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Sample Acumatica Import Scenario (Stock Items Change ID)

January 17, 2017 by Tim Rodman

Here is a Stock Items Change ID sample Acumatica Import Scenario with Installation Instructions.

Sample Acumatica Import Scenario (Stock Items Change ID)

Click here for a listing of other Sample Acumatica Import Scenarios

Screen: DISTRIBUTION -> Inventory -> Work Area -> MANAGE -> Stock Items (IN202500)

Fields Imported

  1. Inventory ID

Files

  • Stock Items Change ID Data Provider.xlsx (contains two rows of sample data from the SalesDemo company)
  • 0 Stock Items Change ID Data Provider.xml
  • 0 Stock Items Change ID Import Scenario.xml

Installation Instructions

  1. On the SYSTEM -> Integration -> MANAGE -> Data Providers (SM206015) screen,
    import the 0 Stock Items Change ID Data Provider.xml file
    using the Import from XML option on the paperclip icon pictured belowSample Acumatica Import Scenario (Stock Items Change ID)
  2. The Schema tab should now look like thisSample Acumatica Import Scenario (Stock Items Change ID)
  3. Upload the Stock Items Change ID Data Provider.xlsx file using the FILES, BROWSE and UPLOAD buttons in the upper right-hand corner of the screenSample Acumatica Import Scenario (Stock Items Change ID)
  4. On the SYSTEM -> Integration -> MANAGE -> Import Scenarios (SM206025) screen,
    import the 0 Stock Items Change ID Import Scenario.xml file
    using the Import from XML option on the paperclip icon pictured belowSample Acumatica Import Scenario (Stock Items Change ID)
  5. Your screen should now look like the screenshot on the top of this post
  6. On the SYSTEM -> Integration -> PROCESS -> Import by Scenario (SM206036) screen,
    select 0 Stock Items Change ID Import Scenario and click the PREPARE buttonSample Acumatica Import Scenario (Stock Items Change ID)
  7. Acumatica will bring the data from the Excel file into the grid on the Prepared Data tab. You know it’s finished when you get the green checkmark on the top of the screen.Sample Acumatica Import Scenario (Stock Items Change ID)
  8. From this point forward, Acumatica will be using the data in the grid on the Prepared Data tab to do the import. It doesn’t go back and “talk” to Excel. So, you can change the data in the grid if you want and this will be the data that gets used for the import.
  9. Now we need to actually do the import. Before you do this, I recommend taking a Snapshot backup of Acumatica so you’ll have something to roll back to if you don’t like the results.
  10. Also, note that only the records that have Active checked and Processed unchecked will be imported. The other ones will be ignored by the import.
  11. To import, click the IMPORT buttonSample Acumatica Import Scenario (Stock Items Change ID)
  12. When it’s finished, you’ll get a green checkmark on the top of the screen if there were no errors and the Processed column will be checked for all records that imported successfully.Sample Acumatica Import Scenario (Stock Items Change ID)
  13. If you get a red checkmark on the top of the screen, it means that you got an error on one of the records. Just look for the record that has a message in the Error column. You can hover over the message to see the full error message.Sample Acumatica Import Scenario (Stock Items Change ID)

Note: If you have any issues with using this sample import scenario, please leave a comment below.

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica Import Scenarios, Acumatica Learning, Acumatica Training, Sample Acumatica Import Scenarios

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