Transaction Code Import


Transaction Code Import


Setup > Imports > Transaction Codes

Name: The name that will be displayed as the name of the import.

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General

Connector type: See import connections for help with setting up a connection to a file to import.

Connection string: See import connections for help with setting up a connection to a file to import.

Command text: See import connections.

Reference columns by: See import connections.

Use schema: In certain situations, the import setup may require a way to name the individual items being imported and/or the type of information (text, decimal, etc.) contained in each column.

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Setup

Relative Account: Select the method that the GL account will be identified. Valid choices are:

  • Account 
  • Alias
  • Cross Reference

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Columns

From Column: Add lines for each external column you wish to import.  "From Column" is the column name or number on the external file; see “Reference columns by” above. 

To Column: Click on the drop down arrow to select the SGA item that matches what is listed in the From Column. The available columns will vary based on the object type.

Column Name

Required

Comments

Object Type

Yes

This identifies the object type of the transaction code.

Transaction Code

Yes

This identifies the transaction code to be created.

Name


Description for the transaction code.

Active

No

Indicates if the code is to be active or inactive. If not specified, the code will be active. Valid choices are 1 = Active  or 0 = Inactive

Distribution Type

Yes

Valid choices are F= Flat amount or P = Percentage split 

Sign

Yes

Valid choices are D = Debit or C = Credit

Account

No

GL account to charge.

Object

No


Amount

No

Flat or percentage amount.