This tool allows you to upload a csv file of expenses. Expense reports and cost cards will be created for relevant resources.
File Requirements
· Must be in CSV format with a header row.
· Must have a column headed "ContractLineItemCode" intended for the Contract Line Item Code, which must be populated.
· May have a column headed "CutoffDate" which may be null or empty or may specify the cutoff date.
· May have a column headed "BeginDate" which may be null or empty or may specify the begin date.
· May have a column headed "IncludeRequestsFlag" which may be null or empty or may specify "true" or "false".
· May have a column headed "FractionComplete" which may be null or empty or may specify a double-precision fraction between zero and one.
· May have a column headed "TotalRevenueRecognized" which may be null or empty or may specify a double-precision monetary value.
· May have a column headed "IntervalRevenueRecognized" which may be null or empty or may specify a double-precision monetary value.
· May have a column headed "EngagementCurrencyCode" which may be null or empty or may specify the engagement currency for the engagement that owns the specified Contract Line Item.
· May have a column headed "Notes" which may be null or empty or may specify a note to apply to the revenue recognition record.
· If there is a column headed "_PPSA_Status" it will be overwritten in the output file.
· If there is a column headed "_PPSA_Messages" it will be overwritten in the output file.
· Any other columns are ignored.
ALL RECORDS (each row after the header row):
· Must have a value in the required ContractLineItemCode column.
· Will typically have a valid date value in the CutoffDate column. Null in that column may erase existing revenue recognition history.
· Should have a valid value in exactly one (and no more than one) of the columns for IncludeRequestsFlag, FractionComplete, TotalRevenueRecognized, and IntervalRevenueRecognized.
· Should have the correct engagement currency specified in the EngagementCurrencyCode column if TotalRevenueRecognized or
IntervalRevenueRecognized is specified, and the value recognized should be in that currency.
Output File Generated:
· Will have all columns listed above, whether or not provided, and additionally any other columns that were provided.
· The _PPSA_Status column will indicate success or failure of the operation on the associated record.
· The _PPSA_Messages columns will contain further information about the operation.
Common Language Culture Names:
· English - United States: en-US
· English - Great Britain: en-GB
· English - Australia: en-AU
· German - Germany: de-DE
· French - France: fr-FR · The full list can be found here: Table of Language Culture Names