Here you can import a file containing investments.
Acquisition
calculations are imported in the same way as period values, except
that you cannot define any additional options.
Procedure
- On the Transfer menu, click Import
Data. The Import Data window opens.
- Select the Directory option button.
In the Directory text box, enter the path to
the directory where the import file can be found, or click the Show
Valid Choices button to select the relevant directory.
- Select the Rename Import File check
box to change the file extension after importing the file. This ensures
that files that already have been imported are not displayed in the
import list. This is only applicable when you import the file from
a directory.
- Select the relevant error handling option:
- Continue with Import if the Import File Contains Values
for Locked Periods: Clear this option if you want to interrupt
the import if the import file contains values for locked periods.
Select this option if you want to continue the import irrespective
of the existence of data for locked period.
- Continue with Import if the Import file Contains Invalid
Values: Clear this option if you want to interrupt the
import if the import file contains invalid values. Select this option
if you want to continue the import irrespective of the existence of
invalid data.
- On the Investment Register tab,
select the file you want to import from the list of available import
files.
- Click the Run button. The values
are imported.
Results
If you import investments for a group belonging to a non-manual
consolidation type, you have to run Maintain/Company
Structure/Calculate Ownership Relations to
update the consolidation structure.