Contents of the Import Allocation Basis Journals Screen
Use the fields and options to configure the Import Allocation Basis Journals 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 |
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Parameter ID |
Enter, or click
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
|
Selection Range
Use the fields in this group box to select the period information and pool number that is associated with the data you are uploading.
Field | Description |
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Fiscal Year |
Enter, or click
|
Period |
Enter, or click
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Subperiod |
Enter, or click
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Pool |
Enter, or click
|
Options
Field | Description |
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Upload Input File |
Select this check box to upload input data from a text file. There are two ways to work with input files in Costpoint:
Note: If you decide to use the first option, click
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Create ABJ Entry |
Select this check box to create the Allocation Basis Journal (ABJ). This check box is selected by default. |
Input File Information
Use the fields in this group box to enter information about the data file to be uploaded.
Field | Description |
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Alt File Location |
Enter, or click
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File |
Enter, or click
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Format |
Use this drop-down list to select the format of the file that you want to upload. Valid options are:
Comma-separated value files contain data separated by commas with character fields surrounded by double quotes. Fixed-length files contain data positioned in a set range of columns for each field. |
Truncated Values |
Use this drop-down list to select the action that is performed if the values of the input file are larger than Costpoint allows. Valid options are:
If the file format is Comma-Separated Values, all truncated value selections are available. If you select Fixed-Length, the only available selection is Never Truncate. |
Clear existing records in ALLOC_BASIS_PREP |
Select this check box to clear rows from ALLOC_BASIS_PREP that were not posted to the Allocation Basis Journal. |
Table Window
This table window displays the records that failed to upload and provides an error description for each.
Field | Description |
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Upload the Allocation Basis Journal |
Click
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