ProDon:Transaction importation module
| Transaction importation module |
List of Transaction Fields
| Full Label | Abbreviation 1 | Abbreviation 2 | Possible Values | Maximum Length | Specific Properties |
|---|---|---|---|---|---|
| TrxGiftDate | TrxDate |
|
Date Empty = Current date |
10 |
1 |
| TrxOccasionCode | TrxOccasion |
TrxOcc |
Existing occasion Code |
15 |
|
| TrxActivityCode | TrxActivity |
TrxAct |
Existing activity Code |
15 |
2 |
| TrxOccasionDesc | |
|
|
100 | 3 |
| TrxActivityDesc | |
|
|
100 | 3 |
| TrxActOrigin | |
|
Existing Origin |
100 |
3 |
| TrxGLCode | TrxGL |
|
Empty = Default activity code Existing GL account |
15 |
[*] |
| TrxExpiration | |
|
MM/YY or MM/YYYY Slash is required |
5 or 7 |
|
| TrxQuantity | TrxQty |
|
Integer |
6 |
4 |
| TrxGiftAmount | TrxGift |
|
Currency format Without thousands separator |
15 |
4 |
| TrxPaymentMethod | TrxPayment |
TrxPaym |
Existing payment Code |
15 |
|
| TrxPaymentReference | TrxRefPaym |
|
|
255 |
|
| TrxProperty | |
|
|
100 |
5 |
| TrxAppraisers | |
|
|
255 |
5 |
| TrxTransit | |
|
Integer |
10 |
6 |
| TrxInstitutionNo | |
|
Integer |
10 |
6 |
| TrxInstitutionName | |
|
|
255 |
|
| TrxCreditCardNo | |
|
Integer |
30 |
6 |
| TrxAccountNo | |
|
Integer |
20 |
6 |
| TrxRIBKey | |
|
Integer |
2 |
7 |
| TrxReceiptStatus |
TrxReceiptS |
|
N or F = None Y or T = To be issued C = To be calculated Empty = According to activity |
1 |
|
| TrxReceiptAmount |
TrxReceiptAmt |
|
Currency format Empty = According to activity and transaction |
15 |
|
| TrxAnnualReceipt |
TrxAReceipt |
|
N or F or Empty = No Y or T = Yes |
1 |
|
| TrxNote |
|
|
|
255 |
[+] |
| TrxCanvasserCode |
TrxCanvCode |
|
Existing solicitor Code |
255 |
|
| TrxCanvasserName |
TrxCanvName |
|
Firstname Lastname of an existing solicitor. Note: The use of this field is not recommended. A known issue can arise if there are multiple identical existing solicitors. |
200 |
|
| TrxThirdPartyUCN |
|
|
Existing client number |
7 |
|
| TrxThirdPartyRefNo |
|
|
|
25 |
8 |
| TrxAnonymous |
TrxAnony |
TrxAno |
N or F or Empty = No Y or T = Yes |
1 |
|
| TrxCharacteristicLabel |
|
|
Variable |
Variable |
9 |
| TrxCustomFieldLabel |
|
|
Variable |
Variable |
9 |
[+] : If the symbol [+] is added to the end of the label, the imported data will be added to the existing information in the database. Otherwise, the imported data will replace the existing information.
[*] : If the symbol [*] is added to the end of the label, the code will be created if it does not already exist.
1 : The date format is determined by the format selected in the import options. Characters that extend beyond the maximum length will be ignored.
2 : This field requires the presence of a similar field under Occasion.
3 : Useful only if the "Create non-existent activities or occasion" option is selected. The use of more than one origin or description for a given activity or occasion is not allowed.
4 : If the transaction activity is defined by sales price, a quantity or gift amount must be entered.
5 : Required if payment method is gift in kind.
6 : The field must contain at least 1 character and no more than ? characters. The maximum length is defined in the electronic payment configuration.
7 : This field is required if the 3 other RIB validation-related fields are used.
8 : This column is ignored if the TrxThirdPartyUCN column exists.
9 : For custom fields and characteristics, it is necessary to specify the label defined in ProDon using the prefix "Trx" and only letters and/or numbers (no spaces). For example, a field named "% of people" would become TrxOfPeople.
| Type |
Possible Values |
Maximum Length |
|---|---|---|
| Numeric |
Numbers only |
|
| Text |
|
255 |
| Date and time |
Date format as specified in import options |
10 |
| True/False |
N or F = No (Empty = No) Y or T = Yes |
1 |
| List of options |
If the value does not already exist, it will be automatically added to the list. |
250 |
| Predefined list of options |
Existing selection from ProDon |
250 |
To add a note, start date or end date to a characteristic by import, the appropriate suffix must be added: _note, _start or _end. Example: TrxDPeople_note. The note can include up to 255 characters; dates must adhere to the format specified in the import options. This information will be ignored if the base column contains no values (e.g., if TrxDPeople is empty). To use start and end dates, the corresponding boxes must be checked in the configuration of the characteristic.
If supported by the characteristic, several values can be imported by adding the suffix -1, -2 to the end of any label. Example: TrxOfPeople_note-1.
List of receipt fields
| Full Label | Abbreviation 1 | Abbreviation 2 | Possible Values | Maximum Length | Specific Properties |
|---|---|---|---|---|---|
| RecTrxNo | |
|
Existing transaction number |
15 |
|
| RecReceiptDate | |
|
Date 'Empty' = Current date |
10 |
1 |
| RecReceiptNo | |
|
Integer |
6 |
|
| RecReceiptAmt | |
|
Currency format Empty = Transaction amount |
15 |
|
1 : The date format is determined by the format selected in the import options. Characters that extend beyond the maximum length will be ignored.
Document name: ProDon:Transaction importation module
