Complete the appropriate fields on the Settings tab. Field Description / Action Time zone Select the primary Time zone for the tenant. Automatically process/close exportable documents during export task Enable (select) this check box to automatically process/close exportable documents during export tasks. If checked, exportable requests, invoices and purchase orders will be automatically closed when running a new export batch. Note: this setting is a default and can be overridden in the export task. Anyone can receipt Enable (select) this check box to allow all employees to create receipts. Use employee companies If checked, companies must be assigned for each employee. Click Save. Click on the Request type / Item type tab. Complete the appropriate fields on the Request type / Item type tab. Field Description / Action Request type / Item type Enable (select) the Active check box for the tenant specific Request type(s) and Item type(s). Click Save. Click on the Templates tab. Select the appropriate template(s) to install / activate for the tenant and click on the Install button. Delete an Existing Tenant On the Tenant / Index page, select the desired tenant to delete. Click on the Delete button. The Tenant / Delete page appears.
Description Required. Enter a unique cost allocation segment import Description/name. Segment Required. Select the appropriate Cost allocation Segment to import against. Column separator Required. Select the Column separator used in the CSV file to be imported (, or ;). No of Header rows Required. Numeric value between 0 and 2. Select number of Header rows to skip (not to be imported) at the beginning of the file. A header row can contain column separator definition (sep=,), or column headings. Invert active field value Required. If enabled (selected), the data source value will be inverted. For example, if the source column [Blocked] is mapped (Y=Blocked, N=Not blocked), inversion must be done to enable “Not blocked” records to be saved as “active” to the target table and vice versa. Column mappings Define the mapping between data source and the target table by using the mapping lookups. Active Default = Active. Activate the cost allocation segment import by enabling (selecting) the Active check box. Upload the cost allocation segment data CSV file from Pastel Partner (See on screenshot above). To upload the cost allocation segment data file, drag the file to the upload area or click on the designated area to select the CSV file to upload. Set the values for Segment, Column Separator, Header rows, and Invert active field value. (See on screenshot above). Click Analyse (See on screenshot above). Define the mapping between data source and the target table by using the mapping lookup fields (See on screenshot above). Click Save (See on screenshot above). Click on Import (See on screenshot above). The cost allocation segment data will now be imported. Review the import log file for any related errors encountered during the import session.
Technical Review: Stanton Jandrell Chief Executive Officer FRAXION Signature: Date: Quality Review: Stanton Jandrell Chief Executive Officer FRAXION Signature: Date: Final Approval: Stanton Jandrell Chief Executive Officer FRAXION Signature: Date: