Import and Export Scenarios
Discussions Import and Export Scenatios
- 251 Topics
- 1,116 Replies
I am attempting to import Bill of Materials into Acumatica. The BOMs have Operations and Materials. Sometimes the Operation has materials and sometimes it is not needed. It is not a required field in Acumatica. However, the import is saying the inventory is required. Any ideas on how I could make the Material Inventory ID not required, but will add it if needed?
Import scenario to release a kit assembly works when run manually, but returns an error when the scenario is automated
We have an import scenario based on a Generic Inquiry data provider to automate the release of Kit Assemblies. When the import scenario is run manually (from the Import by Scenario screen SM206036) it works perfectly and releases the Kit Assembly as expected.However, when it is run using the “Prepare and Import” option from the Process Import Scenarios screen SM206035, the Release step returns an Error: Another process has updated the ‘INRegister’ record. Your changes will be lost.We have narrowed down the issue to the ‘Release’ action. In the screenshot below the update to the Description field is successful. We have tried with and without the ‘Save’ operation. We also tried creating the Assembly and releasing it in a single import scenario but received the same error message there as well.In our test example there is only a single record returned by the Generic Inquiry, so it must be somehow conflicting with itself. There seem to be two different versions of the release action o
Hello Everyone,I am working on a SO Import and ideally I would like to have the least amount of lines possible on the sales order. For instance, let’s say my data provider has 8 lines for a cheeseburger, is it possible to combine those 8 lines into one?For instance combine the asparagus and cheeseburger lines into one:
I wanted to reset or re program the locations because we are no longer using bin locations, they informed me it was impossible to eliminate them completely so they were going to make them inactive, and add the new updated locations and make those active. But even after changing the location to ONE SPECIFIC on every stock item it is still showing this error. Also caused an error when creating sales orders, so now I have both the old location and new locations active.
We would like to export data, such as vendors or customers, to excel the exact same way we imported the records - ie. using the same data provider. Is there an easy way to flip our import scenarios to be export scenarios without rebuilding them all?Is there anything I am missing here that might make this process easier? Thank you!!
I’m trying to create an import scenario that will trigger the “Create Quote” button on the opportunity record.I’ve tried placing the dialoges in a few different spots and using opportunity summary for the <Dialog Answer>. No luck yet.Thanks for the help,Matt
What methods are you using to update the data attached to an import scenario data provider? I have a client that needs to repeat an import scenario to create requisitions. The data source is an Excel spreadsheet and will change quite often as they start purchasing material for a project. I also will have multiple users running the import scenario and I am trying to figure out how to avoid them stepping on or replacing each others information.
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
We are on site at a large client who asked us to import their credit card profile ids for Repay. Repay has gone to great lengths to help and Zac has been tireless but we ultimately hit a wall.Our current scenario works perfectly for exactly 1 record. When we run the scenario, all the records are shown as imported successfully, but only the last one is actually saved. It almost seems like we need a pause to allow the Repay integration to catch up. Does such a command exist?
Hello,Looking for assistance on importing compliance details to update vendor profiles. I have been able to import them into Acumatica however, the compliance management screen captured the details instead. How do I get to update the vendors as the file imports.
We have configured an Import Scenario which works when it is executed from the Import by Scenario screen. When we try to process it from the Process Import Scenarios screen it does not work. Clicking the Process button with either the Prepare option or the Prepare and Import options simply does nothing. Neither the Status nor the Number of Records changes, even though there should be data to process.I tried to process a different Import Scenario as a test and that also did not work.Any idea what could be going on?Trace:9/14/2022 3:57:13 PM Information:SELECT TOP (13) [Customer_BAccount].[BAccountID] AS [Customer_BAccountID], [Customer_BAccount].[AcctCD] AS [Customer_AcctCD], [Customer_Customer].[CustomerClassID] AS [Customer_CustomerClassID], [Customer_Customer].[TermsID] AS [Customer_TermsID], [Customer_Customer].[CuryID] AS [Customer_CuryID], [Customer_Customer].[CreditLimit] AS [Customer_CreditLimit], [Customer_BAccount].[Status] AS [Customer_Status], [Customer_BAccount].[AcctName
Why is a simple attempt to add an external reference no to an existing Sales Order via an import scenario failing?
I have set up many import scenarios before without problems. Those have mainly been on Customer and Inventory Item records though.I am trying to import line items into an existing sales order on SO.This failed with an error so in narrowing down the cause I tried to do the simplest thing I could think of. Adding an external reference to the sales order. I tested to see if I could do it manually and I can but if I try via the import scenario I get the error:1 items have not been processed successfully. View name: Document.The only thing in my import scenario is as below: The order no exists and the import scenario is using the same order number.I can’t understand why this is failing. Does anyone have any ideas? Thanks, Phil
We are currently using the DocuSign integration, however, we find the workflow and click requirements to be extremely tedious and excessive. We are using it to send out rental contracts (through the Sales Order screen and form) to be signed by our customers. The form we send to be signed changes very little between customers, yet we still have to manually edit every form being sent through DocuSign to place the signature lines and initial lines on the document. There is apparently no way to create a template? It takes as long, or longer in some cases, to prepare the DocuSign document than it does to prepare the Sales Order. It should take almost no clicks or time to prepare the document for signature. It should be, at most, a toggle button to say “Send DocuSign” or “Require Signature” or something along those lines. A copy of the “signed” document does NOT get attached to the Sales Order automatically and there is no way to track the DocuSign envelope status from within Acumatica. It a
Hi. I have a import AR Payment import scenario that has both Payments and Credit Memos. I am able to import the Payments with no issues. The credit memo present have an error. See the screenshotAny suggestions would be helpful.I have attached XML as wellEvan
I am new to Acumatica.Running an Import fails on the first row.Thanks you for any suggestions or comments you may have.If there is online link that you could point me to follow-up on my own, that’s great too. My import Scenario is attached.Thank you.-ken
Good day,The attached import scenario indicates that the operation is complete. No errors. When I run, the import does not show any errors but it does not update the fields on the sheet.I am perplexed. Usually it is an error with the mapping. Any advice would be greatly appreicated.Thank you@Evan G
Good,Has anyone used an import scenario to cancel open shipment. Or can someone direct me how to cancel them in mass. I have 300-400 open shipments that need to be cancelled or at least an item on the shipment needs to be cancelled. Your assistance is greatly appreciated.@Evan G
Hello everybody,I have a question about the import scenario, why the <action: release> at the end of the scenario doesn’t work? I would like to use the scenario bellow to import some Vendor invoices. In the source provider, I mapped the vendor code, the GL account, subaccount, amount, etc, and the batch reference as key field to distinguish different batches.When I use the <action: save> (Action: Enregistrer) as the last action, which is proposed by default, everthing is going fine, I got different batches imported, detailed lines reassembled as I wished by the batch references, and in status “balanced”.But when I tried the <action: release> instead of <action: save>, things go wrong, and I don’t know how to fixe it. It imports always only the first line, and on the second line I got the error message: “ the release button is not available”, no matter I checked or not the “commit” case. It would be really kind of you, If you have some ideas of where would be
Hi,Client would like to import the data from Salesforce into Acumatica. They have file attachments in the Opportunities and Accounts records in Salesforce and would like to get them imported into Acumatica when we import the data using the import scenario with Data provide type "Salesforce Sync". How can we bring those attachments using Import scenario or is there any other optional available? Many ThanksAdeel Ahmed
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