Define Import Specifications - the Fields (2) Tab

You can use this tab to define fields based on the fields in the Fields (1) tab.

These fields will be processed further, depending on the result of the Fields (1) during import. This is useful if you want to process a value further in an aggregated form.

For example, in the Fields (1) tab, all account codes X are converted to the account code A by running a lookup table. In the Fields (2) tab, the sum of all accounts A is analyzed and if the total value is positive, the value is converted to the account code A, otherwise it is converted to the account code B. This is done by connecting the field to an operation template containing the Lookup Split operation.

Note: In most cases it is enough to use the Fields (1)tab.

Procedure

  1. On the Transfer menu, click External Data/Define Import Specification. The Define Import Specification window opens.
  2. In the Specification list box, select the specification you want to change, or click the New button and enter a new name and press Enter.
  3. On the Fields (2) tab, in the list box, select the field you want to edit.
  4. From the Operations option group, select the operation template to use for refining the information. Operation indicates if an operation must be carried out before the value can be created.
    • None - no operation
    • Operation Template - refers to an operation. Select the relevant operation.
  5. Click Save and open the Distribute Accounts tab.