Import and Export Scenarios

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?   

I need to change the SO line SalespersonID on multiple sales orders via import scenario. However, I’m not sure where to affect that field in the import scenario under “Line Details” as I would expect.I have a list of order numbers and their order types along with the new salesperson ID. Any thoughts on how to set this up via import scenario?

I have a batch payment export and want to update a note field when the export has run.  When I prepare without the update line it works fine.  If I add the update line nothing is prepared and the field is updated as expected.  Seems I can’t do both at the same time?  

I found an article on importing purchase order receipts and set everything up as described, however I am getting an error message when running the import: Order Nbr not found.  If I manually perform with the same information, I do not get the error.  I am sure I am missing something, maybe someone can point me in the right direction?I have confirmed that I can select a PO and PI Line, but enter the Lot/Serial number, exp and quantity manually for multiple lots for the same PO line.Being able to do this would save us a lot of time.  We have a PO receipt coming in soon that will have 100+ lines on it.  Thanks in advance!Link to the article: https://www.augforums.com/forums/acumatica-import-scenarios/import-scenario-for-purchase-receipt-with-serialized-stock/

Hi,Client would like to import the data from Salesforce into Acumatica. They have file attachments in the Opportunities and Accounts records in Salesforce and would like to get them imported into Acumatica when we import the data using the import scenario with Data provide type "Salesforce Sync". How can we bring those attachments using Import scenario or is there any other optional available? Many ThanksAdeel Ahmed

Good day,Is it possible to use a UDF/attribute on the stock item in an import scenario to add lines to a Sales Invoice using import scenarios?We’re entering some sale agreements with a third-party retailer, who will sell our products in their stores and then send us a sales report of the items sold. Unfortunately, they are unable to use our Inventory IDs in their sales reports, so we would need to find a way to generate sales invoices whereby we can use the third party’s item identifier to look up which stock item should be used to import the invoice.This would likely be similar to the idea of using e.g. @@InventoryID, etc. on the usual imports, but in this case, we would need to select which stock item to use by looking at the attribute value.Any assistance is highly appreciated.

Hi,Attempting to mass update the following fields as part of a initial implementation, but receiving the below error that the Warehouse Locations cannot be found, yet they are present in the Warehouse list.  I am new to Acumatica and learning as I am going, but wondering if there is something obvious that I am missing to cause the error.     IMPORT SCENARIO: ERROR: Field: Default Issue From, Value: SS-07-R4-S4-B1 , Error: 'Default Issue From' cannot be found in the system. Field: Default Receipt To, Value: SS-07-R4-S4-B1 , Error: 'Default Receipt To' cannot be found in the system. 

I am getting an error that says I cannot have the same customer id and vendor id during import.  Some customers and vendors have the same id.  Why is this an error or is there a setting to allow this? IS - customer 1 has a code of ADV001 and vendor 1 has a code of ADV001.  No relationship between customer and vendor.  Thanks,Nirav S.

Hi,I am trying to import in project quotes and getting an issue I can't seem to resolve any help will be appreciated.Autonumbering is turned on for Projects  and turned off for Project Quotes (as migrating old quotes need to keep old numbers)Import scenario as below:The quotes import in with no issues or errors, when I try to submit a project quote, that’s been imported and was the first record to be created it works no issues.If I try to submit any other quotes that have been imported I get the following errorError: Updating  'Project Quote' record raised at least one error. Please review the errors.Before I try and submit it has <NEW> in the Project ID as I would expectAfter I click SubmitIf I go back into the quote it has <new> back in the project ID field but still will not submit.The Trace showsError: Updating  'Project Quote' record raised at least one error. Please review the errors.'New Project ID' cannot be empty. I have tried to import the quotes in a different or

Good,Has anyone used an import scenario to cancel open shipment.  Or can someone direct me how to cancel them in mass.  I have 300-400 open shipments that need to be cancelled or at least an item on the shipment needs to be cancelled.  Your assistance is greatly appreciated.@Evan G 

how do I export an import scenario to xml? 

HI,I have prepared the Import Scenario to create bill payment document and then relate the bill document it, the bill payment document is getting created but the bill is not getting related or added and the error returned is Error: The system failed to commit the Adjustments row.I have attached herewith the xml file of import scenario.

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I get the following error when I try to prepare the import of stock items via an import scenario I created.   Value was either too large or too small for a Decimal The file I need to import is about 23k rows.  I copied the first 14 rows from the original file with the same headers and those 14 prepared and imported just fine.  I think it has to be some sort of formatting error but I cannot figure it out.  Has anyone else had this issue and was able to resolve it? Thanks,Jess

Hello everybody,I have a question about the import scenario, why the <action: release> at the end of the scenario doesn’t work?  I would like to use the scenario bellow to import some Vendor invoices.  In the source provider, I mapped the vendor code, the GL account, subaccount, amount, etc, and the batch reference as key field to distinguish different batches.When I use the <action: save> (Action: Enregistrer) as the last action, which is proposed by default, everthing is going fine, I got different batches imported, detailed lines reassembled as I wished by the batch references, and in status “balanced”.But when I tried the <action: release> instead of <action: save>, things go wrong, and I don’t know how to fixe it.  It imports always only the first line, and on the second line I got the error message: “ the release button is not available”, no matter I checked or not the “commit” case. It would be really kind of you, If you have some ideas of where would be