Import and Export Scenarios

I am trying to Import AR Payments and Applying Document details of Invoice type. The Error is getting as  “Error: The system failed to commit the Adjustments row.”Following Import  scenario steps are written.  

Went live with Acumatica this year.  Unfortunately default 1099 box for many vendors was set up incorrectly and there are now 4000 AP Bill lines that need to be updated.  This is a SaaS environment so don’t have direct access to database.  If I knew the correct tables to update (APTran, others) I could write a SQL update customization to update to correct 1099 box.  Second option that I’ve been struggling with is an Import Scenario to update the AP lines.  It seemed this should be easy.  Pass the AP Type, Ref Nbr and then the Line Nbr and update the box to ‘7’.  It seems to only work on lines that are line nbr 1.  But even single line AP Bills don’t always have line number 1.  Might have single line AP Bill and the line nbr is 4.  Doesn’t update in that case.  Am I missing something obvious?  

I wanted to reset or re program the locations because we are no longer using bin locations, they informed me it was impossible to eliminate them completely so they were going to make them inactive, and add the new updated locations and make those active. But even after changing the location to ONE SPECIFIC on every stock item it is still showing this error. Also caused an error when creating sales orders, so now I have both the old location and new locations active. 

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

Hi!Could someone help me to understand why this Import Scenario is showing me an Customer ID error and also validate the mapping? I want to import SO with the OrderNbr that the Numbering sequence is giving and with various lines per each SO.The next image is the import by scenario screen with the error: And this is the Mapping screen for the import: Attach to this post is the XML.Thank you for your help!

Hi,I have created import scenario to import invoces and line items, when i execute prepare and import action for each record from excel a new invoice is created.In the excel there is only one invoice with 53 line items. But when import is done 53 invoices are getting created.Following is the image shot of the Import Scenario i have created.  Let me know what is the wrong in the above scenario.

Hi,I have two or more tenants in the same instance and i want to get the data from one data updated into another tenant not replaced, I don’t want to use sanpshot shot option as that will replace the tenat data.I want to insert the data so that old data remain intact.Do import scenario or generic enquiry serve the purpose. 

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 

Hello, @vkumar , @Naveen B  I have an American date format in an excel file that needs to be uploaded into MYOB Adv.  The format is like so ‘20231231’ (i.e. YYYMMDD).  How can I convert this to an AUD format in the Import Scenario?Regards,Laura

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

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