Please Specify the Batch Name to be Used for this Data Entry Import Dialog Box

Use this dialog box to start importing data into Vision after the data has been validated.

This dialog box applies when the data that you are importing requires a batch name.

This dialog box displays the number of valid records that were verified and inserted into the table that you entered in the Input Table Name field on the Main tab of the Import Utility form.

Location

To display the dialog box:

1. From the Vision Navigation menu, click Utilities > Advanced Utilities > Data Import.
2. On the Import Utility form, enter information on the tabs and click Validate on the toolbar.
3. On the Import from a Text File dialog box, enter the text file that contains the data that you are importing and click OK. If there are no errors and the data is validated, the Import Utility dialog box displays.

Contents

Field	Description
New Batch Name	Enter the batch name for the transactions in the import file.
New Batch Period	Enter the accounting period for the transactions in the import file. For example, enter 02/2017 for February 2017.
Recurring Data Entry File	Select this check box if the transactions in the import file are recurring transactions.

Field	Description
Diary	This field displays only if you have set up a diary in Accounting System Settings Configuration for the fiscal period or fiscal year in which you are entering transactions. Use this field to select a diary code for the current transaction or the group of transactions if you are processing a group of transactions, such as an accounts payable payment processing run. The diaries are used to generate diary reports that contain a set of sequentially numbered transactions that have been posted to the general ledger during the fiscal year or to specific fiscal periods. You can assign different diaries (that have different diary types) to different types of transactions. The Diary drop-down list contains three columns. The first column displays the diary code. The second and third columns display the diary type for the diary code and the description of the diary type. The drop-down list contains all the diaries that you set up on the Diary Auto Numbering tab in Configuration > Accounting > System Settings that have the same fiscal period or fiscal year in which you are entering transactions, or no fiscal period or year entered for them. If you have multiple companies, the Diary drop-down list includes only the diary codes that are set up for the current company. The list also includes IC - Intercompany Diary to capture intercompany transactions. You cannot delete a transaction after it has been saved with a diary number. If a transaction is incorrect, you can enter zero amounts for the transaction, or enter a reversing transaction.
Import	Click this button to import the data from the import file into Vision.
Cancel	Click this button if you do not want to proceed with the import process. You are returned to the Import Utility form.