You are here: Home / administrative-computing / documentation / Work Requests / Student Financials Projects / WR_SF041 / Start External File Loading

Start External File Loading

by vandberg published Feb 28, 2012 11:30 AM, last modified Jun 23, 2017 02:37 PM
Run Instructions

Function:

Find files from a specified external source that contain transactions to be loaded into student accounts.  Prepare the transactions by splitting them into separate files for charges and payments and for positive and negative amounts.  If necessary, reformat the fields during the split.  For each file, start a process that reads the transactions into a table, then posts them and updates tracking information as each step is performed. 

Operation:

 From the menu, select:

Main Menu > UWO Student Financials > External Files > Start External File Loading

Select a Run Control ID or create a new one.  -- See Using Run Control ID

Start External File Loading

Start External File Loading

Select the code for the External File.  The process will use the setup information that was entered for that code.  See External File Table

Load External File

Find External Files 3

Enter the information that is needed to load the external file.  See Entering Transactions from an External Source in Student Financials PeopleBook.

Business Unit is already set to the value for UW Oshkosh.

File Name and File Directory will automatically be set when the file is found.

Enter the appropriate Group Type and Layout ID for the external system.

Posting Group

Find External Files 4

Enter the information that is needed to post the group that is created when the external file is loaded.  SeePosting Group Data Entries in Student Financials PeopleBook.

Business Unit is already set to the value for UW Oshkosh.

The Starting Group ID and Ending Group ID will automatically be set.  The Group ID can not be determined before the external file has been loaded.

Running the Process

Run the process using the Process Scheduler.  -- See Using Process Scheduler

Ensure the Process Scheduler Request page has these values:

  • Server Name is PSUNX.
  • Select the appropriate Recurrence for the external system.
  • The box is checked in the Process List by Start External File Loading, Z_SFA041E
  • Type is Web and Format is  Web, TXT

Use the Process Monitor to view the output of the process.  -- See Using Process Monitor 

The external files are loaded and posted by a different process than the one that finds them.   You only submit this process and it automatically starts the other process for each file, but you must be aware of the different processes when viewing the Process Monitor.  The process that finds the files is zsfa041e and the process that loads and processes them  is zsfa041.  Transactions are split into separate files for charges and payments, and for positive and negative amounts, so up to four load files might be created for each file that is found.  If the files contain control totals, they are ignored because they would not be valid after splitting the transactions.  In the Process Monitor, you will see a separate zsfa041 process for each file the transactions are split into.

Additional Information:

See the system instructions -- Load External Charges  

There are a number of values that must be entered for each external system. -- See List of Values