Import and Export Scenarios

Is there a way to automatically export Approved Subcontracts into a folder within the files of the computer? Instead of manually moving them and marking them approved twice? 

Hi Team,Does anyone have have import scenario template to import “Bills and Adjustment” transaction to Project Transaction screen. Please help me on this. Regards,Ramya Krishna

Is there a way to specify the justification on a field in the ACH export scenario?  The bank is stating the Company Name needs to be left justified.

Hi,I have created a scenario to Create multiple PO receipts line, that scenario has been worked but unfortunately the PO Receipt quantity which I have added in the Data Sheet not updated and Original PO Qty is showing in the Receipt Qty column. I really appreciate if someone can help me to resolve this.Thanks and Regards.Kavindu

I am trying to make a really simple Import Scenario work, as it give me a really generic ErrorI am using the below import scenario to select a Bill on a Bills and Adjusments Screen, and click the PAY button to mass create payments from the Bills and Adjusment screen, the ACTION PAY is there for this, but is giving me an error. The error is as follow: 

I’ve set up the ACH Payments and that works. Now, Accounting would like to send the Vendor Reference Number in the ACH Payment, too. I found a tutorial on setting up ACH Addenda in the Export Scenario here:Modifying Acumatica ACH Export ScenariosThe problem is that their tutorial doesn’t show the entire field name for PPD_PaymentRelatedInformation_ID. On the Bills and Adjustments screen it has a field with the label Vendor Ref, but if I Inspect Element, it’s an entire different field name from the APInvoice object. In the Export Scenario they are using APPaymentApplications as the source object. I can’t find documentation anywhere for that object and it is not included in Acumatica anywhere that I can see.We’re going to being doing more ACH payments soon, so I would like to know if I’m using the right field. Right now, my field for PPD_PaymentRelatedInformation_ID is set to:=(rtrim([APPaymentApplications.VendorRef]))My gut tells me this is wrong and VendorRef isn’t a field, but I don’t

Have been trying to import an invoice into the system, but while importing it throws and error as shown below:  This error also gets triggered while I am trying to create the same invoice( Invoice Number: INV-0035) manually into the Invoices and Memos form.Whereas when I am trying to import other invoices (of different invoices numbers) the system is accepting it.Can anyone let me know the reason for this error getting triggered for this single invoice number and the resolution.Thank you in Advance.

Hi all, If I was wanting to add a new delegate to every active employee in the system, what would be the best way to do that? I don’t want to manually add the delegate to each employee profile, so I know there has to be a better way. I’m not familiar enough with import scenarios either. 

Hi, We need to create GL transaction import scenario using single line. The debit and credit lines need to represent in one line. Attached the screen shot as a reference.        RegardsNethupul  

I created an Import Scenario in 2023 R1 to create new Purchase Orders and to add line items from existing Project. Invoked the action “Add Project Items” which worked but only inserted one line item from the Project. (Refer screenshots for details). How to get the Import Scenario working to “Select All” items from the “Add Project Items” action dialog?Appreciate your help!

Hi All, the BOM segment Key has been expanded to 30 character but looks like BOM seq number is still limited 15 character. we cannot use auto numbering and manual BOM ID should be in place as we are integrating with another system. how can I get over this limitation ? in my import scenario because it cut off the BOM ID it thinks it is looping. I need to use the full capacity of 30 char… any idea suggestion is greatly appreciated. Thanks Ghazal 

I have created an Import Scenario as seen below.  The requirement is simply to correct a shipment.  In other words, the shipment is currently in a Confirmed status.  This Imp Scen needs to press the CORRECT SHIPMENT button.  When done manually, this places the shipment back into an Open status for updates.  In my Imp Scen, I am getting an error message that reads -“The Correct Shipment button is disabled.”Thoughts on what is wrong with my Scenario?Note the Data Provider is a single column with the Shipment number that needs to be corrected. 

I am trying to use an import scenario to run price recalculation on a list of Sales Orders (provider is an Excel provider).  Here is my import scenario.  If anyone has any ideas about how to do this, I would appreciate it. I’ve tried different variations of the OK button that are available in the list including <dialog answer>.  Also tried moving the OK button before the Action line.  Also tried the different Action->Recalculates that are in the list.Any help is appreciated.

