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In addition, if the group name is invalid, the file will still be processed but without a group assigned.
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File Name Rules for More Complex Related Record Types
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The following Related Record Types have composite RelatedRecordID's
- CashFlow
- Forecast
- SubContractorCetrtificationDetail
- Timesheet
This means these Related Record Types have RelatedRecordID's that are made up of more than one part. When this happens the RelatedRecordID's parts are sepreated by a dot (.) (period or fullstop).
Some Example file names are:
Cashflow or Forecast: A pdf file to be attached to JobCode ABC123 Year 2000 Period 9, with a group name of 'Default Group' and a Description of 'Graph' would be named:
ABC123.2000.9;Default Group;Graph.pdf
Timesheet: A csv file to be attached to PersonID 1234 Timesheet Weekending Date 09/11/2012 , with no group name specified and a Description of 'Hours Worked' would be named:
1234.2000119;;Hours Worked.csv
The table below identifies what each part is and in the case of timesheets the format.
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What RelatedRecordID is used for my file type?
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The RelatedRecordID for each Related Record Type is Usually the PrimaryKey (ID field) of the RelatedRecord Table.
The list below shows the defaults (No Config.ini file) but can be overridden with the implementation of a Config.ini if required (More on this later in the Config.ini section).
This is a comprehensive list (at time of publishing):
| Record Type | RelatedRecordID format | Table Validated Against |
|---|---|---|
| Action | ActionID | Actions |
| APCredit | APInvoiceID | APInvoices |
| APInvoice | APInvoiceID | APInvoices |
| APVoucher | VoucherID | APVoucher |
| ARCredit | InvoiceNumber | JobInvoices |
| ARInvoice | InvoiceNumber | JobInvoices |
| Asset | AssetID | Assets |
| Batch | BatchNo | BatchHeaders |
| CashFlow | JobCode.YearNo.PeriodNo | Forecasts |
| Company | CompanyID | Companies |
| Contract | ContractCode | Contracts |
| Drawing | DocID | Documents |
| Estimate | EstimateID | Estimates |
| Forecast | JobCode.YearNo.PeriodNo | Forecasts |
| ForecastGainAndLoss | WIPAdjustmentID | WIPAdjustments |
| ForecastRiskAdjustment | ForecastRiskID | ForecastRisk |
| ForecastSubcontractRisk | ForecastRiskID | ForecastRisk |
| ForecastUncommittedAdjustment | ForecastRiskID | ForecastRisk |
| ForecastWIPAdjustment | WIPAdjustmentID | WIPAdjustments |
| Item | ItemID | Items |
| Job | Jobs | JobCode |
| JobTransaction | JobTranID | JobTransactions |
| Meeting | MeetingID | Meetings |
| MeetingItem | MeetingItemID | MeetingItems |
| Person | PersonID | People |
| Plant | JobCode | Jobs |
| PlantPolicy | QuoteID | PlantPolicy |
| PlantServiceOrder | QuoteID | PlantServiceOrders |
| PriceRequest | PriceRequestID | PriceRequestHeader |
| Prospect | ProspectNo | Prospect |
| PurchaseOrder | PONumber | PurchaseOrders |
| Quote | QuoteID | Quotations |
| ReturnVoucher | VoucherID | APVoucher |
| ServiceAgreement | ID | ServiceAgreement |
| ServiceDesk | LogHeaderID | LogHeader |
| SubContract | SubContractCode | SubContracts |
| SubContractorCetrtificationDetail | APInvoiceID.PONumber | SubcontractClaimValues |
| Timesheet | PersonID.TimesheetDate | Timesheets |
| WorksOrder | PONumber | PurchaseOrders |
Timesheet's RelatedRecordID has a Timesheet component, these need to be treated in the following way:
Format: yyyym(m)d(d)
As file names cannot contain slashes these have been removed. The year component is always 4 digits. The Month and Day component are variable length (One or two characters) as leading zeros are removed.
So a file being attached to PersonID 1234 for Week Ending 13/07/2012 would have a RelatedRecordID portion of the file name as:
1234.2012713
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Rejected Files
Rejected files are files that could not be automatically attached for some reason.
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The Config.ini is a TAB delimited file. However Commas cannot be used in this file, substituted for a pipe ( | ) character if required.
A resonable level reasonable knowledge of SQL is required to configure the Config.ini file correctly.
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Timesheet SELECT People.PersonID FROM People WHERE People.EmployeeNo = '{1}' Null
The Config.ini file must be placed in the 'Default Attached Files Folder' if required.