Maintenance Import

Allows a standard spreadsheet format to be used for importing maintenance approvals. To be used when receiving third party data from a supplier. The system creates GENIM as the User ID.

What do you want to do?

View the Maintenance Import form

To access Maintenance Import:

From the Master Menu, select the Maintenance Control option and Company required.

The Maintenance Control menu is displayed.
Select the Miscellaneous Options option.

The Miscellaneous Options form is displayed.
Select the Maintenance Import into genim option.

The Maintenance Import form is displayed.

Maintenance Import form

This form is divided into four parts that are as follows:

Title Bar

In addition to displaying the form name the Title Bar displays other useful identification criteria and buttons.

Menu	Icon	Description
File > Upload Local File		Displays the File Explorer form that displays the directories on the local PC C: drive so that the supplier .csv file may be located and uploaded to a UNIX directory on the server.
File > Import		Takes the basic .csv file and creates approvals. There is no validation carried out on the .csv file. This then posts the records to the Invoice Pending file.
File > Generate Approvals		A subset of the Import option which simply turns the .csv record into an approval.
File > Post to Ipend		A subset of the Import option which simply posts the records to the Invoice Pending file.
File > Exit		Exits the Maintenance Import form.
Help >		Provides online access to context sensitive help for the current application using the default browser.

Maintenance Import Dialogue Box

Text: Simply displays a text message informing users what the process is about to do: This process will import records into the Generic Import (FA.genim) file with a source of GENIM. Approvals will then be created and posted to the Pending Invoices (FC.ipend) file if possible.

Import File: Allows selection from previous files that have been uploaded via the button.