Import and Export Scenarios

I've setup a generic inquiry linking requests, employees & user tables.  The GI has 5 output fields (Request Order Number, Request Employee ID, Request Department ID, Employee AcctName & User Email).  I have verified that the GI generates all the proper output.I then linked that GI to a business event with a Record Insert trigger.  I want this to trigger every time a new purchase request is submitted.  I have verified that the BE triggers properly when a new purchase request is submitted.I then setup the BE to kick off an import scenario.  When I go to setup the import scenario, I only see 2 fields available as source fields (order number & description).  I have verified that the screen ID for my GI is the same screen ID as the provider for the import scenario.The part I completely don't understand is that my GI doesn't include the description field.  The initial GI I created only had those 2 fields, but I added additional fields.  It is almost as if it has latched onto the

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? 

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 created an import scenario for importing records into custom form called Packaging Options. I encounter an error which I have attached.  

I have created an import scenario for importing records into custom form called Packaging Options. I encounter an error which I have attached.  

I’m trying to update the Vendor Inventory ID found on the Vendor Details tab of the Stock Items screen. I want to look up the record using the Vendor ID and the Purchase Unit of Measure. I’ve tried a couple of combinations thinking that the order might be important but I’m missing something.This first attempt was to populate the VendorId variable and then the Purchase UOM variable, but that didn’t work.Trying to populate custom key one field at a timeThe second attempt was to capture both search values and then apply them:Capturing values first before searching for themDo I have the search key configured incorrectly or is searching on multiple fields a challenge?  I realize that I could probably create a screen on the POVendorInventory table to update the records without going through the Stock Items screen but I was hoping that there is something that I’ve missed.

Hi, I’ve recently had the need to set an existing contact within an import scenario.  For the mailing recipient for a form on a customer and also the contact on a Service Order.  I thought I had accomplished this before using the assigned contact ID field from the contact table in the import scenario (not the actual contact name) but in both these cases, I keep getting a contact not found message in my import scenario when using the corresponding contact ID.  Any ideas on what I’m missing?  Is the contact ID still the correct value to use?  Thanks,

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

Hello, I wrote an import scenario to update the vendor and item number.  I have attached the xml.  Everything else works fine.  What is the correct mapping.  Thank yoiuEvan  

Hello,I am trying to import historical invoices into Acumatica using the out-of-the-box ACU Import AR Invoices import scenario. My file has a column for total tax which I tried to map to the tax total field on the invoice header. After running the import scenario, the invoices are created but the tax total remains 0. I suspect this is because the field is greyed out/disabled on the invoice entry screen. I tried to enable the field using both the ASPX editor and by setting the Enabled property of the PXUIField attribute in code. Neither of these worked, the field is still disabled. Does anyone know how to enable the tax total field, or have had success importing tax amounts for historical invoices?

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

Hello--I am very new to Acumatica, and am looking for advise on the best way to export records to an external system. Lets use the example of Customer data. I would like to export an XML containing every customer field of every record, and do this every time a record is added or updated to the Customer screen.Export scenarios - This works, and exports the data I would like, however I cannot figure out how to trigger this upon record update/creation, only on a schedule. Further, I cannot figure out how to export this file without manually downloading it and moving it to my external system. Sending this data via HTTP POST request would be better, for instance. Business Events - This can be triggered via record update/creation, but I cannot add an export scenario as a subscriber, only an import scenario.  Like i said, I am very new here, so any direction at all would be greatly appreciated. 

Does anyone know how or have documentation on how to use the <Action: New Vendor> on import scenario for Bill and Adjustment screen 

I have an AP Approval map configured, and using an import scenario to bring the AP transactions into Acumatica. Is there a way to have the imported transaction be imported with a status of Balanced and not go through the approval process?  The transactions are approved manually prior to the import. Thanks,Coleen

Anyone using Dell Boomi to integrate Acumatica data? I would like to know your experience. Specifically how your connecting Boomi to Acumatica for data extraction and importation.

Good afternoon,I have a couple of basic questions; Change the class on item  Change/replace the existing description to a new one Add Alternate vendors and part numbers to the stock item profile Add weight and volume Add MSRP Add a data to a bunch of attributes..I would like to do this in one import scenario.  Does anyone have template?  Or possible can lead me to how to update the class and description.  Add alternate vendors/parts is missing something?  Attached is the sample/test file.  Below is screen of the beginning scenario.Your assistance is greatly appreciated.

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.    

I'm using <Action: Create Service Order> (createServiceOrder) in an Import Scenario with the Cases (CR.30.60.00) screen selected. Running it through a Generic Inquiry that is fired by a Business Event. I'm getting "Create Service Order Button is Disabled" when it is triggered, and I can't figure out why. I've also tried the <Action: Create Service Order> (createServiceOrder@Action) in case that made a difference, but got the same result. Any ideas?Thanks for any consideration.

We have a customer who has a large quantity of recurring sales orders. Customers reorder the same items on a weekly/monthly/quarterly schedule. They would like to be able to have these recurring orders generated automatically.Today, they’re using quotes as templates for the various recurring customer orders and when it’s time to create an actually sales order, they use the “Copy Order” action to copy the quote to a new sales order.They would like to automate that process.I’d like to use a Business Event to automatically copy the quote to a new sales order through an import scenario.I see that there’s a Field/Action in the import scenario screen for that action, but I don’t know how the rest of the import scenario lines need to be configured to support that function.Has anyone had success with this? 

I am trying to create in import scenario to terminate customer contracts because of an integration with Salesforce. Find below the import scenario definition. The excel file behind this import scenario is detailed below:When I run the import scenario, the process fails. No much information is provided. Only says that were not able to process. Any clues? 

We have been provided various templates for getting our master files and data into the system but I do not have templates for the project\task import or project history details. Can someone point me in the right direction to find those?

The Process Orders screen can be used to ‘create shipments’ but not ‘create receipts’. So I put together a business event and import scenario to trigger the <Action: Create Receipt> (CreateShimentReceipt) but am running into issues with the dialog box. Any ideas on how to populate a multi field dialog box? 

Good day,  I am trying to update a “specific attribute”  Every time, I do an import the data is uploaded to the first attribute on the stock item record.  The attribute id = PIMID.  I am not sure why the mapping is working importing the data to the correct ID.  See below,  

Hi , @Naveen B ,I need to create an import using the Sales Order Process screen.  The file upload in the Import Scenario will contain the Order Number.  I want to use the Sales Order Process screen to  “Prepare Invoice”. Any help appreciated.Cheers,Laura 

Hi,I am trying to create an Import that does the following in one Import Scenario:-takes the Sales Order no. from a file (SO Type = SR) creates the Shipment Receipt from the SR confirms the Shipment Receipt creates the Credit Memo and releases the Credit MemoI have attached where I am at currently but I cant seem to find “CreateShipmentReceipt”.The import Scenario I have tried to date is attached.Any help appreciated.Thanks,Laura