Import and Export Scenarios

Hello,     Our vendor is requiring us send files which are exported from Acumatica to them by SFTP in daily basis.       Yes, this can be done manually, I can export the file to my local computer and then I use a SFTP client to send the file.       However, I am wondering can this be done in an automation way?      Thanks in advance.

I am trying to uncheck boxes on Item Warehouse Details that had previously been set to allow for Reorder Point input - now client wants override removed  But 0  I cannot get import scenario to remove the check - import runs with no error - but does not remove check 

I’m creating an Import Scenario for the Purchase Request screen (PO.30.20.00).I’m having difficulty adding an individual PO line (other than the first PO line) using the ADD PO LINE button (found under the DETAILS tab).  It seems like the 2nd line never gets properly selected thus, by default, the first line remains selected.How do I add a PO line other than the first one?Here is are my steps (in two screenshots):  

I need to change the SO line SalespersonID on multiple sales orders via import scenario. However, I’m not sure where to affect that field in the import scenario under “Line Details” as I would expect.I have a list of order numbers and their order types along with the new salesperson ID. Any thoughts on how to set this up via import scenario?

Hi All, @Naveen B ,is it possible to find a Shipment and update the lines and then confirm it in one Import Scenario?I have the attached import scenario but not successful.Cheers,Laura 

When I run my import scenario I get the famouse error “The Change ID button is disabled.” My import scenario is simple and base on https://www.augforums.com/sample-acumatica-import-scenario-stock-items-change-id/, but after modifying this import back and forward, still having that issue. Do you guys see any errors on the mapping?  

During our Go-Live several months ago we made the decision to bring in our existing sales prices as “Promotional” with an expiration 6 months out (end of April) as shown in the screenshot below: Recently our sales team ask for me update all of our sales prices to remove the promotional flag and the expiration dates.   I have worked through the process of creating a Generic Inquirey,  and building the Import scenario.  I have tested the import scenario, which reads the existinging sales price entry and then creates a duplicate entry for the same break qty and price,  but leaves the promotion flag and expiration date fields blank. Shown below is the result after running the import scenario: While the import works fine,  our sales team has requested that I remove the original entries so that we don’t have the “clutter” of the original import from Go-Live.   Additionally they have asked that I completely remove the sales prices for a certain item class and not to bring those in at all.   I

Hi Acumatica Community,I have been struggling with a very simple import of a newly created attribute that has been assigned to all of my customer classes.I consistently get this error:Error: The class does not have the INFLUENCE attribute. Make sure the attribute name is correct or consider adding the attribute to the class. This is my import scenario mapping: Image continued:  This is my new attribute: Here is my attribute assigned to my customer class: Lastly, here is my data provider excel with a dummy customer: I have watched all the webinars on this and copied them exactly. I even have a similar import scenario that works for a different attribute so I am really hoping the community can help. Thank you 

I’m working on a new project and I could use some help with the steps I need to complete.  I’m trying to automate the importing of data from an external source on a nightly basis.  Here is what I have:External system exports multiple files to an FTP location on a nightly basis. I configured a data provider to connect and sync to the remote FTP location. I wrote an import scenario to import the external file.Here is my problem.  I can successfully run the import scenario with a single file, but how do I do it for multiple?  When I perform the “File Synchronization", I end up as multiple versions (one for each new file).  How do I configure Acumatica to execute my IS nightly and to import all the new files it finds?  

Hi Everyone, I’m trying to figure out how to use an Import Scenario to modify the Sales Order Detail section. To be more specific, when we issue a warranty with a receipt line I would like to add a not to the issue lines saying, “Please include a return label”. Since this note will appear on the pick list our warehouse team will see it and can take action.Another way I thought of and would would be happy to resolve this is to use the import scenario to add a ‘return label’ non-stock line item. We could set this to $0.00 and as long as it is an ‘issue’ it should appear on the pick list. Below is what I have so far. The problem is I get this error when it tries to run, “The last error was IN Error: Unit conversion  is missing.” Looking forward to see what everyone has to say. 

Good day - I am trying to run an import purchase orders scenario, but without lot tracking. I have followed your scenario but I am not getting it to work. Can you take a look and see what I am missing please?Many thanks.

I am trying to use an import scenario to run price recalculation on a list of Sales Orders (provider is an Excel provider).  Here is my import scenario.  If anyone has any ideas about how to do this, I would appreciate it. I’ve tried different variations of the OK button that are available in the list including <dialog answer>.  Also tried moving the OK button before the Action line.  Also tried the different Action->Recalculates that are in the list.Any help is appreciated.

Dear All,I want to import AR & AP opening balance with details: Customer ID/ Vendor ID, Account, Sub Account, VAT Invoice, Date, Due Date, Debit, Credit, and Amount.Is there any import template in Acumatica that fix to this requirement?Thanks in advance!Yên Chi

I have created an Import Scenario as seen below.  The requirement is simply to correct a shipment.  In other words, the shipment is currently in a Confirmed status.  This Imp Scen needs to press the CORRECT SHIPMENT button.  When done manually, this places the shipment back into an Open status for updates.  In my Imp Scen, I am getting an error message that reads -“The Correct Shipment button is disabled.”Thoughts on what is wrong with my Scenario?Note the Data Provider is a single column with the Shipment number that needs to be corrected. 

