HouseholdCreditBalanceImport_Tab1
Import File (HouseholdCreditBalanceImport_ImportFile)
Select your Import File. The file can be located locally on your workstation or on any accessible network location.
Acceptable file types to import are. txt and .csv at this time.
Note: An ending carriage return ("Enter") is needed after the last record in the import file.
Delimiter (HouseholdCreditBalanceImport_ImportDelimiter)
Select your Import Delimiter:
- Comma - < , >
- Tab - < Tab Key >
- Space - < Space Bar >
- Pipe - < | >
Note: If opting to use Space as the delimiter be mindful that the system will read every instance of <Space Bar> as a delimiter. So if doing an Address Import for example 548 Foxboro Square should be entered as 548FoxboroSquare.
Pay Code (HouseholdCreditBalanceImport_Paycode)
Accept the default value or expand the Drop-down list to select the Payment Code being used for this transaction. Depending on the Payment Code you select other fields may appear onscreen.
Notes:
- The default Pay Code that appears in this field is established on a Module-by-Module basis on the Default Payment Pay Code Settings group of the Payment profile to which your User ID is linked.
- The list of Payment Codes that appear in this field is established in the Allowed Pay Codes field on the Pay Code Restrictions group of the Payment profile to which your User ID is linked.
- The list of Allowed Paycodes in this Household credit import paycode field are "Cash" Journal and "Misc" paycode types.
- Payment Codes themselves are maintained in Payment Code Management.
Household Number File Position (HouseholdCreditBalanceImport_HHNumberPosition)
Enter a numerical value in this field. The value you enter is the position in the import file we can get the Household number.
DeleteCredit To Add File Position (HouseholdCreditBalanceImport_CreditAmountToAddPosition)
Enter a numerical value in this field. The value you enter is the position in the import file we can get the credit amount number.
DeleteTransaction Reference 1 (HouseholdCreditBalanceImport_TransactionReference1)
Enter text in this field as needed. The Payment Reference fields allow you to enter notes regarding this transaction. Payment Reference information is stored on the receipt record.
Note:The label for this field can be customized if needed by entering alternate text in the Payment Reference 1/2 fields on the Payment Code itself.
Transaction Reference 2 (HouseholdCreditBalanceImport_TransactionReference2)
Enter text in this field as needed. The Payment Reference fields allow you to enter notes regarding this transaction. Payment Reference information is stored on the receipt record.
Note:The label for this field can be customized if needed by entering alternate text in the Payment Reference 1/2 fields on the Payment Code itself.