Import and Export Scenarios

Hello,I want to remove all NOTES from all PO lines.  I created a GI and exported to excel all PO IDs and all of their line numbers.I created a data provider with these 2 fields.I then created an import scenario to replace the notes with nothing.I can get this to work for the first PO line number without specifying the line number.  However, when I introduce lines into the scenario to select all PO lines, it throws an error like it is trying to add a line to the PO instead of simply updating the NOTES.For my @@Line Nbr. line, I don’t see the PO Line number as an available field.  The “Transactions.LineNbr” is the only line number field available in “Internal Fields”.Any suggestions? 

Has anyone imported Payroll Tax Settings from a prior system?  We’re in the process of attempting this but I’m not finding a way to do so.  We’re prepping to manually update our 200 employees if we’re unable to import. 

We are in the process of moving to 22R2 and we have created a sandbox for testing.  As part of that process we made a copy of our production DB and attached it to the sandbox for testing.  One thing that we need to do is change the S3 PROD credentials that moved with the copy to point to our Sandbox S3.  It seems that the information is locked and we cant change the configurations.  Any help would be appreciated.

I am currently writing an export scenario to write inventory part attributes to a third party SQL table I used to print product labels. I have established a connection to the table with a data provider, and can load my data in the SQL table.  However, I am struggling with the proper syntax to update an existing record.  Currently, I keep adding new rows, duplicating my table.  Does anyone have a similar solution / requirement I can speak with?

 I am trying to import a prepayment linked to a credit card payment taken online through stripe.I have an import file which is the customer, date, value, reference and preauthorisation number for the credit card payment taken online.If I manually enter the payment as a prepayment, enter the values apart from (preauthorisation number) save, then use the action “record card payment”, enter “preauthorisation number” in the “Proc. Center. Tran. Nbr.”  and save, it links the credit card payment taken online through Stripe to the acumatica transaction. When I try and import this method, it fails with “The Record Card Payment Button is disabled”could anyone have a look at the import scenario below and let me know if I’m missing anything? i am not sure if there is a timing issue between saving the record and the button being available, if so, is there a way to introduce a delay?version is 22.110.0018Thanks 

I need to import Business Accounts and Contacts from the same file. In some cases there are multiple contacts in the file, each listed on a new row with the same business account information. I am auto assigning the business account ID so I do not have a unique value for two imports. I have my import scenario setup like this, the business account is created fine but no contacts are created. What am I missing.  

Good morning, I am currently running into Issues trying to create multiple Transactions (one per line) from the Import scenario.It gives me the following Error on the second line of Processing:Another process has updated the 'INRegister' record. Your changes will be lost. I have attached the .xml file as well as a screenshot: 

Hi All,When I run the Import Scenario below, the system is creating the first kit Assembly transaction, yet giving me this error for the following (tested that it is not record-related): We do not have any customizations in place.Any ideas? Error:Error: Another process has updated the 'INRegister' record. Your changes will be lost.Stack Trace:at PX.Data.PXFirstChanceExceptionLogger.ProfilerFirstChanceException(Object o, FirstChanceExceptionEventArgs args) at PX.Data.PXProjectionAttribute.PersistUpdated(PXCache sender, Object row) at PX.Data.PXCache`1.PersistUpdated(Object row, Boolean bypassInterceptor) at PX.Data.PXCache`1.Persist(PXDBOperation operation) at PX.Data.PXGraph.Persist() at PX.Data.PXSave`1.<Handler>d__2.MoveNext() at PX.Data.PXAction`1.<Press>d__38.MoveNext() at PX.Data.PXAction`1.PressImpl(Boolean internalCall, Boolean externalCall) at PX.Objects.IN.KitAssemblyEntry.Release(PXAdapter adapter) at PX.Data.PXAction`1.RunHandler(PXAdapter adapter) at PX.Data.PXA

Good day,The below screenshot is from Import scenario that worked but shows an Error.  Has anyone run into this error or what is means.  I can run the import; it creates the shipment/invoices.  I have attached the scenarios.  I working on bring in historical data and processing through the system.   

