Import and Export Scenarios

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

Is it possible to NOT specify a default payment method for Customers? We accept account payments at the Cashier (our own POS) and they can be in several different tenders and two currencies.I know that this can be overridden when entering an Acu journal voucher but when uploading an excel file of payments those ARPAY entries where the payment method isn’t as expected throw an error. The user can go back and edit to override those errors but that’s introducing an extra step.Is a custom scenario my only workaround?

So we generate sales orders from the portal from customers. When this is triggered the sales order defaults to the main branch JHB. When doing this in acumatica it works fine as it looks at the customer default branch.We then have a GI which lists those SO’s, and then run an import scenario to change the default branch to the customer default branch. This is triggered with a business event on a schedule.The problem we have is that only the first line on the SO is changed and the rest of the lines stay the same.In this case the customer’s default branch is CPT, but only changed the first line Gi currentlyAny suggestion would be great

Does anyone have a working import scenario to create production orders on the “Production Orders” tab of the Projects screen?  The thought is to use a generic inquiry as the data provider that populates the project code, task, inventory id and quantity.This is what have so far, but receiving the error message “Cannot generate the next number for the  sequence.”This is the screen that we are attempting to automate:Thanks in advance!Laura

Hi,  I’m trying to export a filtered list of products, however when I do a source restriction as follows eCommerce>Meta Keywords>Is Not Empty, nothing get’s exported.  Attached is the XML 

All,We have a attribute/user defined field in Business Accounts called Next Contact By. I want to create an import scenario where we replace an ex-employee with a current employee. The available employee are in a attribute called NEXTCONBY and stored like Value ID = 14, Description = Jane Doe.I setup a data provider/excel provider and attached the excel sheet (account ids with the new employees value id)I think I’ve messed up the mappings: The Import by Scenario prepares ok with the correct number of records, but on import I get the following error:Field: Value, Value: 14, Error: The DEFAULT class does not have the NEXTCONBY attribute. Make sure the attribute name is correct or consider adding the attribute to the class.  Any thoughts on how I may be messing this up? Thanks!

I am trying to Prepare & Process a handful of stock items that have been in the system for a long time. I want to sync those stock items to my BigCommerce store. I have done this 10000 times before and never had a problem. Usually I update the stock items price and make sure it has a page title then I go to Sync History and search the stock item by the ERP ID but now when i do that it says “The page was not displayed because the request entity is too large.” even though i search its exact name and select exact equals.In the past if it done that, I just done the prepare mode as full for the date that I updated the stock item and then it would show up to be processed and it would sync to big commerce that way. But now nothing earlier than 2 months ago is showing to even be processed.

Good day AllI have a current problem where I need to add additional details on a current production order with an import scenario.I have an Import Scenario for a BIll Of Materials but I cannot get the production order process to import the additional details.This requirement is used to add additional work centers and materials linked to the additional processes. Import additional details into the production order details. Thank you