Import and Export Scenarios
Discussions Import and Export Scenatios
- 215 Topics
- 881 Replies
Hi! I would like to upload in bulk a list of Stock Items from multiple Vendors so we can easily create POs and our buyers do not have to individually add these stock items. I’ve tried using the import function in Vendor Price Worksheets and Vendor Inventory with no success. I’m trying again in the Import Scenarios option, but I keep getting stuck on the Provider field. What option should I be using?
I’m trying to create a bank extract file (similar to an ACH export) that has one header, summary payment records and invoice detail records. This works perfectly when I have one payment, even when I have multiple invoices paid by that payment. Attached file 1 has desired results.When I have multiple payments, the payment records are mostly correct, but the invoice detail is not. See File 2.I’ve also attached my export format file and the exported XML from the Export Scenario.All help is greatly appreciated.
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Is there a way I can store a value in a variable while running an import scenario? I have a situation that would easily be solved if I could store a value temporarily and then use that value later in my steps to store in a field and/or to use it in a logic statement.
Hey there, We’re working on migrating to Acumatica. We uploaded our stock items, but the move to new system has been delayed, and the data is outdated. I’d like to just mass delete the records, and do a fresh upload, rather than go and update 100’s of products. How do I mass delete records? Deleting 10,000 products one at a time would take a long time. Thank you!
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?
I have been able to create an import scenario to save credit memos, but I cannot apply the credit memo to an invoice.I get a message“An error occurred during processing of the field Reference Nbr.: Error: 'Reference Nbr.' cannot be found in the system.”even through I am able to apply other credit memos to that invoice.Any ideas?
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.
I get the following error when I try to prepare the import of stock items via an import scenario I created. Value was either too large or too small for a Decimal The file I need to import is about 23k rows. I copied the first 14 rows from the original file with the same headers and those 14 prepared and imported just fine. I think it has to be some sort of formatting error but I cannot figure it out. Has anyone else had this issue and was able to resolve it? Thanks,Jess
Hi, I am trying to mass change the customer IDs via an import scenario. This works if run one on record selected at a time but it does not process if all records are selected. If I turn on Parallel processing than about 700 records process. I am not sure why.Any ideas?
I’ve been asked to bring in some historical/static data from a legacy system for a new Acumatica customer. Going to be using it for reference only via GIs I figure if needed. Some of it is quite detailed, many fields, etc. I was going to create and load new Acumatica tables to hold the data and then I realized to use the import scenarios I need a screen name. For my purposes, I don’t' need a screen necessarily. Is there anyway in Acumatica to load data directly into a table from a file, the files at the moment are given to me as tab delimited text files, without having a screen in Acumatica? I’m not a SQL expert, but I’m presuming the tables could be loaded directly via SQL commands, but wondering if I’m missing something..
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.
hi all, i would appreciate if anyone could assist or suggest any fixes. I am trying to check a custom bool field on a sales order split line using a business event triggered by an action off a GI. the GI lists all allocated sales order split lines for a stock item marked as “requiring calibration” on the stock itemi check the line, actions - “Calibrate Line” which triggers a business event with an import scenario as a subscriber. the idea is to check the bow “Calibration Certificate Created” so that they don’t attempt to calibrate lines already calibrated. The event runs and fails with the entry below in the history.If i check the option in the history and “execute” the import runs successfully. If i run the import scenario as a stand alone scenario, it also is successful which points me down a route of an issue with it running as a business event from the action rather than a problem with the import scenario. version is 2021R1 21.105.0023 any suggestions would be appreciated, import
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).
We have a business event/import scenario that is creating service orders from cases, but because we are not clicking Actions > Create Service Order from the case itself, the newly created service order does not link back to the case it originated from. I looked at similar import scenario threads that linked other documents together, such as tasks and activities and took that approach with service orders, but it didn’t work. Is this possible without customization?
I have created an Export Scenario that uses a GI. My GI gives me the results I need, but the Export By Scenario screen will not output any results. I have followed the I100 course instructions, but am obviously missing something. Any help would be much appreciated. Here’s my GIThis is my output, as expected.This is my Data ProviderThis is the export scenarioA CSV file exports with no results, only the header row. What am I missing?
There is a lot of documentation and training around non-XML data providers but not very much around XML data providers. The documentation and examples don’t feel very clear around what can be done before custom development is required.To create this XML file going out, can I use the existing XML data provider or will I have to create my own? (There are more elements but this example shows the deepest elements and entities.)<?xml version="1.0" standalone="no"?><File PmtRecCount="7" PmtRecTotal="7000.00"> <PmtRec PmtCrDr="C" PmtMethod="CHK"> <Message MsgType="CHK"> <MsgText>Check Memo~35</MsgText> </Message> <Check> <ChkNum>1234567890</ChkNum> <ChkDocNum>CR9999CL9999WS9999</ChkDocNum> <DeliveryCode>100</DeliveryCode> </Check> <OrgnrParty> <Name> <Name1>ABC Company~60</Name1> </Name> <PostAddr> <
I have a business event that has a subscriber that is an Import Scenario. The GI that the Business Event uses has a few formulas in the results grid. When designing the import scenario, all you can see for GI result grid lines that are formulas is something like “=[POReceiptLine_Formula5b2e0f32d4304e46852164172e23dab5]”. Other than trial and error, does anyone know how to tell what the result grid line is?For example, the business event creates an inventory adjustment based on a GI that looks at PO Receipt Lines. I have several formulas in the GI results grid. One formula is multiplying the ReceiptQty by an attribute, and I gave it a Caption of “Ext. Cost”. However, when I go into the business event subscriber’s import scenario to map that GI results grid line to the Adjustment’s Extended Cost field I don’t see “Ext Cost”, I just see the formula ID’s. I know I could put the formula in the Import Scenario, but if something in the formula needs to be modified I want to do it by mod
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
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