1. Localizations for Mexico Implementation Guide
  2. Understanding Data Import

Understanding Data Import

Instead of manually entering data, you can import data from a spreadsheet to populate the values for these programs:

  • Work with Legal Concepts (P76M001)

  • Work with Withholding Concepts (P76M002)

  • Work With Withholding Percentages (P76M003)

When you import data, the system populates the tables in which the values are stored for the program. The system stores the values in these tables:

  • Withholding Legal Concepts (F76M001) for data imported using the Work with Legal Concepts program.

  • Withholding Concepts (F76M002) for data imported using the Work with Withholding Concepts program.

  • Withholding Percentage (F76M003) for data imported using the Work With Withholding Percentages program.

To import data, first prepare a spreadsheet with the values that you want to import. Then, after completing the header fields on the revision form for the program, you access the import function, complete the range of cells to import, and then import the data.

When you prepare the spreadsheet, consider these factors:

  • You must populate the F76M001 table with withholding legal concept codes before you can import the associations between the withholding legal concept codes and the withholding concept codes.

    When you use the Work with Withholding Concepts program to import the spreadsheet for the F76M002 table, the system validates that the withholding legal concepts that you associate with the withholding concepts exist in the F76M001 table, so you must populate the F76M001 table before importing values for the F76M002 table.

  • You must populate the F76M002 table with withholding concept codes before you can import the percentages to associate with the codes.

    When you use the Work With Withholding Percentages program to import the spreadsheet for the F76M003 table, the system validates that the withholding concept codes for which you import the percentages exist in the F76M002 table, so you must populate the F76M002 table before importing values for the F76M003 table.

  • Each entry must be unique for the key fields.

    Key fields include the Withholding Concept and Legal Concept fields. If the value in your spreadsheet is the same as a value that already exists in a table that you populate when you import the data, the system generates an error message. The system also generates an error message if you attempt to import a value multiple times on the spreadsheet.

  • The data must be in the correct data type, such as numeric for fields that accept only numeric values.

  • The date must be in the correct format, such as a date format that is valid in the JD Edwards EnterpriseOne system.

  • Data that are validated against a UDC or other table must be a value that exists in the UDC table.

    For example, the values for the Gross or Taxable field in the Work With Withholding Percentages program are validated against the 76M/AT UDC table. The value that you enter in the spreadsheet must exist in the 76M/AT UDC table.

  • A value must exist in the spreadsheet cells for required fields.

    For example, the Effective Date and Expiration Date fields in the Work With Withholding Percentages program are required fields. You must import cells from the spreadsheet that include valid values for those fields to prevent the system from issuing an error message.