Create shipment for sales order in import scenario - Everything Else https://www.augforums.com/forums/everything-else/create-shipment-for-sales-order-in-import-scenario/ Acumatica User Group Forums en-US Fri, 14 Aug 2026 13:15:47 +0000 wpForo 60 RE: Create shipment for sales order in import scenario https://www.augforums.com/forums/everything-else/create-shipment-for-sales-order-in-import-scenario/#post-8645 Thu, 22 Apr 2021 02:55:18 +0000 Hi @michaelhansen,

 

I recommend posting this in the new official Acumatica Community Forums:
https://community.acumatica.com

 

For the foreseeable future, the Forums here will focus on the Reporting Tools in Acumatica (Dashboards, Generic Inquiries, Report Designer, ARM Financial Report Writer, Velixo, Excel, Power BI, etc.) and also discussions that are too “transparent” to be allowed in the new official Acumatica Community Forums. For more info about how AUGForums.com compares to the new official Acumatica Community Forums, checkout this post:
https://www.augforums.com/augforums-com-vs-the-official-acumatica-community

]]> Everything Else Tim Rodman https://www.augforums.com/forums/everything-else/create-shipment-for-sales-order-in-import-scenario/#post-8645 RE: Create shipment for sales order in import scenario https://www.augforums.com/forums/everything-else/create-shipment-for-sales-order-in-import-scenario/#post-8329 Mon, 01 Mar 2021 15:44:40 +0000 I can import shipments, but how do I access the date field to set the date on the shipment? My system always pulls TODAY for the date and these are slated for not today, so I need to set the date or I get the error:

SO Error: Order SO S14533 does not contain any items planned for shipment on '3/1/2021 12:00:00 AM'.

Otherwise I'm not having issues creating shipments. Any thoughts on how to access the date field?

]]> Everything Else MichaelHansen https://www.augforums.com/forums/everything-else/create-shipment-for-sales-order-in-import-scenario/#post-8329 RE: Create shipment for sales order in import scenario https://www.augforums.com/forums/everything-else/create-shipment-for-sales-order-in-import-scenario/#post-6025 Mon, 17 Feb 2020 03:25:31 +0000 It will be interesting to see how the new Workflow Engine (introduced in 2020 R1, but only in CRM) affects these Import Scenarios once the Workflow Engine works its way into Sales Orders and Shipments:

https://twitter.com/TimRodman/status/1222201916836335617

https://twitter.com/TimRodman/status/1222202214099210241

https://twitter.com/TimRodman/status/1222202575342071810

]]> Everything Else Tim Rodman https://www.augforums.com/forums/everything-else/create-shipment-for-sales-order-in-import-scenario/#post-6025 RE: Create shipment for sales order in import scenario https://www.augforums.com/forums/everything-else/create-shipment-for-sales-order-in-import-scenario/#post-4145 Fri, 26 Apr 2019 15:05:57 +0000 The issue may be that the "Create Shipment" Action navigates you away from the Sales Orders form to the Shipment form upon execution.   I ended up writing an import scenario to directly create the shipment on the Shipments form.   For this you need more than just the SO # though.

Brett

]]> Everything Else Brett Nothan https://www.augforums.com/forums/everything-else/create-shipment-for-sales-order-in-import-scenario/#post-4145 RE: Create shipment for sales order in import scenario https://www.augforums.com/forums/everything-else/create-shipment-for-sales-order-in-import-scenario/#post-4134 Fri, 26 Apr 2019 04:37:31 +0000 Very cool that you were able to get it working Brandon.

]]> Everything Else Tim Rodman https://www.augforums.com/forums/everything-else/create-shipment-for-sales-order-in-import-scenario/#post-4134 RE: Create shipment for sales order in import scenario https://www.augforums.com/forums/everything-else/create-shipment-for-sales-order-in-import-scenario/#post-4055 Mon, 15 Apr 2019 05:57:07 +0000 Thanks, I'll test with that! Maybe someone else can answer on why that error message is coming up, if the import scenario maybe needs to be adjusted in some way?

]]> Everything Else VJW https://www.augforums.com/forums/everything-else/create-shipment-for-sales-order-in-import-scenario/#post-4055 RE: Create shipment for sales order in import scenario https://www.augforums.com/forums/everything-else/create-shipment-for-sales-order-in-import-scenario/#post-4054 Mon, 15 Apr 2019 04:05:26 +0000 Now that I'm thinking back I realized that I had the same issue with an error message, but it did not seem to actually impact the import. I had forgotten about this as our company no longer uses the import scenario to create shipments. We had been using it when we first went live to copy over data from our old ERP system where we wanted to mass create shipments but have the shipment dates automatically set to match the data from the old system.

My solution was to just set the options to uncheck the Break on Error option on the Details tab of the Import by Scenario screen. The records would then come up with an error message but the system would continue to import all records and the error did not have any impact.

Sorry I don't have a more thorough explanation of the error or a way to fix it entirely.

]]> Everything Else Brandon https://www.augforums.com/forums/everything-else/create-shipment-for-sales-order-in-import-scenario/#post-4054 RE: Create shipment for sales order in import scenario https://www.augforums.com/forums/everything-else/create-shipment-for-sales-order-in-import-scenario/#post-4049 Thu, 11 Apr 2019 08:45:41 +0000 Hi

I deleted the row with the Save action and tried to import again, but still the same error and shipment is created for the first sales order. 

]]> Everything Else VJW https://www.augforums.com/forums/everything-else/create-shipment-for-sales-order-in-import-scenario/#post-4049 RE: Create shipment for sales order in import scenario https://www.augforums.com/forums/everything-else/create-shipment-for-sales-order-in-import-scenario/#post-4032 Wed, 10 Apr 2019 17:17:02 +0000 Hmmm, that error message seems odd but I think it might be related to the Save action that you have at the end of your import. You should be able to delete that line and leave the last part of the import as the Create Shipment action.

]]> Everything Else Brandon https://www.augforums.com/forums/everything-else/create-shipment-for-sales-order-in-import-scenario/#post-4032 RE: Create shipment for sales order in import scenario https://www.augforums.com/forums/everything-else/create-shipment-for-sales-order-in-import-scenario/#post-4020 Tue, 09 Apr 2019 06:32:11 +0000 Hi

Thanks for the reply, that is how I have it setup, but still do not get it to work.

This is the data provider, it just contains the sales order numbers

Here are the sales orders in status Open(both contain one line with item that can be shipped)

This is how the import scenario is built

When doing the import I get this error

The weird thing is that eventhough I get the error, for the first SO a shipment has been created and saved

]]> Everything Else VJW https://www.augforums.com/forums/everything-else/create-shipment-for-sales-order-in-import-scenario/#post-4020