Configuring the Upload Voucher widget

Use this procedure before uploading a voucher to ensure the widget works correctly.

  1. Click the menu icon on the widget title bar and select Configure….
  2. Specify this information:
    Title
    Specify a widget title.
    FIM Interface
    Click this button to open the list of available upload interfaces from (GLS840).

    Under the Active column, select the check box of the corresponding interface to activate for the upload process. All activated interfaces are added as options in the Interface name field.

    Under the Fields column, configure the fields for each of your selected interfaces.

    1. Click the edit icon.
    2. From the Details tab, specify this information:
      Interface name
      This field uses the default value based on your selected interface.
      Division (1)
      This field uses the assigned division of your selected interface.
      Editable accounting date
      Select the check box to enable users to manually edit the date for accounting.
      Key value prefix
      Specify a prefix for the primary key. The system automatically adds the value you provide to the primary key generated for each new entry in the general ledger. For example, specify 'GLW' as the prefix for the primary key.
    3. Click OK.
    4. Navigate to the Input fields tab. Select the check box for every input field to be added to the CSV file for the upload process. You may specify a default value for each field.
    5. Click OK.
    Document Management Configuration
    Click this button to configure the document to be reflected in IDM.
    1. Specify this information:
      Archive uploaded file
      Select the check box to ensure that your uploaded CSV file is copied and stored in IDM.
      Document Type
      Specify a document type to be used as the category in IDM for tracking documentation, for example, MDS_Generic Document.
      Key value attribute
      Specify a key value attribute to be used in IDM, for example, MDS_id1. The variable <id1> uses the primary key assigned to your record in the general ledger.
      User attribute
      Specify a user attribute to be used in IDM, for example, MDS_id2. The variable <id2> uses the code assigned to a user who updated the general ledger.
      Archive related documents
      Select the check box to enable users to upload additional supporting files for the record.
      Division attribute
      Specify a division attribute to be used in saving related documents IDM, for example, MDS_id3. The variable <id3> uses the assigned division where a specific record is grouped accordingly.
    2. Click OK.
  3. Click Save.