Using Import, Export, and Integration with Payment Application BPs and SOV Line Items

You can use CSV or Microsoft Excel import to create Payment Application business processes (BPs) or to add SOV line items to an existing BP.

You can export Payment Application CSV or Excel templates at the log level for header and line item templates, and at the record level for line item templates. You can then modify the templates and import them to create records at the log level or to add line items to an existing record at the record level.

An integration interface must be defined to support CSV or Excel import. If you cannot perform the file import, contact your administrator. You can also create records and add line items through integration by using Web Services. Coordinate Web Services integration with an Oracle Primavera representative.

Columns with decimal values preserve the decimal values specified in the data element (DE) for the following BPs and SOV types:

• Schedule of Values (SOV) sheet: Payment Application and Summary Payment Application
• Payment Application Line Items
• Summary Payment Application Line Items

As a result, the system does not round the decimal value to two decimals for the preceding DEs.

Multiple Payment Applications and Negative Change Commit Records

You can create multiple Payment Applications or negative Change Commit records against the SOV. You can also create these records through CSV and Excel import and Web Services.

Note:

You can create only one record for each import.