Does anyone have a guide to Importing Employee Credit Card Transactions? Is there a standard Data Migration job to do this?
I need to import a .csv file containing Employee Credit Card Transactions where the employees are using company credit cards. The employees will not be reimbursed, because the company will be charged by the bank and pay for it directly.
Thanks,
Graham
IFS Cloud Web version: 23.1.13.20240501151610.0
Hi
From the technical side, you need to configure a credit card type with CSV format and add the employee card information
Next in the Credit card mapping, set the CSV settings and map the fields and Upload
A migration job will be generated by Upload action and you can upload the csv by executing this migration job.
Hope it helps!
Damith
Huge thanks Damith. I was struggling to find any details on this.
I will try this now.
Cheers,
Graham
Hi Damith,
That all worked out great! I am getting an error
“CARDIDNULLERR: A matching credit card is not found for card number XXXXXXXXXXXX3596. (Error caused by line: 3)”
I think I have missed a step to associate the Credit Card with the Employee. This was a Property Code CREDITCARD added to the Employee record in Apps 9 I believe.
Cannot find it in IFS Cloud.
Thanks,
Graham
Hi Damith,
Found the CREDITCARD Property Code under Multi Field Property Codes. Added the field and linked it to a record created in Credit Card Type > Credit Card Information
Card ID 25
This is now working great.
Many thanks,
Graham
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