Creating a file definition in your system establishes the structure and format for data imports and exports. It ensures consistent formatting, supports automated processing, and maintains data integrity during transfers between systems or external partners.
Apply this process when setting up new data integration workflows, configuring automated reporting outputs, or establishing standardised file formats for regular data exchanges.
To configure the journal file for output to the financial management system.
Click CorePay then click Reference.
Click Advanced Reference Features then click Reference D – J.
Click GL Parameters then click File Definition.
Enter a new file code then press enter on your keyboard.
Enter the description of the file then press enter on your keyboard.
All available definition elements are displayed to configure the file.
Within the File Detail Description, the user can specify the various elements and what position the element should be located in the file.
Once the File has been fully defined, to save changes, click the save
icon.