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Import and Export Scenarios

Discussions Import and Export Scenatios

  • 795 Topics
  • 3,259 Replies
795 Topics
L
Semi-Pro II
larrylySemi-Pro II
asked in Import and Export Scenarios
How to export all allocation information?

Hi guys,  I want to export allocations report. I can’t find any related report or GI. I tried to create a new data scenarios to export those data. the mapping is below. But it’s empty when I run it. Dose anyone has any suggestion? Thank you.  

551
L
Semi-Pro II
3 years ago
K
kfryover27
asked in Import and Export Scenarios
Edit multiple projects with Import by Scenario/

I have imported a few hundred projects as active with active tasks for an audit (long story), and now would like to run an import to close out the tasks and project.  However, it is duplicating the existing projects instead of modifying.Is there a way to use the Import by Scenario to modify as such, so I don’t have to assign these to techs to close out one by one?

3642
greglang
Varsity I
3 years ago
N
Semi-Pro I
NoahSemi-Pro I
asked in Import and Export Scenarios
Import Scenario: How to find and delete a row on the Stock Item>Cross-Reference screen

I have a need to delete the Global cross-reference for many Stock Items in our system in order to get our Printed Forms to use the correct customer or vendor cross-reference (all cross-references appear in the Alternate ID field on the Sales Order and I can’t figure out how to get Report Designer to determine which is which without bringing tons of DACs).  I need to delete those Global one’s at the bottom.  Super simple to do manually.  I have an Excel sheet data provider with all the Stock ID’s, Aternate ID, and Alternate Type.  I’ve tried Keys, Custom Keys with @@ format, Line Number tricks.  The documentation says after finding the record with a key (tried both <Key: AlternateID> and <Key:AlternateType>), the summary Target Object must be selected to use the Action: Delete. Unfortunately with most of the scenarios I’ve tried there isn’t a useful error message either.  Anyone have any tips on how to accomplish this.  I think a method that works would be useful in the futu

30734
greglang
Varsity I
3 years ago
D
Captain II
DjangoCaptain II
asked in Import and Export Scenarios
How can we set search criteria on multiple non-key fields for import scenarios?

My specific question is linked below but just in case it was passed over because it was specific about a particular screen I thought I’d open the question up:How do I specify multiple non-key fields to locate a record in an Import Scenario?  The examples show searching for a customer by the customer name or searching for a detail line on a document by the item number but I don’t see an example when I have to use two (or potentially more) fields to locate the record that I want to update.Original question: 

5771
D
Captain II
3 years ago
wfilipiak67
Captain II
wfilipiak67Captain II
asked in Import and Export Scenarios
How to Import AR Payments against an Invoice using the SO number

Hi, I am trying to create an AR Payment (AR302000) against a completed Sales Order. I only have the customer & Sales Order number.I’m trying to use the @@ to select the row of the Documents to Apply. The Sales Order is posted to the Customer Order Nbr.field. Here are screenshots of the Import Scenario, the Payments & Application screen showing the Documents to Apply & the error message. I have tried the scenario with the commit boxes checked & unchecked  

4495
wfilipiak67
Captain II
3 years ago
A
Jr Varsity III
alicia23Jr Varsity III
asked in Import and Export Scenarios
Using an import scenario to prepare an export scenario

Has anyone created an import scenario that would prepare an export scenario?  I thought it would be pretty simple, I created the import to use the export screen and the used the <action prepare> action on the mapping. But i get an error saying the prepare button is disabled

1632
E
Varsity I
3 years ago
A
Semi-Pro I
amajorsSemi-Pro I
asked in Import and Export Scenarios
Import Stock Item Location Update

I’m still new to Acumatica and am making headway with getting our data the way we need it. When we did our initial setup, our bin locations did not get imported as the In & Out default location for items. Because of this, we have to do a lot of manual entry of stock locations. I have run an import scenario to update this information but it’s not updating. Does anyone have a setup they can share with me so I can see what I’m doing wrong. The Source field / Values below are from an already setup import. I modified and used columns in Excel that already existed. 

5752
A
Semi-Pro I
3 years ago
wfilipiak67
Captain II
wfilipiak67Captain II
asked in Import and Export Scenarios
Import Scenario for Payments to an order

I am trying to import payments from a spreadsheet into the Payments and Applications. These payments are against an open Sales Order. I can do this manually but my Import Scenario results in the error mesage “The system failed to commit the SOAdjustments row.”(yes this is in the demo date, 2020r2, 20.201.0051) Thank you in advance for any assistance.BillHere is my Import Scenario: 

6175
Naveen Boga
Captain II
3 years ago
shmaryarichler
Freshman II
shmaryarichlerFreshman II
asked in Import and Export Scenarios
Replace function in an export scenario

Hi,I want to use the replace function in an export scenario to replace the hex character 0A from the middle of a string with a blank. How would I code that in the replace statement? The field name is: Transaction Descr Thanks

2924
shmaryarichler
Freshman II
3 years ago
N
Jr Varsity II
NAWRESJr Varsity II
asked in Import and Export Scenarios
IMPORT INVOICES _ERROR CustomerLocationId not found

