Delinquent File I/O Import

Navigate: Closed Tax > Delinquents > Delinquent File I/O > Delinquent File Import

Description

Use this task to import a delinquent file, such as Lien Data, that uses File I/O configuration.

Steps

  1. Select the File I/O Type.

  2. Check the Delete file after import checkbox to delete the file after importing it.

  3. Click Upload File to open a browser window to search for and select the file to upload.

  4. Click Import to submit the import to the batch processes Monitor Batch Processes screen from which you can select the process to view the results on the View Batch Process Details screen.

    • Click Close to end the task.

California

  • The Lien Import process finds document to be updated based on the doc type and subtype selected.  When matching the doc type and subtype, the process looks for the most recent document that has not been updated with recordation number and recordation date.  Documents with recordation number and date are not considered and are not updated/changed.  The error report generated as part of the import process includes the message Matching document not found if no lien document is found in Aumentum Tax that matches the import.

Dependencies, Prerequisites, and Setup

IMPORTANT: Set up for this import spans several modules as shown in the following steps. Check with your Aumentum Support representative if you are unsure of how to complete all the necessary setup.

  1. Complete various Batch Collections Setup, if applicable to the import, in the Accounts Receivable module:

    • Map Flags via Tax > Accounts Receivable > Batch Collections Setup > Flag Setup > Map Flags. The flags mapped here can be selected for the File I/O Export layout and the value selected for each flag is displayed in the export.

    • MapTax Authoritiesvia Tax > Accounts Receivable > Batch Collections Setup > Tax Authority Setup > Map Tax Authority. Map a Batch Collections Category to a Tax Authority. If the All Years selection is checked, then the program searches all years on the PIN and sum the amounts. If not, then it looks only at the bill year selected in the parameters or group at the top of the page.

    • Map Fee Types via Tax > Accounts Receivable > Batch Collections Setup > Fee Type Mappings > Maintain Fee Type Mappings.

    • Map Document Types via Tax > Accounts Receivable > Batch Collections Setup > Document Type Mappings >Maintain Document Type Mappings.

    • MapUDFand Delinquent UDF data to the Batch Collections fields via Tax > Accounts Receivable > Batch Collections Setup > UDF Mappings > Maintain UDF Type Mappings.

  2. Setup the file input/output configuration for the Delinquent Import. Go to go to Configuration > File Input/Output > Input/Output File Configuration > Manage Input/Output File Configuration and select to edit the import layout, for example, Lien Import.

    NOTE: Some delinquent export and import layouts may not apply to your jurisdiction.

    • Set up or edit the layout for your file on the Manage Input/Output File Details screen.

Configuration > Application Settings > Maintain Application Settings

  • See the Delinquent topic for details about various application settings that may impact file import.

  • The Delinquent effective date application setting Next Lien Number auto assigns the next lien number for imported liens when defined. The length you define for the lien number determines the lien number format. The value of the starting number you define determines the next number the system auto assigns for each subsequently imported lien. If not defined, no lien number is assigned.