Import and Export Scenarios

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 

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. The provider and provider object look good… but I think my mapping is off.I want the mapping to be if “Inventory ID = InventoryCD, then replace the value in General → Unit of Measure Base Unit with the value

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 values isn’t fixing the issue.  Any help would be greatly appreciated. 

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?The modified ACH Schema with Entry / Addenda count highlightedExample # 1 Bank requirements for {=TotalCount:-8:0}Example # 2 Bank requirements for {=TotalCount:-8:0} 

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