Field "New Header Character" is required in the Receivables invoice batch import function and it must be in the first column. But what is it? I cannot find it in the invoice batch export function. If I try to save my import template without it, I get this:

"Header field 'Hdr-New Header Charater' is required and must be in the first header field."

You haven't pushed F1-Help when defining an import template. Do so. It's described there.

I did. It's not. No help in the Adagio Receivables PDF manual either.

I learned more by finding and examining a sample ARINVIM.XLS file found in the SAMDATA folder. Apparently the flat file Adagio wants is not so flat. One must make an invoice with one row for the header (marked by an "I" in the first column) and then one or more detail lines following (marked by a "D" in the first column). Then the next invoice gets a header row and so forth.

My mistake as assuming that the Adagio Receivables invoice batch import file should look something like the Adagio Receivables invoice batch export file. It does not. This strategy of making import files look like export files had always worked for me in the past.

Matthew:
I agree that the using an Export file as the basis for the Import file is usually a very reliable approach. Your experience here means that this is one of the few places where it doesn't work.

Another resource is located on the "Show me How" Tech Tips page: Import/Export documentation. There is a ZIP file on the right-hand side containing a number of documents. The AR Invoice import document is 7 pages long and very detailed.

Hi, Matt,

Just a note here. It is in the Help. Under the Notes on Import Invoices, you click the link. This information is the same as can be found in the Import/Export TechTips available on our website. Sample data files are referred to, along with the Template Requirements Notes and each possible field is detailed also.

The manuals have notes referring a user to the online Help.