Import and Export Scenarios

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” 

We’re in the beginning stages of testing order imports from Our test Shopify environment to Acumatica. When attempting to import new orders we’ve started to see an error message when going to Process Data, after the Sales Order has been prepared.: “Another process has updated the 'SOOrder' record. Your changes will be lost.”We haven’t made any changes to the orders that fail versus the orders that don’t fail, and we haven't been able to identify a trend. Any ideas on how to resolve this error so that we can have all orders import properly?  

I want create a menu item on a workspace for an import scenario, how can I do that? 

Hi,I am trying to import charges under the section called charges-->Lease Space in the Add/View Button. I was able to import the lease first without charges. Then I had to do a second import for the charges and keep getting errors. Here is the error message I keep getting The system failed to commit the ContractDetails row. I have also attached a copy of my import scenario. What am I missing? The client is on 2023 R1. They have the latest Property Management customization loaded.   Thanks,Frances  

Good day. I get an error when importing my stock.“Items have not been processed successfully. View Name:Item” Can anyone assist in troubleshooting this error.

Looking for suggestions or someone to point out what I’m missing. I am attempting to set the Hold flag on BOM’s through an import scenario and it is not working as expected.  On the import scenario I am using the Hold from the Bill of Material screen and set it to =True  The import processes but it does not place the BOM on hold.   Thanks very much.  

Hello,I am getting an error message during a stock item import. Here is the error message:An error occurred during processing of the field PackageOption: Object reference not set to an instance of an object..I think the issue is with trying to import the package option which should be By Quanity.Any help is appreciated.

Hi Experts,I'm working on an import scenario for Journal Transaction Entries and I am getting an error saying the Batch is out balance.I have attached my import scenario for better understanding of issue.Any help would be greatly apricated.Regards,Sweta.

Any ideas on how to update the operations ID on the BOM? We need to change it from the value of ‘01’ to ‘0010.’ Every operation ID is line number 1. Thanks ahead!  

Good day all. I have question!is is possible to  Create a Purcharse Order from a pdf file? my vendors send me an invoice in PDF format, and i want to upload that PDF to create a PO. is that possible? thanks for your help and advice!

Hello,There might not be a way to do this but I would like to export all of our item classes.I want to use a Vlookup to map the classes to an import of new products.There is not an excel button to export the list, so I am assuming I would need to use an Export Scenario to accomplish this.   

Hi All, I am in the process of updating a material qty required feild for a BOM and it only process one line and then stops . can someone help me to find out how can this be updated in bulk withought me pressing import for each line? doesn’t give me more info than below error on the next line Thanks in advance Ghazal