Import and Export Scenarios
Discussions Import and Export Scenatios
- 412 Topics
- 1,828 Replies
Import scenario to replace default salesperson on customer account
I’m trying to create an import scenario that replaces the current default salesperson on the customer account with a new salesperson, sets the new salesperson as the default, and still works even if there is no current default salesperson assigned.This is what I have so far, but it currently only adds the new salesperson and sets them as default; I’m not sure how to remove the original default salesperson if there is one:
Hi Everyone. I need help in filtering some entities. Note, we are using Bundle B2B.1. Sales Order Export - Filter by BranchI need to only export Sales Orders in the SLC-APPL branch to BigCommerce.I have tried filtering by CurrentDocument.BranchID for Equals or Contains SLC-APPL, and even tried the underlying number associated with the branch in SQL (27 in Sandbox)Any filtering on CurrentDocument.BranchID seems to filter all orders instead of letting only SLC-APPL orders through. Since we do so many Sales Orders in different branches this makes error monitoring very difficult.Inactive Acumatica customers are exporting to BigCommerce/BundleB2B. I have run some tests on Sandbox with the entity filters and it doesn't seem to be working as intended. Thank you.
BOM Export - First Line Material ID and UOM incorrect for every assembly
When I try to export BOM, the first line of each Assembly shows the same incorrect Material Component ID and UOM; The second line on to the last line is correct; It’s only the first line, and only these two fields that are incorrect with the same incorrect value each time. I’m assuming maybe I need to use some kind of offset to fix? Any advice would be appreciated!Acumatica Job Setupoutput file from job exampleyou can see the yellow highlighted blocks are always the same item ID and UOM, but the second row on is 100% correct; Quantity on the first row is correct. This is the same for all 9,000+ BOM Assemblies exported in this report so a manual fix would be quite difficult.Any idea’s on what I’m doing wrong here?This is the form for the first item in the example, you can see what I’m expecting 001-201 item id;
Import Scenario to update Substitution List
Hello everyone, We probably have a very unique Usecase.Our client is sending Data from a separate system via .csv File and SFTP Server to Acumatica.First step for us in utilizing the data is convert a 36-digit string into a unique 4 to 5 digit value.I can use the following formula to achieve that the calculate Hashcode function for that specific case. My problem lies within running the actual Import Scenario on the Substitution List. It is always erroring out if the 36 digit value is existing already no matter how specify the settings on the Import Scenario.Either it breaks on error or does not process the remaining records due to a previous error.I might just be missing something simple, but how do I avoid erroring out while updating the Substitution List when an existing value occurs?Below is a snapshot of the Scenario: I tried Commit to the Save Action, Ignoring Errors on multiple lines etc.Not sure if it is the Substitution List screen itself that gives the Error as duplicate ente
Error importing customers
I’m having trouble importing a group of new customers to Acumatica. I’ve created a Data Provider for my Excel document with my customer info in it. I’ve created an Import Scenario to import the data. When I go to run the Import by Scenario (testing out running just the first 2 records) I get the error “2 items have not been processed successfully. View name: BAccount.”I’m at my wits end here and I’m sure there’s just something small I haven’t checked. Can someone help me? Here’s a screenshot of my error:I’m also attaching an .XML copy of my Import Scenario.
Quote Convert To Project Import Scenario
Hello, Everyone - I’m trying to automate our Quote to Project process. I’ve got the business event set up to perform an Import Scenario when a quote has been approved. The issue I’m running into is that the import scenario for converting a quote to project isn’t resulting in a project being created. For what it’s worth, I’ve been able to get the IS to not error out. See the scenario below. Any ideas?
Sales Order Import - Updating Tax Total Not working
Good day, I have success with importing the sales order however tax total is not importing. Any suggestions with updating this field. These are historical orders but hoping to get the tax total add. i do have the tax details by line itemSuggestions would be helpful. Thank you@Evan G
New BOM Revision Import to copy BOM details
When you enter a new revision name on an existing BOM it would create a new revision under the same BOM ID and would copy all the details from the BOM and original revision.I am trying to do this through an import scenario so i can upload many new revisions under an existing BOM ID.So the way i set up the import was starting by @@BOM ID so it knows not to create a new BOM, rather look for the exisating BOM and i passed in a new Revision name.So it actually worked, it created a new revision under the existing BOM ID, but it didnt copy the BOM details, it created an empty BOM.Does anyone know what i need to add to my import to also copy the details?
Mass Import/Update Files
Has anyone had any success with mass importing/updating attached files in Acumatica? Whether the solution be something native or through external tools. I would like to know what others have done to accomplish this requirement. I know the following topic deemed it as not being supported natively a year ago but I am still looking for some tool recommendations on this front that require little to no code.
Importing Multiple Service Order Types under Service Billing in Customers
Hi,I need to import about 5-6 Service Order Types in Service Billing under Customers. My import scenario is only doing one line item. Here is a screenshot below. What is the trick to importing multiple line items in one import scenario. Let me know.
