Creating or updating the import task

You can use the LB_SYS_MAX registry parameter to limit the value of payroll percent when importing the budget. See the Infor WFM Registry Parameter Reference Guide.

To set up the import task:

  1. Select Maintenance > System Administration > Job Scheduler.
  2. Click Add Schedule.
    The Job Scheduler page is displayed.
  3. In the Task Description field, specify the name of the task.
  4. In the Task Type area, select Java Task.
  5. Select Import Task from the drop-down list.
  6. Complete the other fields on the Job Scheduler page. See the Infor WFM Time and Attendance Implementation and Administration Guide.
  7. Click Submit.
  8. Click OK.
    The Task Schedules page is displayed. The task you created is displayed in the list.
  9. Click Parameters next to the new task.
    The Import Task page is displayed.
  10. Specify this information:
    Interface Type
    Select Budget Import.
    Transformer Class Name
    Specify the following transformer class name: com.workbrain.app.modules.budgeting.wbinterface.

    BudgetingImportTransformer

    The transformer class is the Java class that implements the import task to translate the CSV format into the staging table.

    File Name
    Specify the file name, including the absolute path to the CSV import file. The file must be on the same machine as the Job Scheduler or a shared network path that to which the application server has access.

    For example, /budgeting/ForecastGenerationImport.csv.

  11. Click Submit to save the new budget import task settings.
    A confirmation page is displayed.
  12. Click Submit to acknowledge that the update is successful.
    The Task Schedules page is displayed.
  13. Click Run Now to initiate the task.
    The system updates the Next Run column with the latest run time.
  14. Click Log to view the results. Wait a few minutes for the log to be updated with the latest run details.
    In the following example, the log results indicate that two budget import tasks (Log entries 10067 and 10068, respectively) are finished.

You can view low-level import details on the Import Transactions page, which you can display using the following menu path:

Maintenance > System Administration > Interfaces > Import Transactions

For generic tips on using Job Scheduler with Labor Budgeting, see Job Scheduler Tips.