Technical Information
This section discusses processing details and the information derived when importing work assignments into Costpoint.
Processing Details
- Any pre-existing information in the worktables is deleted. (Normally there is not any data in these tables at the start of processing unless a previous attempt to use the Import Work Assignments screen terminated abnormally.)
- If a SCHEMA.INI file does not exist in the Import Directory, Costpoint creates one when you click the Upload button on the Import Work Assignments screen. This file must exist in the import directory for the Work Assignments Preprocessor to validate any information in the input files.
- The preprocessor checks the length of each field as it is being read into the worktables. If a field is too long to fit into the worktable, it is truncated.
- Worktables are populated with the information from the .csv files. NULL columns are replaced with default work assignment information, if appropriate, and then all records are validated.
- Error information is inserted into the D_xxxSMPUTLWRKA_ERR table. This information is displayed on the Import Work Assignments screen after the upload step is complete; you can sort the information by double-clicking the column heading. You can print the Import Work Assignment Error Report for review.
- The Upload process must complete without errors before you can import into the database. When the Upload completes without errors, you can print the Import Work Assignment Data Report.
- Once you have printed the Import Work Assignment Data Report, the import process is enabled and you can import records into the database.
Derived Information
| Table Name | Costpoint Screen Name | Column Name | Costpoint Field Name | Derivation Information |
|---|---|---|---|---|
| WA_HDR | Manage Work Assignments | WA_ID | Work Assignment ID | If the Enable Auto-Assign checkbox is selected on the Configure Subcontractor Management Settings screen, Costpoint auto assigns the next work assignment ID number. |
| WA_HDR | Manage Work Assignments | DFLT_WA_ID | Default Work Assignment ID | If there is no PO_ID provided, Costpoint uses the PO_ID assigned to the default work assignment ID to load new work assignment record. If there is no data in the input file fields, Costpoint uses the information from the DFLT_WA_ID. |
| WA_HDR | Manage Work Assignments | S_WA_TYPE | Work Assignment Type | A = Subcontractor Agreement; B = Subcontractor Agreement Intracompany |
| WA_HDR | Manage Work Assignments | APPRVL_STATUS | Work Assignment Status | If the Require Work Assignment Approval checkbox is not selected on the Configure Subcontractor Management Settings screen, this field defaults to Approved. If the checkbox is selected, this field defaults to Pending. If the approval is at the charge line level, the field is blank. |
| WA_HDR | Manage Work Assignments | APPRVL_CD | Work Assignment Approval Code | If the Require Work Assignment Approval checkbox is not selected on the Configure Subcontractor Management Settings screen, approval code is set to Approved. |
| WA_HDR | Manage Work Assignments | PO_ID | PO Number | Derived from PO_HDR; Only PO IDs with status of Open or Pending. |
| WA_HDR | Manage Work Assignments | PO_RLSE_NO | PO Release Number | Derived from PO_HDR. |
| WA_HDR | Manage Work Assignments | TRN_CRNCY_DT | Exchange Rate Date | Derived from PO_HDR. |
| WA_HDR | Manage Work Assignments | TRN_TO_EUR_RT | Exchange Rate | Derived from PO_HDR. |
| WA_HDR | Manage Work Assignments | FUNC_TO_EUR_RT | Exchange Rate | Derived from PO_HDR. |
