Validating Data

Before you import a table into Vantagepoint, Vantagepoint must validate its contents. During validation, Vantagepoint compares the project numbers, employee numbers, accounts, and other information in the table to the setup information previously entered into Vantagepoint.

Vantagepoint checks for many of the same errors when you import data that it checks for when you enter the record directly into Vantagepoint. However, import data validation does not necessarily include all validation that would occur if you added or changed the records using the standard Vantagepoint user interface. Therefore, before you use the import utilities, it is important that you are familiar with your source data and you understand how that data will be used in Vantagepoint, and that you carefully evaluate whether using an import utility to get that data into Vantagepoint is appropriate.

Vantagepoint imports only those rows that are free of errors. When you load a file, Vantagepoint automatically validates it and tells you what data you must change before you can import a row of data. You can re-validate a file at any time to see the results of changes you make.

Organization Reporting Rules

If your enterprise uses the Organization Reporting feature, certain rules apply to your transaction entries. These rules ensure that Vantagepoint knows the organization that is associated with each transaction. For example, you must enter an organization number as part of any transaction affecting an Income Statement account. These same rules apply to files that you import through the Data Import utility.