KFS data is retrieved using the FinancialWebAPI and transmitted to the Page-Up site.
| CA-ACCOUNT_T | java field | Page-Up field |
|---|---|---|
| ACCOUNT_NBR | account | account, part of name |
| FIN_COA_CD | chart | |
| OBJ_ID | objectId | |
| VER_NBR | versionNumber | |
| ACCOUNT_NM | name | part of name |
| ORG_CD | orgCode | |
| ACCT_TYP_CD | accountTypeCode | |
| SUB_FUND_GRP_CD | subFundGroupCode | |
| ACCT_EXPIRATION_DT | expirationDate | |
| ACCT_CLOSED_IND | accountClosed |
| CA_SUB_FUND_GRP_T | java field | Page-Up field |
|---|---|---|
| SUB_FUND_GRP_CD | subfund | |
| FUND_GRP_CD | fundGroup | |
| SUB_FUND_GRP_DESC | description | |
| SUBFUNDGRP_ACTV_CD | activeCode | |
| SUB_FUNDGRP_TYP_CD | groupTypeCode | |
| FIN_REPORT_SORT_CD | reportSortCode | |
| SUB_FUND_GRP_WAGE_IND | wageIndicator | |
| FND_GRP_BA_RSTR_LVL_CD | budgetAdjustmentRestrictionCode | |
| ACCT_RSTRC_STAT_CD | accountRestrictedStatusCode |
Summary
- Account 9999999 - Special Payroll Account must appear on the files, regardless of other selection criteria.
- Using the subFundGroupCode from the active Account record, select the active records from the SubFund Group Table. Choose those accounts that have the wage indicator set to ‘Y’. These are known as payroll accounts.
- Bypass any expired accounts.
- The AccountId is chart followed by account. (ex. UC2925000).
- Name will be the account number followed by a dash(-) followed by the name.
- Send to PageUp, six files with Account and name separated by the pipe(|) delimiter. The six files are duplicates of each other, five are account files and one is the cost center file. The first record on each file is a header record with the titles of the fields.
Link to Page-up site
| https://uconn.dc4.pageuppeople.com/dashboard? | use netid and password to authenticate |
Press the icon with three horizontal lines in the upper right-hand corner.
Navigate - System Settings+Integration+Import Logs(files into Page-Up)
Type = Generic Importer, Status = unarchived, pressing Search button will display files that have not yet been processed.
Type = Generic Importer, Status = archived, pressing Search button will display files that have been processed.
Names of the output files
| uconn_configs/webapi/rpm/batch |
|---|
| accounts-1-page-up.txt |
| accounts-2-page-up.txt |
| accounts-3-page-up.txt |
| accounts-4-page-up.txt |
| accounts-5-page-up.txt |
accounts-6-page-up.txt Error rendering macro 'jira' : Unable to locate Jira server for this macro. It may be due to Application Link configuration. |
| cost-centers-page-up.txt |
Sample output data
Account|Name
9049092|9049092-Mcmahon Dining Hall
9049093|9049093-Whitney Dining Hall
9049094|9049094-Putnam Refectory
9049095|9049095-North Campus Petty C
9049096|9049096-Transcript Change Fu
9049100|9049100-Car Rental Petty Cas
9049101|9049101-Cash Bank Revolving
9049102|9049102-Gift Shop Change Fun
Execution Command
| /createAccountFileJob.html |
Control-M Schedule and Job
| Schedule | Job | ||
|---|---|---|---|
| UAT | UAT_AEWEB_SCHEDULE | UAT_RPM_ACCOUNT_TO_PAGEUP | Ad-Hoc |
| PRD | PRD_AEWEB_RPM_SCHEDULE1 | PRD_RPM_ACCOUNT_TO_PAGEUP1 | Runs daily at 6:45am |