excel to ci_2
TRANSCRIPT
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Excel-to-Component Interface
Comparison for Assets
User Guide
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OVERVIEW
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Overview
You can use an Excel-to-Component Interface (CI) to load a large number of
assets from an Excel Worksheet into PeopleSoft. During a conversion, use this
tool to add asset information to your PeopleSoft database to populate
financial and physical asset data. There is Business Logic built into the CI that
provides a Data Validation process prior to loading the assets into
PeopleSoft. This logic provides the same verification steps that the system
uses when entering assets directly into the database.
PeopleSoft delivers two different CIs for loading assets into AssetManagement (AM). This user guide will review how to use both CIs and
identify differences between the two tools.
1. Load the asset Interface TablesINTFC_FINPHY_SS_A
2. Load the assets directly into the AM tablesBASIC_CI
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High Level Process for the CI to load the AM
Tables BASIC_CI
This delivered CI allows you to load assets from an Excel Worksheet into
the base asset tables.
Load the CI into
the Asset Tables
Review the data
online
Assets are
available for use
High Level Process for the CI to load the
Interface Tables -INTFC_FINPHY_SS_A
This delivered CI allows you to load assets from an Excel Worksheet into
the asset Interface tables, PS_INTFC_FIN and PS_INTFC_PHY_A. The
data can be reviewed and approved on PS_INTFC_FIN and
PS_INTFC_PHY_A before being loaded into the main asset tables by the
Transaction Loader (AMIF1000).
Load the CI into
the Interface
Tables
Review and
Approve the
asset data on the
Interface Tables
Load the assets
into AM using
the Transaction
Loader
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DESCRIPTION OF INDIVIDUAL TABS
ON A CI WORKSHEET
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ABS
Coversheet Tab
Connect Information
Tab
Template Tab
Data Input Tab
Staging & Submission
Tab
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Description of the Individual Tabs on a CI
Worksheet
The General CI worksheet contains five tabs.
1. The Coversheet Tab
This tab provides information on how to use the rest of the file.
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ABS
Coversheet Tab
Connect Information
Tab
Template Tab
Data Input Tab
Staging & Submission
Tab
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2. The Connect Information Tab
This tab stores provides information for the tool to connect to the
appropriate database. You specify the environment and how to transmit
the data. Once the file setup is complete, you will only need to change
this information if you want to change the environment for your data load.
Field Name Description
Server Machine Name The PeopleSoft web server for this data load.Protocol The protocol to access the web server
HTTP Port The servers HTTP port numer
Portal The name of the portal
PeopleSoft Site Name Name given to site
Node The local default node name
Language Code The language used for the data submission
Chunking Factor The number of rows of data submitted to the database at one time
Error Threshold The total number of errors allowed before the submission ends. When this
threshold is reached, an error message appears.
Submit Blanks as Input If you do not want blank cells considered values, set this field to No.
Action The action is determined by the CI. In this type of load, we are creating
assets.
You can identify the connection information based on the url of your
environment. Use this example as a guide:
Web Server
Machine Name HTTP
Port
PeopleSoft
Site NamePortal
http://demo.dlzpgroup.com:8050/psp/fscm/EMPLOYEE/ERP/h/?tab=DEFAULT
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3. The Template Tab
Use this tab to create the template for the CI. For this process, we haveselected the INFTC_FINPHY_SS_A file. Select each individual field that
will be used for this asset load into the PeopleSoft interface files. The
fields that will be included in this data load are highlighted in pink. The
fields that will not be used are grey.
Once the template is populated for this type of asset load, you should not
have to continue to update this tab. The necessary fields are already
selected in the sample file.
Fields on the 000 row identify the common key field values that areshared by INTFC_FIN and INTFC_PHY_A. Fields on the 100 row contain
data for the INTFC_FIN table. Fields on the 200 row identify the data
fields for the INTFC_PHY_A table.
