_RefNote action cannot be found. I deactivated the fields that I do not need. Here is an image of the import scenario, Any assistance is appreciated. Bill
Hi, I am trying to Import Customer Payment Methods & Cash Accounts into 2020 R2. I am trying to Import in to Customer Payemt Methods, AR.30.30.10My import scenario is not working. I just get a message that the “Items have not been processed successfully. View Name: CustomerPaymentMethod”The import scenario looks like this: Any insight would be appreciated.Thank you in advance.
Hi,I am trying to mass import notes into Vendor Activities, and I tried using 2 different import scenarios but it is not working, can anyone advise? The first method I use is as below which I import through the Vendor screen, but I kept getting error Another method I tried is importing through screen Activities, it managed to import successfully but nothing is showing up in my vendor Activities: If anyone had any experience importing notes under Activities, your assistance is greatly appreciated, thanks! Regards,Chern
