Import and Export Scenarios

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?   

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.