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Contents of the Import IWO Allocations Screen

Use the fields and options to configure the Import IWO Allocations 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.

Selection Ranges

Field Description
Sending Location

Use the fields in this group box to enter the sending location of the IWO transfers.

Option

Use this drop-down list to select the range of locations that you want to process. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter the starting location for the range you want to process. If you select All or From Beginning in the Range Option field, this field is inactive.

End

Enter the ending location for the range you want to process. If you select All, One, or To End in the Range Option field, this field is inactive.

Generate

Field Description
File Location

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

  • In the File Location field, enter, or click to select, the alternate file location where the input file is located. Alternate file locations are set up on the Manage Alternate File Locations screen.
  • From the Global Menu, click Process > File Upload. On the File Upload Manager dialog box, enter the location and name of the file you are importing, or click Browse and use the dialog box to select the file. 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.
Note: It is possible to import the same records more than once, but the application gives you a soft warning.

Options

Field Description
Create Duplicates

Select this check box to allow duplicate entries.

Multicurrency IWOs

Use the fields in this group box to override the rate group and rate date for the IWO allocations to be imported. These fields are enabled only if you licensed for Multicurrency, and are optional.

Field Description
Rate Group

Enter, or click to select, the rate group to be used for the IWO allocation for import. If you do not enter a value, this field will default to the rate group specified in the input file.

Note: You must enter a valid rate group or leave this field blank; otherwise, Costpoint displays an error message and you will not be able to create the IWO allocation.
Rate Date

Enter, or click to select, the exchange rate date. If you do not enter a value, this field will default to the rate date specified in the input file.