Load data in transaction currency using the excel template (in consolidation)

Hi,

do you know if with Consolidation it's possible to use the excel template to load data in transaction currency?

We have this use case for an M3 customer: standard query provided by Infor fill the BudgetingMain integration table in local currency and the FactsTransactionCurrency integration table (only for intercompany accounts) in transaction currency.

Now, for non-M3 subsidiaries we'd like to make use of excel template to load transactional data but when we download the template from the relative consolidation data import procedure only one excel file named Template_LocalCurrencyData.xlsx is created.

Thanks in advance.

Alberto

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Comments

alpiazza

Hi,

I understand now that it's not possibile to use the Excel template to load data in transaction currency (i guess due to the likely high number of records to load).

Even if the benefit to riconcile data in transaction currency is unclear many customer still persit to ask it.

There is a plan to add this feature in the future? What alternatives typically are used in this user case (load data into datalake? import data into integration CurrencyTransaction table?).

Thanks in advance.

Sincerely.

Alberto

John Robson

Alberto
The recommended method of loading data is via the integration tables. The big advantage is that data is validated as it's loaded whereas generally other potential methods of loading - excel, application engine etc. risk loading data data that would have failed validation.

alpiazza

Hi John,

in order to load data into integration tables as suggested what's the best way to do it considering that in our user case the process of data loading is demanded to the subsidiaries final users?

We had a look to the stardard direct import from file but this is rather a raw import (for example data need to be cleaned before and an access to the administration dashboard /relational modeling is required). We' like to avoid loading data into datalake to achive this task or develop custom interface. Thanks in advance.

Alberto

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