IMPORT TE EXPENSE COMMITMENTS

Use this screen to import expense commitments from Deltek Time & Expense. The application imports data from a Comma-Separated Value (.csv) input file created by Time & Expense. For information about the input file layout, see your Time & Expense documentation.

You must set up the Configure TE Commitments Suspense Settings screen for your company before any commitments can be imported.

There are two ways to work with input files in Costpoint:

If you decide to use the first option, click in the Location field to select an alternate file location. If you choose the second option, leave the Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.

Location

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Options

Input File

Location

Enter the location of the input file you are importing. There are two ways to do this:

or

Name

Enter, or click to select, the name of the input file.

Accounting Period

Use this group box to choose the fiscal year, period, and subperiod to use as the default period for all imported expense commitments. These settings do not override values in the input file, but they are used if the fiscal year, period, and/or subperiod in the input file are blank.

When you make a selection in any field in this group box, the other fields are automatically populated.

Fiscal Year

Enter, or click to select, the fiscal year.

Period

Enter, or click to select, the period.

Subperiod

Enter, or click to select, the subperiod. The non-editable field to the right displays the subperiod end date.

Continue to process with error records

Select this check box to have the application continue processing even when error records are found.

Process Input File

Click the arrow to the right of and select one of the following options:

Input File Validation