Import and Export Scenarios

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: 

Hi, I have created the following Import Scenario to import the Shipment for a Sales Order. On the import, the system is auto allocating the random Serial Numbers (with the quantity) on the “Line Detail”.Import ScenarioThe Import Scenario imported the serial Numbers in the detail line but with 0 quantity and also keeping the system allocated lines.Line Details How can i remove the system allocated lines and upload the Serial Numbers as per the data in the Import.Cheers, Adeel    

Hello, I have successfully imported the stock items in my instance but the Last Cost isn’t getting updated. Below are the screenshots on the same.   Kindly let me know what mistake is being done here.Thanks.

can you check my import scenario it errors on save it works before but it errors now 

I wanted to import image of Items in mass.

hI!Does anybody know why I cant create a new row in the GL RECURRING TRANSACTION (GL203500)screen using import scenario attached? Another ‘strange thing’ is that when I selected the DAC of Batch List, it says it doesnt exist :( I dont know if that is affecting the import scenarios. Thanks!!

Hi together, i want to import Template Items with Inventory ID Segment Settings When i import the settings will be like this:   But thats here is what i need:  I hope you cabn help me with the mapping.Thanks

I have an expense receipt upload for a client that works when I import the receipts, but after you claim the receipt, it does not allow you to mass “submit the claims”. I have no approval maps needed. I tried to create an import scenario to import them as expense claims instead but I am getting an error that states the button is disabled. Save, submit, and claim are all disabled. I want an easy way for the customer to upload the expense without having to submit each one individually. Does anyone have a solution?Thanks

Hello, I’m trying to create an import scenario that can update the kit specifications for some products. I have a generic inquiry that returns the current specifications of a stock item kit. I want to add these stock components to another kit and remove this line. The issue I run into is that there may be 3 items I want to add, yet the import scenario wants to remove the existing line for each row, but it doesn’t exist for 2 of them after the first one runs. Any way to work around this?  Business Case: We have non stock kit gift boxes we sell all year. During our busy holiday season, we pre-make a bunch of these kits and use a Stock Kit as the 1 “component”. When these premade boxes run out, I want this process to automatically change the stock components of the kit back to the individual components and not the stock kit. In this example, the 60005 SKU is a Non Stock Kit. The 40005 is the Stock Kit. In the import scenario, I want it to remove the 40005 item as a component and add these

I have a large import scenario that I need to amend, to prevent any issues while I do this I would ideally like to be able to duplicate the import scenario and then rename it to something unique so I have a backup essentially.Is this possible to do? I know I can export to XML but when importing I can’t see anyway of renaming / duplicating. 

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. 

In an import scenario, is it possible to add a condition on an action row, specially the <Line Number> action?Use case:In an import scenario for sales order, the data provide has a single row per sales order. Based on a value in one of the columns, sometimes we need to create 1 line item and sometimes 2 line items.The idea would be to add a condition on the second <Line Number>, something like =iif([MyVal]=1, -1,null), where the -1 adds a row, and if the condition is not met the null will ensure no rows are added.So far, I have not been successful adding any formulas in there. Not even a single Cint() formula without conditions.  

 Hello Team,I am creating an automation where the system will automatically create Purchase Receipt type Transfer Receipt and add all the SO have the same Project ID on that transaction. However seem like the import dont work, please view my setup as below:1. I create an generic inquiry list down necessary info. You can find attachment for reference  A business event with setup group record by Project ID with an aim to create only 1 Purchase Receipt if there are multiple of SO with the same Project ID. It was raised by schedule Create an Import Scenario for create Purchase Receipt type Transfer Receipt and add all SO  As the result, the system only create Purchase Receipt and cant add Transfer order.Looking for advise from you allThanks in advance