Hello Everyone I am unanable to import customer invoices , I have the Error “CustomerLocationId” not found. However, all the customers have their adresses   

2374
N
Jr Varsity II
3 years ago
R
Freshman I
rskieresz79Freshman I
asked in Import and Export Scenarios
InStr function use setting checkbox

First time using the InStr function.  I’m simply using it within an import scenario field expression to set a checkbox field to true or false based on whether a specific character is contained within a data field in my excel spreadsheet being used as the data provider.  Seemed pretty simple, but it’s not acting at all like I’m expecting.  I’m pasting an sample of what I’m doing, I’ve been trying many different gyrations but nothing seems to be working like I would expect.  The second line is just hardcoded where it should return 0 since 2 is not in the string 1345, and then should set to checkbox to false, but it always checks the box when tested.  Maybe it doesn’t return 0 as I’m thinking?  Not sure.. Any help or suggestions would be appreciated. 

6891
craig2
Pro I
3 years ago
D
Varsity I
donnadeskins55Varsity I
asked in Import and Export Scenarios
Import scenario that selects the "Paste from Template" function on the clipboard?

I need to create an import scenario for the Transfer Order (Sales Order) screen that will select a pre-configured template from the clipboard to load the Transfer Order detail lines.Has anyone successfully done this? 

1541
Irina
Community Manager
3 years ago
A
Jr Varsity III
alicia23Jr Varsity III
asked in Import and Export Scenarios
how to recognize the last row of an import

Does any one know how to recognize the last row of an import?   I am trying to have it insert a particular account number at the end of the import to balance the GL batch. Thanks 

1994
A
Jr Varsity III
3 years ago
L
Semi-Pro II
larrylySemi-Pro II
asked in Import and Export Scenarios
How to export invoices with subitems

Hi everybody,I try to export invoices and memos and include item details. This is mapping:The problem is when export more than one invoice. All items in different invoice will duplicate first invoice.I guess it’s mapping setting issue. But I’m real new on Data Scenarios.  Does anyone know how to fix it? Thank you so much.

6176
L
Semi-Pro II
3 years ago
N
nekstein
asked in Import and Export Scenarios
Business Event import scenario Create a task for Follou up

Hello I want to create a task when a Quote is created with for the user to follow up, i was following all from https://www.augforums.com/forums/acumatica-import-scenarios/automatic-task-creation-with-business-event-and-import-scenario/ which is working fine, when i cant find a sloution is to specfy that the start date and the due date, i

7041
V
Acumatica Employee
3 years ago
R
Captain II
ray20Captain II
asked in Import and Export Scenarios
How to make a filed 2 decimal places in export scenarios?

Hello, I am using a GI as the data source of a export scenario.When in GI, if I assign the schema field, then I could get the 2 place decimals as I expected.However, when run by export by scenario, I still get more than 2 place decimals, which I don’t like. How can I make the decimals become 2 places?

10167
Naveen Boga
Captain II
3 years ago
R
Captain II
ray20Captain II
asked in Import and Export Scenarios
Can I import pdf invoice into Acumatica to generate documents?

Hello，    I’ve read  the below link, yes, it is a  nice feature.   https://help-2020r2.acumatica.com/Help?ScreenId=ShowWiki&pageid=e2f7eaf2-17dd-4517-b06e-9d8225d27113    But I have some questions:1，Does user have to go through “incoming documents”? Or Does user have to upload original PDF using “system email” or outlook add-in?If the user has a pdf file on hand, can he upload it directly?  2,   In our business, vendor might not send invoice in single ones. He might send a pdf file with multiple invoices on it consecutively. So it is not a 1 to 1 mapping scenario, it is a 1 file mapping multiple invoices scenario, can this also be handled properly?

5564
ccleary
Jr Varsity I
3 years ago
lauraj46
Captain II
lauraj46Captain II
asked in Import and Export Scenarios
Are there working sample import scenarios for master data such as customer and vendors in 2020 R2?

We noticed that some of the target fields on the example Import Scenarios (e.g. ACU Import Customers) that worked in previous versions are now broken because of the changes to the account screens.  It’s not too difficult to fix these up, but rather than reinventing the wheel I just wondered if we are missing something.

2041
V
Acumatica Employee
3 years ago
G
George Joseph
asked in Import and Export Scenarios
Unable to import into customer Mail settings tab

I imported the contacts - I now want to on the mail settings screens assign the contacts to the customer in mail setting - I created an import to do so but it gives me an error saying object need to be GUI has anyone had any success creating an import scenario to assign contacts to the Mailing IDs  ( want to assign contacts to mail receipients for Invoice form

3852
V
Acumatica Employee
4 years ago
dcote70
Freshman II
dcote70Freshman II
posted in Import and Export Scenarios
Exporting to tab delimited txt file format

I am trying to create an export scenario to a tab delimited txt file.Currently, my data provider is set to CSV, but the delimiter schema is a required field. I’m able get the data exported in the correct layout (by entering any value in this field), but I’m struggling with the “Tab” delimiter. Does anyone have any recommendations?

7677
R
Pro II
4 years ago

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