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Questions Importing from Excel using Null Value

 
Everything Else
Last Post by Tim Rodman 6 years ago
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Tim Rodman
Posts: 3204
 Tim Rodman
Admin
Topic starter
January 16, 2020 1:14 pm
(@timrodman)
Famed Member
Joined: 11 years ago

Has anyone successfully used the Null Value feature when importing from Excel into a screen using the Load Records from File button (not an Import Scenario)?

 

I'm specifically trying to use this on the Sales Orders (SO301000) screen.

 

If I try to add a Sales Order Line manually and I populate the Inventory ID field with AACOMPUT01, it defaults the Warehouse in my environment as soon as a I tab out of the Inventory ID field. Which is totally fine because that's how I have things setup for the Stock Item:

 

But when I import from Excel, I want to import an empty Warehouse, forcing someone to come in later and update it in Acumatica.

 

So I try importing the following Excel file into the screen using the Load Records from File button:

 

But the Warehouse value still defaults because the Excel import ignores empty cells:

 

I know that the Excel import sees the Warehouse field, because if I try to import a bogus value, I get an error:

 

I noticed this Null Value feature which, according to this help article on Null Value (click here), should allow me to specify a value that forces Acumatica to set a field to empty during the import from Excel.

 

But I tried to use it like this and it doesn't do what I'm expecting. I think that the following should set the Warehouse to empty, but it still uses the default value:

 

Has anyone out there successfully used this Null Value feature when importing from Excel? Maybe I'm missing something, or maybe it's something that Acumatica needs to fix.


2 Replies
Wyatt.ERP
Posts: 128
 Wyatt.ERP
January 21, 2020 11:48 am
(@wyatt-erp)
Estimable Member
Joined: 6 years ago

I tried adding the field multiple times (first full, second empty), using space or _, and nothing seemed to set the field to empty.  It's strange, it works when I am updating an existing record by importing the excel a second time, but not when I am adding a new one.  This feels like something Acumatica should to look into.


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Tim Rodman
Posts: 3204
 Tim Rodman
Admin
Topic starter
February 20, 2020 12:35 am
(@timrodman)
Famed Member
Joined: 11 years ago

Ya, I think I need a support case for this one.


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