Testing the ION integration

Use the File Creation Utility to send a test file document to ION.

  1. Create a File Creation Setup.
    1. Select Administrator > Utilities > Interfaces > File Creation Utility > File Creation Setup.
    2. From the Actions menu, select Import Setup.
    3. In the Setup Export field, select the FCUSetupExport.txt file.
      For more information, see Importing Setup records in File Creation Utility in the Infor HR Talent Integration Guide for File Creation Utility.
    4. Click Submit.
    5. Note these settings in the result:
      • File Name = OneTimeDeductionImport
      • Automatically Send File To ION = Yes
      • ION Document Name = OneTimeDeductionImport
      • One placeholder mapping is defined so that the setup can be made active.
  2. Create CSV sample data to import.
    1. Create a spreadsheet from this data:
      HROrganization Employee DeductionCode EffectiveDate Amount PaymentDescription Status EmployeeDeduction
      7004 700403 LOAN2 20210212 15 Lunch Money advance repayment 6
      7004 700429 LOAN1 20210212 95 Advanced transportation costs repayment 6
      7004 700430 LOAN2 20210212 76 Undisclosed loan 6
      7004 700476 LOAN1 20210212 115 Concert ticket repayment 6 3
    2. Modify the data to be valid based on other data available in the test system.
    3. Save the file as a CSV file named IONTestData.csv.
      Note: EmployeeDeduction is set for Employee 70476 because this had multiple deductions for LOAN1. No deductions included 2/12/2021, so an error would occur if not explicitly specified.
  3. Configure an action to upload the CSV test data as a file that the File Creation Utility can send.
    1. a. Configure a new User Action on FileCreationSetup.
    2. b. Copy this LPL code into the new action: 
      GenerateTestFile is an Instance Action
    Parameters
        FileContent    is CSVText
    Local Fields
        LocalFile is a FileCreationFile view
        LocalAttachment is a FileCreationAttachment
     Action Rules
        LocalAttachment.File = FileContent
        LocalAttachment.MimeType = "text/csv"
        LocalAttachment.Title = "TestFile.csv"
        LocalAttachment.CurrentSystemTimeStamp = system current timestamp
        invoke Create FileCreationFile
            assign result to LocalFile
            invoked.HROrganization = actor.context.HROrganization
            invoked.FileCreationSetup = this instance.FileCreationSetup
            invoked.SystemTimeStamp = system current timestamp
            invoked.ExportFile = ExportFile.EmployeeOneTimeDeduction
            invoked.FileOutput = "See Attachment"
            invoked.ExportFile = LocalAttachment
  4. Upload the CSV data.
    1. Open IONTestData.csv in a text editor, such as Notepad.
    2. Copy all the text into the clipboard.
    3. Select Administrator > Utilities > Interfaces > File Creation Utility > File Creation Setup.
    4. Select OneTimeDeductionImport.
    5. Right-click and select Generate Test File.
    6. Paste the text from IONTestData.csv into the File Content field.
    7. Click Submit.
  5. Use the File Creation Utility to send the data to ION.
    1. Select Administrator > Utilities > Interfaces > File Creation Utility > File Creation Setup.
    2. Open OneTimeDeductionImport.
    3. On the Files tab, select the file that was generated.
    4. Right-click and select Send to ION.
    5. Click Submit.
  6. Verify that the data has been imported.
    1. Select Payroll Administrator > Deduction Maintenance > One Time Deductions > One Time Deduction Import.
    2. Click the All tab.
    3. Confirm that new records have been created.
    4. Open a record to check Processed Time.
      Note: This may take a minute or two as the document is routed through ION and processed in the HCMDataLoadAction async queue.
      • Records may be deleted after processing. Select Administrator > Utilities > Interfaces > Setup > (Your Organization) > Data Import > Keep Processed Import Records > One Time Deductions. This action determines whether import records received by ION are kept or automatically deleted after processing. The setting defaults to false (delete).
      • After processing, records are visible in Payroll Administrator > Deduction Maintenance > One Time Deductions > One Time Deductions.