Import and Export Scenarios

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.  

When I try to export BOM, the first line of each Assembly shows the same incorrect Material Component ID and UOM;   The second line on to the last line is correct;  It’s only the first line, and only these two fields that are incorrect with the same incorrect value each time.  I’m assuming maybe I need to use some kind of offset to fix?  Any advice would be appreciated!Acumatica Job Setupoutput file from job exampleyou can see the yellow highlighted blocks are always the same item ID and UOM, but the second row on is 100% correct;  Quantity on the first row is correct.   This is the same for all 9,000+ BOM Assemblies exported in this report so a manual fix would be quite difficult.Any idea’s on what I’m doing wrong here?This is the form for the first item in the example, you can see what I’m expecting 001-201 item id;   

Hello everyone, We probably have a very unique Usecase.Our client is sending Data from a separate system via .csv File and SFTP Server to Acumatica.First step for us in utilizing the data is convert a 36-digit string into a unique 4 to 5 digit value.I can use the following formula to achieve that the calculate Hashcode function for that specific case. My problem lies within running the actual Import Scenario on the Substitution List. It is always erroring out if the 36 digit value is existing already no matter how specify the settings on the Import Scenario.Either it breaks on error or does not process the remaining records due to a previous error.I might just be missing something simple, but how do I avoid erroring out while updating the Substitution List when an existing value occurs?Below is a snapshot of the Scenario:  I tried Commit to the Save Action, Ignoring Errors on multiple lines etc.Not sure if it is the Substitution List screen itself that gives the Error as duplicate ente

Good day,  I have success with importing the sales order however tax total is not importing.  Any suggestions with updating this field.  These are historical orders but hoping to get the tax total add.  i do have the tax details by line itemSuggestions would be helpful. Thank you@Evan G 

When you enter a new revision name on an existing BOM it would create a new revision under the same BOM ID and would copy all the details from the BOM and original revision.I am trying to do this through an import scenario so i can upload many new revisions under an existing BOM ID.So the way i set up the import was starting by @@BOM ID so it knows not to create a new BOM, rather look for the exisating BOM and i passed in a new Revision name.So it actually worked, it created a new revision under the existing BOM ID, but it didnt copy the BOM details, it created an empty BOM.Does anyone know what i need to add to my import to also copy the details?  

Good day,I am not sure of the issue once again.  I want one order but on import is it gives multiple orders for each line on the sheet.  I guess something is wrong with scenario.Your assistance is greatly appreciated.Evan

Has anyone had any success with mass importing/updating attached files in Acumatica? Whether the solution be something native or through external tools. I would like to know what others have done to accomplish this requirement. I know the following topic deemed it as not being supported natively a year ago but I am still looking for some tool recommendations on this front that require little to no code. 

Hi,I need to import about 5-6 Service Order Types in Service Billing under Customers. My import scenario is only doing one line item. Here is a screenshot below. What is the trick to importing multiple line items in one import scenario. Let me know.     

Has anyone ever worked on an import scenario that requires you to do a custom search on multiple fields and insert a row if no match was found? Our goal is to work with the Sales Prices screen, and to update data based on a matching price type / price code / inventory ID / date.This is what I have so far:There are two problems with the scenario above:It will not insert a new row in the Sales Price grid if no type/code/ID/date combination exist It only works for one item, it will not work if I process multiple items from the same importI know we could also work with the Sales Prices Worksheet, but in this specific case we’re trying to make it work directly with the Sales Prices sceen.

I was able to mass expire sales prices, but I updated them to the incorrect expiration date. Below is my current import that only works when the expiration date is null. I need it to update the specific record IDs that have the incorrect expiration date with the correct expiration date. Any ideas? 

Hello, Please see below for my import scenario on importing ECO’s. It creates the ECO header but then doesn’t go on to update the existing operation description. Any help would be greatly appreciated. Import Scenario: Requirement:Create new ECO Update existing operation description on BOM indicated in header. 

I want to import the unique customer records using import scenario.I  want to skip the existing records & insert only non existing records.The record skip logic should be execute on “CustomerID”.