Import and Export Scenarios

I have an excel source file which I am trying to import into a journal transaction with a transaction date of 2022-08-11 11:31:31.770I have left the definition of my data provider field as string, in my import scenario definition I have tried various combinations of ideas from other articles most recently using =CDate(Substring([SourceTransactionDate],6,2) + '/' + Substring([SourceTransactionDate],9,2) + '/' + Substring([SourceTransactionDate],1,4))and when I run my import scenario I get the following errorAn error has occurred while the CDate(BinaryOp + (BinaryOp + (BinaryOp + (BinaryOp + (Substring(Identifier(SourceTransactionDate), Const(6), Const(2)), Const(/)), Substring(Identifier(SourceTransactionDate), Const(9), Const(2))), Const(/)), Substring(Identifier(SourceTransactionDate), Const(1), Const(4)))) function was being executed: 'String was not recognized as a valid DateTime.'Thanks in advance

I have a large group of inventory that have been assigned the wrong Sales Category. I need to delete the entry and cannot find a way to do it in mass. Does anyone know a way to accomplish this?*Goal - re-assign the correct Sales Category via import scenario.*Problem - Importing via import scenario now does add the wanted Sales Category, but it keeps the original one that needs to go away/be replaced by the correct one.*Reason - BigCommerce requires a Sales Category, originally I assigned one to all of them to get my sandbox up and running. That worked perfectly, but now we have the problem of the wrong sales category on about 60% of the BigCommerce stock inventory.How I’m importing now (working solution): 

Hello All,Screen ID CST.PO.30.20.00 is for Purchase Receipts but when you change the “Type” from “Receipt” to “Transfer Receipt” the screens visibly change but the Screen ID does not.I have created an Export Scenario and I am able to export details from the “Summary” section but info from the “Details” section are not being pulled.Any ideas why the “Details” are not being exported?   

Screenshot of Business Event status screenCurrently the Business Events screen has the “Execution Result” column -- is there a way to programmatically update that with text from the import scenario side of things?  It would be nice to have details in the log about which event fired for what batch/transactions and when. thanks 

I’ve so far not been able to determine how to import a foreign currency journal. There doesn’t appear to be a way to access the View Base/Cury button that is on the page and on the Transaction Details entity, there is only Debit Amount & Credit Amount. I’ve been able to assign the required currency, rate, type, effdt on the batch summary but I can’t get the amounts to go to the right place. I’m trying to create a journal similar to the system generated revals. So it needs to have a zero foreign amount and a manually calculated base amount. I have a GI which gives me all the required data. I just can’t import it correctly. The amounts are ending up in the foregin currency debits / credits (which need to be zero) - i want them in the base currency amounts.Has anyone had any luck doing this?

Hi everyone.Is it possible to import all my template items I created in sandbox acumatica to another acumatica? Thank you. 

Is it possible to add scanners to Acumatica to the receiving process?

Hi.  I have a import AR Payment import scenario that has both Payments and Credit Memos.  I am able to import the Payments with no issues.  The credit memo present have an error.  See the screenshotAny suggestions would be helpful.I have attached XML as wellEvan  

I am working on the ACH Payment export and keep getting a few errors. From what I can tell, this is probably because the default export scenario uses some older table names. I went through and fixed a few that I saw but the others I am not sure how to correct since the fields aren’t available in the internal fields list. Below are some of the main errors I am seeing. Does anyone have any thoughts?  

Requirement: We have an Import Scenario to import project transactions. The Sub Account value needs to be assigned from the default cost sub account set for each project. As part of the import source file, we have the project ID in the source file. Then for the that Project ID, I want the system to populate the sub-account from the default Cost Sub Account set on the project in Acumatica. Is this doable?

Dear All,I want to import AR & AP opening balance with details: Customer ID/ Vendor ID, Account, Sub Account, VAT Invoice, Date, Due Date, Debit, Credit, and Amount.Is there any import template in Acumatica that fix to this requirement?Thanks in advance!Yên Chi

Has anyone been able to export Attributes on a single line?  So one line per record.  I am only able to export attributes resulting in one per line attribute.  So if I have one record with 4 attributes I get 4 lines to export per record.  Thanks 

Hello All!We are attempting to migrate from Zoho to Acumatica, and it is easy to create export files from Zoho. But I cannot figure out how to create a proper “Import Scenario” to make it work. Can anyone help me figure this out?

