Import and Export Scenarios

I am having this error on Import for POs, trying my best but still error is there. I have a few “=iif([PO Line Status]='Canceled', TRUE, NULL)” that may be causing this issue, but according to me those are correct.Let me know if somebody have had this issue before, or maybe I need to open ticket.Thank you community.

I have a need to delete the Global cross-reference for many Stock Items in our system in order to get our Printed Forms to use the correct customer or vendor cross-reference (all cross-references appear in the Alternate ID field on the Sales Order and I can’t figure out how to get Report Designer to determine which is which without bringing tons of DACs).  I need to delete those Global one’s at the bottom.  Super simple to do manually.  I have an Excel sheet data provider with all the Stock ID’s, Aternate ID, and Alternate Type.  I’ve tried Keys, Custom Keys with @@ format, Line Number tricks.  The documentation says after finding the record with a key (tried both <Key: AlternateID> and <Key:AlternateType>), the summary Target Object must be selected to use the Action: Delete. Unfortunately with most of the scenarios I’ve tried there isn’t a useful error message either.  Anyone have any tips on how to accomplish this.  I think a method that works would be useful in the futu

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.

Attempting to import item classes and I am getting a “Value cannot be null. Parameter name: Key” error. Any idea what may be causing this error?

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 am trying to create an import scenario to input Amount Paid in the Payments and Applications form (AR302000) and I get “the save button is disabled error”. I followed my mapping manually and yet I am able to save.This is my scenario:I unchecked reference Nbr. Commit because otherwise, I would get “Error: 'Reference Nbr.' cannot be found in the system.”This is my data:Then I shrunk it down to 1 row because I suspect the error is caused by the payment amount command.I also tried to swap the Payment Amount command with Action: set Payment Amount to Applied documents and moved it up and down in the mapping order, to no avail.If anyone knows what I am missing, it would be great. Choenho​

items have not been processed successfully. View name:Item We keep getting this error - but no error 2 weeks ago - why?

Looking for assistance on importing information to vendor details tab on stock item screen. There could be multiple data scenarios, and I can’t seem to get the import to work for them all. Possible scenarios:Add vendor detail to item with zero vendor details currently Add vendor detail to item with existing vendor detail (vendor is different vendor from existing) Updating vendor ID on existing vendor detail line Combo of adding a new vendor line and updating an existing within the same importImport Scenario Setup and Outcomes:This import accomplishes adding to a record that has zero vendor details currently. I imported two lines with different vendors, and it imported both and marked the second instance as the default. This import also works with adding a new vendor detail line to the record. I imported one line where the vendor did not match the existing vendor detail vendor. This import cannot update existing vendor detail when vendor and UOM match.When there are zero vendor detail l

Hey there, We’re working on migrating to Acumatica. We uploaded our stock items, but the move to new system has been delayed, and the data is outdated. I’d like to just mass delete the records, and do a fresh upload, rather than go and update 100’s of products.  How do I mass delete records? Deleting 10,000 products one at a time would take a long time. Thank you!

Hi, I am trying to mass change the customer IDs via an import scenario. This works if run one on record selected at a time but it does not process if all records are selected. If I turn on Parallel processing than about 700 records process. I am not sure why.Any ideas?   

I am trying to create an Import Scenario to import ACH information on a Vendor.  I am using Payment->Default Payment Settings->Payment Instructions to bring in the Account number, Beneficiary Name, Routing Number and Bank name.  Here is my import scenario. The error I am getting is that the 'PaymentMethodID' cannot be empty.Anyone have any ideas or have an example how you accomplished this? 

I’m trying to update the Vendor Inventory ID found on the Vendor Details tab of the Stock Items screen. I want to look up the record using the Vendor ID and the Purchase Unit of Measure. I’ve tried a couple of combinations thinking that the order might be important but I’m missing something.This first attempt was to populate the VendorId variable and then the Purchase UOM variable, but that didn’t work.Trying to populate custom key one field at a timeThe second attempt was to capture both search values and then apply them:Capturing values first before searching for themDo I have the search key configured incorrectly or is searching on multiple fields a challenge?  I realize that I could probably create a screen on the POVendorInventory table to update the records without going through the Stock Items screen but I was hoping that there is something that I’ve missed.

When importing Stock Items I am getting a message: “Please confirm if you want to update current Item settings with thee Inventory Class Defaults.The import scenario will not p[roceed without a response.How do I get past this message?

Hello,I am trying to import attributes for stock items in the fields Model # and UPC. I have not done this type of import so I need a little help. I am trying to import into these two Attributes I have created. Here is a screen shot of my mapping.Attached is a .xml export of of import scenario. Here is the error message I get:One or more Attributes are not valid. An attempt to commit a bypassed row Thanks

I created an import scenario.  It seems to be capturing the fields from my spreadsheet, but I have only 1 vendor in Acumatica.  I want to upload the rest.  I’m just testing on 1 vendor right now in my upload. I keep getting an error “1 items have not been processed successfully.  View name:  BAccount”.  Then in the column for the error it says “Requested Value was not Found” but the value is the name of the vendor, which I’m adding, so of course it wouldn’t be found.  Why won’t it just add the new record?   I’m new to Acumatica, and I’ve gotten this far just from reading the manual and some online videos, etc.  But, this error is not addressed, and I think I’ve done everything else.  I think something must be setup wrong with my import scenario, but I’m not sure what.

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. 

I need to have an import scenario that records the payment and applies the payment to the related invoice or invoices.  I started using the one included but I am getting the error:The system failed to commit the adjustment rows.Here is a screenshot of the application section of my import. Any help would be appreciated.Thanks...coleen

Is it possible to add scanners to Acumatica to the receiving process?

We’re in the beginning stages of testing order imports from Our test Shopify environment to Acumatica. When attempting to import new orders we’ve started to see an error message when going to Process Data, after the Sales Order has been prepared.: “Another process has updated the 'SOOrder' record. Your changes will be lost.”We haven’t made any changes to the orders that fail versus the orders that don’t fail, and we haven't been able to identify a trend. Any ideas on how to resolve this error so that we can have all orders import properly?  

I found an article on importing purchase order receipts and set everything up as described, however I am getting an error message when running the import: Order Nbr not found.  If I manually perform with the same information, I do not get the error.  I am sure I am missing something, maybe someone can point me in the right direction?I have confirmed that I can select a PO and PI Line, but enter the Lot/Serial number, exp and quantity manually for multiple lots for the same PO line.Being able to do this would save us a lot of time.  We have a PO receipt coming in soon that will have 100+ lines on it.  Thanks in advance!Link to the article: https://www.augforums.com/forums/acumatica-import-scenarios/import-scenario-for-purchase-receipt-with-serialized-stock/

Hi, I am trying to Import Customer Payment Methods & Cash Accounts into 2020 R2. I am trying to Import in to Customer Payemt Methods, AR.30.30.10My import scenario is not working. I just get a message that the “Items have not been processed successfully. View Name: CustomerPaymentMethod”The import scenario looks like this:  Any insight would be appreciated.Thank you in advance.

Hi,I have created import scenario to import invoces and line items, when i execute prepare and import action for each record from excel a new invoice is created.In the excel there is only one invoice with 53 line items. But when import is done 53 invoices are getting created.Following is the image shot of the Import Scenario i have created.  Let me know what is the wrong in the above scenario.

Hi all,I set an automation schedule to export inventory data. It’s just can not export data. The schedule setting are below: It’s working well if I manually run the job.Anyone had meet this issue before? 

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.

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?