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The user must have both CREATE and UPDATE for a given entity in order to use Mass Load. The USAS_MANAGER Role contains this access by default. USAS_Standard user also needs the permission of MODULE_IMPORT to see the menu option of Mass Load. |
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The Custom Report Writer can be used to create the header file for you. To do so, Select the Object you wish to import (i.e. Cash Account, Expenditure Account or Revenue Account). Once the object is selected, add the 'Identifying Fields' necessary to import the object. (These will be the required headers needed to correctly import the records. This list can be found below.) Generate the custom report using the Comma Separated Values-Field Names format.
Once the header fields and data are populated on the csv file, from the Utilities menu,
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Each Object to be imported (i.e. Cash Account, Expenditure Account or Revenue Account) has to be created on a separate .CSV file. The Identifying Fields below have to be entered exactly how they are written. For more Identifying fields, please use the Custom Report Writer to find the field names needed for the data that will me be mass loaded. 'Select Object' to open up the Property names and hover over the name with your mouse pointer: example. CashAccount Object - the cash account dimensions are under 'Code'. code.fund would identify the fund code of the cash account. The appropriation account will be created for you when the first expenditure account is created. |
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