Importing the Referential Chart of Accounts

Access the Multiple Add Referential Chart Accounts - Import Assistant form.

1. Click Import from Excel in the Define Import File area.

2. Use the Browse button to navigate to the spreadsheet to import.

3. In the Define Cell Range area, specify the rows and columns to import.

4. In the Define Import Location in Grid area, specify the target location to import the data. Options are:

   • Insert: The system imports the data column A, row 0 of the grid.

   • Paste: The system imports the data to the location that you specify in the Col and Row fields that appear when you select this option. Use this option to add additional records.

   The data that you specified appears in the grid.

5. Do one of the following:

   • Click Continue to add the data to the F76B920 table.

     The system returns you to the Multiple Add Referential Chart Accounts form. When you click OK on the Multiple Add Referential Chart Accounts form, the system saves the data to the F76B920 table if no errors exist, or it displays an error message if one or more records do not pass the validation.

   • Click Reset to delete the records from the grid.