ABS
Coversheet Tab
Connect Information
Tab
Template Tab
Data Input Tab
Staging & Submission
Tab
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4. The Data Input Tab
This tab is created based on the selected fields from the template. Thiswill be the tab that you continuously update with new asset data to load
into your system. You should reference the sample file for data values.
NOTES:
ABS
Coversheet Tab
Connect Information
Tab
Template Tab
Data Input Tab
Staging & Submission
Tab
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5. The Staging and Submission Tab
This tab is populated based on the data that you key into the Data Input
tab. This is the file layout that will be loaded into PeopleSoft.
NOTES:
ABS
Coversheet Tab
Connect Information
Tab
Template Tab
Data Input Tab
Staging & Submission
Tab
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INSTRUCTIONS FOR USING
THE INTFC_FINPHY_SS_A-C
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NSTRUCTIONS
Verify theinformation
Enter your Data
Select the Stage
Data for Submission
field
Submit the Data
Login
Confirm that the
assets were loaded
correctly
Repeat steps 3-6
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Instructions for using the INTFC_FINPHY_SS_A CI
1. Verify that the information on the Connect Information tab is pointing
to the correct database. You may need to update the Web Server
machine name and HTTP Port fields for the appropriate database.
You can identify the connection information based on the url of your
environment. Use this example as a guide:
Web ServerMachine Name HTTP
Port
PeopleSoft
Site NamePortal
http://demo.dlzpgroup.com:8050/psp/fscm/EMPLOYEE/ERP/h/?tab=DEFAULT
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NSTRUCTIONS
Verify the
information
Enter your Data
Select the Stage
Data for Submission
field
Submit the Data
Login
Confirm that the
assets were loaded
correctly
Repeat steps 3-6
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2. Enter your data ino the Data Input field. Use the sample file provided
as a guide. Each time you enter data for a new load, make sure toupdate the Interface ID, Asset ID and Tag Number columns. You cannot
load the file if those three numbers already exist in the system due to
duplicate number errors. This is an example of the Data Verification
process that the CI accomplishes for you prior to loading the assets into
PeopleSoft.
There are several fields that are repeated throughout the file because
the fields exist on both Interface tables. It is important to remember to
update all instances of these fields.
3. Once all of the data has been entered on this tab, select the Stage
Data for Submission field that is considered an add-in.
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NSTRUCTIONS
Verify the
information
Enter your Data
Select the Stage
Data for Submission
field
Submit the Data
Login
Confirm that the
assets were loaded
correctly
Repeat steps 3-6
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4. Now your updated data appears on the Staging and Submission tab in
the appropriate format for the load into PeopleSoft. If you need to
make any changes to the data, make sure to go back to the Data Input
tab and click the button to restage the data.
Click the Submit Data button. It is best to only have one CI file open
when you select the Submit Data button.
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NSTRUCTIONS
Verify the
information
Enter your Data
Select the Stage
Data for Submission
field
Submit the Data
Login
Confirm that the
assets were loaded
correctly
Repeat steps 3-6
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5
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5. You will be prompted to enter login information for this PeopleSoft
environment. This is to ensure that you are authorized to load datainto the database through this CI. This feature is maintained in the
security associated with your user id.
The Generate Log checkbox allows you to view errors if any are
created during the asset load.
6. A status appears for each asset. Assets that were loaded correctly
are marked with a green OK. Those in error are identified with a red
Error.
Click the Post Results button to update the Data Input tab with the new
status.
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NSTRUCTIONS
Verify the
information
Enter your Data
Select the Stage
Data for Submission
field
Submit the Data
Login
Confirm that the
assets were loaded
correctly
Repeat steps 3-6
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5
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7. The Data Input tab is updated with a status for each status. Assets that
were loaded onto the Asset Interface tables correctly are marked witha green OK. Those in error are identified with a red Error.
If there are any errors, the assets will not load into your database.
You need to make updates on the Data Input tab. Once the changes
are made, repeat from step 3 until all rows have an OK status.
