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WRFINANCE - Financial import

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This import template enables to insert/edit:

Financial values into projects/project tasks/nonproject tasks

 

To insert each of these items, it is necessary to follow the standard documented below.

Insert

Column

Required

Type

Precision

Description

OIDINTERFACE

X

TEXT

32

Sequential code - Identifies an item to be imported into SoftExpert Suite.

FGIMPORT

X

NUMERIC

2

Import status:

1 – New;

2 – In progress;

3 – Finished;

4 – Error;

CDISOSYSTEM

X

NUMERIC

10

System code where the integration will be performed to:

205 – Code of component SoftExpert Time control.

FGOPTION

X

NUMERIC

2

Code of the operation to be performed:

2 – Insert financial value.

NMFIELD01

X

NUMERIC

2

Operation to be performed:

1 – Add;

2 – Edit;

NMFIELD02

X

TEXT

255

Projects/Nonproject task ID #.

NMFIELD03

X

TEXT

255

Project task ID #.

(Will only be validated if it is a project).

NMFIELD04

X

NUMERIC

2

Identifies whether the financial record is from a project task or from a nonproject task:

1 – Project task;

2 – Project;

3 – Nonproject task;

NMFIELD05

X

NUMERIC

2

Financial entry type:

1 – Cost;

2 – Revenue;

NMFIELD06

X

TEXT

255

Cost or revenue name.

NMFIELD07

X

TEXT

255

Cost or revenue type (Financial type).

NMFIELD08

 

NUMERIC

10

Document number.

NMFIELD09

X

TEXT

255

Cost or revenue actual date.

NMFIELD10

X

NUMERIC

10

Cost or revenue unit amount.

NMFIELD11

X

NUMERIC

10

Cost or revenue unit value.

DSFIELD01

 

TEXT

255

Cost description for the task.

NMFIELD12

X

NUMERIC

2

Import type:

1 – Planning

2 – Re-planning

3 – Actual

NMFIELD13

 

NUMERIC

2

Cost classification:

1 - No classification

2 - Capital

3 - Operational

NMFIELD22

 

TEXT

255

Attribute ID #.

NMFIELD23

 

TEXT

255

Value of the attribute specified in the NMFIELD22 field.

NMFIELD24

 

TEXT

255

Attribute ID #.

NMFIELD25

 

TEXT

255

Value of the attribute specified in the NMFIELD24 field.

NMFIELD26

 

TEXT

255

Attribute ID #.

NMFIELD27

 

TEXT

255

Value of the attribute specified in the NMFIELD26 field.

NMFIELD28

 

TEXT

255

Attribute ID #.

NMFIELD29

 

TEXT

255

Value of the attribute specified in the NMFIELD28 field.

NMFIELD30

 

TEXT

255

Attribute ID #.

NMFIELD31

 

TEXT

255

Value of the attribute specified in the NMFIELD30 field.

NMFIELD32

 

TEXT

255

Attribute ID #.

NMFIELD33

 

TEXT

255

Value of the attribute specified in the NMFIELD32 field.

NMFIELD34

 

TEXT

255

Attribute ID #.

NMFIELD35

 

TEXT

255

Value of the attribute specified in the NMFIELD34 field.

NMFIELD36

 

TEXT

255

Attribute ID #.

NMFIELD37

 

TEXT

255

Value of the attribute specified in the NMFIELD36 field.

NMFIELD38

 

TEXT

255

Attribute ID #.

NMFIELD39

 

TEXT

255

Value of the attribute specified in the NMFIELD38 field.

NMFIELD40

 

TEXT

255

Attribute ID #.

NMFIELD41

 

TEXT

255

Value of the attribute specified in the NMFIELD40 field.

NMFIELD42

 

TEXT

255

Attribute ID #.

NMFIELD43

 

TEXT

255

Value of the attribute specified in the NMFIELD42 field.

NMFIELD44

 

TEXT

255

Attribute ID #.

NMFIELD45

 

TEXT

255

Value of the attribute specified in the NMFIELD44 field.

NMFIELD46

 

TEXT

255

Attribute ID #.

NMFIELD47

 

TEXT

255

Value of the attribute specified in the NMFIELD46 field.

NMFIELD48

 

TEXT

255

Attribute ID #.

NMFIELD49

 

TEXT

255

Value of the attribute specified in the NMFIELD48 field.

NMFIELD50

 

TEXT

255

Attribute ID #.

NMFIELD51

 

TEXT

255

Value of the attribute specified in the NMFIELD50 field.

NMFIELD52

 

TEXT

255

Attribute ID #.

NMFIELD53

 

TEXT

255

Value of the attribute specified in the NMFIELD52 field.

NMFIELD54

 

TEXT

255

Attribute ID #.

NMFIELD55

 

TEXT

255

Value of the attribute specified in the NMFIELD54 field.

NMFIELD56

 

TEXT

255

Attribute ID #.

NMFIELD57

 

TEXT

255

Value of the attribute specified in the NMFIELD56 field.

NMFIELD58

 

TEXT

255

Attribute ID #.

NMFIELD59

 

TEXT

255

Value of the attribute specified in the NMFIELD58 field.

NMFIELD60

 

TEXT

255

Attribute ID #.

NMFIELD61

 

TEXT

255

Value of the attribute specified in the NMFIELD60 field.

NMFIELD62

 

TEXT

255

Attribute ID #.

NMFIELD63

 

TEXT

255

Value of the attribute specified in the NMFIELD62 field.

NMFIELD64

 

TEXT

255

Attribute ID #.

NMFIELD65

 

TEXT

255

Value of the attribute specified in the NMFIELD64 field.

NMFIELD66

 

TEXT

255

Attribute ID #.

NMFIELD67

 

TEXT

255

Value of the attribute specified in the NMFIELD66 field.

NMFIELD68

 

TEXT

255

Attribute ID #.

NMFIELD69

 

TEXT

255

Value of the attribute specified in the NMFIELD68 field.

NMFIELD70

 

TEXT

255

Attribute ID #.

NMFIELD71

 

TEXT

255

Value of the attribute specified in the NMFIELD70 field.

NMFIELD72

 

TEXT

255

Attribute ID #.

NMFIELD73

 

TEXT

255

Value of the attribute specified in the NMFIELD72 field.

NMFIELD74

 

TEXT

255

Attribute ID #.

NMFIELD75

 

TEXT

255

Value of the attribute specified in the NMFIELD74 field.