Contents of the Configure TE Suspense Settings Screen
Use the fields and options to configure the Configure TE Suspense Settings screen.
Replacement Methods
Use this block to specify the data replacement method that you want the preprocessor to use. You can choose either:
- A "single" method (such as account only or project only) or
- A "combination" method (such as account/organization or project/account/ organization) for replacing items that fail the preprocessor validations.
You cannot select both methods across the different validation items. If you select a "combination" method in one group box, you must select that same "combination" method in all group boxes, where applicable. If you select a "single" method, other validations are automatically set to No Substitution.
If Account fails replace
Use this group box to specify how you want the preprocessor to handle accounts that fail validation.
Field | Description |
---|---|
Account |
From the drop-down list, select this setting to replace an invalid account with the project or non-project account entered in the Replacement Values block. Only the account is replaced. The remaining data on the row is subject to normal validation procedures. If you select this method, you must enter a project and a non-project account in the Replacement Values block. |
Account/Org |
From the drop-down list, select this setting to replace an invalid account and organization with the account and organization entered in the Replacement Values block. When you save your selections, Costpoint verifies that they are linked in the Organization Account table. If you select this setting, you must also select it in all other applicable group boxes. |
Proj/Acct/Org |
Select this setting from the drop-down list to replace an invalid project/account/organization with the project account, non-project account, organization, and project entered in the Replacement Values block. If it is a non-project account, only the account/organization is replaced. When you save your selections, Costpoint verifies that these items are linked. If you select this setting, you must also select it in all other applicable group boxes. |
No Substitution |
If you select this setting, Costpoint selects those records that fail validation because of an account and writes them to the error file without uploading them. If you entered a project or non-project account in the Replacement Values block, Costpoint does not use it. |
If Organization fails replace
Field | Description |
---|---|
Org |
Select this setting to replace an invalid organization with the organization entered in the Replacement Values block. Only the organization is replaced. The remaining data on the row is subject to normal validation procedures. |
Account/Org |
Select this setting to replace an invalid account and the organization with the account and organization entered in the Replacement Values block. When you save your selections, Costpoint verifies that they are linked in the Org Account table. If you select this setting, you must also select it in all other applicable group boxes. |
Proj/Acct/Org |
Select this setting to replace an invalid project/account/organization with the project account, non-project account, organization, and project entered in the Replacement Values block. Only the account/organization will be replaced in the case of a non-project account. When you save your selections, Costpoint verifies that these items are linked. If you select this setting, you must also select it in all other applicable group boxes. |
No Substitution |
If you select this setting, Costpoint selects those records that fail validation because of an organization and writes them to the error file without uploading them. If you entered an organization in the Replacement Values block, Costpoint does not use it. |
If Project fails replace
Field | Description |
---|---|
Project |
Select this setting to replace any invalid project with the project entered in the Replacement Values block. Only the project will be replaced. The remaining data on the row is subject to normal validation procedures. |
Proj/Acct/Org |
Select this setting to replace an invalid project/account/organization with the project account, non-project account, organization, and project entered in the Replacement Values block. If you select this setting, you must also select it in all other applicable group boxes. |
No Substitution |
If you select this setting, Costpoint selects those records that fail validation because of a project and writes them to the error file without uploading them. If you entered a project in the Replacement Values block, Costpoint does not use it. |
If Acct/Org combination fails replace
Field | Description |
---|---|
Account |
Select this setting to replace the invalid account with the project or non-project account entered in the Replacement Values block. Only the account will be replaced. The remaining data on the row is subject to normal validation procedures. |
Account then Org |
Select this setting to replace the account with the account entered in the Replacement Values block. If the new account/organization combination does not pass validation, the preprocessor also replaces the organization. Costpoint verifies that the accounts and organizations are properly linked in the Org Account table. |
Proj/Acct/Org |
Select this setting to replace the project/account/organization with the project account, non-project account, organization, and project entered in the Replacement Values block. If you select this setting, you must also select it in all other applicable group boxes. |