Now your assets are available on the Interface tables and you can
begin to process them into AM.
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PROCESS THE ASSETS
THAT WERE LOADED ONTO THE
PEOPLESOFT INTERFACE TABLES
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NSTRUCTIONS
Navigate to the
Financial and
Physical
. Enter the Interface
ID
Select the first line to
review
. Review the Financial
Transaction Tab
. Review the Physical
Transaction Tab
Repeat the review
for each asset
. Navigate to Approve
. Enter the Interface
ID
. Select the InterfaceID
0. Check Approve
1. Naviagate to
Approve-A
2. Enter the Interface
ID
3. Select the Interface
ID
4. Check Approve
5. Navigate to Load
Transactions into
AM
6. Search for a Run
Control ID or create
a new one
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Process the assets that were loaded onto the
PeopleSoft Interface Tables
1. Navigate to:
Main Menu Asset Management Send/Receive Information
Import Data via Spreadsheet Financial and Physical
When clicking on the Preview Fin and Phy Spreadsheet Page, you will
be prompted to Find an Existing Value.
2. Enter the Interface Id used in the Data Input tab.
Click the Search button to retrieve results.
3. Select the first line to review.
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4. Financial Transaction Tab
Use this page to review the fields that are considered part of financial
data. This page contains information such as Asset Id, In Service Date,
Cost and Quantity. This tab is for review only. You cannot change any
fields on this page.
NOTES:
NSTRUCTIONS
Navigate to the
Financial and
Physical
. Enter the Interface
ID
Select the first line to
review
. Review the Financial
Transaction Tab
. Review the Physical
Transaction Tab
Repeat the review
for each asset
. Navigate to Approve
. Enter the Interface
ID
. Select the InterfaceID
0. Check Approve
1. Naviagate to
Approve-A
2. Enter the Interface
ID
3. Select the Interface
ID
4. Check Approve
5. Navigate to Load
Transactions into
AM
6. Search for a Run
Control ID or create
a new one
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5. Physical Transaction Tab
Use this page to review the fields that are considered financial data. This
page contains information such as Type, Tag Number, Class, In Service
Date, Cost and Quantity. This tab is for review only. You cannot change
any fields on this page.
You will see that the Load Status on this page is equal to Pending. This
means that the asset is in the Interface Table waiting to load into the asset
tables.
6. Repeat this review for each asset loaded into the system.
NSTRUCTIONS
Navigate to the
Financial and
Physical
. Enter the Interface
ID
Select the first line to
review
. Review the Financial
Transaction Tab
. Review the Physical
Transaction Tab
Repeat the review
for each asset
. Navigate to Approve
. Enter the Interface
ID
. Select the InterfaceID
0. Check Approve
1. Naviagate to
Approve-A
2. Enter the Interface
ID
3. Select the Interface
ID
4. Check Approve
5. Navigate to Load
Transactions into
AM
6. Search for a Run
Control ID or create
a new one
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7. Navigate to:
Main Menu
Asset Management
Send/ Receive Information
Approve Financial Information Approve
8. Enter the Interface Id and click Search.
One row appears for each Interface Id.
NOTES:
NSTRUCTIONS
Navigate to the
Financial and
Physical
. Enter the Interface
ID
Select the first line to
review
. Review the Financial
Transaction Tab
. Review the Physical
Transaction Tab
Repeat the review
for each asset
. Navigate to Approve
. Enter the Interface
ID
. Select the InterfaceID
0. Check Approve
1. Naviagate to
Approve-A
2. Enter the Interface
ID
3. Select the Interface
ID
4. Check Approve
5. Navigate to Load
Transactions into
AM
6. Search for a Run
Control ID or create
a new one
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9. Select the Interface Id.
10. Check the box next to Approve to signify your approval of all of the
assets associated with this Interface Id.
11. Navigate to:
Main Menu Asset Management Send/ Receive Information Approve
Physical Information Approve-A
12. Enter the Interface Id and click Search.
One row appears for each Interface Id.
