Mapping Data Fields

You can map a new or existing field for a data file on the File Layout Setup page for the daily update process and monthly update process.

1. Select Update, and then select either Daily Update Process or Monthly Update Process from the menu.
2. Select the link in the Layout Name column for the file.
   The File Layout Setup page opens.
3. Select the field to map from the field list.

   Required fields are noted with an asterisk. Required fields can change based on the selected file layout and which modules the institution is licensed for. If a required field is not mapped, then exceptions can occur.

   
   

   

   
   
4. Select an option from the Field Source drop-down list.

   Field Not Used

   Select this option if the field is not in the data file or you do not need to map it.

   From Expression

   Select this option to use a formula to map the data. Enter the Expression, then select Validate to determine if it is a valid expression. There is a Notes field available, if needed.

   From File

   Select this option if the data being mapped is in one field in the data file. If the data file format is delimited, then enter the Column. If the data file format is fixed, then enter the Begin Position and Field Length.

   From List

   Select this option if the data being mapped is available from a list rather than coming from the data file. Select the appropriate value from the Selected Value drop-down list.

   Merged Fields

   Select this option if the data being mapped is in multiple fields in the data file. Select Add to add all fields. If the data file format is delimited, then enter the Column for each field. If the data file format is fixed, then enter the Begin Position and Field Length for each field.

   Note Not all Field Source options are available for all identifying fields.
5. Enter additional required information to map the data into the application, if applicable.

   Decimal

   Adjust decimals for rate and dollar amount fields depending on how the data is formatted in the file.

   Date Format

   Identify the date format for all date fields, for example, MDY or YMD.

   Translations

   Translate fields that contain codes or any other information that you must translate. For example, values in the Branch Number field must be translated, or mapped, to the appropriate branches set up within the application.

   Select Associate with GL #, if available, to add an Associate with GL Number column to the Translations grid.

6. Select Refresh in the Parsed and Processed views to see the data for the new field.
7. Select Save.