General: The Collector Flat File process is a way to process a large quantity of journal entries with a single file.
Create process:
- Add an entry to the Origination Code Table. Value can be any 2-digit value. Updating the table is done through the Maintenance Tab, System section (3rd column).
- Decide on a document number scheme. See Collector File Document Numbers to see values currently being used.
- Determine the Organization Code (4-digits) for the department. This is needed in the header record.
- Contact server support to create a directory structure on the KFS Batch Server.
- Contact server support to create a script to perform the file transfer, create an associated .done file and to archive the original file after transfer. This script must be provided to Scheduling.
- Request Scheduling to create a Control-M job to transfer the file from KFS Batch Server to the Kuali server, using script provided by server support. Also, needed are job request forms for each job requested. Jobs to be set up in UAT as ad-hoc and production as part of the daily schedule. Verify appropriate emails are sent out indicating the status of the file transfer.
- Add contact information to the KFS Integrations (Interfaces Page ) page in confluence. Include any documentation or descriptions