I am trying to import a large number of Ship To addresses into Adagio using AR's import feature. I exported the existing addresses and filled in the fields and when I try to import the same file I keep getting "Invalid tax group" and fails to import. I tried removing the tax group and tax type from the import file but it still fails. I used to be able to do mass imports of ship to addresses before we switched to AR 9.1A. I even created a new tax group and added it to the import file and it still failed. Currently I can only manually create ship to's and I have over 3,500.

Hi Carl,

With the current release of Adagio Receivables 9.2A, I can replicate your problem when the Tax Group code is not included as a field to either import of default in the template. What is supposed to happen is that the tax group from the customer master record is used. I will write up this problem for R&D - thank you for bringing this to our attention.

If I either include the Tax Group and Status fields in the import file, or assign the tax group from the Field Defaults tab, in both cases the file imports successfully with no errors. If all 3500 ship-to address records will have the same Tax Group, then the easiest thing to do is assign that on the Field Defaults tab.

The tax group comes from either Adagio OrderEntry or Adagio Invoices as specified in the Receivables company profile. Which do you use, OrderEntry or Invoices?

Carl:

Does the error occur on every single record?

When you created a new tax group and added it to your import file did you change every record to the new tax group, just some, or just one? In other words is the import complaining about the new tax group?

I just tested 3100 ship to by exporting and then importing. the import complained about some of the tax groups being invalid. When I investigated they were old tax groups that no longer existed.