To import the service charge cost element values into a calculation scenario

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The procedure to import the service charge cost element values into a calculation scenario is as follows:

  1. Navigate to Quick Menu > Service Charges > Management > Calculations. The Service Charge Calculation window is displayed.
  2. Expand a calculation type subheading from within the nested calendar period and select an associated calculation scenario, or enter its name into the Search Calculations field. By default the list is filtered to show All calculation scenarios. An alternative filter can be applied using the Select view drop-down field: In Progress, Under Consultation, Applied, Invoiced, Cancelled or Adjustment Applied to Rent Accounts 1.
  3. Click on Import 2. The Import tab is activated.
  4. Using the Import template drop-down field, select a service charge template matching the structure of the source data to be imported.
  5. Browse to the intended data import file using the navigation () icon. The file name is displayed in the File location field 3.
  6. Click on Save. A sequential Batch reference number is assigned to the import, along with the current date stamp; the import status is automatically set to Requires import.
  7. Click on Import From File. Once complete, a successful outcome is supported by an end user notification message and the import status is automatically progressed to Imported; proceed to step 9.
  8. Alternatively, where errors are detected, the import status is set to Imported with errors; click on File Import Results to analyse the issues detected and apply the necessary changes to the source file or template field properties before commencing the import afresh 4. An explanation of each commonly occurring error is summarised in the table below.
  9. Click on Cost Element Results. The proposed service charge values contained in the source file are reflected against the corresponding cost centre elements.
  10. Click on Close.


Note

1 The Search Calculations field will match against any component of the calculation scenario description.

2 This option applies only to calculation types operating under an Import calculation method.

3 The chosen source file must match the format configured for the import template.

4 Where changes are applied to the source file, it must be reselected using the navigation icon (step 5, above) prior to subsequent import.


Error Message

Probable Cause / Solution

Field level errors, number of detail lines in header does not match number of detail lines

The header row of the source file contains an integer value higher or lower than the number of detail rows contained therein, or the field mapping properties defined within the import template contain an invalid / missing value for the Header / Footer row position.

Field level errors, Cost Centre Element cannot be identified

The cost centre element has not been included within the calculation scenario, or the field mapping properties defined within the import template contain an invalid / missing translation entry.

Field level errors

One or more source data elements contain values that deviate from the defined field mapping properties of the selected import template e.g. integer values are located in positions where decimals are expected.


See related topics....

Data import management overview

To define the field properties of a data import template

To create a new data import template