Trying to update specific sales order lines to add a 10% discount. Which I thought would be a pretty straight forward import but I keep getting an error “View name: Documet” and I can’t figure out what in the import scenario is wrong? Can someone help me out on this one. Attached is the import scenario XML Thanks

Hi all,I am trying to change the salesperson on the sales order line via a business event and import scenarioI have looked at the topic in the link below and while the solution there works for a manually processed import scenario it will not trigger a business event (which I believe is due to joins in the GI) I have slightly modified the Import scenario form the previous solution, however the salesperson only changes on the first line, is there anyway to have the import cycle through the details of each line? Thanks,Alan

Can anyone tell me how to update an existing line via import scenario? For example, I have a software listed that I am trying to add a missing data point but every time I do it, it adds a new line (duplicate) of the software instead.

Good day,I have imported Historical sales orders from 2021; I would like to create shipments and prepare invoices and then apply payment closing the invoice in one import scenario.  i have created all the sales orders in open status.Can anyone direct me or have something they used for this scenario.Thank youEvan

Hi All,I’m trying to create an Import Scenario for importing Sales Orders SO301000 and I get the “The save button is disabled” error.My import mapping as image: File data as attached.Appreciate your advice with any missing I got.Thanks in advance,Yên Chi   

Good day,  All my import vendor and customer scenarios have changed when we upgraded to 2022 R1.  I am trying to load new vendors.  The error message BAccount is Inactive.  it is a new account. see the attached HTML Your assistance is greatly appreciated.Evan  

trying to export a GI via an export scenario so that it can be automated to be exported weekly. when I export the data directly from the GI, all of the number fields keep the number formatting in excel. When I export the GI data using the export scenario, the number fields go into excel as text format. below is one of the feilds from the GI here is the data field detail from above:=[SOLine.BaseOpenQty]*[UOM8IN.UnitRate] below are the settings on the data provider used in the export scenario  

I’m trying to import some data into bills and adjustments and its giving me the error “SuppliedbyVendorID cannot be empty” I’ve never had this before - can someone let me know what I need to look at to mitigate the issue? 

hi all, i would appreciate if anyone could assist or suggest any fixes. I am trying to check a custom bool field on a sales order split line using a business event triggered by an action off a GI.  the GI lists all allocated sales order split lines for a stock item marked as “requiring calibration” on the stock itemi check the line, actions - “Calibrate Line” which triggers a business event with an import scenario as a subscriber. the idea is to check the bow “Calibration Certificate Created” so that they don’t attempt to calibrate lines already calibrated. The event runs and fails with the entry below in the history.If i check the option in the history and “execute” the import runs successfully. If i run the import scenario as a stand alone scenario, it also is successful which points me down a route of an issue with it running as a business event from the action rather than a problem with the import scenario.  version is 2021R1 21.105.0023 any suggestions would be appreciated, import

Hi everyone, I want to export data in salespersons tab but I have a problem when I export by scenario, the field in Salesperson tab is the same the first row, I dont know what I am missing here.Pls advice me if you have any idea. Thank you.

Hello Everyone,I am working on an import scenario that adds notes to an AR invoice and if the invoice already has notes, to add a line break then the additional notes. I can get the import to work just fine with records without notes already on them however I cannot add additional notes to that record. Does anyone have a suggestion here? Maybe I need to add something after the last action? 

What format is needed to import time into a BoM? The format it exports out as, does not match up with the import. For example if you export a BoM you would get something like: 1 d 09 h 07 mIf you attempt to import that, you won’t get the same result. Anyone know how we should be importing these?

Hi All,I am looking to create an import scenario in Acumatica, all of our stock items and its details are present in quickbase. Can I create an import scenario so that Acumatica syncs with quickbase at regular intervals and updates/inserts new items produced in quickbase?How can I achieve this integration without using CSV files? Thanks

Import scenario error when trying to upload gl transactions to newly added companies with custom account numbers. I was able to import to previously added companies.  

I’ve created an import scenario based on GI results and I’d like to schedule it to Prepare and Import once a day. Is this possible?

Hi Everyone. I need help in filtering some entities. Note, we are using Bundle B2B.1. Sales Order Export - Filter by BranchI need to only export Sales Orders in the SLC-APPL branch to BigCommerce.I have tried filtering by CurrentDocument.BranchID for Equals or Contains SLC-APPL, and even tried the underlying number associated with the branch in SQL (27 in Sandbox)Any filtering on CurrentDocument.BranchID seems to filter all orders instead of letting only SLC-APPL orders through. Since we do so many Sales Orders in different branches this makes error monitoring very difficult.Inactive Acumatica customers are exporting to BigCommerce/BundleB2B. I have run some tests on Sandbox with the entity filters and it doesn't seem to be working as intended. Thank you.