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Prerequisites

Journal Entry template has been correctly populated with the following fields:

External ID, Date, Account, Amount Debit, Amount Credit, Department, Location, Memo

Steps To Execute

Role: Kimray Accounting Supervisor, Kimray Staff Accountant, Kimray Cost Accountant, Kimray Cost Supervisor

1. Navigate to Setup > Import/Export > Saved CSV Import

2. Select the Import named Fusion JE Import
3. On the Import Assistant page, , click SELECT to choose the file to be imported - Click Next

3. On the Import Assistant page, under DATA HANDLING, choose ADD and click Next

4. On the next Import Assistant page, accept the mappings that have already been built out

5. After mapping is complete, click Next

7. After naming the map, click Run

8. At the top left, click on Import Status

9. On the confirmation page, click the Refresh button until Percent Complete is 100% under the Percent Complete column

Expected Results

All fields that are mapped on the Excel file are seen on the Journal Entry.

TC-08161 : Upload a CSV file for JE import and verify where each data field maps within the system.

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Process Area : F&A