Import and Export Scenarios
Discussions Import and Export Scenatios
- 216 Topics
- 890 Replies
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
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
Is it possible to NOT specify a default payment method for Customers? We accept account payments at the Cashier (our own POS) and they can be in several different tenders and two currencies.I know that this can be overridden when entering an Acu journal voucher but when uploading an excel file of payments those ARPAY entries where the payment method isn’t as expected throw an error. The user can go back and edit to override those errors but that’s introducing an extra step.Is a custom scenario my only workaround?
I found an article on importing purchase order receipts and set everything up as described, however I am getting an error message when running the import: Order Nbr not found. If I manually perform with the same information, I do not get the error. I am sure I am missing something, maybe someone can point me in the right direction?I have confirmed that I can select a PO and PI Line, but enter the Lot/Serial number, exp and quantity manually for multiple lots for the same PO line.Being able to do this would save us a lot of time. We have a PO receipt coming in soon that will have 100+ lines on it. Thanks in advance!Link to the article: https://www.augforums.com/forums/acumatica-import-scenarios/import-scenario-for-purchase-receipt-with-serialized-stock/
I need to have an import scenario that records the payment and applies the payment to the related invoice or invoices. I started using the one included but I am getting the error:The system failed to commit the adjustment rows.Here is a screenshot of the application section of my import. Any help would be appreciated.Thanks...coleen
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?
Hi, I’ve recently had the need to set an existing contact within an import scenario. For the mailing recipient for a form on a customer and also the contact on a Service Order. I thought I had accomplished this before using the assigned contact ID field from the contact table in the import scenario (not the actual contact name) but in both these cases, I keep getting a contact not found message in my import scenario when using the corresponding contact ID. Any ideas on what I’m missing? Is the contact ID still the correct value to use? Thanks,
I am trying to use an import scenario to run price recalculation on a list of Sales Orders (provider is an Excel provider). Here is my import scenario. If anyone has any ideas about how to do this, I would appreciate it. I’ve tried different variations of the OK button that are available in the list including <dialog answer>. Also tried moving the OK button before the Action line. Also tried the different Action->Recalculates that are in the list.Any help is appreciated.
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
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:
I have a csv file that I am using for a GL transaction import scenario. The debit and credit amounts are in one column, debits positive number, credits negative numbers. How can I get the import scenario to populate the debit and credit fields properly?thanks, coleen
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?
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 Acumatica Community,We are going down the SSO integration path and I’d love if my import scenario could work! This is the import scenario structure:Import Scenario StructureWhen I attempt to run the import, the import succeeds with less than explanatory errors:Some of the lines are marked as processed, however, the user roles look like this:I am able to manually assign the AD groups to the user roles as required one by one, but who wants to do that! Any thoughts, questions, or advice is greatly appreciated!Thanks,
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 trying to update the Vendor Inventory ID found on the Vendor Details tab of the Stock Items screen. I want to look up the record using the Vendor ID and the Purchase Unit of Measure. I’ve tried a couple of combinations thinking that the order might be important but I’m missing something.This first attempt was to populate the VendorId variable and then the Purchase UOM variable, but that didn’t work.Trying to populate custom key one field at a timeThe second attempt was to capture both search values and then apply them:Capturing values first before searching for themDo I have the search key configured incorrectly or is searching on multiple fields a challenge? I realize that I could probably create a screen on the POVendorInventory table to update the records without going through the Stock Items screen but I was hoping that there is something that I’ve missed.
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.
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
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