Import and Export Scenarios

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

I am attempting to import Bill of Materials into Acumatica. The BOMs have Operations and Materials. Sometimes the Operation has materials and sometimes it is not needed. It is not a required field in Acumatica. However, the import is saying the inventory is required. Any ideas on how I could make the Material Inventory ID not required, but will add it if needed?   

I have an import scenario triggering from a business event that will update a field on the SO Line but am getting the following error message.  Does anyone know what would cause this?  I suspect it is something with passing in the line number that needs to be updated but I’ve tried it various different ways and get the same error.  

I have an Business Event looking for record changes in a simple Generic Inquiry, with an Import Scenario as the Subscriber.  The intent was to record both the current and previous values with the Import Scenario.  Having to choose either the Results or PreviousResults as the Provider Object seems to prevent access to the other.  Is there a way to accomplish this?

I have defined user defined fields (User defined Field Tab) on Invoice and Memo screen and  How can I import the data in the using import scenario

Simple Question: Trying to learn how to Import Employees into Acumatica.  I have all the employees in Excel with all the necessary scenarios that I need. The only field that is mandatory is First and Last name, and Employee ID, User name, and email address. I have all that information in Excel but I am not sure how to upload all the employees into Acumatica. I know how to enter 1 by 1 but that is taking too long. Can anyone guide me on how to tackle this task?

​Hi Everyone, I am trying to create an import scenario to input Amount Paid in the Payments and Applications form (AR302000) and I get “the save button is disabled error”. I followed my mapping manually and yet I am able to save.This is my scenario:I unchecked reference Nbr. Commit because otherwise, I would get “Error: 'Reference Nbr.' cannot be found in the system.”This is my data:Then I shrunk it down to 1 row because I suspect the error is caused by the payment amount command.I also tried to swap the Payment Amount command with Action: set Payment Amount to Applied documents and moved it up and down in the mapping order, to no avail.If anyone knows what I am missing, it would be great. Choenho​

Good day, see the attached SO import.  I have used it before and it worked to have one order with multiple lines items.  Now the scenario is importing one order per one line item.  The original file contents have changed; I did use the same columns remapping them.Any suggestions;  I have orders with multiple lines.Thank you 

Good day,The attached import scenario indicates that the operation is complete.  No errors.  When I run, the import does not show any errors but it does not update the fields on the sheet.I am perplexed.  Usually it is an error with the mapping. Any advice would be greatly appreicated.Thank you@Evan G 

Good afternoon,We are beginning to process AR in ACU. For our high volume customers I am thinking the best way to do this is via import scenarios. I know next to nothing on import scenarios but understand they can be a very powerful tool once understood. For context, one remittance may include hundreds, or even thousands of lines that are a combination of AR invoice amounts and deductions against those invoices and cash discounts. I am wondering if I will be able to create one upload that addresses each of these to net me the correct cash deposit amounts. Or am I going to have to process the payments in one screen and the Credit memos in another and then apply the two together? 

I’d like to do a similar thing in a couple of places, but right now I have a Business Event that fires whenever I make an inventory Transfer.  That Business Event then triggers an Import Scenario that reads the lines from the Transfer and creates a Project Transaction (in this case, it creates a transaction with two lines, as I need to update the “From” Project/Task and the “To” Project/Task). My problem is I get a new Project Transaction for every line on the Transfer.  Ideally I’d like to have a 1:1 correlation between the underlying Transfer and my created Project Transaction. Is this doable?  I guess I’m essentially trying to loop/iterate within the import scenario.  But because I need to create two lines from every input line, I’m not sure how to make it work. Import Scenario looks like this: Thanks!-Matt

I have a flat excel file data provider which I am using to create GL journal transactions.Each of the various GL journals that exist with in the file have a batch number and related line numbers value 1 to x. Line numbers reset to 1 when the next batch number is hit from the data provider file.On each of the respective line 1 entries are attributes that I want to store in User Defined Fields that I have added to the Journal Transactions screen. The attribute fields are empty when line number <> 1.Currently I have been unable to prevent overwriting (effectively clearing out) the user defined field values that are populated from line 1 with the blanks that exist in lines 2 to x.I have tried various instances formulae with IsNull, IIf and target restrictions of IsEmpty but have not yet been able to figure this out.Any ideas please?Thanks in advance.