UFI Export Data - WebTMA 7

Path: Accounting >Universal Financial > UFI Export Data

The UFI Export Data window is used to re-set internal flags that allow you to re-export selected UFI batch jobs. It is also the window used to review the UFI linked documents created when you run the Post Charges batch job.

Regenerating files for export does not modify the ledger tables in any way; it merely regenerates a file to be exported again, for example, if the original export file was corrupted in some way and a new one is needed.

The window includes a hierarchical grid. Expand the Batch # and see a list of the documents within the batch. Select a File Name to unzip and view the contents of the file. You also have the option to delete a file from this window using the trash can icon.

All UFI exported data may be sent to this window as zipped files. This applies if you do not include a UFI Web Service URL on the UFI Setup window.

UFI Export Date Format for Oracle

If you export UFI data to an Oracle Database, the date format applied is HH24.

How to Reprocess UFI Data

If you need to reprocess one or more batches of UFI data and re-export to your financial application:

  1. Select a date or date range.

  2. Choose the Search Records magnifying glass.

  3. Mark the check box for all line items you want to re-export.

  4. (Optional) Expand to reveal file names and delete any .zip files that do not need to be exported again.

  5. Select the Regenerate UFI button.

WebTMA Accounts – Active vs. Inactive

The standard WebTMA Active / Inactive mechanism does not apply to UFI accounts within WebTMA. Accounts are verified or validated from your accounting database, not the WebTMA account table.

The “active” or “inactive” status relates to the validation process. WebTMA performs account validation regularly using the client-defined refresh rate or the default setting (one minute). See Database Connection in UFI Setup for information about the Validation Timer.

Changes made in your outside financial package, such as PeopleSoft or Banner, determine whether an account is valid or not. WebTMA simply reflects the status found during the refresh.

Based on information received by WebTMA during routine validation, the Active check box may be marked or cleared automatically from one validation to the next. The account number does not display in drop-down or flyout windows; however, the record itself can be viewed, searched on, and included in reports. The WebTMA user cannot edit the Active check box that has been set to “inactive” during validation.

 

Want to Know More?

Visit the WebTMA Help Page

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

2024 Client Training Schedule
See the full list of web training events.