Import training needs costs
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Import training needs costs
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Import training needs costs
Open the menu Settings > Data import
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Import training needs costs
File format
Select the file format for this import: CSV file, Syfadis format, Training needs costs. The import format is a CSV file -therefore is in text format. The encoding is ANSI by default, but it can be changed.
Choose a separator for columns that can contain several values, by default this is the " | " character.
Choose the column separator character (usually a "," or "; ").
Check or uncheck the 2 options checkboxes:
Import the first line of the file (which are often column labels).
With preview of the result. This allows you to view the import prior to the actual import.
Options of responsibility of the operations. Check the boxes to enable import insertions (or creations) or updates for this import.
File contents
The columns taken into account in the file to be imported are defined in a configuration parameter on the configuration page, node: Data import > The training plan.
This setting is "Column order for CSV file, Syfadis format, costs on training needs" and has the default value:
ExternalId; Name; BeforeTaxPrice; Nature_ExternalId; TrainingNeed_ExternalId
The order of the columns is important for the import mechanism!
Through this import, only the entity of a cost can be created or updated.
Import rules
Amount = number > 0
Import code of the requirement = existence of this requirement in the forecast plan.
A plan related to the requirement that has not passed its financial year-end date.
Import code of nature = existence of this nature in the repository + nature not being of the " Salary " type (neither learner nor trainer).
Conditions for a Rejection of a Line – Importing a Cost: A warning message in the rejection file.
No indication of need.
Training plan related to a requirement that has passed the financial year-end date.
No indication of the nature of the cost.
Nature of cost type "Salary" (learner or trainer).
Negative amount.
Here is a description of the columns provided for in the import file in the standard:
Columns | Mandatory | Multiple Values | Explanation |
ExternalId | X | Cost ID – not visible in the application, this is a technical identifier that allows updates to be made during successive imports. | |
Name | X | Cost Name | |
BeforeTaxPrice | X | Cost Amount (excl. VAT) – Number > 0 | |
Nature_ExternalId | X | External Cost Nature Id - Required | |
TrainingNeed_ExternalId | X | External Learning Need Id - Required |
Settings
The license
License key: Module.Finance
Privileges
Privilege | Location | Scope |
Import data (files) | Parameters | Application |
Configuration settings
Configuration parameter | Location | Default |
Column order for CSV file, Syfadis format, costs on training needs | Data import The forecast plan | |
ExternalId; Name; BeforeTaxPrice; Nature_ExternalId; TrainingNeed_ExternalId | ||
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