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Hi all,
I apologize if this is a silly question but I can't find an answer in documentation or the forum (or maybe it's not clear to me).
We're implementing Acumatica and will be importing AP Bills and AR Invoices from a 3rd party system.
The 3rd party system gives us an export of all AP Bills (as an example) that were created in the Last X hours, days etc.
This file contains all the details including line items in a flat-file structure (CSV).
I'd like to implement a one-time sync for each AP Bill. So once it's in Acumatica, it can't be overwritten or updated by subsequent imports.
When importing this to Acumatica, how do I set up validation to prevent duplicate entries of the same AP Bill twice so we have this one-way sync?
Example:
External AP Bill number is "PO123456" which contains 10x lines of data. AP Bill is imported successfully.
On a subsequent import, I want the system to skip any lines that have the reference of "PO123456" - as these have been imported previously.
I don't want new lines added, or updated, I just want the whole document to be skipped completely.
Appreciate the assistance!
JH
You can use the Raise an Error on Duplicate Vendor Reference Number checkbox on the Accounts Payable Preferences (AP101000) screen to throw an error when the same Vendor Ref. is used more than once on an AP Bill. Then you might be able to setup your Import Scenario to skip documents with errors by unchecking the Break on Error checkbox on the DETAILS tab of the Import by Scenario (SM206036) screen.
But I think it would probably be simpler to eliminate the duplicates in an Excel data file source that sucks in the CSV file and does an VLOOKUP against existing Acumatica data (use Power Query if you want to make it more seamless).
Does the Sync Type not work for you? here is what the help says about it
The type of synchronisation for the import scenario, which can be one of the following options:
- Full: To perform import of all the data available in the source.
- Incremental - All Records: To perform partial import, including only the data in each record that has changed in the source.
- Incremental - New Only: To perform partial import, including only records that have appeared in the source since the previous import took place.
If the data is imported from a file data source, the Incremental - All Records and Incremental - New Only options provide the same result: Selecting either of these options makes the system import the data only if a new version of the source file is provided before import.