Skip to main content
Solved

user defiend fields using import scenario in Invoice and memo fields

  • August 26, 2022
  • 4 replies
  • 719 views
M
Freshman I

I have defined user defined fields (User defined Field Tab) on Invoice and Memo screen and  How can I import the data in the using import scenario

Best answer by DConcannon

Hi @muralir  Look for them under the ‘...Summary’ Target Object. They should automatically show there. The images show a user defined field within Customer Locations created for Legacy Customer ID

 

Customer Locations
Location Summary - Target Object

 

    4 replies

    DConcannon
    Varsity II
    Forum|alt.badge.img+2
    • DConcannon
    • Varsity II
    • Answer
    • August 26, 2022

    Hi @muralir  Look for them under the ‘...Summary’ Target Object. They should automatically show there. The images show a user defined field within Customer Locations created for Legacy Customer ID

     

    Customer Locations
    Location Summary - Target Object

     

      Laura03
      Captain II
      Forum|alt.badge.img+20
      • Laura03
      • Captain II
      • August 26, 2022

      Hello, To add to what Dan said, I did a quick test with an attribute/udf called “AR Invoice Type”.  The Description for the Attribute is the field I had to use in my Excel. (Not the Value ID for the attribute).

       

      ~ Laura Barber, WM Synergy
        Manikanta Dhulipudi
        Captain II
        Forum|alt.badge.img+16

        Hi @muralir 

        UDF fields can be imported when Invoice in Balanced Status only, if you want to update or Import UDF fields then you need work on Workflow changes in Invoice and Memos screen,

        Share XML import scenario. I will review and assist you.

         

        Thanks

        Acumatica Functional Consultant & Customer Experience Supervisor
          Kandy Beatty
          Captain II
          Forum|alt.badge.img+18
          • Kandy Beatty
          • Captain II
          • September 4, 2022

          Hi @muralir  Look for them under the ‘...Summary’ Target Object. They should automatically show there. The images show a user defined field within Customer Locations created for Legacy Customer ID

           

          Customer Locations
          Location Summary - Target Object

           

          To add to what @DConcannon  said, any screen with a UDF can be imported using a scenario. You use the Summary and then map according to the UDF. We have done this for the customer record but the same can be done for Invoices:

           

          Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
            Terms & ConditionsAccessibility statement
            About Acumatica ERP system
            Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
            © 2008 — 2024  Acumatica, Inc. All rights reserved