Processing Details

Costpoint follows a series of steps when importing vendor employees.

Processing Details for Import Vendor Employees

If Preview or Print is selected:

1. Costpoint checks the input file(s) (.CSV or .TXT) in the Alternate File Location specified on the Import Vendor Employees screen.
2. Costpoint validates the input file(s).
3. Costpoint prints the Import Vendor Employees Error Report. If the Continue to process with error records check box is selected, Costpoint continues with the validation even when one or more error records are encountered.
4. When you select the Print edit reports during Validate/Print check box, the edit report prints after validation. Costpoint prints the Import Vendor Employees Information <table name> Table Report to show table information for import. The report contains the following tables:
   • VEND_EMPL
   • VE_LAB_INFO
   • VE_LAB_TRN_RT
   • SEC_CLR
   • SUBC_SCISAP_CLR
   • SUBC_SKILLS
   • SUBC_TRAININGS
   • SUBC_PROPERTY

Note: More than one user can simultaneously run either the Preview or Print functionality.

If Process is selected:

1. Costpoint checks the input file(s) specified on the Import Vendor Employees screen.
2. Costpoint validates the input file(s).
3. Costpoint prints the Import Vendor Employees Error Report. If the Continue to process with error records check box is selected, Costpoint continues with the validation even when one or more error records are encountered.
4. Costpoint prints the Import Vendor Employees Information <table name> Table Report to show table information for import.
5. Costpoint imports vendor employee data into Costpoint. The input files are available for import only after all records have passed the validations.
6. If the Delete input file(s) upon successful import check box is selected, the input file (.CSV or .TXT) is deleted from the Alternate File Location after a successful import process.

Note: Only a single user can run the Process at a time.