| WA_HDR | Manage Work Assignments | TRN_FREEZE_RT_FL | Transaction Freeze Rate Flag | Derived from PO_HDR. |
| WA_HDR | Manage Work Assignments | TRN_TO_EUR_RT_FL | Transaction Currency To Euro Rate Flag | Derived from PO_HDR. |
| WA_HDR | Manage Work Assignments | CUST_ID | Customer | In Manage Work Assignments, when PO/Release is manually entered, Costpoint looks both in the PO_HDR_DLFT and PO_LN_ACCT tables for the project IDs. If there is more than one project, it will not default the customer ID in the screen. If there is only one project, it will default the customer ID. |
| WA_HDR | Manage Work Assignments | UNAUTH_CHG_FL | Allow Unauthorized Charges | If this field is blank, check the Configure Subcontractor Management Settings screen for the default value. |
| WA_HDR | Manage Work Assignments | CHG_TXT_FL | Require Charge Comments | If this field is blank, check the Configure Subcontractor Management Settings screen for the default value. |
| WA_HDR | Manage Work Assignments | OT_CHG_FL | Allow Overtime | If this field is blank, check the Configure Subcontractor Management Settings screen for the default value. |
| WA_HDR | Manage Work Assignments | CHG_APPRVL_FL | Require Subcontractor Approval on Charges | If this field is blank, check the Configure Subcontractor Management Settings screen for the default value. |
| WA_HDR | Manage Work Assignments | AMT_CHG_FL | Allow Charges Over Work Assignment Amount Flag | If this field is blank, check the Configure Subcontractor Management Settings screen for the default value. |
| WA_HDR | Manage Work Assignments | ENTRY_HRS_FL | Allow Hours Over Charge Line/Vendor Employee Hours Flag | If this field is blank, check the Configure Subcontractor Management Settings screen for the default value. |
| WA_HDR | Manage Work Assignments | POP_CHG_FL | Allow Charges Outside Work Assignment Period of Performance Flag | If this field is blank, check the Configure Subcontractor Management Settings screen for the default value. |
| WA_HDR | Manage Work Assignments | CHK_SEC_FL | Resource Security Validation | Derived from PO_HDR. If this field is blank, check the Configure Subcontractor Management Settings screen for the default value. |
| WA_HDR | Manage Work Assignments | US_CITIZEN_FL | Citizenship Flag | Derived from PO_HDR. |
| WA_HDR | Manage Work Assignments | ITAR_AUTO_REQD | ITAR Required | Derived from PO_HDR. |
| WA_HDR | Manage Work Assignments | SEC_CLR_CD | Security Clearance Code | Derived from PO_HDR. |
| WA_HDR | Manage Work Assignments | AGENCY_NAME | Issuing Agency Name | Derived from PO_HDR. |
| WA_HDR | Manage Work Assignments | UNALLW_VE_ACCT_ID | Unallowable Vendor Employee Labor Account | Check the Configure Subcontractor Management Settings screen for the default value. |
| WA_HDR | Manage Work Assignments | UNALLW_EXP_ACCT_ID | Unallowable Expense Account | Check the Configure Subcontractor Management Settings screen for the default value. |
| WA_HDR | Manage Work Assignments | ALLOW_EXCD_POLN_FL | Allow Charge line to exceed PO Line value | If this field is blank, check the Configure Subcontractor Management Settings screen for the default value. |
| WA_HDR | Manage Work Assignments | INCL_SYSCLSD_PO_FL | Include System Closed PO Lines | If this field is blank, check the Configure Subcontractor Management Settings screen for the default value. |
| WA_HDR | Manage Work Assignments | TE_POP_CHG_FL | Allow Charges Outside Work Assignment PoP in T&E | If this field is blank, check the Configure Subcontractor Management Settings screen for the default value. |
