The following data that is viewable on the Compensation Calculation or Cost Estimate screen is not available for import:
COST_ESTIMATE_CURRENCY_TRUE_UP!PERFORM_TRUE_UP – cannot be imported at this time. The import automatically sets this to ‘Yes’.
Notes/Communications
Documents
Other fields available in the database, but not allowed via the import:
COST_ESTIMATE_CALCULATION!CALCULATION_METHOD
Audit fields (CREATE_BY, CREATE_DATE, LAST_UPDATE_BY, LAST_UPDATE_DATE)
Other fields allowed on the import, but the import will ignore:
Cost Estimate Identifier -
Template Name – This field will be ignored by the import. It is there for reference to the user.
COST_ESTIMATE_LINE_ITEM!LINE_ITEM_NAME – The COST_ESTIMATE_TEMPLATE_LINE_ITEM_ID is actually used for uniqueness, but the Name is provided for useability.
Currency Type – This is informational only and will be ignored by the import. This is to help the user know what currency to enter amounts in when the line item is configured for calculation = None.
The import logic does not automatically apply a tax calculation license nor will it create a fully functional record. Most calculated line items will not calculate and therefore will not show amounts on the Line Items or Review and Reports tabs. The record (unless all line items are configured as fixed amounts, aka no calculation) will be in an incomplete state. The intended process is to import the records, then run a batch which will update data as appropriate, calculate any line item amounts per the line item configuration, and calculate taxes. Due to the nature of this import and the number of fields it can impact, backing it out is a manual process. This import cannot be automatically “undone”; you must go to the cost estimate/compensation calculation screen and delete the record.