Import and Export Scenarios

This seems like it should be straight forward but I’m not seeing where the issue is.I have a file with Vendor Code and a name.  I’m trying to update an existing vendor record to add the name to the General → Primary Contact → Name field.  The import scenario doesn’t report any issues but also isn’t updating the field - and no contact is added to the vendor. None of the vendors have a contact record at this point.I can type a first and last name into the field on the screen with no issues.Build 20.210.0044

 Error. Inventory not found in import by scenario while uploading AR invoices, But System has the same inventory under stock item.  

Hello everyone,The bank we are working with requires a Batch Sequence letter. For example, if there were 5 batches exported and uploaded to their ACH portal, the first batch would have letter A, the second letter B etc. The catch is it resets every day, thus the next day if there are 6 batches, the first batch would upload again with letter A.We are using the standard Export PR Payment to ACH scenario with ACHExportProviderDL. My thoughts are to add another field to the schema which would represent the one character. The problem I am having trouble with is getting a formula to look at both the date and the batch sequence for that date. Does this seem possible to do?Thanks

We are trying to update the “Meta Description” and the long “Description” for stock items by using import scenario.  However, all of the percentage number (ie. 10%, 20%, 100%) dropped the zeros in front of the % sign after imported.  For example, a description line has 20%, then it will only show 2% after the import is done; the same thing happens for 100%, only 1% left after the import.  Do we have to include any special character before the % in order for the zero(s) to stay when using import scenario?  Thanks...

This is my export scenario.   I am attempting to use “Reference Number” as the key to iterate rows against, but its not returning any data at all.  I need much more data out of it, but I’d like to get this part working properly so I can then focus on the rest of the configuration.Does anyone see something I’m doing wrong here?  I have several other exports working fine but this one is not working the way I have it configured.

I am trying to import bills of material via an new import scenario  created as the Acumatica standard ACU BOM import one failed.From the new import scenario created based on screen AM208000 (Bills Of Material) also had the same error message as "The record was not processed because of an error during processing of the next record." and “The system failed to commit the BomOperRecords row.”How best can I resolve this issue, I have attached the Import Scenario XML file

I need to look for a sales order that MAY exist or MAY NOT exist in an import scenario and the order may be accessed multiple times across different imports. If the order doesn’t exist, I need the import to start a new order.The import file has a customer reference number. This is a unique field and is my index to look for. If no match is found, I need a new order created. I thought the following commands were what I needed (ignore the highlighted line, it’s not active):   I get two types of errors: If the commit box is checked on the line:Order Nbr → Customer Order NbrWhen I run the import: I get the first row to process, everything says success, but all rows are skipped except the first row. In my 5 rows of test data the PurchaseOrderNumber field alternates between Test1 and Test2. So if I run it, I get a new order with Test1 and ONE item on it (should have 3). The two rows of Test2 get ignored as do the other Test1 Rows. If I run it AGAIN, a new Sales Line is added to the order with

In attempting to import discounts with a Discount Type of “Line” and Applicable to “Customer Price Class and Item Price Class” I’m unable to get the import scenario to create separate sequences for all my combinations (i.e. Customer Price Class = 1, Item Price Class = ABC, and a single Break Point of 0 with a specific discount percentage).  Each row of my source file contains just those three values.  I’m hard-coding the Discount Code and hardcoding ‘<NEW>’ for the Sequence.  If I activate 1 row at a time and import it, I get the desired result, which is a new sequence number for each row of my source file.  But if I activate all rows in the Import by Scenario screen, the all import into a single discount sequence record.  I’ll attach the Import job if anyone could take a look, but I’m guessing I’m missing something basic.  Thanks for any help!

Good day,I am trying to update the Product Category Attribute on Closed Cases.  It worked for one case but others are failed.  i also used the same scenario to update the Product item; it worked perfectly for case product .  The attribute is an open text field. Thank you in advance for your support.Evan  

Howdy all,Looking for some input on an import scenario that isn't updating a Base Price UOM value at the Item Class level (even though that’s the mission of this import scenario)The import scenario appears to run successfully but the data are not updated.The business mission is to update the Item Class Base/Sale/Purchase UOM values to match a specific Item Base UOM value. In the screenshot you can see that the goal is to update the Item Class that starts with "350MISC" such that its Item Class Base/Sale/Purchase UOM values are set to "LB" rather than "EA".The screen shows that the import was successful but the Item Class UOM values are not being updated.What’s a good way to troubleshoot when the scenario returns a successful result, but the field isn’t updated?  Also, maybe this import scenario is too abbreviated and perhaps this is the root cause: Any pointers would be great. 

