Import and Export Scenarios

I exported items from one tenant and am trying to import to another tenant. Item classes have all been configured the same way. I get the following error: Field: Item Class, Value: DIRECT -LABOURBEN , Error: 'Item Class' cannot be found in the system.I suspect the issue is that item class is actually “DIRECT    -LABOURBEN          ” since segmented key is 30 characters. The values exported without all the spaces, so I tried adding them in Excel before uploading file. However, when preparing data on Import by Scenario screen, values appear without spaces on the end. Acumatica removes them.Anyone know how I can resolve this? Could be wrong about the cause, open to suggestions. Below are screenshots of the import scenario configuration, error message, and value in Excel. Thanks in advance!    

Hi Acumatica Community,I have been struggling with a very simple import of a newly created attribute that has been assigned to all of my customer classes.I consistently get this error:Error: The class does not have the INFLUENCE attribute. Make sure the attribute name is correct or consider adding the attribute to the class. This is my import scenario mapping: Image continued:  This is my new attribute: Here is my attribute assigned to my customer class: Lastly, here is my data provider excel with a dummy customer: I have watched all the webinars on this and copied them exactly. I even have a similar import scenario that works for a different attribute so I am really hoping the community can help. Thank you 

I am trying to use the MS SQL Data Provider in my Import Scenario.  I am able to connect successfully (with an SA role), setup the Import Scenario - both the Fill In Schema and Schema fields work great for the SQL View. However, when I try to Import a Scenario and hit the Prepare button, I get an error that there is an Incorrect Syntax near keyword ‘AS’.  My view does not use any aliases in the field or table names, so there is not AS clause in it except in the View definition (Create View … AS ...).  Here is a sample of my view:Select ID, [Vendor ID], [Vendor Name] from ExternalVendorTblAny ideas what I can try to debug the Prepare step or other to find what I am doing wrong?Running Acumatica 2024R2 and SQL Server 2022

Hello,I get below error when trying to create prepayment from Sales order API, where the payment method is “BACS”: Direct deposit.Errors - message - An error has occurred.exceptionMessage - Inserting  'AR Payment' record raised at least one error. Please review the errors.CashAccountID: 'Cash Account' cannot be empty.exceptionType - PX.Api.ContractBased.OutcomeEntityHasErrorsExceptionThe error indicates Cash Account is missing, even though I am sending both payment method and cash account in my request. I can create payment for other payment methods, but same request doesn’t work when payment method is BACS. Are we missing any configuration at Acumatica? I found discussions on same error in the forum but the fix did not work in my case. Has anyone faced this issue, please share your inputs.TIA

I’m trying to convert a BA to a customer in the import scenario screen. I received an error that said “edit customer”.. I only had the businesss account id  and then the action to extend as customer. Can anyone tell me what I'm doing wrong?

Hi Team,In the AR module, our invoices have a "Quantity" field populated. Could you please advise how I can download the quantity data for all invoices within a specific month?I have not been able to find a download solution. Thank

I’m trying to do an import that will support updating existing records and creating new onesNew records only is pretty straight forward using the Auto Number KeyWe want to use Auto Numbering because we do not want to make the Serial Number the primary key because there are other factors down the road where the same Serial Number could be used multiple times across multiple customers/vendors, etc.  We are only importing records with a unique serial number right now.  But they will need to be updated.I’ve done some searching which seems to be involved with the concept of simulating the UI where you would use the Lookup Selector for the Reference Number and try to find a record with a matching Serial Number but I can’t get the right syntax down specifically for the Field Service Equipment FS205000The example from the training references a “CurrentCustomer” in the Source Field Value in the first line.That seems be an internal reference and I can’t quite figure out how to translate this exa

On some of the service contracts the Default cost Code field was left empty.  This is preventing our Service dept from Processing the service contracts and move them to the expired status. I what I thought was a simple import scenario to update the blank ones to add the default cost code to those missing.  I keep getting the error message of “The System failed to commit the ServiceContractRecords Row when running an import scenario” I tried unchecking the commit box as another post suggested but I am still getting the same error message.  

