Qbyte Exchange for Business Associates
- IFS Energy & Resources (Deactivated)
- Sheila Stewart
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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 Business Associate 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.
Business Associate Base
The ability to Insert, Update and Delete Business Associate data is available if Qbyte CS Land and Qbyte Financial are not integrated. If integrated, Business Associates must be maintained in Financial.
Get data from Qbyte
Use the Filter by: Add Filter button to limit the number of Business Associate 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. (i.e. Short Name of ‘Smith, J’). 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 |
Primary Key* | Enter next sequential number from your company’s pre-determined format. Free format up to 6 characters. All alphabetic characters must be entered in UPPER CASE. |
Alternate Code* | Free format up to 6 characters. All alphabetic characters must be entered in UPPER CASE. |
Short Name* | Free format up to 15 characters. All alphabetic characters must be entered in UPPER CASE. |
Status* | Code must exist in Validation Table – File Status BA. |
Name* | Free format up to 40 characters. |
Address Line 1 | Free format up to 40 characters. |
Address Line 2 | Free format up to 40 characters. |
Address Line 3 | Free format up to 40 characters. |
Address Line 4 | Free-format up to 40 characters. |
Address Line 5 | Free-format up to 40 characters. |
Contact Name | Free-format up to 20 characters. |
Phone Number | Free-format up to 12 characters. |
Email Address | Free-format up to 40 characters. |
Fax Number | Free-format up to 12 characters. |
Mail Flags | Free-format up to 7 characters. |
Combine Rentals | Value must be Y or N. |
Minimum Cheque Amount | Free-format up to 10 characters. |
Currency | Code must exist in Validation Table – Country. |
Wtax Country | Code must exist in Validation Table – Country. |
GST Registration Number | Free-format up to 10 characters. |
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.
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