PR05.1 addins upload template?

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CindyW
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    It's beyond me why this was rolled into my corner , but it did. 

    I am trying to determine what columns I need to populate in order to do an upload for PR05.1.  We are moving to a new account structure and the users will need to identify the new codes that will be used, and they will use this to get the new records in.

     

    I am using the query below to select the data and populate my spreadsheet, but apparently I have to figure out what the other required fields are - and I don't have any idea how to do that.

    I'm not completely clueless - I played around with the upload wizard and I can see how to map columns to fields.  But that's about as far as I have gotten.

    Also I understand that there could be "hidden" fields and I've no idea what that entails.    Can anyone help me? 


    SELECT [COMPANY]
          ,[DED_CODE]
          ,[DESCRIPTION]
          ,[CHECK_DESC]
          ,[ACR_DIST_CO] Accrual_fund
             ,'' Accrual_fund_NEW
          ,[ACR_ACCT_UNIT] Accrual_wise_acct
             ,'' Accrual_wise_acct_NEW
          ,[ACR_ACCOUNT] Accrual_object
             , '' Accrual_object_NEW
          ,[ACR_SUB_ACCT] Accrual_location
             , '' Accrual_location_NEW 
          ,[EXP_DIST_CO] Expense_fund
             , '' Expense_fund_NEW
          ,[EXP_ACCT_UNIT] Expense_wise_acct
             , '' Expense_wise_acct_NEW
          ,[EXP_ACCOUNT] Expense_object
             , '' Expense_object_NEW
          ,[EXP_SUB_ACCT] Expense_location
             , '' Expense_location_NEW
       FROM [NEWCHART].[dbo].[DEDCODE]
       where END_DATE = '1753-01-01' or END_DATE > '2019-10-01'
       order by DED_CODE

     

     

    Thanks so much for any help you can offer!!

     

    Cindy

    Ragu Raghavan
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      Did you try adding a record manually in PR05? That will give you some idea of what fields are required. For instance,
      - CALCULATION-TYPE
      - ADJUST-PAY
      - ARREARS
      - etc.
      CindyW
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      Posts: 169
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        No - I'm afraid I don't know anything about the data on that screen.  But that is a good idea - I will try it, hopefully it does not require much!

        CindyW
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        Posts: 169
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          If you find you need to add columns, can you use the existing mapping file that you already have, and insert columns into it? Or do you need to create a new one every time this happens?

           

          ***Never mind. Right after I posted this I noticed there is an "add columns" button right on the template screen.