Use this screen to upload your unit usage from an input file directly into the Enter Units Usage screen (Projects\Transactions\Units). You can then post your units usage without accessing the Enter Units Usage screen unless you choose to make an edit. The upload will accommodate comma-separated value and fixed-length file formats. Document and posting information found in Enter Units 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.
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. Once 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. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection defaults as necessary.
Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should 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 produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.
Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.
Use the fields in this block to identify the fiscal year, period, and subperiod of the units that you want to import.
Enter, or use Lookup to select, a valid fiscal year in which to upload the input file.
Period *
Enter, or use Lookup to select, a valid period in which to upload the input file.
Enter, or use Lookup to select, a valid subperiod in which to upload the input file.
Use the fields in this block to enter document information of the units to be 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. An error will occur if this document number has already been used.
Description *
Enter, up to 30 alphanumeric characters, the description of this document.
Date *
Enter, or use Calendar Lookup to select, a date for this document. The system date will default.
Use the checkboxes in this block to designate the information needed in the Enter Units Usage screen.
Select this checkbox to post the unit usage to the 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 checkbox to post the unit usage to the Allocation Journal table (ALLOC_BASIS_JNL). The units uploaded can then be used as the base of a manual service center.
Enter, or use Lookup to select, a valid manual service center to which you want to post. This field will be available only if you selected the Post to Service Center checkbox.
Use the fields in this group box to enter information about the file to be uploaded.
File *
Enter the path and input file that you want to upload.
Enter an alternate file location.
Format *
Use the drop-down box to select the format of the file that you want to upload. Valid selections are as follows:
"Comma-Separated Values" - Comma-separated value files contain data separated by commas with character fields surrounded by double quotes.
"Fixed-Length" Fixed-length files contain data positioned in a set range of columns for each particular field.
Use the drop-down box 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," and "Warn Before Truncation."
If the file format is "Comma-Separated Values," any of the three truncated value selections is available. If the file format is "Fixed-Length," the "Never Truncate" selection will default and this field will be disabled.
* A red asterisk denotes a required field.
Changes to this screen update the following tables:
UNITS_USAGE (Units Usage)
UNITS_USAGE_LN (Units Usage Line)