The data file to import Bids and Allocations information must consist of twenty-one (21) comma separated columns. The columns must be in the following order:
Column |
Field |
Required/Optional |
Description |
|
1 |
Component Code 1 |
Required |
The component code must already exist in the Pinnacle database. |
|
2 |
Component Code 2 |
Optional |
If you supply a component code 2, the component code must already exist. |
|
3 |
Component Code 3 |
Optional |
If you supply a component code 3, the component code must already exist. |
|
4 |
Year Name |
Required |
The name of the Year must already exist. |
|
5 |
Full Year Amount |
Optional |
If you have defined amounts for each period for the year, leave this field blank. |
|
6 |
Approve Bid |
Required |
The value for this field must be 'Y' for Yes, 'N' for No. This field will default to 'Y' if no value is supplied. If this field is set to 'Y', an Allocation will also be added into Pinnacle. |
|
7 |
Allocation Spread |
Optional |
The value for this field must be 'F' for Full Year, 'R' for Remaining Periods. If you have defined amounts for each period for the year, leave this field blank. |
|
8 |
Bid/Allocation Description |
Optional |
Defaults to 'Bid' or 'Allocation' plus the date of the import. |
|
9 |
Period 1 Amount |
Optional |
If the Approve Bid column is set to 'Y', this is the amount that will be allocated to Period 1. This field will default to 0 if no value is supplied. |
|
10 |
Period 2 Amount |
Optional |
If the Approve Bid column is set to 'Y', this is the amount that will be allocated to Period 2, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied. |
|
11 |
Period 3 Amount |
Optional |
If the Approve Bid column is set to 'Y', this is the amount that will be allocated to Period 3, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied. |
|
12 |
Period 4 Amount |
Optional |
If the Approve Bid column is set to 'Y', this is the amount that will be allocated to Period 4, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied. |
|
13 |
Period 5 Amount |
Optional |
If the Approve Bid column is set to 'Y', this is the amount that will be allocated to Period 5, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied. |
|
14 |
Period 6 Amount |
Optional |
If the Approve Bid column is set to 'Y', this is the amount that will be allocated to Period 6, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied. |
|
15 |
Period 7 Amount |
Optional |
If the Approve Bid column is set to 'Y', this is the amount that will be allocated to Period 7, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied. |
|
16 |
Period 8 Amount |
Optional |
If the Approve Bid column is set to 'Y', this is the amount that will be allocated to Period 8, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied. |
|
17 |
Period 9 Amount |
Optional |
If the Approve Bid column is set to 'Y', this is the amount that will be allocated to Period 9, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied. |
|
18 |
Period 10 Amount |
Optional |
If the Approve Bid column is set to 'Y', this is the amount that will be allocated to Period 10, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied. |
|
19 |
Period 11 Amount |
Optional |
If the Approve Bid column is set to 'Y', this is the amount that will be allocated to Period 11, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied. |
|
20 |
Period 12 Amount |
Optional |
If the Approve Bid column is set to 'Y', this is the amount that will be allocated to Period 12, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied. |
|
21 |
Period 13 Amount |
Optional |
If the Approve Bid column is set to 'Y', this is the amount that will be allocated to Period 13, if the period is defined in Pinnacle for the specified year. This field will default to 0 if no value is supplied. |