Importing the project codes

  1. On the sidebar, select General Ledger Interface > Project Code Import.
  2. Specify this information:
    Export/Import Format
    Specify the export/import format established in the Query module. See the information about import formats in Query User Guide.
    Update Only
    Select this option to process the project code import facility in update mode.
    Delete/Deactivate existing records not imported
    Select this check box to delete any existing project codes within the database that is not displayed in the import file. If this check box is cleared, then all codes remain after importing.
    File Mode
    Select a file from your client PC or from the server.
    Import File
    Specify the path and file name of the file to be used for the import of project codes. Optionally, you can click the folder icon to select the path and file name.
    Description
    Provide a description for the job. You can also specify when to run the job.
    Printer
    Specify the printer to be used for printing reports. You can print on any device when you print a web page.
    Print Header Page
    Select this check box to include the header page when printing.
    Add to My Reports
    Select this check box to add the report in the My Reports grid in the Home screen.
  3. Click Submit.