| WA_HDR | Manage Work Assignments | ENTRY_HRS_OVR_UNALLW_FL | Allow Entered Hours Over Charge Line/Vendor Employee Hours to go to Unallowable Account Flag | If this field is blank, check the Configure Subcontractor Management Settings screen for the default value. |
| WA_HDR | Manage Work Assignments | AMT_CHG_OVR_UNALLW_FL | Allow Charges Over Work Assignment Amount to go to Unallowable Account Flag | If this field is blank, check the Configure Subcontractor Management Settings screen for the default value. |
| WA_HDR | Manage Work Assignments | POP_CHG_OVR_UNALLW_FL | Allow Charges Outside Work Assignment Period of Performance to go to Unallowable Account Flag | If this field is blank, check the Configure Subcontractor Management Settings screen for the default value. |
| WA_HDR | Manage Work Assignments | IWA_PROJ_ID_TO | Intracompany Payable Project | Needed if S_WA_TYPE = B |
| WA_HDR | Manage Work Assignments | IWA_ACCT_ID_TO | Intracompany Payable Account | Needed if S_WA_TYPE = B |
| WA_HDR | Manage Work Assignments | IWA_ORG_ID_TO | Intracompany Payable Organization | Needed if S_WA_TYPE = B |
| WA_HDR | Manage Work Assignments | CNTRCT_EMAIL_ID | Contracting Contact Email | Needed if S_WA_TYPE = B. This field defaults from the PO_HDR. |
| WA_CHG_LN | Manage Work Assignments — Charges subtask | WA_ID | Work Assignment ID | If the Enable Auto-Assign checkbox is selected on the Configure Subcontractor Management Settings screen, Costpoint auto assigns the next work assignment ID number. |
| WA_CHG_LN | Manage Work Assignments — Charges subtask | DFLT_WA_ID | Default Work Assignment ID | If there is no PO_ID provided, Costpoint uses the PO_ID assigned to the default work assignment ID to load new work assignment record. If there is no data in the input file fields, Costpoint uses the information from the DFLT_WA_ID. |
| WA_CHG_LN | Manage Work Assignments — Charges subtask | PO_LN_NO | PO Line Number | Derived from PO_LN. |
| WA_CHG_LN | Manage Work Assignments — Charges subtask | PO_LN_DESC | Description | Derived from PO_LN. User can override. |
| WA_CHG_LN | Manage Work Assignments — Charges subtask | PROJ_ID | Project | Derived from PO_LN_ACCT. |
| WA_CHG_LN | Manage Work Assignments — Charges subtask | ACCT_ID | Account | Derived from PO_LN_ACCT. |
| WA_CHG_LN | Manage Work Assignments — Charges subtask | ORG_ID | Organization | Derived from PO_LN_ACCT. |
| WA_CHG_LN | Manage Work Assignments — Charges subtask | REF_STRUC_1_ID | Reference Number | Derived from PO_LN_ACCT. |
| WA_CHG_LN | Manage Work Assignments — Charges subtask | REF_STRUC_2_ID | Reference Number | Derived from PO_LN_ACCT. |
| WA_CHG_LN | Manage Work Assignments — Charges subtask | GENL_LAB_CAT_CD | GLC | Derived from PO_LN_RESOURCE. |
| WA_CHG_LN | Manage Work Assignments — Charges subtask | BILL_LAB_CAT_CD | PLC | Derived from PO_LN_RESOURCE. |
| WA_CHG_LN | Manage Work Assignments — Charges subtask | START_DT | Start Date | Derived from WA_HDR. Date format must match the Microsoft Windows format defined in Control Panel/Regional Settings. |
| WA_CHG_LN | Manage Work Assignments — Charges subtask | END_DT | End Date | Derived from WA_HDR. Date format must match the Microsoft Windows format defined in Control Panel/Regional Settings. |
| WA_CHG_LN | Manage Work Assignments — Charges subtask | TRN_LAB_RT_AMT | Transaction Rate | Derived from PO_LN_RESOURCE. |
| WA_CHG_LN | Manage Work Assignments — Charges subtask | HRS | Hours | Derived from PO_LN_RESOURCE. |
| WA_CHG_LN | Manage Work Assignments — Charges subtask | TRN_SALES_TAX_AMT | Transaction Sales Tax Amount | Derived from PO_LN_CHG. |
