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Release Invoice via Import Scenario

  • February 9, 2026
  • 8 replies
  • 48 views
Michaelh
Pro III
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Here is my import scenario, it feeds off a GI that JUST created the invoice, so I KNOW it has a customer ID on it…

 

 

My business event history says: 0 records of 1 have been processed. The last error was 'CustomerID' cannot be empty.

These are all fully built and simply need to have “release” clicked. When I open any of the error’ed out invoices, I just hit RELEASE and it’s done, but this should be done by the import scenario, so any help is greatly appreciated since I’m clearly missing something here.

Best answer by Michaelh

I’m an idiot, thank you everyone for your help. My import scenarioo was targeting “Invoices and Memos” not “Invoices”. So I had the right document, but was tyring to access it in the wrong screen. 100% me being a fool.

 

It’s gonna be a loooong week :D

Permanent Newb, don't let the posts fool you.

    8 replies

    lauraj46
    Captain II
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    • lauraj46
    • Captain II
    • February 9, 2026

    Hi ​@Michaelh,

    The error message leads me to believe that the system is attempting to save a new invoice.  Have you doublechecked that the GI is selecting the DocType and RefNbr of the newly created invoice?  Have you considered releasing the invoices in the same scenario that you create them?

    Laura

    Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
      Michaelh
      Pro III
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      • Michaelh
      • Author
      • Pro III
      • February 10, 2026

      This is a daisy chain of business events.

      The 1st GI handles Sales Orders who are then processed into shipments via import scenario.

      This then activates a 2nd GI, who then creates invoices off those Shipments via import scenario.

      Then the final GI activates the last import scenario to release those invoices.

      You need 3 import scenarios because each scenario only supports a single screen (Sales Order, Shipments, Invoices).

      So I know they exist, I know they are new, I know they all have data. Your assumption sounds right though, I tend to get those error messages when it thinks something is “new”.

      Here is the inquiry data for the final step (I’m only using the last two fields for this part).
       

      Here is my mapping showing all possible options from the GI and where I applied them

       

       

      Thanks!

      Permanent Newb, don't let the posts fool you.
      lauraj46
      Captain II
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      • lauraj46
      • Captain II
      • February 10, 2026

      Hi ​@Michaelh ,

      I think your issue may be with the Document Type field.  The GI is returning ‘Invoice’ as the DocType, but I think the import scenario is expecting ‘INV’.  If you are creating the invoices and know the type then you could hardcode =’INV’ for the value in the import scenario.  Alternatively, in your GI you could specify the doctype result column as a formula: =[ARInvoice.DocType] .  This should return the value instead of the description for the field and then you could map the GI result column directly in your scenario.

      Hope this helps!

      Laura

      Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
        Manikanta Dhulipudi
        Captain II
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        ​@Michaelh It seems to be a data issue.

        I am able to release the invoice using GI provider.

        Acumatica Functional Consultant & Customer Experience Supervisor
          Michaelh
          Pro III
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          • Michaelh
          • Author
          • Pro III
          • February 10, 2026

          ​@lauraj46  - Thought you had it, but even hard-coding =’INV’ is still giving me the same error about customer ID. Even in the business event history it knows the document that’s failing…

           

           

          Permanent Newb, don't let the posts fool you.
          Michaelh
          Pro III
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          • Michaelh
          • Author
          • Pro III
          • February 10, 2026

          And if we click that link in the business event history, it opens an invoice who simply needs release to be clicked.

          Permanent Newb, don't let the posts fool you.
          mohammadnawaz51
          Jr Varsity I
          Forum|alt.badge.img+6

          ​@Michaelh Can you share your business events, import scenario and GI?

          https://www.acumatica.com/acumatica-marketplace/global-payex-ap-accounts-payable-automation-solution/
            Michaelh
            Pro III
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            • Michaelh
            • Author
            • Pro III
            • Answer
            • February 10, 2026

            I’m an idiot, thank you everyone for your help. My import scenarioo was targeting “Invoices and Memos” not “Invoices”. So I had the right document, but was tyring to access it in the wrong screen. 100% me being a fool.

             

            It’s gonna be a loooong week :D

            Permanent Newb, don't let the posts fool you.
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