Import and Export Scenarios
Discussions Import and Export Scenatios
- 200 Topics
- 803 Replies
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.
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.
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 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
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.
Hello I want to create a task when a Quote is created with for the user to follow up, i was following all from https://www.augforums.com/forums/acumatica-import-scenarios/automatic-task-creation-with-business-event-and-import-scenario/ which is working fine, when i cant find a sloution is to specfy that the start date and the due date, i
Hey Everyone, I know I have the command <Action: Create Shipment> from the Sales Order screen under Order Summary. This in turn generates a dialogue box with two options (Shipment Date and the Warehouse ID).The Warehouse ID will auto-fill properly, but I need to access Shipment Date in the dialogue box as it always picks “today”, which isn’t overly helpful in this scenario. The only options I have for Dialogue boxes seem to be the “OK” and “Cancel” options in the import scenario. Anyone know if/how I can access the date fields through the Dialogue Box before generating the shipment? Thanks in advance,
Hello, I am using a GI as the data source of a export scenario.When in GI, if I assign the schema field, then I could get the 2 place decimals as I expected.However, when run by export by scenario, I still get more than 2 place decimals, which I don’t like. How can I make the decimals become 2 places?
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/
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
Hi everybody,I try to export invoices and memos and include item details. This is mapping:The problem is when export more than one invoice. All items in different invoice will duplicate first invoice.I guess it’s mapping setting issue. But I’m real new on Data Scenarios. Does anyone know how to fix it? Thank you so much.
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 common for SL Batches to span multiple dates in one batch). In Acumatica, if I bring in the post period and transaction date at the batch level, Acumatica will just default the post period that the last transaction date is in. The only way my GL batches get the proper Post Period is if all the line details share the same date, or if their dates share the same default post period as the post period I want to load. Let me know if this isn’t making any sense, but I have ran into this issue with multiple implementations and I have been trying to find a solution.Thank you!-Landry
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> <
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 export scenario to a tab delimited txt file.Currently, my data provider is set to CSV, but the delimiter schema is a required field. I’m able get the data exported in the correct layout (by entering any value in this field), but I’m struggling with the “Tab” delimiter. Does anyone have any recommendations?
On vendor payment instructions is there a way to distinguish between a checking and savings account? The NACHA file format requires us to distinguish the difference on the ACH Text file uploaded to our bank. Currently we are manually changing this for specified vendors. In our previous software we had a field “Bank Account Type” to distinguish the difference. Can this be added on the next release?
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, 20.201.0051) Thank you in advance for any assistance.BillHere is my Import Scenario:
I imported the contacts - I now want to on the mail settings screens assign the contacts to the customer in mail setting - I created an import to do so but it gives me an error saying object need to be GUI has anyone had any success creating an import scenario to assign contacts to the Mailing IDs ( want to assign contacts to mail receipients for Invoice form
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