Checklist for the Shared Information XML File

Use this table to assure that you complete all necessary steps to successfully generate the shared information audit file.

Complete	Action	Comments
	Verify that electronic accounts are set up for your organization.	You must set up the electronic account information before generating the general information XML file. You use the existing program Electronic Accounting Book (P75C002) to set up electronic accounts. See Setting Up the Organization Details in the Electronic Accounting Book
	Verify that parent/child relationships are set up for your business units if such relationships exist for your business units.	You set up parent/child relationships in the Organization Structure Inquiry/Revisions program (P0050). This program enables you to specify the relationship between multiple business units. The output report includes the parent business unit (data item MCU1) that exists in the Organization Master File (F0050) for the business units that you report. You Structure specify the business units that you report in the 75C/DE UDC table. See "Creating Additional Business Units and Copying Report Structures" in the JD Edwards EnterpriseOne Applications General Accounting Implementation Guide.
	Verify that an employee record exists in the Address Book Master table (F0101) for each employee.	The address book record number for the employee that you enter in the Employee Record Information program (P75C008) must exist in the F0101 table.
	Verify that address book and customer master records exist for each of your customers.	You add additional, China-specific information to the customer address book records in the Additional Address Book Information - China program (P75C012). See Entering the Short Name for Supplier and Customer Address Book Records The Generate Shared Information XML program also reads values from the customer master record.
	Verify that address book and supplier master records exist for each of your suppliers.	You add additional, China-specific information to the supplier address book records in the Additional Address Book Information - China program (P75C012). See Entering the Short Name for Supplier and Customer Address Book Records The Generate Shared Information XML program also reads values from the supplier master record.
	Verify that appropriate values exist in the UDC tables used by the Generate Shared Information XML (R75C008).	The Generate Shared Information XML program reads these UDC tables: 00/PY (Payment Instrument) 01/ST (Search Type) 75C/DE (Department Type) 75C/DT (Document Type - China) 75C/EC (Employee Category) 75C/ED (Employee Document Type) 75C/ER (Exchange Rate) 75C/GD (Gender) 75C/TR (Translation) Setting Up UDC Values for the CNAO General Information XML File
	Verify that alternative UDC description translations are set up for values in the 00/PY and 75C/ER UDC tables.	The Generate Shared Information XML program reads UDC descriptions for the 00/PY and 75C/ER UDC tables from the User Defined Codes - Alternate (F0005D) only.
	Verify that the element names are set up for the shared information file.	You use the Dynamic XML Element Names program (P75C013) to set up names for the sections headings and the section fields of the shared information XML file. For example, instead of having the system print the term Electronic Accounting Book for the heading of that section, you can enter a different string, including Chinese characters, that the system will print in the XML output file. See Setting Up Dynamic File Names
	Set up payroll category IDs.	You use the Setup Payroll Category program (P75C504) to set up payroll category codes. See Entering Payroll Category IDs
	Enter employee record information.	You use the Employee Record Information program (P75C008) to enter employee records information. See Entering Employee Record Information
	Enter supplier and customer address book information.	You use the Address Book Additional Information program (P75C012) to enter a short name for suppliers and customers. See Entering the Short Name for Supplier and Customer Address Book Records
	Enter the subsidiary information that you want to include in the CNAO shared information XML file.	You use the Work With Subsidiary Information program (P75C010) to enter the additional information to include in the CNAO shared information XML file. See Setting Up Subsidiary Information for the Shared Info XML File
	Generate the shared information XML file for CNAO audit files.	You run the Generate Shared Information XML program (R75C008) to generate the shared information XML file. See Generating the Shared Information XML File for CNAO Audit Files