Import and Export Scenarios

Hi,I need create a user which i want he have access to only two G.I. in the 37 total G.I. of the system, how to acheive this?I created an user who i gived ODATA role + NewRole(who have view setting in Acces by screen on these two GI). But it’s don’t work.Thanks

Hi,When importing Excel sheet into Acumatica, is it a must that the field in that excel spreadsheet be the same as those fields in  Acumatica?Am tying to import sales prospects in an excel sheet  to opportunities screen but it’s not getting through.Kindly advise, 

Hello,Importing production orders in 3 steps.1 scenario creates production order2 scenario adds operationlast scenario is to add material to the existing operations.Does anyone have a working model they can share? 

Hello,I’m trying to Import a Customer List using the out of the box import scenario.  I’m getting a “BAccount” error with the below details.  The import scenario is attached below as well.  What do I need to add or change?  Thank you!  

Hi, I am trying to import open sales order data by using the Import by Scenario in Acumatica. I am getting the error “‘CustomerID’ cannot be empty”.The CustomerID field has the Customer ID numbers, it is the column highlighted in red on the attachment.Does anyone know what may be causing this error? It is not triggering the error for a few orders listed in the second screenshot.

Hi,I want to import attached BOF file which is prospects into Acumatica. Can someone kindly advise on the suitable screen to do the import? 

Right now we use document templates when creating a service order to save time entering information into the service order.  The problem we are having is that we also have sales prices for customers and they won’t work with the document template.  I was thinking that I created a business event so that when we entered the customer and location onto the service order, it would trigger a business event that would enter the detail lines based on the service order type using an import scenario.My question is, by doing it this way, will the import scenario grab the prices from the sales prices to automatically select the correct price based on the customer.  Or will we still have the same problem as with using document templates?  Just checking to see if anyone has tried this or something similar before I spend too much time on it.Thanks,Andrew

Can someone explain how I would limit an export to only pull in the information for the 300 accounts on my data provider? I’m using the company name as the key and in return am trying to export the IDs. 

I need to mass update CORVEN the Expiry date from 31/12/2025 to 23/3/2023, but after I have set the import scenario, the first line info change. could someone advise how can I only change the expiry date?before importafter import below is the formula of import scenario I set. 

Hi , I am importing BOM and Its works and no error however it is not saving the Cost. the valuation method IS FIFO on these items. how do I get the cost in the BOM pls?ThanksGhazal 

When using Edge some reports will print to excel out of Acumatica and some won’t.  Any thoughts on why this is?  The excel icon spins and then stops like the report is done, but nothing pops up to open.  Again, only on some reports - example: account summary to excel does not workCurrent work around: Log into Acumatica under Chrome and then print the report to excel

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