You use this program to import ledger budgets that were created using 3rd party application software (e.g. a spreadsheet package).
- Toolbar
- Options
- Details
- Import Results
- File layout for 7
- File layout for 6.1
- Notes and warnings
- Application Help Pane
| Field | Description |
|---|---|
| Import | Validates the contents of the import file and imports records according to your selection at the Import only if all rows are valid option. |
| Save Form Values | This option is only enabled in Design mode (see Automation Design). Your selections are saved and applied when the program is run in automated mode. |
| Field | Description |
|---|---|
| Import method | |
| From file | Indicates you want to import data from a file. |
| Use data grid | Indicates you want to enter data directly into the grid of the Details pane (you can paste the contents of an Excel spreadsheet into the grid). |
| File location | |
| Server | Indicates the import file resides on the server. |
| Client | Indicates the import file resides on the client. |
| File name | Indicate the name of the import file (include the full path). |
| Review file | Loads the contents of the import file into the Details pane. This enables you to validate the lines on the grid prior to importing the file. The Import button is enabled only when all lines are valid. |
| Field | Description |
|---|---|
| Import only if all rows are valid | When enabled, the entire import file must be valid before any records
can be imported. The import aborts if any errors are encountered. When this is not enabled, valid records are imported and invalid records are ignored when the import is performed. |
| Budget to import | Indicate the type of budget that you want to update with the information you are importing. |
| This Year | Select this if the budget values on the import file are for the current year's budget. |
| Next Year | Select this if the budget values on the import file are for the following year's budget. |
| Alternate budget 1 - 8 | Select the appropriate alternate budget which the budget values on the import file represent. |
| New revision level | Up to 15 characters can be entered here if you selected to update any of the available alternate budgets. |
| Update GL analysis | Rebuild your General Ledger analysis history tables/files after completing the import. This option only applies if you used the GL Structure Definition program to structure your General Ledger codes (see Rebuild Analysis History). |
| Field | Description |
|---|---|
| Print the Details | Generate a report of the contents of the Details entry grid. |
| Email the Details | Generate an email of the contents of the Details entry grid. |
| Print the Import Results | Generate a report of the contents of the Import Results pane. |
| Email the Import Results | Generate an email of the contents of the Import Results pane. |
| Email recipients | Indicates the email addresses of recipients to whom you want to email the information displayed in the output panes. |
| Delete file after use | Indicates whether you want to delete the import file after
all records are successfully
imported. In a client/server environment, both the import file on the server and the temporary import file created on the client are deleted. |
| Close the application | Exits the program once processing is complete. Do not select this if you want to be able to view the information on screen when processing is complete or you want to print or email the contents of the Details and Import Results panes. |
| Field | Description |
|---|---|
| Validate | This verifies whether there are any errors in the grid,
without actually importing records. Exclamation marks in the Validation status column indicates that one or more fields in the line are invalid. An explanatory error message is displayed when you hover your mouse pointer over the exclamation marks. |
| Prints the contents of the import file, or changes made in the grid. | |
| Export to Excel | Outputs data from the Details pane to an Excel spreadsheet. |
| Search text | |
| Clear | Clears the contents in the search text field. |
| Edit | |
| Copy | Copies the lines in the Details pane. |
| Paste (all columns) | Ensure that you have data for all the columns that can
appear in the data grid before selecting this option. When you select to Paste (all columns) the date you are pasting must be in the format CCYYMMDD. Although no validation errors are displayed, the date is not converted into your SYSPRO date format. |
| Paste (visible columns only) | Pastes data into the columns that currently appear in the
data grid, in the sequence that they appear. When you select to Paste (visible columns only) and the date you are pasting is not in CCYYMMDD format, you are prompted for the date format. The program correctly inserts it into the grid in the SYSPRO date format. |
| Duplicate | Copies the current row to the end of the data grid. |
| Find and Replace |
Displays a summary of the results of the validation/import.
This information can be printed or emailed providing you did not select to Close the application in the After processing completed section.
