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user defiend fields using import scenario in Invoice and memo fields

  • 26 August 2022
  • 4 replies
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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

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Best answer by DConcannon 26 August 2022, 19:47

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DConcannon
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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

 

Laura02
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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 ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
manikantad18
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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
Kandy Beatty
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Userlevel 7
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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*.

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