Topic overview
This article describes the procedures for working with the Import data application with regard to cost types. The procedures contain general instruction steps and you will find information about possible preconditions and effects.
For a description of the Import data application, including descriptions of fields, buttons, etc., see the article Import data.
General
Read the following general information on cost types. It summarizes the structure of data objects to be imported.
All cost types in CEE have a firm as organization reference. It includes new record, update and deletion of cost types.
Structure of a Cost Type
A cost type comprises an identification, affiliated organization (firm), description and account.
Procedures
Below you will learn about the precondition that must be met for importing cost types and the procedures for working with the Import data application:
Necessary attributes for the import
Specify at least the following attributes for each cost type:
- Identification attributes
- Mandatory attributes
The cost type cannot be created in Semiramis without the identification attribute. If a required field is missing, the cost type cannot be imported.
Some identification and mandatory attributes can be entered through external key relationships (recognizable by italics in the filter). These attributes are not part of cost type. Business objects, that are referenced with external key relationships, are identified by their identification attributes. They cannot be imported through the import of cost types but must have been imported beforehand. The identification and mandatory attributes are summarized in Section Overview: Identification fields and required fields.
Importing cost types
- Open the Import data
- Display the filter, or one of the filters, for the com.cisag.app.costing.obj.CostType business
- The filter for the import of the cost types is
- The selected attributes of the filter are already activated. If required, you can still adapt the attributes.
- Click the [Import data] button in the standard bar
- The Import data dialog window
- In this dialog window, you can make the settings for the import file. For a detailed description of the fields, see the section of the same name in the article Import data.
- To start the import, click the [Batch] or [Now]
Overview: Identification fields and required fields
The identification and required fields are listed and described below.
| Attribute path | External key relationship/Part/possible values | Description |
| code | Identification of the cost type | |
| organizationalUnit | OrganizationalUnit | Firm |
| description | Full Description | |
| account | Account | Account |
| costingRule | COSTCENTRE = Cost center(1) COSTOBJECTIVE = Cost unit(2) COSTCENTRE_OR_COSTOBJECTIVE =
Center or unit (3) COSTCENTRE_AND_COSTOBJECTIVE = Center and unit (4) COSTCENTRE_MANDATORY_COSTOBJ ECTIVE_OPTIONAL = Center mandatory, unit optional(5) COSTCENTRE_OPTIONAL_COSTOBJEC TIVE_MANDATORY = Center optional, unit mandatory (6) COSTCENTRE_NOR_COSTOBJECTIVE = Neither cost center nor cost unit (7) IRRELEVANT = None (8) COSTCENTRE_OPTIONAL_COSTOBJEC TIVE_OPTIONAL = Center optional and unit optional (9) COSTOBJECTIVE_OPTIONAL = Unit optional (10) COSTCENTRE_OPTIONAL = Center optional (11) COSTCENTRE_XOR_COSTOBJECTIVE = Either center or unit(12) |
Posting rule |
| postingAllowed | YES = yes(1) NO = no(2)
IRRELEVANT = ignore(3) |
Can be posted to |
| postingValidFrom | Can be posted to starting | |
| postingValidUntil | Can be posted to until |