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Import and Export Scenarios

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sburgerFreshman I

asked in Import and Export Scenarios

Import by Scenario Error

Hi,Our organization is in the process of switching to Acumatica. I'm trying to import stock item profiles from our currant system, and when the import reaches half the sheet, the following error appears, input string was not in a correct format.

3 years ago

TharidhiPVarsity III

asked in Import and Export Scenarios

Restore Points on Data Migration

We are going to upload master data to the Sandbox and we need to maintain restore points before uploading the data.Ex. We have done Payable preference configuration and need to upload around 1000 suppliers to the system. Before doing this, we need to create a restore point. In cases where an error occurs, we need the ability to restore the system and configured data should not be erased.1) How does Acumatica support this requirement?2) Any processes that we should be aware of before migrating data to the instance?

3 years ago

PRapnikasFreshman II

asked in Import and Export Scenarios

Create a Variable in Import Scenario

Is there a way I can store a value in a variable while running an import scenario? I have a situation that would easily be solved if I could store a value temporarily and then use that value later in my steps to store in a field and/or to use it in a logic statement.

3 years ago

larrylySemi-Pro II

asked in Import and Export Scenarios

Automation Schedule doesn't work

Hi all,I set an automation schedule to export inventory data. It’s just can not export data. The schedule setting are below: It’s working well if I manually run the job.Anyone had meet this issue before?

3 years ago

DjangoCaptain II

asked in Import and Export Scenarios

Can SFTP File Synchronization specify an upload folder path?

Can SFTP File Synchronization specify an upload folder path?I don’t see a field for it but maybe there is another way to indicate the path?

3 years ago

sean21Varsity I

asked in Import and Export Scenarios

import scenario - create service order and link it back to the case

We have a business event/import scenario that is creating service orders from cases, but because we are not clicking Actions > Create Service Order from the case itself, the newly created service order does not link back to the case it originated from. I looked at similar import scenario threads that linked other documents together, such as tasks and activities and took that approach with service orders, but it didn’t work. Is this possible without customization?

3 years ago

Nick Savage-MadyFreshman III

asked in Import and Export Scenarios

How to save to each line in Import Bank Transaction using a Data Import?

Hi,I have built an Import Scenario that should update the Ext. Ref. Nbr. per line in the Import Bank Transactions. I have a Generic Inquiry feeding the Import Scenario, but it will only update the first line in the list of 10. It updates using the last Trans Desc, so it is working it’s way through the list correctly, however it appears to be ignoring (ID) Tran ID. Could anyone suggest how to populate each line correctly?Below is the screenshot of the Data Import Scenario.When the Import Scenario is run this is what happens.RegardsNick Savage-Mady

3 years ago

tsalmonson13Freshman I

asked in Import and Export Scenarios

Vendor Payment Instructions

On vendor payment instructions is there a way to distinguish between a checking and savings account? The NACHA file format requires us to distinguish the difference on the ACH Text file uploaded to our bank. Currently we are manually changing this for specified vendors. In our previous software we had a field “Bank Account Type” to distinguish the difference. Can this be added on the next release?

3 years ago

DCS

asked in Import and Export Scenarios

Importing multiple Events

Hello,I have created an import scenario to import multiple events. The import completes successfully, however, the related entity is never picked up.Attached is a screenshot of my import scenario. Any help would be greatly appreciated.

3 years ago

Nick Savage-MadyFreshman III

asked in Import and Export Scenarios

Using an Export to Update a field with existing description from another field

Hi,I’m trying to figure out how to update a field using another field. In the Integration manual there is an example, using a fixed piece of text to do this, but I need to be more dynamic. My example is taking the Transaction Description in Import Bank Transactions and updating that into Ext. Ref. Nbr. Below is what I have so far, but it won’t do anything, so I know I’ve got the syntax incorrect. Has anyone done this in the past?

3 years ago

PRapnikasFreshman II

asked in Import and Export Scenarios

AR Invoices Not Letting Me Add Finished Goods

I’m working on a migration project from Sage to Acumatica. I was asked to write an import scenario to load older AR Invoices. As I write the script, I manually walk through the steps to see how it interacts with the data entry form. When I get to the detail section and try to add an inventory item, I see that only non-stock items are displaying in my lookup. All my imported items are finished goods, so I’m getting errors for my import. I’m not familiar at all on how the inventory items were imported, but where/what would I look for to allow finished goods to show up?

3 years ago

brianmcmillin100Freshman II

asked in Import and Export Scenarios

Can I Set the Business Date in Import Scenario

I have reports and dashboards that rely upon an Opportunity Stage being set to Won (along with the Opportunity Status) when the Opportunity is Won. I have hundreds of opportunities that did not end up this way. To change the Stage, I have to reopen the Opportunity, change the Stage, and Close as Won. Easy enough to do with an Import Scenario, but I really need to preserve the original Closing Date. Seems resetting the Business Date for each line of the import would do this for me if possible. Very open to alternatives (we are hosted).

