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Importing Cost Categories

Overview

Cost Categories records for the contract items are managed in Contracts application → Procurement → Cost Categories page:

cost_categories_overview.png

In Contracts Management there is an option to import Cost Categories using a standard template.

Cost Categories import

To import Cost Categories:

  1. Go to Matrix42 Software Asset and Service Management → Contracts application.
  2. In the navigation area, click Procurement  Cost Categories.
  3. On the toolbar, click Import Cost Categories. The Quick Import wizard opens.
  4. Follow the instructions.

Quick import definition includes the same steps and data processing sequence as any other standard import definition. The main difference consists in the pre-defined source file structure and pre-configured mapping rules for the Quick Import definition.

Common rules to consider when editing the Import Template file:

  • Culture context of the data: when entering the text, consider the language specified in the quick import settings.
  • Not specified or ambiguous values: if no or more than one matching values are found, the value that is specified in the data source file is not saved to the system database.
  • Import processing details: a detailed report of the import processing stages is available in the Import Log Files section of the Administration application.

Explanation of the Import Template 

All imported data can be modified manually in the user interface.

Field Name Explanation Maximum Character Length

Key

Required: alphanumeric string for logical identification of a cost category.

This information is a key field, which means that it is used by the import process to determine whether to create a data set or whether to update the existing, matching data set.

50

Name

Required: alphanumeric string that is used for the name of a cost category.

200

Description

Alphanumeric string that is used to describe a cost category.

1000

Cost Categories Import Example

The given example is a filled out template imported for the English (United States) [es_US] culture context of the data:

cost_categories_template.png

Successfully completed Cost Categories Import results in the following records in the Contracts Procurement section:

cost_categoriesimported.png

 

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