Costpoint Online Help

Contents of the Import Vendor Employees Screen

Use the fields and options to configure the Import Vendor Employees screen.

Identification

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. After 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. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Vendor

Field Description
Option

Use this drop-down list to select the range of vendors IDs to include. Valid options are:

  • All: Select this option to import vendor employees for all vendors..
  • One: Select this option to include only one vendor and then enter the vendor ID in the Start field.
  • Range: Select this option to enter a range of vendor IDs. Enter the starting vendor ID in the Start field and the ending vendor ID in the End field.
  • From Beginning: Select this option to enter a range of vendors that starts from the first vendor to a specified ID in the End field.
  • To End: Select this option to enter a range of vendors that starts from a specified ID in the Start field up to the last vendor.
Start

Enter, or click to select, the beginning vendor ID.

Note: This field is enabled when the One, Range and To End options are selected.
End

Enter, or click to select, the ending vendor ID.

Note: This field is enabled when the Range or From Beginning options are selected.

Options

Field Description
Alternate File Location

Enter, or click to select, the alternate file location.

The list of alternate file locations come from the Manage Alternate File Locations screen.

Delete input file(s) upon successful import

Select this check box to delete the input file(s) after a successful import process.

Print edit reports during Validate/Print

Select this check box to print the edit report during the Validate/Print process.

Continue to process with error records

Select this check box to allow the validation process to continue if errors are encountered on one or more records.

If this check box is clear, the validation process will stop when an error record is encountered.

Validate/Print and Import Vendor Employee Data

You can see the Validate/Print and Import Vendor Employee Data under the Action (gear) drop-down. Select it to validate, print, and import vendor employee data.