Import and Export Scenarios

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 

We populate Sales Orders and generate POs from those Sales Orders. We deal with a lot of date changes, so we are looking at building a business event that will auto update the PO promised on date whenever the Sales Order Request Date changes. I’ve built the GI, business event, and import scenario but I can’t get it to trigger. See below. Business EventGoal with the business event is to capture each time a Sales Order date is changed, the associated PO is put on hold, date is updated to reflect SO new date, hold is removed & PO is saved.Import Scenario I have been trying to include the POOrder.OrderType in the mapping but the field is not visible within the import scenario screen despite it being present on the associated GI. I’m thinking this may be part of the problem. Any reason why this field would not appear on import scenario mapping section? 

Updating shipping addresses through an import scenario and receiving this error:“1 items have not been processed successfully. View name: ServiceOrderRecords.” I’ve checked my import scenario and can’t find any issues. Where else should I be looking or how else should I trouble shoot?  

Hi, Can anyone suggest how we can throw validation of our on import and export scenarios.As I tried to throw validation of my on import scenarios but it did not work.Any Suggestion or Solution ??

I have a customer going live next week and we need to bring in their beginning inventory.Normally, this is a simple Inventory Receipt, but they’re using lot/serial attributes (the latest customization for 2023R1).It looks like I need to load the inventory in 2 steps:Create an Inventory Receipt record to add the item, qty and lot numbers Use an import to update the those inventory records with the lot attributesThe reason I think it needs to be 2 steps is because lot attributes can’t be added to a Receipt record until the record is saved (the attribute fields don’t become available until after the save).However, my import is failing with the very informative error below: I’ve come to realize that this doesn’t really mean that there is a problem with an attribute value but rather it’s an issue with the import structure.Has anyone successfully imported lot/serial attributes? And if so, can you help with what the import should look like?Below is a snapshot of the import and I’ve also attac

I have a import scenario for Payments and Application screen.The import scenario is creating payment for sales order.When I tried to run the import scenario for multiple payments, the first payment mapped the sales order, but other payments did not map the sales order.If I try to import them line by line separately, it maps the payment to the sales orders. 

Hello linkies,I have been trying to create an Export Scenario for Sales Orders in XML format. I have been getting confused in between. Can anyone please guide me out with the steps to create an Export Scenario on the same? I have exported the XML file from the Generic Inquiry of Sales Orders   I then tried to create a Data Provider and uploaded the downloaded XML field. But upon trying to fill the Schema Fields, it triggers the following error:      Thanks in Advance.

Hi All, I am trying to update more than 2000 record of projects > mailing and printing tab> Mailing ID= Invoice to a specific email account. would you know the reason for my error? Thanks in advance for the helpGhazal 

On an Import Scenario (SM2060PL), It does not seem possible to assign Printer Settings to users. The Users (SM201010) screen does not display printer settings. The only way to assign a printer to a specific report is to manually add it to each user's Users Profile (SM203010) screen, which is time-consuming. We need to log in to each Acumatica user's account. I tried an Import Scenario directly to Users Profile (SM203010) screen. But I get an error message "Insert is disabled"In our use case, we have multiple printers and Ship Via options. Users have dedicated printers for printing carriers and other labels.If someone has a solution and can share, That would be helpful. Note: In order for Printer Settings to display on users profile screen you must enable DeviceHub. 

Hello everyone,I've encountered a requirement involving the export of a text file from an export scenario.While I've been successful in exporting the text file, an issue arises where an empty line is appended to the file at the end of the data, which I'm seeking to eliminate.I've attempted to use the Trim function, but regrettably, I haven't achieved the desired outcome. I came across a forum discussing a similar scenario, where they addressed the problem using the ACH provider and its BlockSize parameter to remove empty lines from ACH data. However, I've encountered a hurdle in applying the BlockSize parameter to the CSV data provider.For more information, you can refer to this forum thread:https://stackoverflow.com/questions/49339994/flat-file-export-in-acumatica-creates-space-lines-in-the-fileI'm grateful for any assistance.Thank you, 

Hello,I’m attempting to update pricing on existing stock items only. We have discrepancies in our Inventory IDs and instead of creating a bunch of duplicates the company only wants to update the stock items where a match is found. Is this possible using import scenarios? I’m having trouble finding documentation that supports this. Edit: Furthermore, I would love to be able to identify the records which are not found to be corrected. So maybe that is an alternative avenue. Thank you in advance

Hello,I created an import scenario to update some of our stock items Valuation method from standard to average.I am getting an error message:Valuation method cannot be changed from 'Standard' to 'Average' while stock is not zero.There is inventory on the items. Is there a way to update the Valuation method without having to issue out the inventory, update the SKU and then receive back in the inventory?Thanks

I am trying to import fixed assets from a SQL Server database. I have setup the asset classes earlier, so I think the defaults from GL accounts will be populated from the asset class. When I run an import process, I am getting a warning message “Only GL Accounts will be changed, all other parameters remain unchanged Do you want to continue?”. I know in the UI it is possible to click “yes” or “no” to this warning, but how do you do that in the import export scenario?I have attached my import scenario in this case. The error / warning message is in the picture. 

Hi, I am trying to mass change the customer IDs via an import scenario. This works if run one on record selected at a time but it does not process if all records are selected. If I turn on Parallel processing than about 700 records process. I am not sure why.Any ideas?   

Please check and Fix my AP Bills Import scenario.