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Import and Export Scenarios

Discussions Import and Export Scenatios

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Import Scenario: How to find and delete a row on the Stock Item>Cross-Reference screen

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...

Importing Journal Transactions: The Post Period is being overwritten by the transaction date's default post period

When I import journal transactions, I have multiple line details grouping to be one GL batch by JE number and post period. Each GL Batch has the same Post Period, but some lines within a batch have a different transaction date in the source file (I’m brining in historical SL GL batches and its commo...

Can I import pdf invoice into Acumatica to generate documents?

Hello， I’ve read the below link, yes, it is a nice feature. https://help-2020r2.acumatica.com/Help?ScreenId=ShowWiki&pageid=e2f7eaf2-17dd-4517-b06e-9d8225d27113 But I have some questions:1，Does user have to go through “incoming documents”? Or Does user have to upload original PDF using...

Import TIme activities tied to cases

I am having an issue where only the first line or second line of my import scenario is attaching to my case and not both.

Import scenario for AR payment and apply to invoice

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 w...

Import Scenario for Payments to an order

I am trying to import payments from a spreadsheet into the Payments and Applications. These payments are against an open Sales Order. I can do this manually but my Import Scenario results in the error mesage “The system failed to commit the SOAdjustments row.”(yes this is in the demo date, 2020r2, 2...

Import scenario that selects the "Paste from Template" function on the clipboard?

I need to create an import scenario for the Transfer Order (Sales Order) screen that will select a pre-configured template from the clipboard to load the Transfer Order detail lines.Has anyone successfully done this?

Importing Intercompany Branch Mapping

I am trying to figure out the best way to load large intercompany mappings through import scenarios. Have anyone done this successfully?

Are there working sample import scenarios for master data such as customer and vendors in 2020 R2?

We noticed that some of the target fields on the example Import Scenarios (e.g. ACU Import Customers) that worked in previous versions are now broken because of the changes to the account screens. It’s not too difficult to fix these up, but rather than reinventing the wheel I just wondered if we ar...

Replace function in an export scenario

Hi,I want to use the replace function in an export scenario to replace the hex character 0A from the middle of a string with a blank. How would I code that in the replace statement? The field name is: Transaction Descr Thanks

Using an Import Scenario to run Recalculate Prices from the Actions menu on a sales order

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 li...

How can we set search criteria on multiple non-key fields for import scenarios?

My specific question is linked below but just in case it was passed over because it was specific about a particular screen I thought I’d open the question up:How do I specify multiple non-key fields to locate a record in an Import Scenario? The examples show searching for a customer by the customer...

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