PA570 - Budget Conversion

Use PA570 (Budget Conversion) to convert budget records from a
comma-separated value (CSV) file into PA70.1 (Position Budget), PA71.1 (Job
Budget), PA72.1 (Preliminary Position Budget), or 73.1 (Preliminary Job
Budget) depending on the effective date you use in the CSV file and the
approved through date you  define in PA06.1 (Position Rules).

The program converts one count category at a time.  If the CSV file has more
than one category, the program writes it to another CSV file which can be
converted separately.

PA570 creates a CSV file for errors.

Records are processed in the order in which they are found in the CSV file.
If you want the system to automatically assign end dates when a new effective
dated record is added, the CSV file should be sorted in ascending effective
date order.

After you convert the records, run PA272 to determine where assigned
resources exceed the budget.

Planning considerations
Before beginning the conversion process, determine what data you will
convert:
- Count Category
- Current or Historical Budgets (how much history)
- If the system should automatically assign end dates (when a new effective
dated record is added), then the load file should be sorted in ascending date
order (if the file is not sorted in this order, the user will have many date
overlap errors).
- Load one count category at a time.  If the CSV file contains records from
the other 2 count categories, these records will be written out to the other
CSV files (which can then be reloaded).
- Ensure that position rules (PA06) exist for the earliest budget date being
loaded.

Before you convert PA570:
- Ensure the company is defined in HR00.1 (Company).
- Ensure the process level is defined in HR01.1 (Process Level).
- Ensure job codes are defined in HR02.1 (Job Code).
- Ensure positions are defined in PA02.1 (Position).
- Ensure budget reason codes (BD) are defined in HR04.1 (HR Code Setup).

In addition:
- Be sure position rules exist for the earliest budget date being converted,
- If you are using position codes, be sure positions exist for the budget
date being converted,

PA570 updates the following file:

Database File Description    Database File Name
-------------------------    ------------------
Budget                       PABUDGET

Workfile name:
PRTRCSV

To verify data:
- Run PA271 (Budget Listing).
- Run PA272 (Budget, Resource Listing).
- Run PA211 to determine any areas where assigned resources exceed budget
Note:  PA570 (Budget Conversion) also has report output.

Updated Files

    CKPOINT    -

    PABUDGET   -


Referenced Files

    JOBCODE    -

    PAPOSITION -

    PAPOSRULE  -

    PCODES     -

    PRSYSTEM   -


INVOKED Programs

    HRFN
    IFCC
    IFCU
    IFCR
    IFSG