@vkumar this is a one time load of notes from their old system. I may need to do it for 2 situations, they have a lot of notes attached to customers! They have what they call delivery notes and credit notes. Anyways, I do have access to the export/source side, and have thought of what I can do there to help this, including putting the entire note into the one row (rather than spanning multiple rows). That seems like it would work, and I did play around with that yesterday, but the one issue I was encountering was I was embedding a CR/LF ($0D0A$) in between the lines so that the lines in the body of the note would look readable:Note line oneNote line twoNote line three, etc. But I was having an issue with the data not looking correct in excel (the export creates a tab delimited txt file which I import into excel). When it hit the cr/lf, if put the data on the next row in excel and I also tried doing a csv data provider rather than going through excel, but the CR/LF seemed to be mes
@Naveen B I’m attaching the scenario and a screenshot of the data in the import by scenario. As I said, the scenario was done with the assistance of acumatica support a while back because we were having issues getting anything loaded in that activity screen!
I was seeing the same on Friday when I was poking around. If you go to the main search and I type in ‘restrict order type’, you see 2 matches that refer to restrict users by order type. The one with the light bulb next to it (idea area) has the workaround. Hope this helps. Bob
I just received this request today from a customer and was checking for options here. It sounds like only that workaround from a few years ago is the only non-modification way to accomplish this still?
Thanks Greg, I did get it working tonight using the display name for the contact. The contact selector in service orders actually calls that Contact (not display name), at least on my system. So I changed the Field/Action name as below and changed my contact ID field to be the display name and the import scenario did not complain and linked that contact on the resulting service order. Thanks for your help. I like using the name better since my thought if I used the internal contact id assigned by acumatica, I would have to link that to the spreadsheet supplied by the customer (probably via some vlookup in excel) since that number obviously wouldn’t be on the spreadsheet of open service orders generated on the customers legacy system. But the contact name is, so I can just use that.
thanks for getting back to me. I’m attaching a few screen shots. The contact is already setup, I’m just trying to assign it to the contact field on the Service Order. I’m attaching some screenshots showing the contact and my import scenario and data best I can. I’m trying to use the contactID field from the contact table, but it’s not liking it. If there is anything else you want to see, let me know. Thanks.
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