Hello everybody,Acumatica provides us a such a useful feature as snapshot creation.Working with multiple customers in many cases we have to create full snapshots from large production databases.Is there any way to create such snapshots within certain period of time, say for the last week?The following post Custom Snapshots Configuration describes *.esc XML configuration files that can be used to do that for a limited number of tables, but how can we do that for a whole database? Thank you!

 Hello team,According to above screenshot,Required to add “Import User from Salesforce”  in Salesforce Sync so can anyone help me to out from this situation  Thank you in advance.

Good Day, I’m looking for a bit of help to explain when Exporting my Generic Inquiry to MS SQL Server [PX.DataSync.MSSqlSYProvider] In the Data Providers Screen I noticed in the Parameters section I can Populate a Value for LastModifiedDateColumn and CreatedDateColumn.  Has anyone received any documentation on how to use this so that they can get these columns to fill in and what information might need to be added where to get Acumatica to stamp records in the MS SQL target table with the expected information when a record is CREATED or MODIFIED.

Hi all, I set up the file synchronization to the FTP server as below. Currently the file name received on FTP server includes a date time tag, e.g. "STOCKEXPORT_2022_08_11_14_31_46.csv". Is it possible to remove the data tag and keep the file name as "STOCKEXPORT.csv" which is the file attached to the data provider. I haven’t selected anything in Export File Naming Format field and thought it would not add anything to the export file name, but it seems to still add a date tag.  Thank you.  

Is there a way to upload a journal entry so that each line item has a different transaction date?  We are running into issues reconcile our banks due to the auto-match feature not working because our uploads are outside the date range.  We pull sales data out of our POS and upload once a week.  The header is currently dated for the Sunday of each week, but the line item are related to each day during the previous week.  I’d like each line item to have a transaction date that matches the date of sale from the POS.  Is this possible?

Good day,One day, I wish these errors were more specific.  I have an BAccount identification error on the attached import scenario.  it seems straightforward; update the general information; credit terms, currency Id and the salesperson for the Main location.  Does not seem to work.  it worked for one record.Any assistance would be greatly appreciated.Thank you@Evan G 

Anyone have a template (export scenario and data provider) to export employees and employee payroll settings that I can use?  Struggling to get this out of a test database.  

Hi Guys, I am having a problem on import scenario, i am trying to create an import scenario that can delete all the files on our Test Tenant, is there a way i can mass delete all the files.

Good day.Another import scenario issue.  See the attached.  The scenario creates the contact with no issue; which is pretty good.  However, the contact created does not link to the Business Account/Customer ID.  I tried a number fixes but nothing seems to work.Any suggestions or changes you can recommend.  i would not like to assign them manually.I appreciate this group’s assistance very much. @Evan G 

I am having this error on Import for POs, trying my best but still error is there. I have a few “=iif([PO Line Status]='Canceled', TRUE, NULL)” that may be causing this issue, but according to me those are correct.Let me know if somebody have had this issue before, or maybe I need to open ticket.Thank you community.

Good day,I am have trouble getting started writing an import scenario for the attached file.  The file contains support cases that were imported via an integration with an empty subject.  I want to update the case summary subject.  The cases are closed.  Does anyone have an import scenario to update the case subject?  I am thinking that i need an action to open the case, update the subject and then close the case.  Any assistance would be helpful.Thank you

Hello,I have a short import scenario to load NOTES into existing BOMs.The import scenario says all the records processed, but there are no notes on the BOMs.I only have 6 BOMS as I am testing this process.Any thoughts? 

Hello,I have a short import scenario to load NOTES into existing BOMs.The import scenario says all the records processed, but there are no notes on the BOMs.I only have 6 BOMS as I am testing this process.Any thoughts? 

I have AP Aging Report in excel file. How and where do I go to upload that report in Acumatica? I have not uploaded a report before and I am trying to upload that for one of the companies. Where in Acumatica I can go and Upload AP and AR aging report?

Good day!I managed to import AP Bill with type=bill successfully using Import by Scenario. But those with type=debit adj. ,system shows warning message below. Any advice?