The table below indicates the structure of the import file that must be defined to successfully import budgets from 3rd party application software.
| Field | Start position | Field length and description |
|---|---|---|
| Header | ;SYSPRO IMPORT - Version=001 - GENP14 Mandatory entry of this comment on the first line of the import file to distinguish it from a SYSPRO 6.1 layout file. This comment is not case sensitive. |
|
| Line type | 1 | 1 The first character of each line in the import file must start with the character B. |
| Ledger code | 2 | 35 Valid General Ledger account code. |
| Budget value 1 | 37 | 15 Budget amount for 1st ledger period |
| Budget value 2 | 52 | 15 Budget amount for 2nd ledger period. |
| Budget value 3 | 67 | 15 Budget amount for 3rd ledger period. |
| Budget value 4 | 82 | 15 Budget amount for 4th ledger period. |
| Budget value 5 | 97 | 15 Budget amount for 5th ledger period. |
| Budget value 6 | 112 | 15 Budget amount for 6th ledger period. |
| Budget value 7 | 127 | 15 Budget amount for 7th ledger period. |
| Budget value 8 | 142 | 15 Budget amount for 8th ledger period. |
| Budget value 9 | 157 | 15 Budget amount for 9th ledger period. |
| Budget value 10 | 172 | 15 Budget amount for 10th ledger period. |
| Budget value 11 | 187 | 15 Budget amount for 11th ledger period. |
| Budget value 12 | 202 | 15 Budget amount for 12th ledger period. |
| Budget value 13 | 217 | 15 Budget amount for 13th ledger period. |
| Budget value 14 | 232 | 15 Budget amount for 14th ledger period. |
| Field | Start position | Field length and description |
|---|---|---|
| Line type | 1 | 1 The first character of each line in the import file must start with the character B. |
| Ledger code | 2 | 15 Valid General Ledger account code. |
| Budget value 1 | 17 | 15 Budget amount for 1st ledger period |
| Budget value 2 | 32 | 15 Budget amount for 2nd ledger period. |
| Budget value 3 | 47 | 15 Budget amount for 3rd ledger period. |
| Budget value 4 | 62 | 15 Budget amount for 4th ledger period. |
| Budget value 5 | 77 | 15 Budget amount for 5th ledger period. |
| Budget value 6 | 92 | 15 Budget amount for 6th ledger period. |
| Budget value 7 | 107 | 15 Budget amount for 7th ledger period. |
| Budget value 8 | 122 | 15 Budget amount for 8th ledger period. |
| Budget value 9 | 137 | 15 Budget amount for 9th ledger period. |
| Budget value 10 | 152 | 15 Budget amount for 10th ledger period. |
| Budget value 11 | 167 | 15 Budget amount for 11th ledger period. |
| Budget value 12 | 182 | 15 Budget amount for 12th ledger period. |
| Budget value 13 | 197 | 15 Budget amount for 13th ledger period. |
| Budget value 14 | 212 | 15 Budget amount for 14th ledger period. |
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Budgets are imported only for the number of accounting periods in your ledger year (an additional budget is available if you budgeted for the year end period), for example if you defined 6 accounting periods in the year and you import a line that contains 12 budget values, then only the first 6 budgets of that line are imported.
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The entry of budget values can be made at any point within the allocated field space. Because budgets are stored to the nearest unit (dollar, pound, etc.) any decimal values that are encountered are ignored.
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Any blank entries for a budget value are treated as zero.
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Although the allocated field size for each budget value is 15 characters, the actual budget amount cannot exceed 12 characters.
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The import process is immediately aborted if the first character of each line in the import file does not begin with a B. However, if any other type of error is encountered then a list is displayed within a browse window at the end of processing. A maximum of 200 errors is listed at any time.
Only the first error encountered on a line is listed, for example if a single import line contains three separate errors, then only the first error is indicated on the list. Once you have corrected the first error and re-run the import, then the second error is listed, etc.
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A maximum of 99 999 records can be imported from any one file. If you need to import more records, you need to break up the import file into multiple files.
Operator access to the following activities within this program can be restricted. You configure this using the Operator Maintenance program.
| Activity | Description |
|---|---|
| Listview/Forms - Export or print data | Controls whether an operator can print the contents of a listview and/or output the contents of a listview to an HTML page, XML document or Excel spreadsheet. |
| Maintain data in import programs | Controls whether an operator can maintain import data in a data grid within any SYSPRO import program before the import is performed. |
| Allowed to import from client | Controls whether an operator can use a SYSPRO import program to import data from a client machine (in a client/server environment). |
| File Browse on server (C/S system) | Controls whether an operator use the browse function to load the Browse on Files and Folders program to locate files on the server in a client/server environment. Operators can still navigate to a file or folder on the server by typing in the full path name in the entry field. |
Application Help Panes provide step-by-step instructions for various functions within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program. The intention is that the pane provides information that is uncluttered and easy to navigate.
You can embed an Application Help Pane:
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in the main SYSPRO menu
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in any program with panes, if not using roles
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when adding a role layout in Design Mode.
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.