Org |
Select this setting to replace the invalid organization with the organization entered in the Replacement Values block. Only the organization will be replaced. The remaining data on the row is subject to normal validation procedures. |
Org then Account |
Select this setting to replace the organization with the organization in the Replacement Values block. If this new combination fails validation, the preprocessor will also replace the account. The application also verifies that the accounts and organizations are properly linked in the Org Account table. |
Account/Org |
Select this setting to replace both the account and organization with the project account, a non-project account, and organization entered in the Replacement Values block. When you save your selections, Costpoint verifies that they are linked in the Org Account table. If you select this setting, you must also select it in all other applicable group boxes. |
No Substitution |
If you select this setting, the preprocessor selects those records that fail validation because of an account/organization combination and writes them to the error file without uploading them. If you entered an account/organization combination in the Replacement Values block, Costpoint does not use it. |
If Proj/Acct/Org combination fails replace
Field | Description |
---|---|
Account |
Select this setting to replace the invalid project/account/organization combination with the project or non-project account entered in the Replacement Values block. Only the account will be replaced. The remaining data on the row is subject to normal validation procedures. |
Account/Org |
Select this setting to replace an invalid account and organization with the project account, a non-project account, and an organization entered in the Replacement Values block. When you save your selections, Costpoint verifies that they are linked in the Org Account table. If you select this setting, you must also select it in all other applicable group boxes. |
Proj/Acct/Org |
Select this setting to replace the project/account/organization with the project account, non-project account, organization, and project entered in the Replacement Values block. If you select this setting, you must also select it in all other applicable group boxes. |
Account/Org then Project |
Select this setting to replace the account and organization with the project account, non-project account, organization, and project entered in the Replacement Values block. If the record still fails validation, the project is also replaced. |
Org |
Select this setting to replace the organization of the invalid project/account/ organization combination with the organization entered in the Replacement Values block. Only the organization will be replaced. The remaining data on the row is subject to normal validation procedures. |
Acct then Org then Project |
Select this setting to replace the account first. If the new combination fails validation, Costpoint replaces the organization and project. If you select this setting, you must enter a project account, a non-project account, an organization, and a project in the Replacement Values block. |
Org then Acct then Project |
Select this setting to replace the organization. If that fails validation, then Costpoint replaces the account and project. You must enter a project account, a non-project account, an organization, and a project in the Replacement Values block. |
Project |
Select this setting to replace the project in the invalid project/account/organization combination with the project entered in the Replacement Values block. Only the project will be replaced. The remaining data on the row is subject to normal validation procedures. |
No Substitution |
If you select this setting, Costpoint selects those records that fail validation because of a project/account/organization combination and writes them to the error file without uploading them. Costpoint checks to see whether there is a project account, non-project account, organization, and project entered in the Replacement Values block. If any of these are present and are not being used by some other validation method, Costpoint displays a warning message stating that these values will not be used in suspense processing. However, the values are not deleted. |
Replacement Values
Use this block to designate values that the preprocessor uses to replace invalid data.
Field | Description |
---|---|
Project |
Enter, or click to select, a valid project identifier that will be used by the preprocessor to replace an invalid project ID. The project ID must exist in the Project table. |
Project Required Account |
Enter, or click to select, a valid project account identifier that will be used by the preprocessor to replace an invalid project account ID. The project account ID must exist in the Account table. |
Non-Project Required Account |
Enter, or click to select, a valid non-project account identifier that will be used by the preprocessor to replace an invalid non-project account ID. The non-project account ID must exist in the Account table. |
Organization |
Enter, or click to select, a valid organization identifier that will be used by the preprocessor to replace an invalid organization ID. The organization ID must exist in the Org table. |
Ref 1, Ref 2 |
Enter, or click to select, valid reference number identifiers for reference 1 and/or reference 2. The preprocessor will use these IDs to replace any invalid reference number IDs. The reference number IDs must exist in the Reference Structure table. |