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Last Post 11/25/2019 10:50 AM by  CindyW
PR05.1 addins upload template?
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CindyW
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11/22/2019 5:59 PM

    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
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    11/23/2019 8:28 AM
    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
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    11/25/2019 9:44 AM

    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
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    11/25/2019 10:50 AM
    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.

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