| WA_CHG_LN | Manage Work Assignments — Charges subtask | ITEM_ID | Item | Derived from PO_LN. |
| WA_CHG_LN | Manage Work Assignments — Charges subtask | ITEM_RVSN_ID | Item Revision | Derived from PO_LN. |
| WA_CHG_LN | Manage Work Assignments — Charges subtask | MISC_LN_CHG_TYPE | Misc Type | Derived from PO_LN. |
| WA_CHG_LN | Manage Work Assignments — Charges subtask | UNALLW_VE_ACCT_ID | Unallowable Vendor Employee Labor Account | If null, value is derived from the settings. If there is no default work assignment used, Costpoint gets the first PO_RLSE_NO in the PO_HDR for the given PO_ID (if PO_ID has value in the input file). |
| WA_CHG_LN | Manage Work Assignments — Charges subtask | UNALLW_EXP_ACCT_ID | Unallowable Expense Account | If null, value is derived from the settings. If there is no default work assignment used, Costpoint gets the first PO_RLSE_NO in the PO_HDR for the given PO_ID (if PO_ID has value in the input file). |
| WA_CHG_LN_RESOURCE | Manage Work Assignments — Vendor Employees subtask of the Charges subtask | DFLT_WA_ID | Default Work Assignment ID | If there is no PO_ID provided, Costpoint uses the PO_ID assigned to the default work assignment ID to load new work assignment record. If there is no data in the input file fields, Costpoint uses the information from the DFLT_WA_ID. |
| WA_CHG_LN_RESOURCE | Manage Work Assignments — Vendor Employees subtask of the Charges subtask | LN_NO | Line Number | This field links vendor employees to the correct PO line. |
| WA_CHG_LN_RESOURCE | Manage Work Assignments — Vendor Employees subtask of the Charges subtask | RESOURCE_DESC | Resource Description | Derived from PO_LN_RESOURCE. |
| WA_CHG_LN_RESOURCE | Manage Work Assignments — Vendor Employees subtask of the Charges subtask | VEND_EMPL_ID | Vendor Employee | Derived from PO_LN_RESOURCE. |
| WA_CHG_LN_RESOURCE | Manage Work Assignments — Vendor Employees subtask of the Charges subtask | GENL_LAB_CAT_CD | GLC | Derived from PO_LN_RESOURCE. |
| WA_CHG_LN_RESOURCE | Manage Work Assignments — Vendor Employees subtask of the Charges subtask | BILL_LAB_CAT_CD | PLC | Derived from PO_LN_RESOURCE. |
| WA_CHG_LN_RESOURCE | Manage Work Assignments — Vendor Employees subtask of the Charges subtask | START_DT | Start Date | Date format must match the Microsoft Windows format defined in Control Panel/Regional Settings. |
| WA_CHG_LN_RESOURCE | Manage Work Assignments — Vendor Employees subtask of the Charges subtask | END_DT | End Date | Date format must match the Microsoft Windows format defined in Control Panel/Regional Settings. |
| WA_CHG_LN_RESOURCE | Manage Work Assignments — Vendor Employees subtask of the Charges subtask | CITY_NAME | City | Derived from PO_LN_RESOURCE. |
| WA_CHG_LN_RESOURCE | Manage Work Assignments — Vendor Employees subtask of the Charges subtask | STATE_DC | State | PO_LN_RESOURCE. MAIL_STATE_DC |
| WA_CHG_LN_RESOURCE | Manage Work Assignments — Vendor Employees subtask of the Charges subtask | POSTAL_CD | Postal Code | Derived from PO_LN_RESOURCE. |
| WA_CHG_LN_RESOURCE | Manage Work Assignments — Vendor Employees subtask of the Charges subtask | COUNTRY_CD | Country | Derived from PO_LN_RESOURCE. |
| WA_CHG_LN_RESOURCE | Manage Work Assignments — Vendor Employees subtask of the Charges subtask | LAB_RT_AMT | Rate | Derived from PO_LN_RESOURCE. |
| WA_CHG_LN_RESOURCE | Manage Work Assignments — Vendor Employees subtask of the Charges subtask | TRN_LAB_RT_AMT | Transaction Rate | Derived from PO_LN_RESOURCE. |
