Import and Export Scenarios

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

Hi , @Naveen B, is it possible to create the Sales Order and do the Quick process all in the one Import Scenario?so using the attached Scenario,  I’d need to somehow create all lines prior to the “Process Order”.If not I can do separate scenario but would be cool if I could do all in one :-).  @Naveen B could probably do it :-). Thanks in Advance.Laura 

Hi All, @Naveen B,  My client has a file containing a Shipment Nbr that already exists in Advanced.  They want the Shipment Nbr to be picked up from the file using an import scenario and “Confirm Shipment”.  I have the following Import Scenario which Error’s so far. Any help appreciated.Laura  

We are building an integration between Salesforce and the Customer Contracts.We have export scenario created that we would like to feed back the last billing date and next billing date, but are receiving the error message below-Any help would be greatly appreciated! 

Hi All,Looking for a resource that will explain the ins and outs of an import scenario. Specifically where the data is being pulled from to generate the different fields and how they interact with them. Hope here is to gain an understanding to create my own.Thanks!Andrew-

Hi, I am trying to use the “Quick Process” in an import scenario.  I am uploading a file with the SO number.  From this SO I then want to use the “Quick Process” to raise the Shipment/confirm the shipment and create the invoice.  I am unable to get this to work. Import Scenario attached.Has anyone used this successfuly?  

Hi, Im trying to import a XML file, which cant be read properly by the system.However, im able to get a column with the data I need, but they are ordered row wise.  The column is named “td”, and I would like to get data from specified rows. Do someone know how i can map this row wise? Below is a printscreen from the import scenario. The source field is column “td”, but is it possible to map this to a spesific row? Like “td” row 10. I have tried “td10”, but it seems not to work.  

I'm trying to change the default customer location by setting to default a different location using Import scenario