Editing an Upload Request Type

Prerequisites

To edit an upload request type, you should have:

  • Upload request business objects defined in the application

  • Defer algorithm for adjustment is defined using the C1-UPLDEFEVL algorithm type

  • Defer algorithm for upload is defined using the C1-DEFERUPLD algorithm type

  • Algorithm defined using the C1-MTCIALG algorithm type when you want to create adjustment using the Contract match type

  • Algorithm defined using the C1-MTCTALG algorithm type when you want to create adjustment using the Contract Type match type

  • C1-ADJUP To Do type assigned to a To Do role whose users must receive To Do entries generated while submitting an adjustment upload request for approval

  • C1-UPLAPPENT To Do type assigned to a To Do role whose users must receive To Do generated while submitting an upload request for approval

Procedure

To edit an upload request type:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select U and then click Upload Request Type.
    A sub-menu appears.
  3. In the Upload Request Type List zone, click the Edit (The Edit Icon) icon in the Edit column corresponding to the upload request type whose details you want to edit.

    The Upload Request Type screen appears. It contains the following sections:

    • Main - Used to specify basic details about the upload request type.

    • Characteristics - Used to define the characteristics for the upload request type.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Upload Request Type Displays the upload request type. Not applicable
    Upload Request Type Business Object Indicates the upload request type business object used while defining the upload request type. Not applicable
    Upload Request Business Object Used to specify the business object that you want to use while creating the upload request. Yes
    Description Used to specify the description for the upload request type. Yes
    Detailed Description Used to specify additional information about the upload request type. No
    Status Used to indicate the status of the upload request type. The valid values are:

    • Active

    • Inactive

    		 Yes
    File Size (KB) Used to specify the maximum size of file (in kilobytes) that you can upload using the upload request type. If you upload a file which exceeds the maximum file size, the system will not allow you to upload the file.
    Note: This field appears when the business object is Adjustment Upload Request Type.
    		 Yes
    Defer Algorithm Used to attach an algorithm that will be triggered when you create entities (for example, adjustments) or approve the uploaded file (for example, adjustment data file). This algorithm checks whether the number of records in the uploaded file exceeds the online record process limit (defined in the Defer algorithm). If the number of records in the uploaded file does not exceed the online record process limit, the system creates the entities (for example, adjustments) in the real time (i.e. immediately). However, if the number of records in the uploaded file exceeds the online record process limit, the system creates the entities (for example, adjustments) in the deferred mode.
    Note:

    Deferred mode means in the background when the Upload Request Periodic Monitor (C1-UPLRQ) batch is invoked. You can configure the Upload Request Periodic Monitor (C1-UPLRQ) batch such that it is executed at regular intervals. When the Upload Request Periodic Monitor (C1-UPLRQ) batch is invoked, the system checks whether there are any upload requests in the Deferred status. If there is an upload request in the Deferred status, the system creates the entities (for example, adjustments).

    This field appears when the business object is Adjustment Upload Request Type.

    		 Yes
    Entity Business Object Used to indicate for creating Business Object of the entity using the upload request type.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Business Object Search window appears.
    		 No
    Approval Required Used to indicate whether approval is required for a file which is uploaded using the upload request type. No
    Approval To Do Type Used to indicate that To Do entry of the specified To Do type must be created when you submit the upload request for approval.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the To Do Type Search window appears.
    		 Yes (Conditional)
    Note: This field is required when the Approval Required check box is selected.
    Approval To Do Role Used to indicate that users with the specified To Do role can only approve the upload request submitted for approval. Yes (Conditional)
    Note: This field is required when the Approval Required check box is selected.
    FK Reference Used to indicate the FK Reference code to display the entity information.
    Note:

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Foreign Key Search window appears.

    This field appears when the business object is Upload Request Type.

    		 No

    In addition, this section contains the following fields in the grid:

    Note: The below section appears when the business object is Adjustment Upload Request Type.
    Field Name Field Description Mandatory (Yes or No)
    Match Type Used to indicate the match type using which you want to create adjustments when you upload a file using the upload request type. The valid values are:

    • Contract

    • Contract Type

    		 Yes (Conditional)
    Note: This field is required when you select the Adjustment Upload Request option from the Upload Request Business Object list.
    Algorithm Used to attach an algorithm that will be triggered when you upload an adjustment data file. This algorithm determines the contract against which the adjustment must be created. Yes (Conditional)
    Note: This field is required when you select the match type from the respective field.
    Tip: Alternatively, you can click the Edit button in the Upload Request Type zone to edit the details of the upload request type.
  4. Modify the required details.
    Note:

    You can search for an algorithm by clicking the Search (The Search Icon) icon corresponding to the respective field.

    If you want to associate more than one match type with the upload request type, click the Add (The Add Icon) icon and then specify the details. However, if you want to remove a match type from the upload request type, click the Delete (The Delete Icon) icon corresponding to the match type.

  5. Define, edit, or remove characteristics of the upload request type, if required.
  6. Click Save.
    The changes made to the upload request type are saved.

Related Topics

For more information on... See...
Upload Request Type screen Upload Request Type
Upload Request Type List zone Upload Request Type List
Upload Request Type zone Upload Request Type
How to define a characteristic for an upload request type Defining a Characteristic for an Upload Request Type