Import and Export Scenarios

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...

I am trying build a conditional switch if the status of the project-task is not ‘Active’ then Activate it via <Action: Transition>.However, my I cannot seems to get the right value for [Task.Status]. I tried using ‘A’ and ‘Active’ but neither seems to be working. any suggestion would be greatly appreciated! thank you!    Possible Value for Project-Task Status:D = In PlanningA = ActiveC = CanceledF = Completed  

Hi,I created a xml data provider to get xml export for the purchase orders.Then I need to pass purchase order number when getting the export from export from scenario as a parameter.Is it possible to pass a parameter into export scenario.

Short time listener… First time Caller…Going Live 3-31-23 with VERY SIMPLE business requirements.Import Scenario: Leads is our ONLY data conversion.Getting Provider object 'Template' is not found. error.Any suggestions ?

Hi everyone, I am very new to Acumatica. I am trying to do the import scenario (Quick Check), does anyone know what’s the error?  Category Trace Message Error: 8 items have not been processed successfully. View name: Document. Stack Trace at PX.Api.SyMappingUtils.ImportData(SYProcess graph, SYMappingActive mapping, SYImportOperation operation, SYMappingActive updated) at PX.Api.SyMappingUtils.ProcessMapping(SYProcess graph, SYMappingActive mapping, SYImportOperation operation) at PX.Api.SYImportProcessSingle.<>c__DisplayClass67_0.<PerformOperation>b__0() at PX.Concurrency.CancellationIgnorantExtensions.RunWithCancellationViaThreadAbort(Action method, CancellationToken cancellationToken) at PX.Concurrency.CancellationIgnorantExtensions.<>c__DisplayClass1_0.<ToCancellationViaThreadAbort>b__0(CancellationToken cancellationToken) at PX.Concurrency.Internal.PXLongOperationPars.PopAndRunDelegate(CancellationToken cancellation

Hello,I am trying to update 8000 stock item’s posting class and item class.I am getting this error message. Please confirm if you want to update current Item settings with the Inventory Class defaults. Original settings will be preserved otherwise.Based on the error message I think I need to add an action after the inventory ID.Screen shot of <Actions: > 

I want to export the Sales orders data as xml. I went through the I100 Integration Scenarios 2022 R2 training guide also. But i could not find a way to export as xml. Can you please give me a guide to accomplish this task? Thank you.

Hi,we are trying to uupload customers in to the system with the use of Readily Available Import Scenario, but there are few errors are ocurring while upload the customer. Appreciate your help to solve this. Error showing as follows,‘Error: 'Legal Name' cannot be empty. Error: 'Customer Class' cannot be empty. Error: 'Cash Discount Account' cannot be empty. Error: 'Cash Discount Sub.' cannot be empty. Error: 'Statement Type' cannot be empty. Error: 'Statement Cycle ID' cannot be empty. Error: 'Account Name' cannot be empty.’ Also will attach XML file for your refernce.