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Contents of the Import TE Expense Commitments Screen

Use the fields and options to configure the Import TE Expense Commitments screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

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.

Description

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

Options

Input File

Field Description
Location

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 Location field blank. For more information about the File Upload Manager, see the File Upload Manager topic in the Getting Started Guide.
Name

Enter, or click to select, the name of the input file.

Delimiter

Select a delimiter from the drop-down list:

  • Comma (default)
  • Semicolon
  • Tab
  • Tilde

Accounting Period

Use this group box to choose the fiscal year, period, and subperiod to use as the default period for all imported expense commitments. These settings do not override values in the input file, but they are used if the fiscal year, period, and/or subperiod in the input file are blank.

When you make a selection in any field in this group box, the other fields are automatically populated.

Field Description
Fiscal Year

Enter, or click to select, the fiscal year.

Period

Enter, or click to select, the period.

Subperiod

Enter, or click to select, the subperiod. The non-editable field to the right displays the subperiod end date.

Print Edit Report during validate

Select this check box to print the edit report when you run the Validate Input File process.

Continue to process with error records

Select this check box to have the application continue processing even when error records are found.

Preview and Print Menu

Field Description
Validate Input File

Click or and select this option to read the input file, create temporary tables, validate records, 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.

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.

Action Menu

Field Description
Validate Input File and Import TE Expense Commitments

Click the arrow to the right of and select this option to validate and import TE expense commitments. This action will print both the error and edit reports. Only one user at a time can perform this step on this application and you cannot run it simultaneously with the Validate Input File option. You can set this step on the Manage Jobs screen so that the validate and import process can be done at the job server.