Assigning Import Formats

Import formats are not used until they are assigned to locations.

  To assign import formats to locations:

  1. From the FDM Web client, Select Metadata > Locations.

    The Locations screen is displayed.

  2. Select a location.

  3. Select the Workflow Behaviors tab.

  4. From Import Format, select an import format.

  5. Click Save.

    The selected format is used every time a trial balance is imported for the location. One format can be used for many locations. If your company has a standard trial balance file format, all locations can share one import format.