An import already done cannot be changed or deleted

Symptom

When you edit or delete an import record, or type by hand a field the importer fills in, fiscaldoo refuses and tells you to create a new import. Nothing was changed.

Message

Copied from the Portuguese demo database, triggered through the integration:

• With the Administrator, when creating a migration batch record with the state filled in (in a SAF-T import, the state is ignored and the import is created):

  “These fields are calculated by the system or fixed by the importer and cannot be set: state.”

• With the Administrator, when changing the state of a SAF-T import already created:

  “These fields are not editable: state. Remove them from the change, or create a new record if the data must differ.”

• With the Administrator, when deleting a SAF-T import:

  “An import is part of the fiscal history and is never deleted: use “Delete the import”, which deletes the drafts it created and keeps the import marked as deleted, with who deleted it and when.”

• With the Administrator, when writing the import log by hand:

  “The import log is written only by the importer. Use the buttons of the import instead of editing the log.”

• With the Accountant profile, when starting an import of SAF-T or of documents from other software:

  “Não tem permissão para importar um ficheiro SAF-T (PT): é necessária a permissão “Migração/Importação fiscal”, que o seu utilizador não tem. […] Peça a um administrador fiscal que lhe atribua essa permissão, ou peça a alguém que a tenha para o fazer por si.” (You do not have permission to import a SAF-T (PT) file: the “Fiscal Migration / Import” permission is required, which your user does not have. […] Ask a fiscal administrator to grant you that permission, or ask someone who has it to do it for you.)

Verified causes

• An import is fiscal history: what came in, when and by whom. Changing or deleting it would destroy that history, so only the importer writes the state and the log.
• Importing requires the Fiscal Migration / Import permission; payroll history requires Payroll Administrator.

What to check

1. If what you want is to correct data: you make a new import with the corrected file.
2. If what you want is to undo a SAF-T import made by mistake: use Delete the import, on the import itself.
3. Whether you have the Fiscal Migration / Import permission.

How to fix it

1. Correct the source file.
2. Make a new import, through the same menu you used the first time.
3. If you have to withdraw a SAF-T import, open it and use Delete the import: it is marked as “deleted”, with who and when.

Who does it: the user with Fiscal Migration / Import; the fiscal administrator grants the permission.

Expected result

The new import appears alongside the old one, which stays as history.

When to contact support

• You have the permission and the Import button returns a message that is not listed here.

Information to send

Follow How to ask support for help and what information to send, with the type of import and the full message.