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Import Journal Entries from External Source - Screen Overview

Upload data to stwgIFTP

Screen Code: cmlupdata

To import and upload the journal entries from an External Source - CSV file, text file, or excel sheets

This interface connects to many of these applications to allow you to import journal entry information to the General Ledger module. The process is normally user-driven from an application menu option for importing data.

*Note: The data must be reviewed by the user before it is posted.

Navigation Tip: General Ledger >> Journal Entries >> Import Journal Entries from External Source.

It has the following parameters:

Field	Description
File Name	Enter file name to search.
Size	File size in Bytes.
Date Modified	Last date modified.
Refresh File List	Refresh and display the data after adding or modifying any files.
Select Files	Select a file to upload. Alternatively, you can drag and drop the file into the white box.

The account number may be entered with or without dashes. The budget item and asset are not required, but the column headings are required. The name of the file should be generic_ss.csv

Validation:

The account number is validated. If the budget item is non-zero, then it will be validated. If the asset is non-zero, then it is validated. Any error messages are in the error log file that should be sent to the spooler for review.

Journal Entries Interface: PLC, ACTIVENET, CLASS, IWORQ, MMI_COURT.

It has the following parameters:

Field	Description
Delete	Deletes the selected File.
Rename	Allows you to rename the selected file.

Rename: Rename any uploaded file from the directory.

Field	Description
Original file name	Original file name displayed
New file name	Modify or Rename the selected file.

Delete: Delete an uploaded file from the directory.

Field	Description
No	Do not delete the selected file.
Yes	Delete the selected file.

Version 1.1

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