Costpoint Online Help

Contents of the Import Subcontractor Detail Screen

Use the fields and options to configure the Import Subcontractor Detail 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
Alternate File Location

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

  • In the Alternate 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 right-side Context Menu, click Files. You can drag and drop files here or click choose files to select the files you want to import. If you select the Overwrite checkbox, 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 Alternate File Location field blank. For more information about the File Upload Manager, see the File Upload Manager topic in the Getting Started Guide.
Delete input file upon successful import

Select this checkbox to have Costpoint delete the input file if the import is successful.

Defaults

This section is required only when importing timesheet data. You can leave the fields blank when importing expense data.

Note: Timesheet Schedule, Fiscal Year, and Period fields are for reference only. They are not used in any of the subcontractor invoice calculations.
Field Description
Timesheet Schedule

Enter or click to select the timesheet schedule. If T&E is co-deployed, the lookup will display data from the T&E tables. Otherwise, it will look up data from Manage Timesheet Periods.

Fiscal Year

Enter or click to select the fiscal year. If T&E is co-deployed, the lookup will display data from the T&E tables. Otherwise, it will look up data from Manage Fiscal Years.

Period

Enter or click to select the period. If T&E is co-deployed, the lookup will display data from the T&E tables. Otherwise, it will look up data from Manage Accounting Periods.

Print Import Subcontractor Detail Report

You can choose from the following options to read subcontractor detail information from the input files:

  • To preview the full report, press CTRL+SHIFT+V.
  • To print the full report, press CTRL+SHIFT+P.

All records are validated immediately. If errors are encountered, Costpoint displays the following error message: "Errors were found in the input file(s) during validation. Refer to the error report to resolve these errors and run the import process again."

Note: Error information is displayed on the screen and you can print the Import Subcontractor Detail Error Report.

Print the Import Subcontractor Detail Report and review the information. You can then click Actions to import timesheet and expense data into the Costpoint tables.