NOTES:
NSTRUCTIONS
Navigate to the
Financial and
Physical
. Enter the Interface
ID
Select the first line to
review
. Review the Financial
Transaction Tab
. Review the Physical
Transaction Tab
Repeat the review
for each asset
Navigate to the
Approve
. Enter the Interface
ID
. Select the Interface
ID
0. Check Approve
1. Naviagate to
Approve-A
2. Enter the Interface
ID
3. Select the Interface
ID
4. Check Approve
5. Navigate to Load
Transactions into
AM
6. Search for a Run
Control ID or create
a new one
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13. Select the Interface Id.
14. Check the box next to Approve to signify your approval of all of the
assets associated with this interface Id.
It is very important that you mark each Financial and Physical Interface
ID as Approved. If you only mark one and not the other, the assets will
not load into AM. The process will complete successfully, but the assets
will remain on the Interface tables in an error status.
NOTES:
NSTRUCTIONS
Navigate to the
Financial and
Physical
. Enter the Interface
ID
Select the first line to
review
. Review the Financial
Transaction Tab
. Review the Physical
Transaction Tab
Repeat the review
for each asset
Navigate to the
Approve
. Enter the Interface
ID
. Select the Interface
ID
0. Check Approve
1. Naviagate to
Approve-A
2. Enter the Interface
ID
3. Select the Interface
ID
4. Check Approve
5. Navigate to Load
Transactions into
AM
6. Search for a Run
Control ID or create
a new one
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15. Navigate to:
Main Menu Asset ManagementSend/ Receive Information Load Transactions Load Transactions into AM
16. Click Search to find an existing Run Control Id or create a new one if
necessary.
NSTRUCTIONS
Navigate to the
Financial and
Physical
. Enter the Interface
ID
Select the first line to
review
. Review the Financial
Transaction Tab
. Review the Physical
Transaction Tab
Repeat the review
for each asset
Navigate to the
Approve
. Enter the Interface
ID
. Select the Interface
ID
0. Check Approve
1. Naviagate to
Approve-A
2. Enter the Interface
ID
3. Select the Interface
ID
4. Check Approve
5. Navigate to Load
Transactions into
AM
6. Search for a Run
Control ID or create
a new one
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17. Select your Run Control Id. In this example, we used Load.INSTRUCTIONS
8. Enter the Interface
ID
9. Select the Interface
ID
10. Check Approve
11. Naviagate to
Approve-A
12. Enter the Interface
ID
13. Select the Interface
ID
14. Check Approve
15. Navigate to Load
Transactions into
AM
16. Search for a Run
Control ID or create
a new one
17. Select your Run
Control ID
18. Search to retrieve
Valid Interface IDs
19. Verify your Interface
ID in the Total Items
20. Update the Interface
ID To-and-From
fields
21. Click Run
22. Navigate to Review
and verify assets
23. Enter the Interface
ID
24. Check the Asset
Status
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INSTRUCTIONS
8. Enter the Interface
ID
9. Select the Interface
ID
10. Check Approve
11. Naviagate to
Approve-A
12. Enter the Interface
ID
13. Select the Interface
ID
14. Check Approve
15. Navigate to Load
Transactions into
AM
16. Search for a Run
Control ID or create
a new one
17. Select your Run
Control ID
18. Search to retrieve
Valid Interface IDs
19. Verify your Interface
ID in the Total Items
20. Update the Interface
ID To-and-From
fields
21. Click Run
22. Navigate to Review
and verify assets
23. Enter the Interface
ID
24. Check the Asset
Status
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18. Click the Search button to retrieve valid Interface Ids.
