Adding Assets with the Excel to Component Interface Utility
The PeopleTools Excel to Component Interface utility enables you to add assets from a predefined spreadsheet template. You can use the utility to upload new asset information during a conversion or when adding assets acquired from an acquisition or merger. You can add financial data and physical data. Once the data is uploaded, it is available for the Transaction Loader process to process the asset additions as financial add transactions (FAD).
Note: The amount of data that can be uploaded from a spreadsheet is limited by the spreadsheet utility. Consequently, this method of conversion is inappropriate for large-volume data conversions.
This topic provides an overview of how to import asset information with the Excel to Component Interface utility.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
INTFC_FINPHY_SS |
Preview data uploaded from ExcelToCI utility to import and add financial transaction data to Asset Management tables INTFC_FIN and INTFC_PHY_A before running the transaction loader. If you want to change any information, you must go back to the ExcelToCI utility to make changes. |
See also the product documentation for PeopleTools: PeopleSoft Component Interfaces.
The PeopleSoft system provides a template to import and add transactions financial data from the spreadsheet to Asset Management tables INTFC_FIN and INTFC_PHY_A with the Excel to Component Interface utility.
Here is an overview of the steps to add assets using import data from an Excel spreadsheet:
Connect to the database by entering the database connect information on the template Connect Information tab.
You need the PeopleSoft web server name, port, PeopleSoft Pure Internet Architecture or portal name, and default local node.
Select the predefined component interface (INTFC_FINPHY_SS_A) to populate the template on the Template tab.
Select the fields that are used to enter data.
Select New Data Input to format the Data Input tab with the selected data fields for the component interface.
Input data for all identified and selected record levels on the Data Input tab.
Stage the input data to the Stage & Submit Data tab.
Review the data that is ready for staging on the Stage & Submit Data tab.
Submit data for error-checking and transmission to the database, if successful.
Errors are returned to the Stage & Submit Data tab; select the Post Results option to return processing errors to the Data Input tab for reworking.
Submit data to the PeopleSoft Asset Management database as needed to successfully transmit all input data to Asset Management.
Preview the financial and physical data, using the menu option for importing data through a spreadsheet.
Run the Transaction Loader process to add assets to the database.
Use the Import Data Via Spreadsheet page (INTFC_FINPHY_SS) to preview data uploaded from ExcelToCI utility to import and add financial transaction data to Asset Management tables INTFC_FIN and INTFC_PHY_A before running the transaction loader.
If you want to change any information, you must go back to the ExcelToCI utility to make changes.
Navigation:
Connect and select the component interface to be used for the asset upload: INTFC_FINPHY_SS_A. Select the data fields to be entered and format the Data Input tab by selecting New Data Input. Access the Input Data page of the Excel to Component Interface utility. The following table describes the entries for required fields to upload asset FAD transactions. Many other data fields are available to enter data through the template in addition to the ones described here; these are not required or key fields.
Record Level 000 identifies the common key field values to be shared by INTFC_FIN and INTFC_PHY_A. Record level 100 contains data fields for the INTFC_FIN table and record level 200 identifies the data fields for the INTFC_PHY_A table.
|
Row Property |
Input Description |
Entry Required |
|---|---|---|
|
Interface ID (INTFC_ID) |
Use a unique previously unused INTFC_ID. Lock the Installation_AM table by updating the INTFC_ID to the next INTFC_ID. Use that INTFC for the CIS. |
Required |
|
Interface Line Number (INTFC_LINE_NUM) |
The INTFC_LINE_NUM must be unique for each ASSET_ID. |
Required |
|
Business Unit (BUSINESS_UNIT) |
|
Required |
|
Asset Identification (ASSET_ID) |
This field can be NEXT. |
Required |
|
Asset Book Name (BOOK) |
BOOK can be entered if the default profile SW (switch) = Y, but all the books need to be entered if the default profile SW = N (multiple lines for each asset, one line per book). |
|
|
Date/Time Stamp (DTTM_STAMP) |
This field should be populated by the user. If left blank, the current time is entered for the row on which it is blank. If a different date-time stamp exists for the same asset, the asset cannot be created. |
Required |
|
Transaction Load Type (INTFC_TYPE) |
Either FAD, ADD, CN1 & CN2 should be entered. If left blank, FAD is populated as the INTFC_TYPE |
|
|
System Source (SYSTEM_ SOURCE) |
Always populated as CIS. |
|
|
Interface Status (INTFC_STATUS) |
Always populated as DON. |
|
|
Load Status (LOAD_STATUS) |
Always populated as NEW. |
|
|
Default Books from Profile (DEFAULT_PROFILE_SW) |
|
Required |
Here is a portion of the input page:
This example illustrates the fields and controls on the Example of Input Data page. You can find definitions for the fields and controls later on this page.
When the data input is complete, stage the data to the Stage & Submit tab. Data is transmitted to the database from the Stage & Submit page.
Access the Import Data Via Spreadsheet page
Select the FIN and PHY data to be uploaded from the Excel to Component Interface utility. Enter search criteria. You can search by interface ID, interface line number, business unit, transaction load type, system source, auto-approval status, load status, asset identification, and asset book name. Preview the data before running the Transaction Loader process. If you need to enter changes, you must return to the Excel to Component Interface utility to make them or update them in preview pages depending upon user permissions