1. Real Estate Management Implementation Guide
  2. Importing Data into the Real Estate Management System

Importing Data into the Real Estate Management System

This section discusses the process for importing real estate management data after you have created your flat files and updated the flat file cross reference.

The process is the same for all of the different types of real estate management data. You should fully process one type of data before processing the next type. For example, you should complete the data import process for unit master data before you begin processing area master data.

  1. From the Inbound Flat File Conversions menu (G153141), run one of these versions of the Inbound Flat File Conversion program (R47002C):

    • Inbound Bill Code File Conversion (XJDE0051)

    • Inbound Unit Master File Conversion (XJDE0056)

    • Inbound Area Master File Conversion (XJDE0050)

    • Inbound Lease Master File Conversion (XJDE0052)

    • Inbound Lease Detail File Conversion (XJDE0053)

    • Inbound Recurring Billing File Conversion (XJDE0055)

    • Inbound Manual Billing File Conversion (XJDE0054)

  2. From the Review Unedited Transactions menu (G153142), select one of these options to review the data in the associated Z table:

    • Review Unedited Bill Code Transactions (P1512Z1)

    • Review Unedited Unit Master Transactions (P1507Z1)

    • Review Unedited Area Master Transactions (P1514Z1)

    • Review Unedited Lease Master Transactions (P1501BZ1)

    • Review Unedited Lease Master Detail Transactions (P15017Z1)

    • Review Unedited Recurring Billing Transactions (P1502BZ1)

    • Review Unedited Manual Billing Transactions (P1511BZ1)

  3. On the Work With Unedited Transactions form, use the radio buttons in the Transactions Displayed section to specify which type of records you want to review.

  4. To review and update data, select the row and then click Select. Review and update data as necessary, and then click OK to return to the Work With Unedited Transactions form.

  5. Select the row you want to process, and then select Inbound Processor from the Row menu to move the data from the Z table to the EnterpriseOne table.

    Alternatively, you can select one of these options from the Inbound Processors menu (G153143):

    • Inbound Bill Code Processor (R1512Z1I)

    • Inbound Unit Master Processor (R1507Z1I)

    • Inbound Area Master Processor (R1514Z1I)

    • Inbound Lease Master Processor (R1501BZ1I)

    • Inbound Lease Detail Processor (R15017Z1I)

    • Inbound Recurring Billing Processor (R1502BZ1I)

    • Inbound Manual Billing Processor (R1511BZ1I)

  6. When the inbound processor finishes processing, you can perform a new search to identify any unsuccessfully processed records to ensure that your batch processed successfully.

    Be aware that you can set up the inbound processor programs to automatically purge successfully processed records, so when you search over the records, successfully processed records might not display, as they might already have been purged. If you have unsuccessfully processed records, review the errors in the work center, and then complete steps 4 and 5 again until the data is successfully processed.