To import the service charge asset results into a calculation scenario

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<This topic is in draft form only - it has been constructed solely from the corresponding requirements documentation and supporting use cases>


This import mechanism works in conjunction with the corresponding data export routine, providing an efficient method of changing the calculated asset results en masse using Microsoft Excel, or similar. Once the initial calculations have been performed within Civica Cx Housing, and the results cascaded down to the asset records, the Export Results routine generates a prescribed delimited text file, containing all data fields and values within the framework of the calculation model. The text file values can then be manipulated at the end user's discretion (being careful to preserve the original file structure) before being reimported back into the calculation model, ready for final verification. These conjoint processes - export results / import results - ensure that the import file matches the expected structure and therefore the underlying data integrity is upheld.


The procedure to import the service charge asset results into a calculation scenario is as follows:

  1. Navigate to Quick Menu > Service Charges > Management > Calculations. The Service Charge Calculation window is displayed.
  2. Expand a calculation type subheading from within the nested calendar period and select an associated calculation scenario, or enter its name into the Search Calculations field. By default the list is filtered to show All calculation scenarios. An alternative filter can be applied using the Select view drop-down field: In Progress, Under Consultation, Applied, Invoiced, Cancelled or Adjustment Applied to Rent Accounts 1.
  3. Click on Asset Results. The Asset Results tab is activated.
  4. Using the Model drop-down field, select the model applicable to the assets into which external source data will be imported.
  5. Click on Import Results 2. Browse to the intended data import file using standard navigation techniques 3.
  6. Click on Open. The external source data is imported into the selected model and, once complete, a successful outcome is supported by an end user notification message.
  7. To verify the imported values, using the Rent charge type drop-down field, select each rent charge classification in turn to filter the results subset. The imported service charge values are displayed in the Asset Results summary table.
  8. Click on Close.


Note

1 The Search Calculations field will match against any component of the calculation scenario description.

2 This option is only available once cost element charges derived through a particular calculation model have been cascaded to the relevant assets.

3 The standard file format supported by the import mechanism is CSV (Comma Separated Variable).


See related topics....

Data import management overview

To export the calculated service charges for asset records