Import and Export Scenarios

On vendor payment instructions is there a way to distinguish between a checking and savings account? The NACHA file format requires us to distinguish the difference on the ACH Text file uploaded to our bank. Currently we are manually changing this for specified vendors. In our previous software we had a field “Bank Account Type” to distinguish the difference. Can this be added on the next release? 

Hello,I have created an import scenario to import multiple events. The import completes successfully, however, the related entity is never picked up.Attached is a screenshot of my import scenario. Any help would be greatly appreciated. 

Hi,I’m trying to figure out how to update a field using another field. In the Integration manual there is an example, using a fixed piece of text to do this, but I need to be more dynamic. My example is taking the Transaction Description in Import Bank Transactions and updating that into Ext. Ref. Nbr. Below is what I have so far, but it won’t do anything, so I know I’ve got the syntax incorrect. Has anyone done this in the past?  

I’m working on a migration project from Sage to Acumatica.  I was asked to write an import scenario to load older AR Invoices.  As I write the script, I manually walk through the steps to see how it interacts with the data entry form.  When I get to the detail section and try to add an inventory item, I see that only non-stock items are displaying in my lookup.  All my imported items are finished goods, so I’m getting errors for my import.  I’m not familiar at all on how the inventory items were imported, but where/what would I look for to allow finished goods to show up?

I have reports and dashboards that rely upon an Opportunity Stage being set to Won (along with the Opportunity Status) when the Opportunity is Won.  I have hundreds of opportunities that did not end up this way.  To change the Stage, I have to reopen the Opportunity, change the Stage, and Close as Won.  Easy enough to do with an Import Scenario, but I really need to preserve the original Closing Date.  Seems resetting the Business Date for each line of the import would do this for me if possible.  Very open to alternatives (we are hosted).

Hi thereCan someone please guide me as to how we can export our price lists with images to Excel?Thanks so muchTania

Hello all, thanks for taking the time to read my post.I am trying to import an email address into the Customers / Mailing Settings / Mailing ID - Email account field using an import scenario.I have developed an export scenario to try and find the relevant field and have had no luck finding it.And finally here is my Import Scenario - which I would like to put the new email address into.Can anybody help out with how I populate the Email above as it does not seem to have this field on the selection.Any suggestions would be very welcome - so thanks in advance !CheersJohn

Hi everyone, I have an issue with an import process, i want to know is anybody else has this kind of behavior and is there any solution or proposal to fix it??!! So, import tests were done on two different environments, the test was about import file of 874 lines (using import scenarios), the first on a local instance and the second one is on the test environment on a SaaS instance where we used the license that activates the multi-threading option, the following data are the tests results: For the first local testing phase, we notice that the processing time exceeds the 2 hours of processing, whether for processing with or without parallelization, moreover the difference between the two timings is not significant - Processing with parallel treatment option (On): 2h 16m 47s.- Processing without parallel treatment option (Off): 2h 20m 15s. For the second test phase in a SaaS environment, the processing time is faster than on a local machine, but that the difference between the two timin

Hi guys,  I want to export allocations report. I can’t find any related report or GI. I tried to create a new data scenarios to export those data. the mapping is below. But it’s empty when I run it. Dose anyone has any suggestion? Thank you.  

I have imported a few hundred projects as active with active tasks for an audit (long story), and now would like to run an import to close out the tasks and project.  However, it is duplicating the existing projects instead of modifying.Is there a way to use the Import by Scenario to modify as such, so I don’t have to assign these to techs to close out one by one?

I have a need to delete the Global cross-reference for many Stock Items in our system in order to get our Printed Forms to use the correct customer or vendor cross-reference (all cross-references appear in the Alternate ID field on the Sales Order and I can’t figure out how to get Report Designer to determine which is which without bringing tons of DACs).  I need to delete those Global one’s at the bottom.  Super simple to do manually.  I have an Excel sheet data provider with all the Stock ID’s, Aternate ID, and Alternate Type.  I’ve tried Keys, Custom Keys with @@ format, Line Number tricks.  The documentation says after finding the record with a key (tried both <Key: AlternateID> and <Key:AlternateType>), the summary Target Object must be selected to use the Action: Delete. Unfortunately with most of the scenarios I’ve tried there isn’t a useful error message either.  Anyone have any tips on how to accomplish this.  I think a method that works would be useful in the futu

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?