to select, a valid manual service center
to which you want to post. This field is available only if you selected
the Post to Service
Ctr check box.Use this screen to upload your unit usage from an input file directly into the Enter Unit Usage screen (Projects » Billing » Units Usage). You can then post your units usage without accessing the Enter Unit Usage screen unless you choose to make an edit. The upload will accommodate comma-separate value and fixed-length file formats. Document and posting information found in Enter Unit Usage is also available in this screen. A table window displays any errors found during the upload. This allows you to make adjustments to your input file and/or Costpoint and then execute the upload process again.
Use this screen to upload unit usage that will be posted before billings are calculated and before service center allocations are computed.
In this group box, enter information about the file that will be uploaded.
Enter, or use the File button to select, the path and input file that you want to upload.
Use the drop-down list to select the format of the file that you want to upload. Valid options are:
Comma-Separated Values
Fixed-Length
Comma-separated value files contain data separated by commas with character fields surrounded by double quotes. Fixed-length files contain data positioned in a set range of columns for each particular field. For more information and examples of file formats, click the File Format Help button.
Use the drop-down list to select the action that will be performed if the values of the input file are larger than the Costpoint database will allow. Valid selections are:
Always Truncate
Never Truncate
Warn Before Truncation
If the file format is Comma-Separated Values, any of the three truncated value selections will be available. If the file format is Fixed-Length, the Never Truncate selection will default and this field will be disabled.
In this group box, enter information about the source document for the units being uploaded.
Enter the document number that you want to use to identify the input file. You can leave this field blank and the screen will assign the next sequential document number from the Billing Settings screen (Projects » Billing » Controls). An error will occur if this document number has already been used.
Enter a date for this document. The system date will default. This is a required field.
Enter the description of this document. This is a required field.
Enter, or use the drop-down list to select, a valid fiscal year in which to upload the input file.
Enter, or use the drop-down list to select, a valid period in which to upload the input file.
Enter, or use the drop-down list to select, a valid subperiod in which to upload the input file.
The system always posts units to the Maintain Units Usage History tables (UNITS_USAGE_HS and UNITS_USAGE_LN_HS), but you can use this group box to include additional tables where the unit usage should be posted.
Select this check box to post the unit usage to the Maintain Open Billing Detail (OPEN_BILLING_DETL) table. This will enable the unit usage information to be included on bills and in revenue calculations.
Select this check box to post the unit usage to the Maintain Allocation Journal table (ALLOC_BASIS_JNL) in the Cost Pool Processing & Reporting menu of Costpoint Cost and Revenue Processing, where the Compute & Print Pool Rates process (Projects » Cost and Revenue Processing » Cost Pool Processing & Reporting) will allocate cost to it.
Enter, or use to select, a valid manual service center
to which you want to post. This field is available only if you selected
the Post to Service
Ctr check box.
Any errors found during the upload process will be displayed in this table window. You can make adjustments to the input file and/or to Costpoint and execute the upload process again. Note that if any errors are found, no part of the input file will be uploaded. The entire file will successfully upload when there are no errors.
Error information will be displayed for the following:
Line
Error Description
Project
Organization
Account
CLIN
Catalog
Item
Item Rev
Click this button to view information on the file format types available. Included are the description, type, size, and an example of each field. Note that the Account ID, Units Quantity, and either the Organization ID or Organization Abbreviation Code are the only required fields. All other fields are optional. Include optional fields in the input file per your company's requirements.
Click the Upload icon on the toolbar to upload your units usage.
Changes to this screen update the following tables:
UNITS_USAGE
UNITS_USAGE_LN