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NSTRUCTIONS
8. Enter the Interface
ID
9. Select the Interface
ID
0. Check Approve
1. Naviagate to
Approve-A
2. Enter the Interface
ID
3. Select the Interface
ID
4. Check Approve
5. Navigate to Load
Transactions into
AM
6. Search for a Run
Control ID or create
a new one
7. Select your Run
Control ID
8. Search to retrieve
Valid Interface IDs
9. Verify your Interface
ID in the Total Items
20. Update the Interface
ID To-and-From
fields
21. Click Run
22. Navigate to Review
and verify assets
23. Enter the Interface
ID
24. Check the Asset
Status
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5
6
8
19. Verify that your Interface Id is available with the correct number of
assets in the Total Items in the Query Field.
20. Update the Interface Id To and From fields on the Run Control page.
21. Click the Run button.
When the process ends successfully, your assets will be available in AM.
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INSTRUCTIONS
8. Enter the Interface
ID
9. Select the Interface
ID
10. Check Approve
11. Naviagate to
Approve-A
12. Enter the Interface
ID
13. Select the Interface
ID
14. Check Approve
15. Navigate to Load
Transactions into
AM
16. Search for a Run
Control ID or create
a new one
17. Select your Run
Control ID
18. Search to retrieve
Valid Interface IDs
19. Verify your Interface
ID in the Total Items
20. Update the Interface
ID To-and-From
fields
21. Click Run
22. Navigate to Review
and verify assets
23. Enter the Interface
ID
24. Check the Asset
Status
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5
6
8
22. Verify that the assets were loaded into AM by navigating to:
Main Menu
Asset Management
Send/ Receive Information
Approve Financial Information Review
23. Enter the Interface Id and click Search.
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INSTRUCTIONS
8. Enter the Interface
ID
9. Select the Interface
ID
10. Check Approve
11. Naviagate to
Approve-A
12. Enter the Interface
ID
13. Select the Interface
ID
14. Check Approve
15. Navigate to Load
Transactions into
AM
16. Search for a Run
Control ID or create
a new one
17. Select your Run
Control ID
18. Search to retrieve
Valid Interface IDs
19. Verify your Interface
ID in the Total Items
20. Update the Interface
ID To-and-From
fields
21. Click Run
22. Navigate to Review
and verify assets
23. Enter the Interface
ID
24. Check the Asset
Status
4
5
6
8
Select one of your assets.
24. Check the Asset Status. If it loaded into the AM tables, the status is
equal to Loaded.
If the system encountered an issue loading the asset into AM, the status
would equal Error and the Error Message box would contain details
about the problem.
You may receive an error if you approved the Financial but not the
Physical tabs. If this occurs, then go back to step 5 or 7 and make sure
that both tabs are approved. Then you can rerun the Transaction
Loader and verify the results.
Now your converted assets are available in AM.
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INSTRUCTIONS FOR USING
THE BASIC_C
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NSTRUCTIONS
. Verify the
information
. Review the fields on
the Template Tab
. Enter your Data
4. Select the Stage
Data for Submission
field
. Submit the Data
6. Login
. Click Post Results
8. Confirm that the
assets were loaded
correctly
9. Repeat steps 3-60 4
5
6
8
Instructions for using the BASIC_CI CI
1. Verify that the information on the Connect Information tab is pointing
to the correct database. You may need to update the Web Server
machine name and HTTP Port fields for the appropriate database.
Web Server
Machine Name HTTPPort
PeopleSoft
Site Name
Portal
http://demo.dlzpgroup.com:8050/psp/fscm/EMPLOYEE/ERP/h/?tab=DEFAULT
You can identify the connection information based on the url of your
environment. Use this example as a guide:
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5
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2. This CI uses the BASIC_CI tool. Review the fields selected on the
Template Tab.
NOTES:
NSTRUCTIONS
. Verify the
information
. Review the fields on
the Template Tab
. Enter your Data
4. Select the Stage
Data for Submission
field
. Submit the Data
6. Login
. Click Post Results
8. Confirm that the
assets were loaded
correctly
9. Repeat steps 3-60
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5
6
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3. Enter your data in the Data Input field. Use the sample file provided
as a guide. Each time you enter data for a new load, make sure toupdate the Asset Id and Tag Number columns. You cannot load the file
if those three numbers exist in the system due to duplicate number
errors. This is an example of the Data Verification process that the CI
accomplishes for you prior to loading the assets into PeopleSoft.
