Import and Export Scenarios

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.  

I have an issue importing new boms with Acumatica veriosn 22R2.We are currently using version 21R1 and we have no issues importing multiple new boms with multiple operations and materials, by just adding a number for the BOM ID (see template below), but with 22R2 version we are getting an error that BOM ID cannot be empty, anyone knows how to make this work?  

Hi, I was able to import partial payments for Open AP for our client in a test site without migration mode. When I switched to migration mode to import partial payments I got the below error message. What am I doing wrong. Let me know.  Thanks,Frances  

I am trying to open opportunities via import scenario however I get an error stating that the open button is disabled. Is there a work around? It has been confirmed that it is not a permissions issue. 

Hi everyone, We’re having a lot of difficulty with formatting an unbalanced ACH file for JP Morgan Chase. Unfortunately the error message from the bank is very generic & support hasn’t been a ton of help. The response we’ve gotten from them states that addenda lines aren’t supported, but those seem to be showing fine actually. I’m hoping someone has one they’d be willing to share? Thanks in advance!

Hello All,I have been trying to import some AP bills in the system, but the system isn’t able to override the values of Account Code on line level under the Details tab. I have tried using the below import scenario but still not getting what am i missing here. Can anyone please help me out? Thanks in advance.

Hello,  I have created a Business Event with an Import Scenario to update the cash account on a copied version of the AP Bills and Adjustments GI.  The cash account populates on Bill doc types but not Debit Adjustments.  Does anyone have an idea of why this would be happening?   Generic Inquiry Conditions (a copy of the OOB Bills and Adjustments Inquiry):   Import Scenario:  Business Event parameters: 

Hi, I have created a import scenario to update Formula . It helps me to insert and as well as update existing Formula or New Formula.I am facing one problem in this scenario as I tries to import a formula where I have multiple materials but I am using this multiple materials on single process step, it is importing only a single material on the same process step on which I have given multiple material and also it is updating the last material value.Eg:- I have 2 process step (101 and 102)  and I have given 5 materials on 102 process step. So it skips 4 materials and insert or update last material value in formula.I have used line number and also perform several operation , commit check box, make visible line number on UI and made changes in code but nothing work.Please any one has any suggestion or solution to how I can fix this .I have attached template file for reference. 

Hi, I am trying to import FA to the system, but the all the FA disposed status will become active, is there any error on my import scenario?   

Hi,We are currently trying to create an import scenario to Reclassify Transactions - depending on the external ref / transaction description, the GL should be reclassified to specific branches. Looking for some help to get the import scenario working.Note that we cannot use the screen filters normally, since they only allow for one condition at a time, and no conditional replace. Doing it manually means to load, replace and process hundreds of unique refs/descriptions each one at a time.The import scenario is as follows:Current just trying to get the Load Transactions button working, so we have deactivated the other steps, but we are running into unspecified view errors. The data provider is not used. 

When setting up a Vendor for 1099 reporting purposes, the option to select a 1099-INT form is unavailable. How can I report Interest income?

I have created a Import Leads Scenarios, but I’m unsure what to put for the source field/value for Lead ID. The below screenshots mapping works, but it’s actually inaccurate as it is possible for 2 person to have the exact same first name and last name. e.g. when import successfully with 2 records of the same first name and last name, the leads only show 1 record, but it should show 2 records.any idea how can I fixed this import scenarios? thx