in the File Location field to select an alternate file location. If you choose the second option, leave the File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.This preprocessor provides a means of transferring vendor data from an ASCII input file or database table into Costpoint. This data transfer process automates the input of multiple vendor or vendor address records. This is useful when transferring large scale data from another system but are being migrated to Costpoint.
Before you can use this preprocessor, you must set up the following screens:
in the File Location field to select an alternate file location. If you choose the second option, leave the File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.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.
Use this group box to specify all the information you want to use for importing vendors.
Use this group box to specify the file name, location, and format of your input file.
Enter the location of the input file you are importing. There are two ways to do this:
In the File 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 File Location field blank. For more information about the File Upload Manager, see the File Upload Manager topic in the Getting Started Guide.
After you have selected the location and file and made all your parameter selections on this screen, click 
to import the vendors.
Use this drop-down list box to select the format of the file to use. This preprocessor supports the following file formats:
ASCII File — Select this option if are importing vendor records from an ASCII input file. When you select this option, you must specify what delimiter is used in your input file from the File Delimiter drop-down list.
Tables — Select this option if you are importing vendor records from a database input table.
Use this drop-down list to select which special character is used as the delimiter in your input file. This field is only applicable when you select ASCII File in the File Format field.
Use this field to enter, or use to select, the name of the input file/tables to use.
Use the fields in this group box to specify for which accounts payable and cash account to associate all the records in the input file/tables.
Use this field to enter, or use to select, the A/P account description you wish to assign to all the records in the input file/tables.
Use this field to enter, or use to select, the cash account description you wish to assign to all the records in the input file/tables.
Select this check box to replace existing records in Costpoint with the records in the input file/tables that have the same vendor ID.
Select this option to allow this preprocessor to continue the import process even when it encounters errors with one or more records in the input file.
Use the options in this group box to select the approval process for the records in the input file.
Select this option to approve all the records in the input file automatically.
Select this option to automatically set all records in the input file as pending for approval. This option is not available when the vendor approval process is disabled.
Select this option to approve vendor records based on the setting specified in the input file.
Use this group box to specify how Costpoint assigns vendor IDs for the records in the input file.
Select this option to automatically assign vendor IDs for each record in the input file.
Select this option to use the vendor IDs specified for each record in the input file.
Use this group box if you want to update vendor records and vendor electronic fund transfer information.
Select this check box to update vendor records and vendor electronic fund transfer information.
Use this field to enter the vendor update password.
Use the options in this group box to specify how Costpoint imports vendor records from a database input table. These options are only applicable when you select Tables from the File Format drop-down list.
Select this option to load unprocessed records to a temporary table where each record is validated. All records that pass validation are then imported to the VEND and VEND_ADDR tables. All records that does not pass validation are tagged as error records in the temporary table.
Select this option to load unprocessed records to a temporary table where each record is validated. All records that pass validation are imported to the VEND and VEND_ADDR tables. All records that does not pass validation are then reprocessed.
Select this option to load unprocessed records to a temporary table where each record is validated. All records that pass validation are imported to the VEND and VEND_ADDR tables, and are then deleted from the input tables.
Use the check boxes in this group box to specify payment options for all the records in the input file.
Select this check box to select the Allow Edits to Pay Vendor on Voucher check box on the Defaults tab of the Manage Vendors screen for all records in the input file/tables.
Select this check box to select the Hold Payments check box on the Header tab of the Manage Vendors screen for all records in the input file/tables.
Select this check box to select the Pay When Paid check box on the Defaults tab of the Manage Vendors screen for all records in the input file/tables.