Import and Export Scenarios

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

What is the import scenario actual formula to leave the “Default Receipt To” blank? in Stock Item  

The imort scenario brings in the sales order.  However I can’t get the shipped qty to change to actuals.  An item is frequently bought 6 units at a time, however there will be six different shipment spaced out over different intervals.  The import scenario I have will only ship all six at once.  Manually you can go in and change the shipped qty to 1.  How do I get the import scenario to do that? Suggestions on how to correct this import scenario? 

I have a Payment Method that I have checked the Require Remittance Information for Cash Account checkbox.On the Remittance Settings Tab I created:On the Cash Account:Goal: Run import scenario to create cash account and populate the routing number on the Remittance Settings Tab.Issue: receiving error message “ ‘DetailID’ cannot be empty.” I have attached the import scenario for review.  Any help is appreciated! Coleen

Hi,I am looking to export data out to a excel sheetI have built the export scenario and I have set the sync type to Incremental - New OnlyHowever when I schedule the export scenario to run Acumatica will export the new records and the record of the previous exportFrom reading the help wiki it statesIncremental - New Only: Select this option to perform partial export, including only those records that have appeared in the Acumatica ERP database since the previous export took place.My understanding of this is that Acumatica will run the export and then clear down the data and when the schedule reoccurs then capture the new data however this does not seem to be the case.Is my understanding incorrect or is there an issue with this sync type?

Hi, I am creating an Import scenario to update the customer report ID and email template in mailing & painting tab.but it appears this error, is there any error of my scenario? 

I’m not having any luck modifying Promised On data with an Import Scenario.In the Import, it shows this: When you interactively try and make this change, you get a popup.To respond to Yes, I have these lines in the import scenario:Yet it’s refusing to do it via import. Any ideas?

hello, I have a lot of problems getting an import scenario to work creating time cards for employees who don't have one. This works from time to time, sometime not,  and as soon as I activate the condition I have no results, and no little diagnosis.Can you help me?THANKS Generic inquiry with Action button Import scenario Import scenario - Condition My final goal is to have two step(two different import scenario) in the business event :1st one is a Create time card and submit it , with Source restriction EPTimecard_Status Is Empty2st one is a Submit time card only , with Source restriction for EPTimecard_Status Is NOT Empty

Hey Everyone, I’m struggling to create an import scenario to disqualify leads in mass. I’ve tried a few different things using the Action: Disqualify option but nothing seems to work. But it’s my first time creating one like this too so may have misunderstood how the Dialog Box work on Import Scenario.Here is a screenshot of my most recent attempt:  I guess the issue here is that when we try to disqualify there’s a dropdown where we need to select the reason and I don’t really know how I’m supposed to pass the value to that dropdown:   The error I’m getting is that the Reason cannot be empty. Anyone could help me out here? 

I am trying to write an import scenario to clean files which are 1 year ago and no longer needed. The datasource is from a GI which is wrote to search the obsoleted files out. However, my scenario is run with errors which is saying “object not set to an instance”.So probably, I am lacking 1 step in import scenrio which is to set the focus on the line to be deleted.Can anyone give me some help on how to write this kind of import scenario.Thank you.

Hello Acumatica Community,I hope you are all doing well. I'm currently facing an issue with an Export Scenario in Acumatica, and I could use some assistance in resolving it.Problem Description:I've set up an Export Scenario to export purchase requests from Acumatica. Each purchase request can contain multiple lines with unique line descriptions. However, when I use the Export Scenario, it's not exporting the multiple line details correctly. Instead, it exports only one line, and the line description appears to be duplicating from other requests. Can anyone help me with it please? I have attached the export scneario too.Thank you in advance for your assistance.Best regards,Naing Aung Kyaw

Trying to build an import scenario that adds POs to a purchase receipt. Where would I find this action on the Import Scenario screen mapping for Purchase Receipts: 

I have an import scenario based on a GI. The GI is grouped by several key fields, and one of the resulting fields is called ‘State’, which is a count of the number of States that are represented in the data.The GI returns the correct result: But when I attempt to use the resulting value in the Import Scenariothe result is empty.I’ve tried so many work-arounds, but nothing with aggregate fields seems to compute.Is this a bug or a known limitation?

Hi EveryoneI am trying to Update the tax Info as highlighted below using below Import scenario Could you please help me with the exact Mapping Verified the Standard Acumatica import as well.

Good day,I want to update vendor classes.  I can’t seem to find an action that will override the warning note which I want to set to NO.  When I run import below; it has been to confirm if I want to update the vendor settings which is in all cases NO.  Any suggestions? Or Which action I should use to answer the”warning”