Hi,A client is wanting to set up their system to automatically import data from excel files that are stored in a specific folder on their computer. They are wanting it to upload at certain intervals so that it can pick up new files when they become available.Is this possible at all through an inbuilt feature or through some kind of customisation?Kind regards,Andrew

I have an export scenario created of a GI results screen that includes the default price, cost, and qty available of stock items. However, when the export scenario is run, the CSV file that it produces includes a bunch of trailing zeroes. (Example: A default price of $1349.00 turns into 1349.000000)Is there any way to remove all of the trailing zeroes from being included in these results? The actual GI results don’t display any trailing zeroes, it only shows up in the Export Scenario. GI results: Export scenario: 

Hi all, I was wondering if somebody has best practices, potentially an Import Scenario, for mostly Mass-Deleting Items from a BOM.Mass-Adding is most likely easier as it is just identifying the BOM and Operation, yet any Best Practices would be appreciated too!I personally would go through Where Used in BOM and utilize the Line Nbr, yet the Operation nbr seems to be a little unclear. Would that be the Level?

 Hi Folks,Can anyone help me on below issue.We have created a export scenario to export the employee timecard detail, but for some reason data is being export in multiple line instead of one line. we want data to be export in 1 line in order to import in another system.   attached data provider, export scenario and data sheet for your reference.

When we set Vendors to payment method of FEDWIRE, the “Payment Instructions” are configured to collect 4 Description/Value pairs for ACH Banking Information;I am attempting to export 2 of those values in an export scenarioCan I do it as shown below by using the correct line number values?or can I set the field/action name some to:  IF DESCRIPTION = BENEFICIARY ACCOUNT NO: , output value to this column?I could use some help on figuring this out. 

Is it possible to set up file synchronization to an FTPS server? I saw this post that seems to show it as a shipped feature but I don’t see it as an option.

I want to add a new field to the ABA file. Is there anyone who knows the process?

Hi @everyone,Is there a faster way I can update all each of my stock item’s category in Acumatica? We updated our Products directly in the Bigcommerce, a lot of them have changed their category and we want to update our Acumatica.Not sure if this can be done through Import Scenario.Thanks. 

I am currently looking to create an Import Scenario where on the Shipment it would let me select the BOX ID and input the description and under that BOX ID I need to add 2 Items in the Contents of Select Package area.I created the import for this, both BOX ID’s are PALLET in my case. PALLET (Pallet #1 in this situation) will need to have two inventory Items and PALLET (Pallet #2) will have the additional two items. When I went to run the import it created four lines with BOX ID and 1 item in each package. I know there isn’t an ID to differentiate which items go into which package. How can I tell the import to put the correct item’s in their package without it creating 4 packages? Attached is my Import Scenario and Template I am using.

When I import journal transactions, I have multiple line details grouping to be one GL batch by JE number and post period. Each GL Batch has the same Post Period, but some lines within a batch have a different transaction date in the source file (I’m brining in historical SL GL batches and its common for SL Batches to span multiple dates in one batch). In Acumatica, if I bring in the post period and transaction date at the batch level, Acumatica will just default the post period that the last transaction date is in. The only way my GL batches get the proper Post Period is if all the line details share the same date, or if their dates share the same default post period as the post period I want to load. Let me know if this isn’t making any sense, but I have ran into this issue with multiple implementations and I have been trying to find a solution.Thank you!-Landry

Is there any process to checkmark old invoices as emailed or printed so we can clean up the list of Not Yet Printed and Not Yes Emailed?  Or is an integration scenario the only way to do this?  And if the integration is the only option (aside from actually printing and emailing them all), does anyone have a scenario written for this?

We normally process a single AP import containing payments for multiple branch IDs. Prior to our upgrade to 2021 R1, all invoice entries would import with the appropriate cash account regardless of the branch we are in. After our upgrade, it seems the only cash accounts populating are those that are linked to the branch we are in while processing the import.Has anyone else experienced this issue?If so, can you please advise me on the best way to fix this?Thank you!Sondra