Import and Export Scenarios

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 

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.