Import and Export Scenarios

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 

Step 1: Create a Customer Price Classes (AR208000)Step 2: Prepare dataStep 3: Export to BigCommerce and I get the error “String was not recognized as a valid Boolean” 

Why my old import and export scenarios are still visible on instance where i have published my build, when I have remove it from my site map and also delete them from customization project and also manually delete the old one form UI and save it in the build which I have created.?? I have published the build on other instance with option Publish With Current. So how I can remove it from the other instance where I have published the build.???

I have a scenario i want to create to update open Production Orders. I have an XLS that has the Production order number, the Operation, the Work Center, the current Overhead Rate, and what the New Over Rate should be. I need to do this from screen AM209000. The steps would be to look up the Production Order, Place the order on Hold, and select the proper operation. next, you would have to update the Overhead factor on the Overhead tab to the “New Rate” and take it off hold save. From here you would progress to the next item on the list. Screen AM209000 Any thoughts?? 

Hi There,I have issue to import the AR opening balance in Acumatica under migrate mode. I was able to import the data from template but not able to import the transactions. I got several errors;1)Field: Amount, Value: 871.34, Error: The document is out of the balance. Field: Balance, Value: 871.34, Warning: Enter the document open balance to this box.This is initial error message I got, however the amount is tie out. It’s in the same function currency. I tried to clear the amounts to import the transactions. However, I got another error message: “The Remove Hold button is disabled. Field: Balance, Value: 0.0, Warning: Enter the document open balance to this box. Field: Project/Contract, Value: 8SB       , Warning: The customer in the selected project or contract differs from the customer in the current document.” Attached Import scenarios details. Could you help review and advise how should I adjust to complete the import? Thank you very much!

Hi All,While importing the Bank information I am getting below error. Can anyone have a solution for this issue?   

I have an issue where we import a spreadsheet of labor to create a new import. Sometimes the supervisor will accidentally add an entry that is erroneous. I want to create an approval map that sees an entry that is greater than 8 hours and stops the import and alerts a group to look at it before it is imported. IS that even possible? 

Dear Community, I am pulling my hair with this one, I am trying to import ACH information for a Client, but I am getting my import scenario not working and putting information on other rows of the ACH table. Also, the name is givinme issues, but I feel is related to the same problem as I am getting that the data does not pass validation. This is my Payment Method Details:ID Description Required Sort Order Entry Mask Validation Reg. Exp. 1 Beneficiary Account No: False     ^\d{1,17}$ 2 Beneficiary Name: False     ^([\w]|\s){0,22}$ 3 Bank Routing Number (ABA): False   000000000 ^\d{9,9}$ 4 Bank Name: False     ^([\w]|\s){0,22}$ 5 Account Type (Checking/Saving) False        attached is the import scenario, I look at the other discussion, but could not understand the solution in that one.  Thank you.

I can get the GET call working with $expand=TaxSettings but the PUT call fails Please help with updating PREmployeeAttributes. This is a detail entity for top level entity EmployeePayrollSettings. Been at it for 3 days now. Any Help would be appreciated, Novice here

Hello,We are trying to import orders from our marketplaces since we are having issues with our EDI provider.I was sent a sample import that did not work. We have branches enabled so I modified the import.Please help me with this import.Thanks

Client wants to import their payroll file from ADP and the file that ADP gives them is a GLI file.  Has anyone had success with this file or know of a reliable conversion tool to turn this file type to a CSV or Excel file?  

I need to export  Purchase order details into xml file, Can some one advice me please

Hi,I have created a customized ACH provider export scenario for bank file and our client would like to add an additional zero to the T_batch_value field, making it a 10-digit value. I have attempted to use the PadLeft formula within the export scenario, but it has not produced the desired result.For your reference, I have attached the data provider, export scenario, and schema files. I would greatly appreciate any assistance in resolving this issue. Thanks, Pankaj

Colleagues,We are having issues with importing historical activities associated with open AR Invoices. Here is our Import Scenario.When we run this import, no errors appear, and it shows that the import has been successfully processed. Could you please review the scenario and let us know what’s wrong with it?Thank you!

We are trying to do our physical inventory from an excel spreadsheet import using an import scenario but for some reason my scenario will not add another line until it gets to a location with a different ID. I’ve tried changing the orders around and playing with the commit option but I’m not having any luck. I need to use the ADD dialog box in the physical inventory review or count screen as many of our inventory lines don’t have a line at the time of PI creation.(Long explanation).   

Hello all,I have been trying to setup blank values in an Import Scenario. The requirement is mentioned in the table below.Reference Value1 (Blank row) Value2 Value 3  What kind of condition would be applied so that the system would leave the second row (blank row) as blank while enter the data in the rest of the rows? Thank you.

Hello,Not sure if there is any suggestions on the case below? I would like to update the sub account code in those open SO in system. I tried to create a new data provider & import scenario, I noticed that the information update is weird, some order with one line can be updated, some cannot, some order with multiple lines, then maybe one of them will be update or totally no update.  This is the import scenario mapping that I created. This is the import scenario mapping that I created. When I did the import scenario data update, it processed successfully. However, in the SO, it does not reflect. 

Hello all,I have been trying to import some test AR Invoice data into the system, but getting the follow error:  The Import Scenario: Have checked out the Customer Class details and the Tax Zone and Category details too. Everything has been setup as per the requirements.Kindly let me know how to resolve the error. 

I’m trying to run a basic import scenario that looks at specific opportunities and updates the owner. I know I’ve had issues before with updating an owner field on a business account, but not an opportunity. Any input? Sometimes it’s the simplest thing but I can’t figure out what would cause this...