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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...

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...

Generating Shipments from an SO

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 dia...

Unable to import into customer Mail settings tab

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 ...

How to make a filed 2 decimal places in export scenarios?

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 place...

Can I put parameters like MM/DD/YY into export scenarios file name generation?

Hello, Every time, I run export by scenario, I got a fixed file name. Can I make the file name generated with date as suffix?

Specific Data provider

Can we develop a specific data provider type ?

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...

How to import Items image ?

I wanted to import image of Items in mass.

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...

Exporting to tab delimited txt file format

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...

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 Purchase Order Receipts

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 c...

Export price-list with image

Hi thereCan someone please guide me as to how we can export our price lists with images to Excel?Thanks so muchTania

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...

Creating an XML Data Provider

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 da...

How to Import AR Payments against an Invoice using the SO number

Hi, I am trying to create an AR Payment (AR302000) against a completed Sales Order. I only have the customer & Sales Order number.I’m trying to use the @@ to select the row of the Documents to Apply. The Sales Order is posted to the Customer Order Nbr.field. Here are screenshots of the Import Sc...

Import Scenario to update Customers / Mailing Settings / Mailing ID - Email Field

Hello all, thanks for taking the time to read my post.I am trying to import an email address into the Customers / Mailing Settings / Mailing ID - Email account field using an import scenario.I have developed an export scenario to try and find the relevant field and have had no luck finding it.And fi...

Modify Sales Order Detail with an Import Scenario

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 pic...

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