3 years ago

TaniaDFreshman I

asked in Import and Export Scenarios

Export price-list with image

Hi thereCan someone please guide me as to how we can export our price lists with images to Excel?Thanks so muchTania

3 years ago

jjonesFreshman II

asked in Import and Export Scenarios

Business Event import scenario, finding the GI result grid if it's a formula

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

3 years ago

JohnGFreshman I

asked in Import and Export Scenarios

Import Scenario to update Customers / Mailing Settings / Mailing ID - Email Field

Hello all, thanks for taking the time to read my post.I am trying to import an email address into the Customers / Mailing Settings / Mailing ID - Email account field using an import scenario.I have developed an export scenario to try and find the relevant field and have had no luck finding it.And finally here is my Import Scenario - which I would like to put the new email address into.Can anybody help out with how I populate the Email above as it does not seem to have this field on the selection.Any suggestions would be very welcome - so thanks in advance !CheersJohn

3 years ago

YbentoumiFreshman I

asked in Import and Export Scenarios

Import Scenario process issue

Hi everyone, I have an issue with an import process, i want to know is anybody else has this kind of behavior and is there any solution or proposal to fix it??!! So, import tests were done on two different environments, the test was about import file of 874 lines (using import scenarios), the first on a local instance and the second one is on the test environment on a SaaS instance where we used the license that activates the multi-threading option, the following data are the tests results: For the first local testing phase, we notice that the processing time exceeds the 2 hours of processing, whether for processing with or without parallelization, moreover the difference between the two timings is not significant - Processing with parallel treatment option (On): 2h 16m 47s.- Processing without parallel treatment option (Off): 2h 20m 15s. For the second test phase in a SaaS environment, the processing time is faster than on a local machine, but that the difference between the two timin

3 years ago

larrylySemi-Pro II

asked in Import and Export Scenarios

How to export all allocation information?

Hi guys, I want to export allocations report. I can’t find any related report or GI. I tried to create a new data scenarios to export those data. the mapping is below. But it’s empty when I run it. Dose anyone has any suggestion? Thank you.

3 years ago

kfryover27

asked in Import and Export Scenarios

Edit multiple projects with Import by Scenario/

I have imported a few hundred projects as active with active tasks for an audit (long story), and now would like to run an import to close out the tasks and project. However, it is duplicating the existing projects instead of modifying.Is there a way to use the Import by Scenario to modify as such, so I don’t have to assign these to techs to close out one by one?

3 years ago

NoahSemi-Pro I

asked in Import and Export Scenarios

Import Scenario: How to find and delete a row on the Stock Item>Cross-Reference screen

I have a need to delete the Global cross-reference for many Stock Items in our system in order to get our Printed Forms to use the correct customer or vendor cross-reference (all cross-references appear in the Alternate ID field on the Sales Order and I can’t figure out how to get Report Designer to determine which is which without bringing tons of DACs). I need to delete those Global one’s at the bottom. Super simple to do manually. I have an Excel sheet data provider with all the Stock ID’s, Aternate ID, and Alternate Type. I’ve tried Keys, Custom Keys with @@ format, Line Number tricks. The documentation says after finding the record with a key (tried both <Key: AlternateID> and <Key:AlternateType>), the summary Target Object must be selected to use the Action: Delete. Unfortunately with most of the scenarios I’ve tried there isn’t a useful error message either. Anyone have any tips on how to accomplish this. I think a method that works would be useful in the futu

3 years ago

DjangoCaptain II

asked in Import and Export Scenarios

How can we set search criteria on multiple non-key fields for import scenarios?

My specific question is linked below but just in case it was passed over because it was specific about a particular screen I thought I’d open the question up:How do I specify multiple non-key fields to locate a record in an Import Scenario? The examples show searching for a customer by the customer name or searching for a detail line on a document by the item number but I don’t see an example when I have to use two (or potentially more) fields to locate the record that I want to update.Original question:

3 years ago

wfilipiak67Captain II

asked in Import and Export Scenarios

How to Import AR Payments against an Invoice using the SO number

Hi, I am trying to create an AR Payment (AR302000) against a completed Sales Order. I only have the customer & Sales Order number.I’m trying to use the @@ to select the row of the Documents to Apply. The Sales Order is posted to the Customer Order Nbr.field. Here are screenshots of the Import Scenario, the Payments & Application screen showing the Documents to Apply & the error message. I have tried the scenario with the commit boxes checked & unchecked

3 years ago

alicia23Jr Varsity III

asked in Import and Export Scenarios

Using an import scenario to prepare an export scenario

Has anyone created an import scenario that would prepare an export scenario? I thought it would be pretty simple, I created the import to use the export screen and the used the <action prepare> action on the mapping. But i get an error saying the prepare button is disabled

3 years ago

amajorsSemi-Pro I

asked in Import and Export Scenarios

Import Stock Item Location Update

I’m still new to Acumatica and am making headway with getting our data the way we need it. When we did our initial setup, our bin locations did not get imported as the In & Out default location for items. Because of this, we have to do a lot of manual entry of stock locations. I have run an import scenario to update this information but it’s not updating. Does anyone have a setup they can share with me so I can see what I’m doing wrong. The Source field / Values below are from an already setup import. I modified and used columns in Excel that already existed.

3 years ago

wfilipiak67Captain II

asked in Import and Export Scenarios

Import Scenario for Payments to an order

I am trying to import payments from a spreadsheet into the Payments and Applications. These payments are against an open Sales Order. I can do this manually but my Import Scenario results in the error mesage “The system failed to commit the SOAdjustments row.”(yes this is in the demo date, 2020r2, 20.201.0051) Thank you in advance for any assistance.BillHere is my Import Scenario:

3 years ago

shmaryarichlerFreshman II

asked in Import and Export Scenarios

Replace function in an export scenario

Hi,I want to use the replace function in an export scenario to replace the hex character 0A from the middle of a string with a blank. How would I code that in the replace statement? The field name is: Transaction Descr Thanks

3 years ago

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