Import and Export Scenarios

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.

Hi,When we are trying to upload non stock items using import scenario, error is showing as postclassid' cannot be empty. however this particular field is not empty.I will attach XML file and Excel file of template for your reference.

Hello everyone,   I am currently using the export scenario to export Excel for audit history data. However, when I clicked "Prepare and Export" in the "Export by Scenario" screen, no data was found, as shown in the figure. Export Scenario for audit history as shown in the figure1,Figure 1.There is no data found when I clicked "Prepared and Export" in "Export by Scenario" screen as shown in figure 2,Figure 2.How to do that? Do you have any advice or examples?Thanks in advance. 

Hello:Trying to programmatically update the OperationCD field on a production order operation, but getting an error that the “Another process has added the Note Record”.This operation works just fine in the UI, but not via codeI found another user with the same issue on StackOverflow, but he did not post his solution:acumatica - Another Process has added a "Note" Record(ProdDetail) in 22R1 - Stack OverflowUpon investigating the source code, it looks like Acumatica is inserting a new record into the cache instead of updating the existing record, but I can’t figure out why. Here’s the code:public class LaborEntryReorderExt : PXGraphExtension<LaborEntry> { public static bool IsActive() { return true; } public PXAction<AMBatch> RunReorder; [PXButton] [PXUIField(DisplayName = "Run Reorder")] protected void runReorder() { List<AMMTran> ammTransactionsToRelease = new List<AMMTran>();

Hi all,I am receiving this error when trying to import Contacts for CRM, has anyone seen it before?at System.Decimal..ctor(Double value) at PX.DataSync.ExcelSYProvider.<>c__DisplayClass12_1.<InternalImport>b__0(Int32 index) at PX.DataSync.PXSYBaseFileProvider.ImportRowFill(PXSYTable table, List`1 sourceColumns, Func`2 action) at PX.DataSync.ExcelSYProvider.InternalImport(PXSYTable table) at PX.DataSync.PXSYBaseFileProvider.Import(String objectName, String[] fieldNames, PXSYFilterRow[] filters, String lastTimeStamp, PXSYSyncTypes syncType) at PX.Api.SyMappingUtils.QueryProvider(SYProcess graph, SYMapping mapping, SYImportOperation operation, IList`1 sources, List`1 filters) at PX.Api.SyMappingUtils.QueryProviderForPreparedData(SYProcess graph, SYMapping mapping, SYImportOperation operation) at PX.Api.SyMappingUtils.PrepareData(SYProcess graph, SYMappingActive mapping, SYImportOperation operation, SYMappingActive updated) at PX.Api.SyMappingUtils.ProcessMapping(SYProcess grap

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 for your help! regards

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 know I got this twisted but having a rough time unraveling it. Essentially:If BAccountID = BusinessAccount(excel), then update CFOBPointID = FOBPoint(excel)Thanks for the fresh set of eyes on this!

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