We assign Delegates on Employees to facilitate Expense Claim entry on behalf of our field employees that do not have Acumatica credentials. We have a scenario where a particular person moved locations and is responsible for a different group of field employees. I know how mass add to all the new employees, but I cannot figure out how to mass delete from the old employees. Short of <Action: Delete> on the Employee Info target object, I cannot see where removing a row is possible. Does anyone have tips or tricks to achieve?  

Hi,I am trying to use the “Quick Process” in an import scenario.   The SO already exists in Advanced.  The import contains only the Sales Order Nbr.   The SO has he “Quick Process” actions to “Ship” and “Invoice”.  The Import Scenario comes up with an Error “View: Name Document”.Import Scenario is very basic.  It is attached.I would really appreciate any assistance.  A Sales Order just needs to exist in MYOB. Add the Sales Order no. i the Import Scenario .  And the quick action turned on in the SO Type. Regards,Laura 

Hello, @vkumar , @Naveen B  I have an American date format in an excel file that needs to be uploaded into MYOB Adv.  The format is like so ‘20231231’ (i.e. YYYMMDD).  How can I convert this to an AUD format in the Import Scenario?Regards,Laura

Hi, I am trying to import AP bills. The AP Bills are tied to a PO Receipt. As well as the vendor, I have the PO number & PO Receipt Line number. I am having an issue with trying to select the Add PO Receipt Line in the Scenario. The Document is being created but nothing else is happening.(If in migration mode, you cannot use the Add PO Receipt button) Does anyone have any solutions/ideas for getting this to work?Thank you in advance!Bill 

I’m trying to make an import scenario that will update individual lines on a sales order to set the requested ship date to a date further in the future. The issue I’m having is the scenario will only add a line to the order instead of updating the corresponding line despite using linenbr and InventoryID as custom keys. I did have a working scenario like this previously before updating to our current Acumatica version (2023r1 build 23.115.0031) so I’m wondering if there was a change or something related to this functionality? Or am I missing something else? 

So first off let me lay out my scenario. I work for a food Distribution company. We special order items for customers weekly. Once they arrive to the warehouse, they are manually shipped out to the customer based on when their next order is placed in the system.  I am looking for a way to have them added to the order when it is created. Meaning…. the salesmen creates their normal order, but does not add the special order item. Since that customer has a order out there (ORDER TYPE NS) for the special item when he creates the normal Sales order that is routed on a truck for delivery i would like some type of scenario where when their normal Sales order is in an open state it will add the special order item on there. SO far I have created a GI that pulls my SO’s that ship out that day and on the same GI its listed my special orders that are for that customer. Currently I'm manually creating a new order and manually adding it to the truck every night. I would like a way for this “smart sys

Hello.We would like to know if it is possible to import sales orders via Excel that contain multiple rows per order and use the automatic numbering feature. We have found several topics on this in the community, but none of them have worked for us yet.Any help would be appreciated.Thank you.

There is a lot of documentation and training around non-XML data providers but not very much around XML data providers.  The documentation and examples don’t feel very clear around what can be done before custom development is required.To create this XML file going out, can I use the existing XML data provider or will I have to create my own?  (There are more elements but this example shows the deepest elements and entities.)<?xml version="1.0" standalone="no"?><File PmtRecCount="7" PmtRecTotal="7000.00"> <PmtRec PmtCrDr="C" PmtMethod="CHK"> <Message MsgType="CHK"> <MsgText>Check Memo~35</MsgText> </Message> <Check> <ChkNum>1234567890</ChkNum> <ChkDocNum>CR9999CL9999WS9999</ChkDocNum> <DeliveryCode>100</DeliveryCode> </Check> <OrgnrParty> <Name> <Name1>ABC Company~60</Name1> </Name> <PostAddr> &lt

Good day,I know it is probably something simple.  I am reusing the ACU AP import scenarios.  The error is the Document Out of Balance.  It is not.  I have used this before but this issue is new to me.  Attached is the XML.  Is there a new Balance Check box that needs to be unchecked?  The more try things the more confused I get.Any suggestions.  Thank you.  @grillevan 

Hey everyone! Hoping I can get some help with an import scenario I can't seem to get working. The goal of the scenario is to update the scrap factor on specific materials across our bill of materials. This means we have to target the BOM, Revision, Operation, Material, then update Scrap Factor. I am able to target BOM, Revision, Operation, but I cannot figure out how to target Material. For many of our BOMs we only have one material per operation, so in those cases I can take this scenario and run it without the @@Inventory ID line and it works perfectly. For any operation with more than one inventoryID it's only going to update line one. Has anyone had success with this before? The @@Inventory ID does not target for some reason. I tried also @@Line Nbr and Line Nbr. I tried <key: external> but nothing seems to work. We are running 24R1, so a lot of things in manufacturing have changed - I did see some old posts on similar topics, but the advice in those posts didn't help here. H

I’m trying to create an import scenario that replaces the current default salesperson on the customer account with a new salesperson, sets the new salesperson as the default, and still works even if there is no current default salesperson assigned.This is what I have so far, but it currently only adds the new salesperson and sets them as default; I’m not sure how to remove the original default salesperson if there is one: