Running the Transaction Loader Process

Purpose: Use this document as a reference for running the transaction loader process in ctcLink.

Audience: Financial Asset Manager, Facilities Asset Manager

You use the Transaction Loader process to integrate information from other applications, such as ctcLink Purchasing or Payables. The Transaction Loader process reads data staged in the loader tables and populates ctcLink Asset Management tables with that data.

You use the Transaction Loader whenever the loader tables have been populated as a result of:

  • Integration with other products.
  • Conversion from a previous fixed asset system.
  • The need to complete data updates processed by a mass change or physical inventory.

Navigation: Main Menu > Asset Management > Send/Receive Information > Load Transactions > Load Transactions into AM

Running the Transaction Loader Process

  1. Enter an existing Run Control ID or click the Add a New Value tab on the Transaction Loader page to add a new value.
    1. Enter a meaningful Run Control ID for the accounting entry creation process in the Run Control ID field.

Note: A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process that you are running. The Run Control ID defines parameters that are used when a process is run. These parameters ensure that when a process runs in the background, the system does not prompt you for additional values.

  1. Click the Add button.
Add a New Value tab
  1. Use the Run Control Parameters section of the Transaction Loader page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.
    1. Enter an appropriate value in the Request ID field.
    2. Use the Process Frequency drop-down button to select the ‘Always’ option.
    3. Enter the appropriate Interface in the Interface ID and To Interface ID fields.
    4. Enter or select the appropriate business unit in the AM Business Unit field.
    5. Click the Run button.
Load Transactions into AM
  1. Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.
    1. Use the Server Name drop-down button to select the appropriate processing server for the request.

Note: You can leave the field blank.

  1. Click the OK button.
Process Scheduler Request page

Note: A Process Instance number appears. This number helps you identify the process you have run when you check its status.

  1. Click the Process Monitor link.
Load Transactions into AM page
  1. Use the Process List page to view the status of submitted process requests.

Note: The process has finished successfully when the Run Status column indicates ‘Success.’

Process List tab

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