We need advice for this error since support is taking a while to resolve. We have templates in the Aborted sync area due to an error from the option label already in use. Just replace “Daisy” with any option label. We have 13 with this error. Does anyone know what may be causing it? We have not change connectors, nor does the import/export settings for templates been changed. We use BigCommerce for our commerce platform.Error: The option label: "Daisy" value is already used on this option.;Status: 422 Things we have tried so far:Deleted variant options in BigCommerce to reinstall from template SKU resync Delete SKU completely from BigCommerce to install with new external ID Manually resolved option in BigCommerce to mirror Acuamtica’s settings for the SKU We have not rebuilt the template in Acumatica. Please let me know what your take is, cause I am pulling at straws.

Hi there,Does anyone know how to skip the header when using “Process Export Scenarios” within the specific scenario?I am aware of the “Skip Headers” checkbox, but I’d like to make it so that the specific Export Scenario does not export with the header, as we have other Export Scenarios that require the header to be exported.For example, currently I need to select Skip Headers for this scenario, but it affects all scenarios, including scheduled ones. Thanks, 

Hey does anyone have any import scenarios that are just simple to update stock item descriptions from an excel provider? Here is what I have so far, it should just be look up the inventory item, fill in the description, and save. But for some reason, I keep getting errors saying  Error: The [InventoryCD] identifier is already used for another business account record (vendor, customer, employee, branch, company, or company group). 

I’m having a little trouble with a Project Transactions Import Scenario. I’ve tried a few variations. Some error out with View: Document and this one creates the tranaction but only writes one record in the details section (there are 22 in my sample)I have also tried the ACU version and it fails also. I know I’m missing one thing, but can’t quite place my finger on it. I’ve walked this exact transaction through manually and the system will take these fields. Any input would be greatly appreciated.  

Hello,I have an issue with an import scenario. When I try to import data, I get an error that RateDefinitionID cannot be empty.Does anyone know what may be causing this error?   

I encountered an issue during the import process. Although the history shows that 80 lines were successfully imported, when I reviewed the Non-Stock items, only 7 lines appeared. Could you kindly advise on this matter? I appreciate your guidance and support in advance.

Could someone kindly share an export scenario for ACH with Bank of America? Thank you so much.

Hello,I am importing Sales Orders.  Following the exact steps and data of my import scenario, I can manually enter the Sales Order via the standard interface.  However, my import scenario fails for any stock item that is set as a Make To Order item.  I have added a line to uncheck the Mark For Production box on the sales order line in my scenario since that is what the error message says. “The Free Stock inventory source cannot be selected because the line is marked for production or purchasing.”As a more specific test, I changed the stock item to “No Default” for “Dflt Mark For”, but left the MTO box checked.  I still get the same error.  So it must be the check box on the stock item for “Make to Order”If I uncheck the Make To Order Item box on the stock item, the sales order imports properly.I am unsure how to move past this error and any suggestions would be appreciated!Thanks!

We have a customer that uses the same inventory ID to represent multiple purchase items. When using the native create purchase order action/process the created purchase order will link the PO to the SO, but on the PO all of the lines are consolidated into a single line. This does not work for their process because the inventory ID represents multiple items on multiple SO lines with unique tran. descriptions. I created the import scenario to create the purchase order, but the 2nd import scenario to link the lines together has not been working (screenshot below). Running this import scenario does not offer an error. It shows that it successfully processed.I am able to manually link the lines using the purchase details screen, just not through an import scenario.The reason I’m using @@TranDesc is because the PO LineNbr field is missing from the Purchasing Details window. That seems to be the best unique ID in this case.  

