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Project Transactions

  • October 18, 2024
  • 5 replies
  • 151 views
J
Jr Varsity II
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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. 

 

Best answer by Laura03

Hello,

Please add Reference number field to the Transaction Summary section of your Import Scenario. In this case where you are importing only one transaction batch/group with many lines, you may hard-code the Reference number (like =’9999’) or you may copy the same reference number down one column of your Excel and map Ref. Number to your Excel Ref. Number column.

Rule of thumb:  when hard-coding or including Ref. number with an import, even when Acumatica is auto-numbering transactions, the hard-coded or included Excel Ref. Number should be higher than existing Ref. Numbers in your tenant.

Laura

Laura03

5 replies

Laura03
Captain II
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  • Laura03
  • Captain II
  • Answer
  • October 18, 2024

Hello,

Please add Reference number field to the Transaction Summary section of your Import Scenario. In this case where you are importing only one transaction batch/group with many lines, you may hard-code the Reference number (like =’9999’) or you may copy the same reference number down one column of your Excel and map Ref. Number to your Excel Ref. Number column.

Rule of thumb:  when hard-coding or including Ref. number with an import, even when Acumatica is auto-numbering transactions, the hard-coded or included Excel Ref. Number should be higher than existing Ref. Numbers in your tenant.

Laura

~ Laura Barber, WM Synergy
Chris Hackett
J
Jr Varsity II
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  • jamest62
  • Author
  • Jr Varsity II
  • October 18, 2024

Hi @Laura02 

That worked, thanks! I wonder why I need the Ref with it is set for auto-number?

Laura03
Chris Hackett
Laura03
Captain II
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  • Laura03
  • Captain II
  • October 18, 2024

Hello,

It’s possible to import multiple Project Transaction batches from one spreadsheet.  Acumatica uses the reference number as its guide for which lines belong in the first batch, next batch, and so on. Even when Batches are auto-numbered, Acumatica needs some values in the Ref. Number field as its guide for which lines belong to which transaction batch.

 

Laura

~ Laura Barber, WM Synergy
Chris Hackett
J
Jr Varsity II
Forum|alt.badge.img
  • jamest62
  • Author
  • Jr Varsity II
  • October 18, 2024

Hello,

It’s possible to import multiple Project Transaction batches from one spreadsheet.  Acumatica uses the reference number as its guide for which lines belong in the first batch, next batch, and so on. Even when Batches are auto-numbered, Acumatica needs some values in the Ref. Number field as its guide for which lines belong to which transaction batch.

 

Laura

Makes sense. Thanks for the clarification. 

L
Freshman I
  • LoganGray
  • Freshman I
  • September 10, 2025

I know this was solved, but can I see a screenshot of the finished scenario? I’m still having the same issue. Can’t seem to get the reference number to work, getting all separate entries for each import.

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