Import and Export Scenarios

Hi Everyone,We have multiple Business Events, each connected to its own Import Scenario, and all of them target the Sales Orders (SO301000) screen. Each Import Scenario updates different fields (Ship Via, Carrier/Class, Order Type, Prop 65 item, etc.), but they all save the same Sales Order.When a Shopify order is imported, multiple Business Events are triggered at the same time, resulting in errors such as:Another process has updated the 'SOOrder' record. The system failed to commit the Document row. Completed with Errors 0 records of 1 processed / Subscriber not processedSome Import Scenarios have Source Restrictions, while others don't, so merging them into a single Import Scenario isn't straightforward.My questions are:What is the recommended Acumatica approach to avoid these concurrent update conflicts? Is it possible or recommended to have one Business Event with multiple Import Scenario subscribers instead of multiple Business Events?

I am trying to update the Required Date Column through and import scenario.  I keep getting error   Error: 1 items have not been processed successfully. View name: Document.  I have tried deleting and readding everything from scratch.  I thought this was going to be something simple but Im missing something.  Not sure what its adding in that paramter or why I cant just specifcy the keys on the POline table and the date and call it good.  

Hope I can get some help with this. Using an export scenario to create a CSV file, data is populated from a GI. Dates in the the GI are shown without a timestamp but when the data is prepared, any date field has a timestamp. Is there anyway to stop that being created, my customer is using the CSV for a file upload to their bank and it fails on the timestamp.

Dear Team,We are trying to create bulk AP bills in the system by using an import scenario, wherein the bill needs to be created and the detail from the PR needs to be fetched into the bill as well and the bill will be created in the on-hold status.The import scenario created is as follows. However, when importing data using this import scenario the AP bills do get created for the specific vendor, however the PO receipt is not getting added to the bill. Appreciate if anyone could help me out in identifying what i am missing in this import scenario to successfully create bulk ap bills by using the import scenarios.Thank you so much in advance for your kind support and for your precious time. 

Hello - I have also submitted this as a request for product development but wanted to ensure there was no way to perform this function.  We have various needs to be able to filter AP invoices processed by project, vendor, cost code, date, post period, etc…   and then extract the filtered results into a single PDF.  Our old ERP performed this function and it was extremely useful.  Currently we’re having to filter by various fields, then download/save the PDF’s 1 by 1.  It’s very time consuming.  As an example we have an environmental audit every year on our building.  We need to filter and provide all vendor invoices related to the purchase of certain material and well as permanent consumables used in order to provide to the consultants who perform the work.  it is terribly time consuming to download 1 by 1 then finally compile a single PDF with all images/invoices within.  If there was an “EXTRACT PDF” option where it would create a cover page of all invoices within, then subsequently

Hi All,My current requirement is as follows:I am extracting daily sales data from Epos Now (POS system). I have already been able to transform the sales data into a journal transaction format and load it into Google Sheets. The next step is to import this data into Acumatica.I would appreciate your guidance on the best approach to proceed, including recommended methods, tools, or integration options for importing journal transactions from Google Sheets into Acumatica efficiently and reliably.version : Acumatica Cloud ERP 2025 R2Thank you for your time, and I look forward to hearing from you.

I am trying to update the default salesperson on a list of customer.  I did visit a few answers where someone showed an example and I created it based on that.  I tried to just run one line and I am getting an error message.  I tried a few different things but it’s still erroring out without giving me much guidance to what the issue its.    

Hi Everyone,I'm trying to create an Import Scenario for the Consolidation (GL103000) screen to update existing consolidation setup records rather than insert new ones.My requirement is to import changes to existing records (for example, Active flag) based on existing consolidation setup entries.Any examples or guidance would be greatly appreciated. 

I am working on an Import Scenario to update the Declared Value to 0 for the boxes in the Packages tab. However, when a shipment contains multiple boxes, the import is creating duplicate package records instead of updating the existing ones.I tried using Line Nbr. as the key field, but it does not appear to be matching the existing package records correctly. Unfortunately, we do not have a License Number available that can be used as a unique key.Has anyone successfully updated existing package records through an Import Scenario in this situation? Are there any other fields that can be used to uniquely identify package records, or is there a recommended approach for updating the Declared Value without creating duplicate packages?Any suggestions would be appreciated.  

Hello! Can anyone help me with the import scenario mapping for checks and payments screen. I am trying to import a payment for an open bill. But my mapping won't work. The error says  

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?  

Hi All,Currently, I am facing an issue where the Import Scenario only deletes one record at a time, so I have tried adding multiple lines using '= -2' to delete multiple records. However, I don't believe this is the proper way to delete mass records.After deleting the old delegates, I need to update the list with new delegates for the same employees using a single import scenario.Is it possible to handle both delete and update delegates in single import scenario. I am working on 21 R1.I have already added the import scenarios, and I would appreciate it if someone could review them and help me achieve the desired results.Thanks, in advance!

I have an import scenario where I would like to use address line 1 and the postal code of the customer’s account as key fields instead of the customer ID and then update 2 user defined fields. This current import mapping isn’t working.   

