|
<< Click to Display Table of Contents >> Navigation: Modules > Asset Management > Disposals > Initial Data Load |
The initial data load mode allows the Reconciliation routine to automatically create a set of Disposal requests from a given disposal data import. This allows the user to take a backlog of data and load it into the system, automatically creating the requests associated with that data. Moving forward the user would then use the Disposal Data Entry screen to initiate new disposal requests.
The user setting DisposalAutoCreateDisposals controls the initial data load function in the Reconciliation routine. Setting the option to a -1 will turn on the option. Setting the option to 0 will turn off the option. After the initial data load is complete, the user should set the DisposalAutoCreateDisposals to 0 to disable this functionality.
To prepare the data for the auto creation of the disposal request, a custom import into the ATdataDisposalStage table may be required. The imported data must meet the minimum requirements set forth in the next section.
When the initial load is run using the Reconciliation routine, only those records that do not have a ReconciledStatus of 'STAGED' will be used for the load. At a minimum data in the ATdataDisposalStage will need the following fields populated.
The following columns must be populated for each record in the ATdataDisposalStage table:
•Identifier/CSITag
•ARVendorRMANumber
•ShippedFromLocation
Note: A single ARVendorRMANumber should not contain items from multiple ShippedFromLocation values. There can be multiple ARVendorRMANumbers for a single location.
The following columns are required by a default installation but can be overridden by the end user. See the business rules section of Reconciliation for more information.
•Asset Type
•Manufacturer
•Quantity
The Reconciliation routine first creates the Disposal Items records for all records in the staging table that have not already been staged. The routine then transfers the data from those same staging records to the Disposals table. When creating the disposal it assigns the RMA number to the DisposalNumber field. Before creating the disposal, the routine will check to see if a disposal already exists for the given RMA number. It will do the lookup using the report field for the table currently defined as ARVendorRMANumber. If there is already a disposal in the Disposal table with a matching RMA number then the routine will update that existing disposal record with data from the staging table record. Once the disposal record has been inserted or updated, the disposal item record matched by CSITag/identifier is updated with the iDisposalNo of the disposal. We now have the disposal item associated with the disposal. This process is repeated for each record in the staging table. After all disposals have been updated or created and all disposal items assigned to those disposals, the routine will transfer selected items to the ATdataIMACStage table.