Import and Export Scenarios

Good day all. I need to create an import scenario to do 3 task,or it can be 3 import scenarios one for each type of file. i need to import in mass, this 3 Excel File(containing 300 bills) Pdf File (300 invoices -pdf files, the same that are listed on the exel file) XML File (300 invoices -pdf files, the same that are listed on the exel file) From an exel file, import an amount of invoices into Payables Attach a PDF File an XML file into each of the invoices imported from the excel file. i have the exel scenario already working to import my invoices, but i need to upload to each invoice a PDF file(its the invoice pdf from my vendor) and an XML file containing the same information but its in XML because its requested that way by our mexican goverment agency. the 3 type of files need to be imported in mass.is it possible to do this? thanks f

Under the SHIPPING tab in a sales order is a Shipment Date. This field is called SOOrder.ShipDate. I need to run an import scenario where I check it’s value against the inbound value. I would expect this to be Document.ShipDate, but that isn’t a valid field name. How do we check the Ship Date’s current value against the inbound value? 

Good day,I have used this exact import scenario for payments and credits without issue.  If fact, I just used it for a Payment before using it for a Credit Memo.I haven’t changed anything.  Can you please diagnose the issue and let me know or what changes are needed? Thank you.  (This import is needs to work regularly.  It is for a big customer.  It if frustrating on the inconsistency) I appreciate your assistance always

Hi All, I am unable to find the reason behind this error. I enter the supplier manually and no issues but when I try to import with the bare minimum infor I still get this error ! what is it complaining about? thanks for your help in advance and I have attached the XML file I am using. Ghazal 

When exporting a payment batch an error appears saying“The bank routing number specified for the vendor is invalid or empty. The number must be at least 8 digits.  Verify the vendor’s payment settings on the Vendors (AP303000) form.”Is there a way to find out which vendor is the issue?  We’re dealing with a batch of hundreds of payments and don’t have a way to easily narrow it down.  

Hi all,In Business Accounts/Customers there is a shipping tab > FOBPoint. We would like this to automatically default to a specific location, but I think that requires a DAC extension (beyond my skill level at this point). For now, I was going to do an import scenario to update all accounts based on our preferred default in an excel file. So I created the data provider (excel), then my import scenario.In Import by Scenario, I hit prepare, and everything appears ok w/ the data provider because after ‘PREPARE’ the screen reports the proper number of records and displays the proper fields. After hitting import however, the IMPORT processes but then errors out.Here’s my import scenario:

I tried to update Sales Order Detail Open Qty by import  Scenarios. It shows “unit conversion is missing error" .Could someone give me any hints? Thanks for your help 

I’ve been asked to bring in some historical/static data from a legacy system for a new Acumatica customer.  Going to be using it for reference only via GIs I figure if needed.  Some of it is quite detailed, many fields, etc.  I was going to create and load new Acumatica tables to hold the data and then I realized to use the import scenarios I need a screen name.  For my purposes, I don’t' need a screen necessarily.  Is there anyway in Acumatica to load data directly into a table from a file, the files at the moment are given to me as tab delimited text files, without having a screen in Acumatica?   I’m not a SQL expert, but I’m presuming the tables could be loaded directly via SQL commands, but wondering if I’m missing something..

I’m trying to create a bank extract file (similar to an ACH export) that has one header, summary payment records and invoice detail records. This works perfectly when I have one payment, even when I have multiple invoices paid by that payment. Attached file 1 has desired results.When I have multiple payments, the payment records are mostly correct, but the invoice detail is not. See File 2.I’ve also attached my export format file and the exported XML from the Export Scenario.All help is greatly appreciated.

Hi all, This is my first import scenario and I’m missing something simple but fundamental. We’re transitioning to MRP shortly and need to do a mass update of many different screens. One of the things that will need to be updated is our units of measure need to be consolidated. As a test in our sandbox, I exported all items (421) with the Base UOM of EACH, and I would like to update it to EACH* (an easy identifier that I can switch back).I’ve set my data provider and import scenario, and when I prepare and import in import by scenario it processes and I see a green pop up that everything was successful. However, when I go into stock items I see that the Base UOM field has not been updated. Here are my screens: The spreadsheet is .xlsx with one sheet/tab named ‘Data’ and two columns. 