We want to clear out our purchase accrual report of outdated Purchase Receipts and Purchase Receipt Returns that have no Bills or Debit Adjustments against them.  We are creating Bills and Debit Adjustments using an import scenario for these outstanding lines, however, the unit cost on each line must be updated to 0.  The documents will have a total of 0.00.  That’s the tricky part, particularly for Debit Adjustments, because you don’t have the option on that screen to pull in purchase receipt lines one by one there, only entire purchase receipts, which brings in e.g. 6 lines at a time.  How do you “go back” in an import scenario to update each line to 0, one by one?  @@inventoryID is not a solution because in some cases, the same non-stock code is repeatedly used.  I have attached the XML, also including some inactive lines where I tested doing this by Purchase Receipt Line (it works for Bills but not Debit Adj.).

Hello,Attempting to update item classes via Import Scenario.This requires answering the following dialog: The import scenario is having trouble answering the dialog  Any of the selected ‘Dialog Answer’ Screen fields results in the same error where the dialog is not being answered successfully.  Does anyone know exactly which ‘Dialog Answer’ to select here: I have seen other threads discussing this but not on 2025R2 Modern UI which changes how fields are selected in the Import Scenario. Thank you!!!

During our Go-Live several months ago we made the decision to bring in our existing sales prices as “Promotional” with an expiration 6 months out (end of April) as shown in the screenshot below: Recently our sales team ask for me update all of our sales prices to remove the promotional flag and the expiration dates.   I have worked through the process of creating a Generic Inquirey,  and building the Import scenario.  I have tested the import scenario, which reads the existinging sales price entry and then creates a duplicate entry for the same break qty and price,  but leaves the promotion flag and expiration date fields blank. Shown below is the result after running the import scenario: While the import works fine,  our sales team has requested that I remove the original entries so that we don’t have the “clutter” of the original import from Go-Live.   Additionally they have asked that I completely remove the sales prices for a certain item class and not to bring those in at all.   I

Hi everyone,I am working on an Import Scenario and wanted to confirm if this is possible using standard Import Scenario functionality.Goal:I have a Generic Inquiry that returns one row per completed Sales Order. The GI calculates a handling fee amount based on 25% of the freight amount.Example GI result:Order Nbr. Freight Amount Handling Fee 25% SH12345678 17.41 4.35 I would like to use this single GI row to create one GL Journal Transaction with two detail lines:Account Debit Credit 1111- Shipping Revenue 4.35 0.00 Handling Fee Revenue GL 0.00 4.35 Question:Is there a way in an Import Scenario to take one source row from a GI/Data Provider and insert two detail lines into the Journal Transactions screen?In other words:1 GI source row → 1 GL batch with 2 transaction detail linesI tried mapping two Transaction Details lines in the same Import Scenario, but I am running into issues saving the scenario / processing the mapping.I am trying to avoid creating a custo

Has anyone created an import scenario that creates a journal entry and adds it to an existing recurring schedule.  Customer has approx 200+ journal entries that need to be imported and added to various schedules. Appreciate any assistance!Thanks.

I have a customer that would like to automate the creation of service orders from orders with a ‘Quote’ behavior using a Business Event with an import.For example, the RJ type order below is set up with the ‘Quote’ behavior. We need to copy this quote to a SV type order with an import. The import scenario is shown below as well. The import runs, but the new service order is not created.What are we missing? Is this possible?  

Hello all,How can I add line level discount codes aitomaticall if i’m importing Sales Orders. At present they arent getting automatically added.

Hi, please help me fix my import scenario in AR Import Invoice, I need it to work to be able to upload with multiple lines or inventory id.Here is my import scenarios XML.

I am trying to update the Billing tab email on the Customers screen AR303000 using an Import Scenario.Goal:Update Customers → Billing → Bill-To Info → Email for existing customers. The Billing → Bill-To Info Override checkbox is already checked on the customer.Test customer:Customer ID / AcctCD: 18907What works:I created an Export Scenario on Customers AR303000 and successfully exported the field:Billing → Bill-To Info → EmailThe export correctly returns the current Billing email for customer 18907, so the field path appears to be correct. Import file:AcctCD = 18907Primary Contact Email = XYZ@123.comImport Scenario:Screen Name: CustomersProvider: Excel providerProvider Object: TemplateI have tested mappings such as:Customer Summary → Customer ID = AcctCDBilling → Bill-To Info → Override = ='True'Billing → Bill-To Info → Email = Primary Contact Email Prepare works and shows the one row correctly, but Import fails with:“1 items have not been processed successfully. View name: BAccount.” 

Hello all, I have a Business Event that creates a PO Transfer Receipt from a Transfer Sales Order/Shipment. The material needs to be received in a roject-specific location so the main steps are:Create the receipt and add the transfer order Update the location on each line with the project location. I can get #1 through this import, but #2 only updates the first line of the receipt. I think I’m missing one key change, but can’t quite put my finger on it. Any help is greatly appreciated. Import used in the BE: Results from this import. Only the first line is getting the project: 

Hi there,I’m trying to create an Import Scenario to dispose of a large number of assets across multiple companies.However, I’m getting a generic error.Below is the trace:Here’s what the Import Scenario looks like - I’ve also attached the .xml file for reference (note we don’t have sub accounts active).What am I doing wrong here? Thanks!

Hello all,I’ve been trying to create an import scenario that will not only create a new SO with the line items but also update the existing ones if there’s a new item added in the list to the already existing SO. The data source is a GI. What is it that I am missing?Note: the line items may have the same item IDs to be imported as a new or updating the already existing one. I have been trying to map it on the basis of the Line numbers.