4. Once all of the data has been entered on this tab, select the Stage
Data for Submission field that is considered an add-in.
NOTES:
NSTRUCTIONS
. Verify the
information
. Review the fields on
the Template Tab
. Enter your Data
4. Select the Stage
Data for Submission
field
. Submit the Data
6. Login
. Click Post Results
8. Confirm that the
assets were loaded
correctly
9. Repeat steps 3-60
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5. Now your updated data appears on the Staging and Submission tab in
the appropriate format for the load into PeopleSoft. If you need to
make any changes to the data, make sure to go back to the Data Input
tab and click the button to restage the data.
Click the Submit Data button. It is best to only have one CI file open
when you select the Submit Data button.
NOTES:
NSTRUCTIONS
. Verify the
information
. Review the fields on
the Template Tab
. Enter your Data
4. Select the Stage
Data for Submission
field
. Submit the Data
6. Login
. Click Post Results
8. Confirm that the
assets were loaded
correctly
9. Repeat steps 3-60
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5
6
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6. You will be prompted to enter login information for this PeopleSoft
environment. This is to ensure that you are authorized to load datainto the database through this CI. This feature is maintained in the
security associated with your User Id.
The Generate Log checkbox allows you to view errors if any are
created during the asset load.
NOTES:
NSTRUCTIONS
. Verify the
information
. Review the fields on
the Template Tab
. Enter your Data
4. Select the Stage
Data for Submission
field
. Submit the Data
6. Login
. Click Post Results
8. Confirm that the
assets were loaded
correctly
9. Repeat steps 3-60
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5
6
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7. A status appears for each asset. Assets that were loaded correctly
are marked with a green OK. Those in error are identified with a red
Error.
Click the Post Results button to update the Data Input tab with the new
status.
NOTES:
NSTRUCTIONS
. Verify the
information
. Review the fields on
the Template Tab
. Enter your Data
4. Select the Stage
Data for Submission
field
. Submit the Data
6. Login
. Click Post Results
8. Confirm that the
assets were loaded
correctly
9. Repeat steps 3-60
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NSTRUCTIONS
. Verify the
information
. Review the fields on
the Template Tab
. Enter your Data
4. Select the Stage
Data for Submission
field
. Submit the Data
6. Login
. Click Post Results
8. Confirm that the
assets were loaded
correctly
9. Repeat steps 3-60 4
5
6
8
8. The Data Input tab is updated with a status for each asset. Assets that
were loaded onto the asset Interface tables correctly are marked with
a green OK. Those in error are identified with a red Error.
9. If there are any errors, the assets will not load into your database.
You need to make updates on the Data Input tab. Once the changes
are made, repeat from step 3 until all rows have an OK status. Now
your assets are available in AM.
NOTES:
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96
COMPARISONS BETWEEN
THE INTFC_FINPHY_SS_A_C
AND THE BASIC_C
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5
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Comparisons between the INTFC_FINPHY_SS_A CI and the
BASIC_CI
INTFC_FINPHY_SS_A CI BASIC_CI
Complexity of the CI This template is complicated
since there are several
required fields repeated
throughout the file. This is
because the fields appear on
multiple records. Examples ofthese fields include currency
and status codes.
This template is less
complicated because the fields
are not repetitive and there are
less required fields.
Approval Process after load This CI allows the user to mark
the assets to load in an
unapproved status. Then the
user must complete an
approval process before the
assets can load into AM.
The assets are loaded directly
into AM in an approved status.
Review/ Update Process of
data
Because the assets can be
loaded into the Interface tables
in an unapproved status, the
user can review and, if
necessary, reload the assets.
Because the assets are loaded
into AM in an approved status,
the user can make changes
with delivered on-line
functionality like cost
adjustments.