We generate a new PO every 2 weeks for a non-ingredient item and I am trying to have Acumatica auto generate a PO every two weeks for our receiving team to receive to. I haven’t found any Business Event documentation or videos for PO’s. Do I need to create it with Import Scenarios? Has anyone had success creating this type of auto- recurring PO’s? Mike

Hi,I am trying to import GL transactions using the import scenario. No matter what I try I keep getting a me3ssage that the batch is out of balance. Here is a screen shot of my data. Any idea where I am going wrong? TIA  

Hi, I'm a beginner and we are in integration phase of Acu in our company.I created a GI and an Export Scenario for this GI.I would like for specific line of my GI (EG: Lines IF InventoryID contain 'ABC2'), to export the row twice time(duplicate this GI ROW into my excel export).I think i should try it with "Service Command" , may be <LineNumber>?How to do that? Do you have an advice or examples?  Thank you in advance and sorry for my english!

Hi All,Is there anyone know how to export Unit Conversion if it has 2 lines?I use Export Scenario function and add a line =Every on mapping but it don't work.Thanks in advance!

Hello,I am trying to import attributes for stock items in the fields Model # and UPC. I have not done this type of import so I need a little help. I am trying to import into these two Attributes I have created. Here is a screen shot of my mapping.Attached is a .xml export of of import scenario. Here is the error message I get:One or more Attributes are not valid. An attempt to commit a bypassed row Thanks

My issue is when using the export feature the table fills with empty values. So, we get these gaps of information. I tired making a line of code to cancel the line entry if the value was null but it doesn’t seem to be working. This causes a different problem where the table is only populated with one or two entries. The bottom code is  =IIF([ItemCode]<>null, '',  '<Action: Cancel>')I think it may have something to do with the restrictions but not sure on what exactly. Even trying to add a restriction to not pull empty

Hi All,I have apps I made particularly in Appsheet. There are data from some transactions I want to connect with, like from SO, the client, their orders, etc. Is that possible?Thank you for any information or ideas!

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We have setup the ACH payments. They work great. I found this helpful guide on adding Addenda information to the ACH Data Provider / Export. When I export the file, my bank flags errors regarding the count of entries and addendums. I have attached a copy of the modified ACH Schema from the data provider - “Example_ACH_Schema.txt”. See picture below.In the File Control Record (or File Trailer Record) section of the ACH file you can see 3 parameters - “Count”, “BlockCount”, and “TotalCount”. The first two parameters are coming across correctly. The third parameter is not counting the added Addendum as a section.  Has anyone else had a similar problem when adding an Addenda?

I am trying to add payment instructions to a vendor using FEDWIREBA. However, I keep getting the error message below. I don’t notice anything wrong in my payment method setup. How can I correct or bypass this? I did have to modify the ACH Export File and created a copy. See attachments. Let me know. Thanks. This is for version 2022 R1. @FrancesPantelidakis24   

Good day,@Naveen Boga - Acumatica Superstar.I am trying to Create One create memo with one transaction line and apply multiple invoices on the memo so the balance will be closed on the invoice.  Attached is my Scenario.  I am getting the Value Parameter Key Can not be null.  (New to me.)Any assistance would greatly appreciated.Thank you@Evan G  

Hello,I want to remove all NOTES from all PO lines.  I created a GI and exported to excel all PO IDs and all of their line numbers.I created a data provider with these 2 fields.I then created an import scenario to replace the notes with nothing.I can get this to work for the first PO line number without specifying the line number.  However, when I introduce lines into the scenario to select all PO lines, it throws an error like it is trying to add a line to the PO instead of simply updating the NOTES.For my @@Line Nbr. line, I don’t see the PO Line number as an available field.  The “Transactions.LineNbr” is the only line number field available in “Internal Fields”.Any suggestions?

Has anyone imported Payroll Tax Settings from a prior system?  We’re in the process of attempting this but I’m not finding a way to do so.  We’re prepping to manually update our 200 employees if we’re unable to import. 

We are in the process of moving to 22R2 and we have created a sandbox for testing.  As part of that process we made a copy of our production DB and attached it to the sandbox for testing.  One thing that we need to do is change the S3 PROD credentials that moved with the copy to point to our Sandbox S3.  It seems that the information is locked and we cant change the configurations.  Any help would be appreciated.

I am currently writing an export scenario to write inventory part attributes to a third party SQL table I used to print product labels. I have established a connection to the table with a data provider, and can load my data in the SQL table.  However, I am struggling with the proper syntax to update an existing record.  Currently, I keep adding new rows, duplicating my table.  Does anyone have a similar solution / requirement I can speak with?