government services group thursday, 20 february 2014 chartgen – tips and tricks government...

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Governmen t Services Group Thursday, 20 February 2014 Chartgen – Tips and Tricks Government Services Group Presented by Barbara Louise Nunan

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Page 1: Government Services Group Thursday, 20 February 2014 Chartgen – Tips and Tricks Government Services Group Presented by Barbara Louise Nunan

GovernmentServicesGroup

Thursday, 20 February 2014

Chartgen – Tips and Tricks

Government Services Group

Presented by Barbara Louise Nunan

Page 2: Government Services Group Thursday, 20 February 2014 Chartgen – Tips and Tricks Government Services Group Presented by Barbara Louise Nunan

GovernmentServicesGroup

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Topics for today

use the ftp facility

backups are mandatory

uses for suffixes

set up a test system

know who to ask when things go wrong

Page 3: Government Services Group Thursday, 20 February 2014 Chartgen – Tips and Tricks Government Services Group Presented by Barbara Louise Nunan

GovernmentServicesGroup Use the ftp facility - 1

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Page 4: Government Services Group Thursday, 20 February 2014 Chartgen – Tips and Tricks Government Services Group Presented by Barbara Louise Nunan

GovernmentServicesGroup Use the ftp facility - 2

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Error messages when trying to use the FTP from inside Chartgen 

If Error # is 12002 – you have been timed out, possibly due to firewall issues – refer to ICT Service Desk

If Error# is 12014 -- your password is no longer valid, and needs to be changed

Page 5: Government Services Group Thursday, 20 February 2014 Chartgen – Tips and Tricks Government Services Group Presented by Barbara Louise Nunan

GovernmentServicesGroup

Backups are mandatory

BRT or any other file will not load to Masterpiece if formatting is not correct - always save a backup before any major changes such as restructures

if needed, for BRT in this example, copy all your new data into the old file - keep the macro and first 8 rows in the old file, and delete the rest, then copy in starting at row 9 of the new file the new data

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Page 6: Government Services Group Thursday, 20 February 2014 Chartgen – Tips and Tricks Government Services Group Presented by Barbara Louise Nunan

GovernmentServicesGroup Suffixes

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if you need more suffixes than you have columns, repeat the row

comments can be written following two colons ::

:: GA:: GB

suffixes can be used for other purposes, such as for selecting only certain codes for extracting to Basware

7416 4 COMPUTER PROCESSING CHARGES P1 P2 P3 P4 P5 P6 P7 BW IN XX

7416 4 COMPUTER PROCESSING CHARGES P8 P9 BW IN XX

7417 4 COMPUTER SOFTWE LICENSES P1 BW IN XX

Page 7: Government Services Group Thursday, 20 February 2014 Chartgen – Tips and Tricks Government Services Group Presented by Barbara Louise Nunan

GovernmentServicesGroup Set up a test system

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Page 8: Government Services Group Thursday, 20 February 2014 Chartgen – Tips and Tricks Government Services Group Presented by Barbara Louise Nunan

GovernmentServicesGroup Know who to ask when things go wrong

ftp errors – check M/P password , or may be firewall problems – contact ICT helpdesk for Firewall issues

Final load into Masterpiece from = A.M.2

Financial Management Interface Job Submission System - contact FAST team

Other errors in tables or from within Chartgen, internal network works well .. most System Administrators use Chartgen, or various contractors

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Page 9: Government Services Group Thursday, 20 February 2014 Chartgen – Tips and Tricks Government Services Group Presented by Barbara Louise Nunan

GovernmentServicesGroup Chartgen is much cheaper than therapy

Loading the tables 5 x100% = 500%

Ftp the tables 5 x 100% = 500%

Load into Masterpiece 1 x 100% = 100%

Total success = 1100%

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Page 10: Government Services Group Thursday, 20 February 2014 Chartgen – Tips and Tricks Government Services Group Presented by Barbara Louise Nunan

GovernmentServicesGroup

The End

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