Import File

From the drop-down list, select the file to import into eSite. The list includes only files that exist on the server. If the requested file is not listed, click the Upload button to move it to the eSite Output folder on the server. The name of the newly uploaded file will then display by default (in the Import File field).

Preliminary

To import a preliminary file, leave this check box selected. To import the actual file for posting, clear the check box.

Note

It is recommended that you import a preliminary file and review it for accuracy prior to importing the actual file to post.

Print Detail Report

To print a detailed report itemizing the records included in the import file, leave this check box selected. Or, clear the check box if you do not want to print a report.

File is in PowerSite Format

If the file is in PowerSite format, select this check box. Otherwise, leave this check box cleared.

Upload

Use this field to upload a file to the server's eSite Output folder so that it can be imported into eSite.

Import

Click to import a file into eSite from the eSite Output folder so that it can be reviewed and/or posted.

Note

All files must be uploaded to the eSite Output folder on the server prior to attempting this process.

1. From the eSite menu, select Data Transfer—Import from ASCII.
2. Click Upload and then click Browse and navigate to the import file.
3. Click Upload. The name of the file just uploaded will display by default (in the Import File field).
4. If you are importing a preliminary file, select the Preliminary check box. Otherwise, leave this check box cleared.
5. If you want to print a detailed import report, select the Print Detail Report check box. Otherwise, leave this check box cleared.
6. Leave the File is in Powersite Format check box cleared.
7. Click Import. eSite imports the ASCII file into the eSite database and creates the necessary transactions.

 

Copyright © 2018 Infor. All rights reserved. www.infor.com.