PR05.1 addins upload template?

Author
Messages
CindyW
Veteran Member
Posts: 169
Veteran Member

    It's beyond me why this was rolled into my corner , but it did. 

    I am trying to determine what columns I need to populate in order to do an upload for PR05.1.  We are moving to a new account structure and the users will need to identify the new codes that will be used, and they will use this to get the new records in.

     

    I am using the query below to select the data and populate my spreadsheet, but apparently I have to figure out what the other required fields are - and I don't have any idea how to do that.

    I'm not completely clueless - I played around with the upload wizard and I can see how to map columns to fields.  But that's about as far as I have gotten.

    Also I understand that there could be "hidden" fields and I've no idea what that entails.    Can anyone help me? 


    SELECT [COMPANY]
          ,[DED_CODE]
          ,[DESCRIPTION]
          ,[CHECK_DESC]
          ,[ACR_DIST_CO] Accrual_fund
             ,'' Accrual_fund_NEW
          ,[ACR_ACCT_UNIT] Accrual_wise_acct
             ,'' Accrual_wise_acct_NEW
          ,[ACR_ACCOUNT] Accrual_object
             , '' Accrual_object_NEW
          ,[ACR_SUB_ACCT] Accrual_location
             , '' Accrual_location_NEW 
          ,[EXP_DIST_CO] Expense_fund
             , '' Expense_fund_NEW
          ,[EXP_ACCT_UNIT] Expense_wise_acct
             , '' Expense_wise_acct_NEW
          ,[EXP_ACCOUNT] Expense_object
             , '' Expense_object_NEW
          ,[EXP_SUB_ACCT] Expense_location
             , '' Expense_location_NEW
       FROM [NEWCHART].[dbo].[DEDCODE]
       where END_DATE = '1753-01-01' or END_DATE > '2019-10-01'
       order by DED_CODE

     

     

    Thanks so much for any help you can offer!!

     

    Cindy

    Ragu Raghavan
    Veteran Member
    Posts: 468
    Veteran Member
      Did you try adding a record manually in PR05? That will give you some idea of what fields are required. For instance,
      - CALCULATION-TYPE
      - ADJUST-PAY
      - ARREARS
      - etc.
      CindyW
      Veteran Member
      Posts: 169
      Veteran Member

        No - I'm afraid I don't know anything about the data on that screen.  But that is a good idea - I will try it, hopefully it does not require much!

        CindyW
        Veteran Member
        Posts: 169
        Veteran Member
          If you find you need to add columns, can you use the existing mapping file that you already have, and insert columns into it? Or do you need to create a new one every time this happens?

           

          ***Never mind. Right after I posted this I noticed there is an "add columns" button right on the template screen.

          ---