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Qbyte Exchange for Cost Centres

Qbyte Exchange for Cost Centres

Owned by IFS Energy & Resources (Deactivated)
Last updated: Dec 05, 2024 by Sheila Stewart
3 min read

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Introduction

 

Qbyte Exchange is powerful functionality that allows Qbyte CS Land users to update the Qbyte CS Land database using provided Excel templates. Work with your System Administrator to complete the one-time Qbyte Exchange Setup before you can see the Qbyte Exchange menu option in Excel.

After you Login to Qbyte Exchange and have specified either Insert or Update from the Qbyte Exchange Main Menu for the Cost Centre module, the Base tab and columns will be automatically loaded, and the Qbyte Exchange Module Menu will be shown on the right side of the spreadsheet where you will perform all the actions necessary to update the Qbyte CS Land database.

All processing options are explained on the Qbyte Exchange Module Menu page.

Cost Centre

The ability to Insert, Update and Delete Cost Centre master data is available if Qbyte CS Land and Qbyte Financial are not integrated. If integrated, Cost Centres must be maintained in Financial.

Get data from Qbyte

image-20241205-145218.png

Use the Filter by: Add Filter button to limit the number of Cost Centre rows brought into the spreadsheet for the Get data from Qbyte.

Note: If a filter is not specified, only the first 500 rows from the database will be retrieved in the Get data from Qbyte.

  • Any column in the spreadsheet can be used as a filter except the Delete Flag as it is a system only column.

  • Data is retrieved on exact matches to the filter value(s) specified

  • One or multiple filters can be specified

    • One or multiple values can be specified for each filter. Use a comma to separate values. Commas cannot be part of the search value. Do not add a space after the comma unless the data has a ‘trailing space’

  • If multiple filters are specified, with a single search value in each filter all data must match for the row to be retrieved

  • if multiple filters are specified where one filter has multiple search values, data must match one of those values along with matching the other filters for the row to be returned

 

Mandatory columns are represented with an *

Column

Hints & Tips

Cost Centre Number*

Free format up to 16 characters.  All alphabetic characters must be entered in UPPER CASE.

Cost Centre Name*

Free format up to 40 characters  

Active Date*

Date must be in a yyyy-MM-dd format.  Cell format must be Text.

Term Date

Date must be in a yyyy-MM-dd format.  Cell format must be Text.

Delete

This value is applicable on the spreadsheet only and is not stored in the table. 

When inserting a new record, enter a value of "N".  If blank, "N" is assumed.

When updating, retrieve existing data via Get Data, the Delete value will default to "N".  Change the value to "Y" to indicate that you wish to delete the specific row.  If blank, "N" is assumed. 

  • Validate will display a 'Conflict' error along with message 'Row will be deleted - are you sure?'.  Simply change the Delete column back to "N", if you change your mind.  

  • Upon Save, the rows with a delete flag of "Y" are deleted from the database.  However, the just deleted row will still appear temporarily on the spreadsheet with status = 'Deleted' as a visual indication that the row has been deleted.  A subsequent Get Data will omit the deleted rows. 

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