You cannot create a migration package for an Equus standard Compensation Worksheet Template (ones that have been delivered by Equus and have an Equus System Code).
Compensation Worksheet Templates can be migrated from the company level and created at the company level. Enter the target system Company ID in the Target Company ID field to create the Compensation Worksheet Template within the correct company.
Errors that occur during migration will be listed in a red box at the top of the screen. If an item on a Compensation Worksheet Template errors during migration, that item will not be created in the Compensation Worksheet Template in the target system. The user must manually update the item in the target system after the migration or delete the created template, correct the template in the source system, and migrate it again. All other elements of the Compensation Worksheet Template (e.g. all items that do not error) will migrate successfully.
All migrations of Compensation Worksheet Templates are insert-only. You cannot update an existing Compensation Worksheet Template via the Migration Package.
Excluding Large Spreadsheet
When Compensation Worksheet Template is selected, a new field for Max Spreadsheet Size (MB) appears. The purpose of this field is to provide the user with a method of preventing very large spreadsheet calculation files from being included in the Migration Package (often large spreadsheet files can cause the migration process to time out).
When this field is blank or is set to 0, the migration package will attempt to migrate all spreadsheets in the template.
If during the migration the user encounters a timeout error, or if prior to a migration they believe the package is large enough that an error is likely, they may enter a number in this field. This will exclude any spreadsheets larger than the indicated max size from the migration package. This number can be a decimal value to exclude files smaller than 1MB.
Upon import, users are notified when a spreadsheet is excluded so that it can be added manually.
Compensation Worksheet Dictionary Line Items
Compensation Worksheet Dictionary Line Items are matched on name, type, and company ID.
If a matching Dictionary Line Item is found in the target system, it is updated. If there is a Dictionary Line Item Type in the source system that does not exist in the target system, it is created.
The Compensation Worksheet Dictionary Line Item in the target system will be updated/inserted at the same level (company- or system-) as it is in the source system, i.e. if the dictionary line item in the source system exists at the company level, and there is no matching dictionary line item for the same company in the target system, it is created for that company (even if there is a matching item at the system level in the target system).
Accounts
Accounts are matched by Account Number and Sub-Account Number. If a matching Account is found in the target system, it is assigned to the migrated line item. If there is no matching Account found, a new Account is created and assigned to the migrated line item.
If the Account Category does not exist in the target system, a new Account Category will be created.
Company-level Account overrides are included in the migration process.
Account custom fields are included in the migration process (including the content of the custom fields.
If there is a matching Account in the target system and the Account being migrated has a company-level override but the override is not found in the target system, the line item will not migrate.