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I am not able to create Change Orders with an Import Scenario. Even in the simplest of scenarios, providing only the Project ID and CO Description and saving I am getting successful Prepare, but on import:
Error: X items have not been processed successfully. View name: Document.
Able to do enter through UI with same info with no errors, Reference number of Change Order incrementing and being created on save.
I have to be missing something simple here. Should Project ID be available as key field?
On 2019 R2 Construction Edition
Sorry, posted a total novice issued before doing due diligence. After reading, what should have been read prior to my post, I got if fixed.
Not at all intuitive that you need to feed an invalid or otherwise unmatched value to the key field to generate a new record with an auto numbering sequence. Also seemingly odd is that value needs to differ for every record imported. As I did not have that unique key in my data provider, I took a chance with the Now() function to generate my invalid and unique value... and it worked.
Here is screen shot of the working, less than best practice, mapping. Hopefully this helps somebody else who fails to study the Acumatica University I100 Integration: Integration Scenarios before composing their import scenarios.
Hi Brian,
From my experience I just use the a Sequential Number in the excel file. For example if I'm importing Projects then I set Ref Nbr to ProjectID.
The system knows that the numbering sequence is either Auto Numbering or Manual. If it is Auto Numbering then it uses it, but ignores it. I like your method though as it standardises what to use.