| WA_CHG_LN_RESOURCE | Manage Work Assignments — Vendor Employees subtask of the Charges subtask | HRS | Hours | Derived from PO_LN_RESOURCE. |
| WA_CHG_LN_RESOURCE | Manage Work Assignments — Vendor Employees subtask of the Charges subtask | INACTIVE_DT | Inactive Date | Date format must match the Microsoft Windows format defined in Control Panel/Regional Settings. |
| WA_CHG_LN_RESOURCE | Manage Work Assignments — Vendor Employees subtask of the Charges subtask | MGR_EMPL_ID | Manager Employee | Derived from VEND_EMPL. |
| WA_CHG_LN_SCISAP | Manage Work Assignments — Security Reqts subtask of the Charges subtask | DFLT_WA_ID | Default Work Assignment ID | If there is no PO_ID provided, Costpoint uses the PO_ID assigned to the default work assignment ID to load new work assignment record. If there is no data in the input file fields, Costpoint uses the information from the DFLT_WA_ID. |
| WA_HDR_SCISAP | Manage Work Assignments — Security Reqts subtask | DFLT_WA_ID | Default Work Assignment ID | If there is no PO_ID provided, Costpoint uses the PO_ID assigned to the default work assignment ID to load new work assignment record. If there is no data in the input file fields, Costpoint uses the information from the DFLT_WA_ID. |
| WA_PO_LN_CHG | Manage Work Assignments — Line Charges subtask of the PO Info subtask | DFLT_WA_ID | Default Work Assignment ID | If there is no PO_ID provided, Costpoint uses the PO_ID assigned to the default work assignment ID to load new work assignment record. If there is no data in the input file fields, Costpoint uses the information from the DFLT_WA_ID. |
| WA_PO_LN_CHG | Manage Work Assignments — Line Charges subtask of the PO Info subtask | LN_CHG_TYPE | Line Charge Type | Derived from PO_LN_CHG. |
| WA_PO_LN_CHG | Manage Work Assignments — Line Charges subtask of the PO Info subtask | LN_CHG_DESC | Line Charge Description | Derived from PO_LN_CHG. |
| WA_PO_LN_CHG | Manage Work Assignments — Line Charges subtask of the PO Info subtask | CHG_CST_AMT | Line Charge Cost Amount | Derived from PO_LN_CHG. |
| WA_PO_LN_CHG | Manage Work Assignments — Line Charges subtask of the PO Info subtask | TRN_CHG_CST_AMT | Transaction Line Charge Cost Amount | Derived from PO_LN_CHG. |
| WA_PO_LN_CHG | Manage Work Assignments — Line Charges subtask of the PO Info subtask | SALES_TAX_AMT | Sales Tax Amount | Derived from PO_LN_CHG. |
| WA_PO_LN_CHG | Manage Work Assignments — Line Charges subtask of the PO Info subtask | TRN_SALES_TAX_AMT | Transaction Sales Tax Amount | Derived from PO_LN_CHG. |
| WA_PO_LN_CHG | Manage Work Assignments — Line Charges subtask of the PO Info subtask | APPLY_DISC_FL | Apply Discount Flag | If null in the input file, default = N. |
| WA_PO_LN_CHG | Manage Work Assignments — Line Charges subtask of the PO Info subtask | CHG_PR_VCH_AMT | Previous voucher line charge amount | Derived from PO_LN_CHG. |
| WA_PO_LN_CHG | Manage Work Assignments — Line Charges subtask of the PO Info subtask | TRN_CHG_PR_VCH_AMT | Transaction previous voucher line charge amount | Derived from PO_LN_CHG. |
| WA_ROLES | Manage Work Assignments — Roles subtask | DFLT_WA_ID | Default Work Assignment ID | If there is no PO_ID provided, Costpoint uses the PO_ID assigned to the default work assignment ID to load new work assignment record. If there is no data in the input file fields, Costpoint uses the information from the DFLT_WA_ID. |
| WA_ROLES | Manage Work Assignments — Roles subtask | VEND_EMPL_ID | Vendor Employee ID | Derived from VEND_EMPL. |
| WA_ROLES | Manage Work Assignments — Roles subtask | EMPL_ID | Employee ID | Derived from EMPL. |