Import and Export Scenarios

My specific question is linked below but just in case it was passed over because it was specific about a particular screen I thought I’d open the question up:How do I specify multiple non-key fields to locate a record in an Import Scenario?  The examples show searching for a customer by the customer name or searching for a detail line on a document by the item number but I don’t see an example when I have to use two (or potentially more) fields to locate the record that I want to update.Original question: 

Hi, I am trying to create an AR Payment (AR302000) against a completed Sales Order. I only have the customer & Sales Order number.I’m trying to use the @@ to select the row of the Documents to Apply. The Sales Order is posted to the Customer Order Nbr.field. Here are screenshots of the Import Scenario, the Payments & Application screen showing the Documents to Apply & the error message. I have tried the scenario with the commit boxes checked & unchecked  

Has anyone created an import scenario that would prepare an export scenario?  I thought it would be pretty simple, I created the import to use the export screen and the used the <action prepare> action on the mapping. But i get an error saying the prepare button is disabled

I’m still new to Acumatica and am making headway with getting our data the way we need it. When we did our initial setup, our bin locations did not get imported as the In & Out default location for items. Because of this, we have to do a lot of manual entry of stock locations. I have run an import scenario to update this information but it’s not updating. Does anyone have a setup they can share with me so I can see what I’m doing wrong. The Source field / Values below are from an already setup import. I modified and used columns in Excel that already existed. 

I am trying to import payments from a spreadsheet into the Payments and Applications. These payments are against an open Sales Order. I can do this manually but my Import Scenario results in the error mesage “The system failed to commit the SOAdjustments row.”(yes this is in the demo date, 2020r2, 20.201.0051) Thank you in advance for any assistance.BillHere is my Import Scenario: 

Hi,I want to use the replace function in an export scenario to replace the hex character 0A from the middle of a string with a blank. How would I code that in the replace statement? The field name is: Transaction Descr Thanks

Hello Everyone I am unanable to import customer invoices , I have the Error “CustomerLocationId” not found. However, all the customers have their adresses   

First time using the InStr function.  I’m simply using it within an import scenario field expression to set a checkbox field to true or false based on whether a specific character is contained within a data field in my excel spreadsheet being used as the data provider.  Seemed pretty simple, but it’s not acting at all like I’m expecting.  I’m pasting an sample of what I’m doing, I’ve been trying many different gyrations but nothing seems to be working like I would expect.  The second line is just hardcoded where it should return 0 since 2 is not in the string 1345, and then should set to checkbox to false, but it always checks the box when tested.  Maybe it doesn’t return 0 as I’m thinking?  Not sure.. Any help or suggestions would be appreciated. 

I need to create an import scenario for the Transfer Order (Sales Order) screen that will select a pre-configured template from the clipboard to load the Transfer Order detail lines.Has anyone successfully done this? 

Does any one know how to recognize the last row of an import?   I am trying to have it insert a particular account number at the end of the import to balance the GL batch. Thanks 

Hi everybody,I try to export invoices and memos and include item details. This is mapping:The problem is when export more than one invoice. All items in different invoice will duplicate first invoice.I guess it’s mapping setting issue. But I’m real new on Data Scenarios.  Does anyone know how to fix it? Thank you so much.

Hello I want to create a task when a Quote is created with for the user to follow up, i was following all from https://www.augforums.com/forums/acumatica-import-scenarios/automatic-task-creation-with-business-event-and-import-scenario/ which is working fine, when i cant find a sloution is to specfy that the start date and the due date, i

Hello, I am using a GI as the data source of a export scenario.When in GI, if I assign the schema field, then I could get the 2 place decimals as I expected.However, when run by export by scenario, I still get more than 2 place decimals, which I don’t like. How can I make the decimals become 2 places?

Hello，    I’ve read  the below link, yes, it is a  nice feature.   https://help-2020r2.acumatica.com/Help?ScreenId=ShowWiki&pageid=e2f7eaf2-17dd-4517-b06e-9d8225d27113    But I have some questions:1，Does user have to go through “incoming documents”? Or Does user have to upload original PDF using “system email” or outlook add-in?If the user has a pdf file on hand, can he upload it directly?  2,   In our business, vendor might not send invoice in single ones. He might send a pdf file with multiple invoices on it consecutively. So it is not a 1 to 1 mapping scenario, it is a 1 file mapping multiple invoices scenario, can this also be handled properly?

We noticed that some of the target fields on the example Import Scenarios (e.g. ACU Import Customers) that worked in previous versions are now broken because of the changes to the account screens.  It’s not too difficult to fix these up, but rather than reinventing the wheel I just wondered if we are missing something.

I imported the contacts - I now want to on the mail settings screens assign the contacts to the customer in mail setting - I created an import to do so but it gives me an error saying object need to be GUI has anyone had any success creating an import scenario to assign contacts to the Mailing IDs  ( want to assign contacts to mail receipients for Invoice form

I am trying to create an export scenario to a tab delimited txt file.Currently, my data provider is set to CSV, but the delimiter schema is a required field. I’m able get the data exported in the correct layout (by entering any value in this field), but I’m struggling with the “Tab” delimiter. Does anyone have any recommendations?