I’m attempting to update all employees Default WCC Codes with an import but while building my import scenario, it doesn't give me an option as to which “Use Class Default Value” to uncheck or choose.   On my attachment, the left side shows what I’m attempting to update and the right shows my import scenario thus far..  Any ideas? 

Version: 2021R1Hello, as many of us experience, the commerce connector will only allow 1 customer class on import.  This functionality is limiting.  So I wanted to use other fields in the customer record to update the customer class (dynamically). So the intention would be: commerce connector imports customer from Shopify with Customer Class “K2TEST”. I build a GI that looks for all records with customer class “K2TEST” I create a data provider based on the Generic Inquiry noted above. I create an import scenario that uses the data provider noted above and has logic to look at an ATTRIBUTE on the customer record and map a new customer class “K2NEWCLASS” accordingly. I then schedule the import scenario to run from a Business Event or Schedule...making it AUTOMATED.This scenario works with EXCEL as the data provider, but obviously that takes manual intervention to process.  But switching to the GI gives me the following error:  1 items have not been processed successfully. View name: BAcc

Dear All,Is it possible to import excel file (Sales orders/ Shipment/ AR Invoice) by the Import Scenario function?Or there are any way to delete multiple?Thank you for your support,Yên Chi

Quick query, I have crested a very simple import scenario to bring in project transactions with the following fields which work when I enter these manually and release  Not sure why but when I prepare and then import I get an error “The Save Button is Disabled” Any ideas on what is wrong?  

Hi Everyone, I’m trying to figure out how to use an Import Scenario to modify the Sales Order Detail section. To be more specific, when we issue a warranty with a receipt line I would like to add a not to the issue lines saying, “Please include a return label”. Since this note will appear on the pick list our warehouse team will see it and can take action.Another way I thought of and would would be happy to resolve this is to use the import scenario to add a ‘return label’ non-stock line item. We could set this to $0.00 and as long as it is an ‘issue’ it should appear on the pick list. Below is what I have so far. The problem is I get this error when it tries to run, “The last error was IN Error: Unit conversion  is missing.” Looking forward to see what everyone has to say. 

Hi @vkumar, moving to a new thread. These are new SOs. 2 of the orders will have multiple items, other 2 will have 1 item. it looks like the ones with 1 items go through fine, the SO that are supposed to have 2 only go through with 1 item not both.attached is the import scenario again and a screenshot of the error. 

What methods are you using to update the data attached to an import scenario data provider?  I have a client that needs to repeat an import scenario to create requisitions.  The data source is an Excel spreadsheet and will change quite often as they start purchasing material for a project.    I also will have multiple users running the import scenario and I am trying to figure out how to avoid them stepping on or replacing each others information.

Hello Everyone,We have to exclude void payments in the batch payment screen export scenario. We have added source restriction but still void payment is included in the ACH file.How can we exclude void payment on the ACH export file? Can anyone suggest the approach?Thanks,  

Hello Everyone,I was wondering if it is possible to call up an action to save an attribute to a stock item on an export scenario (rather than an import scenario). The idea is that I would run the export scenario, it would flag the attribute on the stock item and then export the stock items. Has anyone else tried this? I have not been able to get this to work thus far.This is what the top of my export scenario looks like: 

We had an import scenario that worked in an older version of Acumatica that was used to import large volumes of projects into the system and automatically create and activate the projects.  In the older import scenario we used to force a “False” into the Hold field to trigger the activation.With the upgrade to 2021R1 and the addition of the Workflow Automation, the old import no longer works as the Hold button is gone.I have tried using both of the options below, but I get the same error on both of them.Target Object Field/Action Name Project Summary <Action: Activate Project> (Activate) Project Summary <Action: Activate Project> (Activate@Action)  Error: Object reference no set to an instance of an object.If I deactivate the line in my import scenario, the projects are created just fine, but they are “in planning.”  The error only comes when I try to activate them.  I’ve also tried updating the status field directly in the import scenario but that does nothing.Wha

Dear All,I try to import fixed assets by using template FA303000 from Import by Scenario but the Accumulated Depreciation Field and Last Depr. Period on Balance Tab didn't show anything of the imported data.Screenshot of Import by Scenario:Screenshot of fixed asset: Thank you very much!

Hi , Please assist.I need to assemble kits automatically. I have setup a business event to trigger an import Scenario. The event runs without any errors but doesn't execute the actions. I have attached a screenshot of the scenario.