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.
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.
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.
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Enter the location of the input file you are importing. There are two ways to do this:
In the Location field, enter, or click to select, the alternate file location where the input file is located. Alternate file locations are set up in the Manage Alternate File Locations screen.
or
From the Global Menu, click Process » File Upload. On the File Upload Manager dialog box, click Browse and use the dialog box to select the file you want to import. If you select the Overwrite? check box, Costpoint will overwrite any file of the same name that already exists in the Costpoint database. Click Upload when you are finished. If you use this method, leave the Location field blank. For more information about the File Upload Manager, see the File Upload Manager topic in the Getting Started Guide.
Enter, or click to select, the name of the input file.
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.
Enter, or click to select, the fiscal year.
Enter, or click to select, the period.
Enter, or click to select, the subperiod. The non-editable field to the right displays the subperiod end date.
Select this check box to have the application continue processing even when error records are found.
Click the arrow to the right of and select one of the following options:
Process Input file — Select this option to read the input file, create temporary tables, validate records, and print the Error Report.
Import TE Expense Commitments — Select this option to import TE expense commitments.