How to upload data to Enrich
Assumptions:
- The data in the spreadsheet is aligned in the right columns and
rows, according to the file layout.
- The spreadsheet is saved as CSV type (Comma Separated Variable).
- The PC file description is already created (FDF type).
- Client Access is set up. (Ports are open on client’s and RSG box).
User has appropriate upload authority.
Steps:
- Start “Data Transfer To” – (Path: Start/Programs/IBM AS400 Client
Access Express/ Data Transfer To). Note: program can be saved as a
shortcut on desktop. User may access the “data transfer to” function
from any emulator session.
- Fill in transfer details -
- File Name: The CSV file that was create from the Excel upload
document.
- System: AS400 IP address. (For ASP clients, IP address will
be enrich.richer.ca – Other clients may have to use internal IP
address depending on firewall.)
- Library / File: Library = Typically the database name for production
environment is EMMSDATA or EMMSDEMO for the demo environment.
ASP clients library name = XXXEMMSDTA or XXXEMMSDEM, where XXX
represents ASP client prefix.
- Library / File:
Upload |
File Name |
Library |
| GL
Journal Entry |
FCA3CPP
|
XXXEMMSDTA
|
| Equipment
JV |
FFQ1CPP
|
XXXEMMSDTA
|
| Unit
Budget |
FEA4CPP
|
XXXEMMSDTA
|
| Permits
|
FFNUREP
|
XXXEMMSDTA
|
| Cleared
Checks |
APCLERBK
|
XXXASTDTA
|
| AP
Payment Selection |
APUPLDDR
|
XXXASTDTA
|
| GL
Budget Upload |
GL750W
|
XXXASTDTA
|
| AP
Payment Upload |
APUPLDDR
|
XXXASTDTA |
- Click On Details:
- File Name = *.FDF file that was created in preparing file.
- Create AS/400 Object: If the file is to replace the information
that currently resides in the AS400 file, then use “NO, replace
member only”. Typically this is the option that should be used.
If the file is to be added to the existing data, then use “No,
Append to existing member”. Data Upload Instructions Page 3 of
3 November 13, 2003 Draft Version 1.0
- Click OK.
- Click Transfer.
- Data will be transferred to the AS400 file. Once transfer is completed,
sign on to Enrich and perform the upload from the appropriate menu
option.
Enrich Menu Path:
Follow the appropriate menu path to move the data from the holding file
into your Enrich Production data.
- AP Check Clearing: Financials/AP/On Demand/Batch Post Cleared Checks
- AP Payment Selection Upload: Financials/AP/On Demand/AP Payment
Upload
- GL Journal Entry: EMMS/Admin/Interfaces/User Uploads/ G/L Journal
Entries Upload
- Equipment Journal Entry: EMMS/Admin/Interfaces/User Uploads /Equipment
J/V Upload
- Unit Budgets: EMMS/Admin/Interfaces/User Uploads/Unit Level Budget
Upload
- Permit: EMMS/Admin/Interfaces/Secured Uploads/Permits
- GL Budgets: General Ledger/Budget Menu/Upload Budgets
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