I have set up my CSV, but have run into 2 issues.

If a item does not have enough QTY On Hand the import errors out. I would like it to simply place the item on BackOrder. I can not know ahead of the importing process if there is QTY On Hand, so setting Shipped QTY to 0 on those items is not an option.

I need to change the tax status based on ship state but changing the number in the field for HDR-Customer Tax Status from 0 to 1 to 2 seems to have no effect on the header once it is imported.

Hi Nick,

Does your company allow negative quantity? This is set in the Adagio Inventory company profile. If you don't allow quantity and you are importing a quantity shipped value > 0, then importing is correctly halting because an order cannot be created that has a quantity shipped and not enough stock on hand to cover it.

You either need to import Qty Shipped = 0 (and Qty Ordered as the desired value), or allow negative quantity in IC.

If you have a Ship-to address code associated with your order (importd or otherwise), the tax status on the ship-to address code will over-ride anything entered or imported for your customer. Ensure that the tax status on the ship-to address record is correct.

No, we do not allow negative QTY. We actually tried it years ago with catastrophic results.

I would like to request a feature for the qty being applied to BackOrder if there is not enough on hand. It would probably be best if it were an option in the importer for those who WANT the error for insufficient QTY. In the mean time, I'll have to default everything to to 0 shipped and go back through each order. I'm still going to save hours per day vs hand keying the entire order.

I am not using a ship-to code. IS the correct format for the HDR-Customer Tax Status "0" or "1"?

Hi Nick,

If you do not allow negative quantity, and you have a Qty Shipped value greater than what is on hand, you will receive an error:
'There is insufficient quantity for item XXX at location YY on line Z.'
Importing will halt immediately.

If Qty shipped is not imported or is zero, then the order will be imported with no errors. And if the Company Profile Option to 'Calculate Backorder' is enabled, the Qty Ordered value will be copied to Qty Backordered.

Your suggestion is to allow importing a non-zero Qty Shipped and if there is enough on hand then to allow it, and if not then to revert all qty to be backordered instead of shipped. Is that correct? Suggestion noted.

As for tax statuses, your Tax Table setup will determine what the correct value is. Every company can have a different tax table, so you need to look at your setup to see the tax rates associated with the statuses (customer and item) and pick the one that works. Or if none of them are correct, you will need to edit the tax table to set up the correct rates.

Nick:
I haven't imported Orders for a while so I could be wrong on this but here goes: Don't import the Customer Tax Status. Let the import process pick it up from each Customer profile.