Product: Acumatica
Error: Unable to Import transactions for [Trading Partner]. Please ensure the Transaction is active, and the Import Document Type is set for the Transaction, in the Transactions section under the Trading Partner screen.
Product: When attempting to perform an Import into Transaction Manager's Outbox you receive the following errors: 'Unable to Import transactions for [Trading Partner]. Please ensure the Transaction is active, and the Import Document Type is set for the Transaction, in the Transactions section under the Trading Partner screen.'
Issue: The Transaction Type you are attempting to import (Invoice, Advance Ship Notice, Purchase Order Acknowledgement, etc.) has not been properly configured within Transaction Manager for this Trading Partner.
Solution - Set the Import Document Type
The Import Document Type is a dropdown configuration that tells Transaction Manager which Trading Partner Map the Document from Acumatica should create upon Import.
This allows you to control the Transaction Template, as well as EDI Version that should be created based on your Trading Partner's specifications and requirements specific to your relationship with them. If it is not set - then Transaction Manager will not know which EDI Transaction to create.
Navigate: Trading Partners → (Partner) → Preferences → Transactions
Select: Integration (tab)
Set: Import Document Type
Save
Be sure to Activate the Transaction as well (see below)
Solution - Activate the Transaction
Once the Import Document Type is set - you still need to Activate the Transaction so that Transaction Manager knows this Transaction is ready to begin being sent to your Trading Partners.
Navigate: Trading Partners → (Partner) → Preferences → Transactions
Select: Integration Tab
Find: Transaction with Import Document Type set
Double Click
Check: Active
Select: Apply
Save
rev 7/1/2025