Import and Export Scenarios

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 

Hi everybody! I was working on this Import Scenario but I’m stuck on how add data to the “Product Workgroup and Product Manager” column.I tried it to activate the “Override Product Manager” so i can added them, but maybe I’m missing something.Thank you for your help AcuCommunity!

Hello Acumatica Community,I'm currently facing an issue with exporting the Acumatica Company Tree using Export Scenarios. Whenever I click on the "PREPARE" button on the Export by Scenarios screen, the system takes around 3-4 minutes to load and eventually displays a "Session Expired. Please reload the page" message. This error prevents me from successfully exporting the tree structure.Here are the steps I've followed:Configured the export scenario settings as required. Went to Export by Scenarios and Clicked on the "PREPARE" button to initiate the export process. Waited for several minutes until the error message appeared, indicating a session expiration. And system showed no data.I have tried this process multiple times, but the issue persists. It seems to be specifically related to Export Scenarios Data mapping error.I would greatly appreciate any insights, suggestions, or guidance from the community on how to resolve this issue and successfully export the Company tree using Export

I have a use case where I want to copy the value of a custom field on the SOOrder (UsrICOrigCustomerID) to the description field on the SOOrder (OrderDesc). This would only be on a particular order type (IC). Is this possible through a Business Event? 

I’m looking to remove the phone number from the customer screen via import scenario. I know how to override it, but how do I remove it? 

Building an import scenario to delete tax impact on POs - not sure which field to use on import scenario. I need to:Delete the Tax ID Remove Hold SaveHere is my current import scenario:    

Importing records like sales orders or POs.The Inventory ID MAY be valid.However, it may not be a valid inventory ID.Is there a formula or anything that checks for this, then allows you to set a default value if the one provided is invalid?Thanks!

Hello, Is Acumatica able to export to an Azure storage blob (specifically using ADLS Gen 2)? Information on whether this can be done and how would be greatly appreciated! Thanks!

Hi all, I’m trying to create an import scenario to change the ship via when an order includes an alcoholic item. I’ve created a GI to catch all the orders with the targeted items, and then have a business event setup to run every time a record is inserted into this GI. The business event then runs the import scenario. It says it’s running without errors, but the sales order ship via’s are not changing. And also, it looks like the business event is running multiple times instead of just once per record? Anyone know what I might be missing? Thanks! 

Creating an import scenario to mass update the detail section line of a group of invoices. I seem to be adding a new line rather than updating the existing one. Here’s my import scenario which is adding a new line and updating to account 40005 instead of updating the existing line. 

I am trying to create an import that will change the options on the dialog box called “Load Documents” on the AR Payments and Applications screen. I found the load options on the import and the action to select the load documents button.  However I can not find the dialog that would allow to select load Has anyone been able to import to this dialog box and load it ?  Thank you.  

Hi, I am currently trying to mass update an attribute on our project tasks, I ran a file of about 5,000 tasks, and half of them worked. Below is a screenshot of the error and the import scenario. Error: Import Scenario: Thank you,KT

We are having an issue with a business event that is supposed to update an attribute on Invoices (user-defined field).The attribute is a selector which is linked to the list of salespeople. We want to update the attribute field on invoices with the default salesperson from the invoice. So, to get it to work, we set up a business event and a schedule.However, the schedule errors out:  Please advice.  Thank you!

Hi!  I would like to upload in bulk a list of Stock Items from multiple Vendors so we can easily create POs and our buyers do not have to individually add these stock items.  I’ve tried using the import function in Vendor Price Worksheets and Vendor Inventory with no success.  I’m trying again in the Import Scenarios option, but I keep getting stuck on the Provider field.  What option should I be using?   

I have an import scenario to create sales orders from a file where I’m trying to replace special characters like 'é' and á with e and a, respectively. I’ve tried using the Replace() function but it is still populating those fields with ‘??’ instead of those replacement characters. Any idea if this is even possible with import scenarios?Example - this formula: Results in this: Where the first name from the file is José and Acumatica doesn’t seem to know what to do with that special character from the data provider.

Hi everyone,I am using Import Scenario to create Item Classes with Multiple Attributes, and this Import Scenario works: But we need those attributes to be as variant so we define each attribute category as “Variant”.  But after Preparing and Importing, it fails with the error: Can you please help how to set a multiple attribute with variant as category for Item Classes in Import Scenario? Thank you so muchPS: Some records we are importing has single attribute, others has 2, 3 or more

Where am I going wrong ?Attached is my simple 2 field Import Scenario: ContactID and OwnerID (ie. EmployeeID). Process used: Data Providers → Import Contacts from ExcelAttach Input File (attached) Reload Parameters Schema Fill Schema Objects Activate Fill Schema Fields Toggle Acitvation (To Clear All) Manually set ContactID and OwnerID (Only)    Import Scenario → Import Contacts from ExcelI get this error Any help would be greatly appreciated.Thank you