Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Enter the location of the input file you are importing. There are two ways to do this:

• In the Location field, enter, or click to select, the alternate file location where the input file is located. Alternate file locations are set up in the Manage Alternate File Locations screen.
• From the Global Menu, click Process > File Upload. On the File Upload Manager dialog box, click Browse and use the dialog box to select the file you want to import. If you select the Overwrite? check box, Costpoint will overwrite any file of the same name that already exists in the Costpoint database. Click Upload when you are finished. If you use this method, leave the File Location field blank. For more information about the File Upload Manager, see the File Upload Manager topic in the Getting Started Guide.

Use this drop-down list box to select the format of the file to use. This preprocessor supports the following file formats:

• ASCII File: Select this option if are importing vendor records from an ASCII input file. When you select this option, you must specify what delimiter is used in your input file from the File Delimiter drop-down list.
• Tables: Select this option if you are importing vendor records from a database input table.

Use this drop-down list to select which special character is used as the delimiter in your input file. This field is only applicable when you select ASCII File in the File Format field.

Use this field to enter, or use to select, the name of the input file/tables to use.

Use this field to enter, or use to select, the A/P account description you wish to assign to all the records in the input file/tables.

Use this field to enter, or use to select, the cash account description you wish to assign to all the records in the input file/tables.

Select this check box to print the edit report when you run the Validate Input File process. The tax ID will be masked or hidden on the report if the Social Security Suppression has been selected on the Manage Users screen.

Select this check box to replace existing records in Costpoint with the records in the input file/tables that have the same vendor ID.

Select this check box to allow this preprocessor to continue the import process even when it encounters errors with one or more records in the input file.

Select this check box to import vendor records that are not assigned to the logged on user.

Select this option to approve all the records in the input file automatically.

Select this option to automatically set all records in the input file as pending for approval. This option is not available when the vendor approval process is disabled.

Select this option to approve vendor records based on the setting specified in the input file.

Select this option to automatically assign vendor IDs for each record in the input file.

Select this option to use the vendor IDs specified for each record in the input file.

Select this check box to update vendor records and vendor electronic fund transfer information.

Select this option to load unprocessed records to a temporary table where each record is validated. All records that pass validation are then imported to the VEND and VEND_ADDR tables. All records that does not pass validation are tagged as error records in the temporary table.

Select this option to load unprocessed records to a temporary table where each record is validated. All records that pass validation are imported to the VEND and VEND_ADDR tables. All records that does not pass validation are then reprocessed.

Select this option to load unprocessed records to a temporary table where each record is validated. All records that pass validation are imported to the VEND and VEND_ADDR tables, and are then deleted from the input tables.

Select this check box to select the Allow Edits to Pay Vendor on Voucher check box on the Defaults tab of the Manage Vendor screen for all records in the input file/tables.

Select this check box to select the Hold Payments check box on the Header tab of the Manage Vendor screen for all records in the input file/tables.

Select this check box to select the Pay When Paid check box on the Defaults tab of the Manage Vendor screen for all records in the input file/tables.

Select this check box to allow importing of a duplicate vendor name and address code combination (using a different vendor ID) when the location in the input file is blank.

Click or and select this option to validate the input file, create temporary tables, and print the Error Report. This step can be performed simultaneously by more than one user.

When you select the Print Edit Report during validate check box, the edit report prints after validation. In the Import Vendors preprocessor, any line with 1099 Tax ID will be rejected with an error if the user is subject to SSN suppression for the company.

The validation of an input file may require you to do it more than once until all errors in the file are corrected. To prevent bottlenecks in this step, multiple users can simultaneously run it with their own set of input files. Once an input file is validated, it can be submitted to the job server where the rest of the import process do not require user interaction. You can get an e-mail notification when the process is complete.

This step also deletes records in the temporary tables that were previously imported using the Tables option.