Import and Export Scenarios
Discussions Import and Export Scenatios
- 198 Topics
- 792 Replies
Hi @Naveen B , All,I have a file which contains data to update the Lot and ExpiryDate to an existing SO. The issue i am having, is the file has duplicate inventory items and Lot/Expiry dates. I don’t have any numbering system to rely on in the file. Is there something I can do in the Import Scenario to get around this issue? Sample file attached as well as existing Import Scenario.Cheers,Laura
We normally process a single AP import containing payments for multiple branch IDs. Prior to our upgrade to 2021 R1, all invoice entries would import with the appropriate cash account regardless of the branch we are in. After our upgrade, it seems the only cash accounts populating are those that are linked to the branch we are in while processing the import.Has anyone else experienced this issue?If so, can you please advise me on the best way to fix this?Thank you!Sondra
Hello, I receive the following error message when I attempt to upload an XML file to the data provider screen:My XML file I’m trying to upload is a Tree format which should be readable through Acumatica, so not sure why I’m receiving the error. Any help would be appreciated. J
I’m new to business events and was wondering if the following is even possible.I want to add a business event to take an inquiry and upload it as a new document (sales order of type TR). Not to edit an existing one, which is the use-case I keep seeing online.I’m creating Sales Orders of type TR from Purchase Order data.Here’s the hooks:The inquiry MUST have a user defined parameter (container number)I then want my user hit some kind of button to trigger the upload from the data that now exists in the inquiry.Is this possible?
When exporting a payment batch an error appears saying“The bank routing number specified for the vendor is invalid or empty. The number must be at least 8 digits. Verify the vendor’s payment settings on the Vendors (AP303000) form.”Is there a way to find out which vendor is the issue? We’re dealing with a batch of hundreds of payments and don’t have a way to easily narrow it down.
Hi,I am trying to export Project/Contract from a GI. My export scenario is not working. I keep getting a message that “Items have not been processed successfully. View name: Filter”.If I am try to export from Project/Contract screen (PM301000). Then I keep getting a message that “Items have not been processed successfully. View name: Project.”I have already tried with Reset Cache, Restart Application and republishing/unpublishing all customization. Nothing kind of helped and gets the same error.The export scenario looks like this:Any suggestions is appreciated.Thanks.
Hi @Naveen B , All, me again :-). I have created an import scenario to create Sales Orders from information in a file. The issue I am having is when the there are duplicate items for the same SO in the file. The duplicate inventory lists in the Sales Order fine however adding the Batch and Batch Expiry is where I cant get it to work.Any help appreciated. Both import scenario and file attached.Regards,Laura
I am new to Acumatica.Running an Import fails on the first row.Thanks you for any suggestions or comments you may have.If there is online link that you could point me to follow-up on my own, that’s great too. My import Scenario is attached.Thank you.-ken
Hello, I am new to Acumatica.I am building an import Scenario for the “Employee Time Activities” screen.The data is coming-in via a .CSV file (provided by an external source).The Project number is coming-in from the .CSV file non-segmented.The Project number segmented in Acumatica. (xx-xx-xxxxx). I have tried this two ways (in the .CSV file):Project number as segmented. Result: Field: Project, Value: SP-21-095, Error: 'Year' of 'Project' does not exist in the system. Project number as non-segmented. Result: error: Nullable object must have a valueWhen manually entering an Employee Time Activity record, I notice that Acumatica inserts default values the following columns: Hold, Status, Data, Time, Earning Type,Time Spent, Billable, Billable Time,and then copies values from the previous record columns: Project, Project Task, and Description.It was suggested to me that bringing in the Project number as non-segmented was preferred. Has anyone encountered the two errors (above) before?How d
Hi All, @Naveen B,I want to update the “Lot” and “Expiry” on the Sales Order from a file upload in an Import Scenario. As you remember I did something similar for updating the Shipment but cant quite get this one to work. Here is the Import Scenario so far. I get an error:-”The system failed to commit the splits row.”
I have a scenario where I need to Ship and Invoice a Sales Order via an import scenario. Occasionally I will need Qty Shipped to be different than the Qty on the Sales Order and I also will need to update the unit price on the invoice that is created. This will take 2 import scenarios because the unit price is not available on the shipment form. I have figured out how to get the shipment import scenario working. However the import scenario I have built for SO303000 is adding a new line to the invoice, not updating the existing one that matches the item. Any ideas what could be causing that?
I’ve set up the ACH Payments and that works. Now, Accounting would like to send the Vendor Reference Number in the ACH Payment, too. I found a tutorial on setting up ACH Addenda in the Export Scenario here:Modifying Acumatica ACH Export ScenariosThe problem is that their tutorial doesn’t show the entire field name for PPD_PaymentRelatedInformation_ID. On the Bills and Adjustments screen it has a field with the label Vendor Ref, but if I Inspect Element, it’s an entire different field name from the APInvoice object. In the Export Scenario they are using APPaymentApplications as the source object. I can’t find documentation anywhere for that object and it is not included in Acumatica anywhere that I can see.We’re going to being doing more ACH payments soon, so I would like to know if I’m using the right field. Right now, my field for PPD_PaymentRelatedInformation_ID is set to:=(rtrim([APPaymentApplications.VendorRef]))My gut tells me this is wrong and VendorRef isn’t a field, but I don’t
I recently ran into an issue where I’m unable to access Import Scenarios. The system throws “An item with the same key has already been added.” At me when I try to access them in any way via SM206025. Oddly enough I can navigate to them via SM206036, though I’m uncertain it’s actually in working order. This change in behaviour seems to coincide with an upgrade from 20.208.0031 to 20.218.0021. Before you go there, we’re planning an update to 2021R1 within the next month or so. What’s interesting is that I can, with great consistency, recreate an even that triggers this error…Method OneSimply make a new import scenario and add in a <Dialog Answer> and tab out of the filed and skadoosh! “An item with the same key has already been added.”Method TwoI can find an Import Scenarios for the same screen that is still accessible via SM206025 and attempt to copy/paste it into a new Import Scenario… skadoosh!Method ThreeI can find an Import Scenarios for the same screen that is still accessib
Good day, I am trying to build a import scenario to create new sale (autonumbered) orders, SO type and create ship to contact and address information for each orders. Attached the xmi file. This issue that I am having is how to generate the order number (we are set-up to using autonumbering) and the correct SO type = SO. Next is the shipping contact and ship-to address need to uncheck the override button to add this information.I am also going to have to schedule this scenario on a monthly basis.Thank you in advance for your assistance in this matter.Evan
I’m working on a new project and I could use some help with the steps I need to complete. I’m trying to automate the importing of data from an external source on a nightly basis. Here is what I have:External system exports multiple files to an FTP location on a nightly basis. I configured a data provider to connect and sync to the remote FTP location. I wrote an import scenario to import the external file.Here is my problem. I can successfully run the import scenario with a single file, but how do I do it for multiple? When I perform the “File Synchronization", I end up as multiple versions (one for each new file). How do I configure Acumatica to execute my IS nightly and to import all the new files it finds?
We set up a new cash account, mirroring a current account, but we are getting the following error message when attempting to export the payment batch into a NACHA file, “The export batch cannot be created due to invalid checkdigit for bank routing number xxxxxxxxx. Review and correct ACH setting on the Data Providers (SM206015) form.Our existing cash accounts are still processing batch payments and exporting correctly into NACHA files and because we copied the exact set up, we are at a loss for how to fix this. We have submitted a ticket to Acumatica, but no resolution as of yet.
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