KFS data is retrieved using the FinancialWebAPI.
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
The AccountId is chart followed by account.
Select all active accounts.
Send to PageUp, five files with Account and name separated by the pipe(|) delimiter.
Name will be the account number followed by a dash(-) followed by the name.
The five files are duplicates of each other. The first record is a header record with the titles of the fields.
Another copy is also sent for the cost center import.
Names of the files:
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
cost-centers-page-up.txt
Sample 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