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. |