The goal is to update the qty required or other fields on the material lines of an existing BOM using an import scenario.I am aware of using the @InventoryID as a lookup, but in our scenario  there may be multiple material lines for the same inventory id on a single operation.  These are typically non-stock items that are called out with different descriptions.  The other option I’m aware of is to lookup by line number, but we have run into issues with this too. When a BOM is edited there are sometimes gaps in the AMBomMatl.lineNbr field, whereas the <Line Number> lookup is always looking at sequential lines.  This may result in the wrong line being updated, or an error if the line number doesn’t exist.  Is there a way to retrieve the sequential line number in a GI, so that we can be sure we are editing the correct line?Any thoughts  @dennisgodsill36 or other import scenario gurus out there?Thanks in advance!Laura

I create an import scenario.  I would like to publish it so that I can add it as a screen in the site map.I want a dept to be able to use it to upload a new excel file every month from a report. I want to limit them so they can only use that import scenario.

This issue is similar to this question.  I have a business event which is triggered for certain types of orders.  When triggered, one subscriber takes the sales order data and does an import scenario to add a prepayment and assign it to the sales order.  I can get the prepayment created, but when adding the Sales Order to the prepayment I am getting an error “The system failed to commit the SOAdjustments row.” I know I am close on this - just needs a fresh eye and a tweak and I bet it will be there.  Any thoughts?Thanks!  Patrick     

I've overridden the RunCaptureActions method of the ARPaymentAfterProcessingManager and intend to add my own logic, such as FunctionA, before base.RunCaptureActions.FunctionA's logic involves adding a SOLine to the current SOOrder. I also need to modify the Applied To Order and Payment Amount fields under the Payments tab to match the added SOLine. How can I resolve this error? public class TestARPaymentAfterProcessingManager : ARPaymentAfterProcessingManager{    [PXOverride]    public override void RunCaptureActions(IBqlTable table, bool success)    {        ARPaymentEntry graph = base.CreateGraphIfNeeded(table);        FunctionA(graph, table);        base.RunCaptureActions(table, success);    } }FunctionA： //---"Another process has updated the 'SOOrder' record. Your changes will be lost."----- SOLine soLine = new SOLine(); soLine.InventoryID = item.InventoryID; soLine.OrderNbr = soOrder.OrderNbr; soLine.OrderType = soOrder.OrderType; soLine.BranchID = soOrder.BranchID; soLine.Qty = 1

Understanding TariffsTariffs are taxes on goods imported from other countries. While opinions differ on their overall effects, most experts agree that the extra costs are usually paid by the importing business. These costs are then often passed on to consumers through higher prices.Basically, tracking the effects of tariffs gives you the data you need to plan ahead, stay compliant, and avoid any nasty surprises.Foreign Trade Zone (FTZ) Warehouses or AssemblyPaying tariffs can be delayed if you import goods to assemble or use as a component of a larger system, the goods can be shipped to a Foreign Trade Zone (FTZ). There, they can be altered, used in manufacturing (within the FTZ), or even just stored until you need them.  The tariff is paid when the goods leave the FTZ.  FTZs are plentiful in the US.  You can find a directory of them in both Wikipedia and Trade & Industry Development.If goods are received into an FTZ and then shipped to a country outside the United States, the tari

Hello Community, I am working on creating a production order import scenario that links the production order to an existing sales order. I have the production order importing without issue, but no luck on getting the sales order to link. Has anyone got this to work before? Would I be better off linking to the production order from the sales order side? See below for a snippet of my import scenario. Below will import, just not link to any sales orders I have.  

On the Batch Payment screen there is an Export option that calls and Export by Scenario specified in the Payment Method for the batch.  The bank does not want a typical ACH file, they just want a comma-delimited file of the detail lines, like this:Business / Individual,Privacy,Payee,Routing Number,Account Number,Checking or Savings,Date,Dollar Amount,Credit/Debit,Note to PayeeI,P,Atomic Systems,123456789,444444444,Checking,4/19/2024,9.06,C,I,P,ABC Retailer,341256339,55555555,Checking,4/13/2024,12.45,C,Has anyone accomplished an export like this? I know that we could do it from a GI, but the customer wants to do it from the Batch Payment screen.Thank you in advance.

Hello everyone,I am trying to create an import scenario to bring in a sales order and create a prepayment on that sales order. I am able to bring in the SO just fine however the prepayment does not seem to be working. Has anyone been able to import with this button?The error that I get is: Here is how I have my import lined up: