Edit Lookup Tables

With this function you can define the conversion information that will apply when you use the lookup table to import external data.

The codes in the external data file are compared with the lookup table during the import process and are converted into the code(s) defined here. Lookup tables can be used to translate or convert data for the fields on the Fields (1) and Fields (2) tabs. In lookup tables for accounts you can also specify a factor that it can be possible to multiply the value with during conversion.

Procedure

  1. On the Transfer menu, click External Data/Edit Lookup Table. The Edit Lookup Tables window opens.
  2. Enter the lookup table you want to edit or click the Show Valid Choices button and select a lookup table from the list. The description is displayed in the Description text box.
  3. In the definition area, columns are displayed according to your definitions of the selected lookup table. Minimum is two columns, From and To. Maximum is six columns, From (first value in a range), From (last value in a range), Description, To, Description, and Factor.
  4. Enter the lookup table definitions in the displayed columns.
  5. You can also click the Import button or drag and drop a text file from Windows Explorer to the grid. This will open the Import Lookup Table Data window where you can import previously defined lookup tables or details for a lookup table from a text file.
  6. Click Save.
    Tip: Before you save, you can click the Checkbutton to check if there are any errors in the definition of the lookup table.