Upsert (update OR insert a row) with import scenarios
Has anyone ever worked on an import scenario that requires you to do a custom search on multiple fields and insert a row if no match was found? Our goal is to work with the Sales Prices screen, and to update data based on a matching price type / price code / inventory ID / date.This is what I have so far:There are two problems with the scenario above:It will not insert a new row in the Sales Price grid if no type/code/ID/date combination exist It only works for one item, it will not work if I process multiple items from the same importI know we could also work with the Sales Prices Worksheet, but in this specific case we’re trying to make it work directly with the Sales Prices sceen.
How to mass update sales price expiration date?
I was able to mass expire sales prices, but I updated them to the incorrect expiration date. Below is my current import that only works when the expiration date is null. I need it to update the specific record IDs that have the incorrect expiration date with the correct expiration date. Any ideas?
Help on Importing New ECO
Hello, Please see below for my import scenario on importing ECO’s. It creates the ECO header but then doesn’t go on to update the existing operation description. Any help would be greatly appreciated. Import Scenario: Requirement:Create new ECO Update existing operation description on BOM indicated in header.
Import Scenario to add primary contact name not working
This seems like it should be straight forward but I’m not seeing where the issue is.I have a file with Vendor Code and a name. I’m trying to update an existing vendor record to add the name to the General → Primary Contact → Name field. The import scenario doesn’t report any issues but also isn’t updating the field - and no contact is added to the vendor. None of the vendors have a contact record at this point.I can type a first and last name into the field on the screen with no issues.Build 20.210.0044
Sequencing a Letter in ACH Export
Hello everyone,The bank we are working with requires a Batch Sequence letter. For example, if there were 5 batches exported and uploaded to their ACH portal, the first batch would have letter A, the second letter B etc. The catch is it resets every day, thus the next day if there are 6 batches, the first batch would upload again with letter A.We are using the standard Export PR Payment to ACH scenario with ACHExportProviderDL. My thoughts are to add another field to the schema which would represent the one character. The problem I am having trouble with is getting a formula to look at both the date and the batch sequence for that date. Does this seem possible to do?Thanks
Import scenario: all of zeros in front of % dropped when import
We are trying to update the “Meta Description” and the long “Description” for stock items by using import scenario. However, all of the percentage number (ie. 10%, 20%, 100%) dropped the zeros in front of the % sign after imported. For example, a description line has 20%, then it will only show 2% after the import is done; the same thing happens for 100%, only 1% left after the import. Do we have to include any special character before the % in order for the zero(s) to stay when using import scenario? Thanks...
Export AR Invoices and Memo not returning any data, please help!
This is my export scenario. I am attempting to use “Reference Number” as the key to iterate rows against, but its not returning any data at all. I need much more data out of it, but I’d like to get this part working properly so I can then focus on the rest of the configuration.Does anyone see something I’m doing wrong here? I have several other exports working fine but this one is not working the way I have it configured.
BOM Importation failure
I am trying to import bills of material via an new import scenario created as the Acumatica standard ACU BOM import one failed.From the new import scenario created based on screen AM208000 (Bills Of Material) also had the same error message as "The record was not processed because of an error during processing of the next record." and “The system failed to commit the BomOperRecords row.”How best can I resolve this issue, I have attached the Import Scenario XML file
Import Sales Orders with a Lookup
I need to look for a sales order that MAY exist or MAY NOT exist in an import scenario and the order may be accessed multiple times across different imports. If the order doesn’t exist, I need the import to start a new order.The import file has a customer reference number. This is a unique field and is my index to look for. If no match is found, I need a new order created. I thought the following commands were what I needed (ignore the highlighted line, it’s not active): I get two types of errors: If the commit box is checked on the line:Order Nbr → Customer Order NbrWhen I run the import: I get the first row to process, everything says success, but all rows are skipped except the first row. In my 5 rows of test data the PurchaseOrderNumber field alternates between Test1 and Test2. So if I run it, I get a new order with Test1 and ONE item on it (should have 3). The two rows of Test2 get ignored as do the other Test1 Rows. If I run it AGAIN, a new Sales Line is added to the order with
Importing Discounts - Need separate sequences
In attempting to import discounts with a Discount Type of “Line” and Applicable to “Customer Price Class and Item Price Class” I’m unable to get the import scenario to create separate sequences for all my combinations (i.e. Customer Price Class = 1, Item Price Class = ABC, and a single Break Point of 0 with a specific discount percentage). Each row of my source file contains just those three values. I’m hard-coding the Discount Code and hardcoding ‘<NEW>’ for the Sequence. If I activate 1 row at a time and import it, I get the desired result, which is a new sequence number for each row of my source file. But if I activate all rows in the Import by Scenario screen, the all import into a single discount sequence record. I’ll attach the Import job if anyone could take a look, but I’m guessing I’m missing something basic. Thanks for any help!
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