To import the service charge cost element 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 cost element results en masse using Microsoft Excel, or similar. Once the initial results have been derived through the calculation within Civica Cx Housing, 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 cost element 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 Cost Element Results. The Cost Element Results tab is activated.
  4. Using the Model drop-down field, select the model applicable to the cost elements 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. The imported service charge values are displayed in the Cost Element Results summary table.
  7. 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 have been calculated for a particular model.

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 charge cost element results