Import and Export Scenarios

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. 

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?