Inbound Attachments (SDI009)
- 26 Jun 2024
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Inbound Attachments (SDI009)
- Updated on 26 Jun 2024
- 3 Minutes to read
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Interface Description
Florida PALM provides a robust feature set that allows users to attach documents to various transactions and specific setup pages, including but not limited to GL Journal, Accounts Payable Vouchers, Supplier records, Customer records, and more. Users can seamlessly attach documents during the creation of these transactions directly within the Florida PALM system.
In alignment with Florida PALM's functional requirements, the need arises to extend this document attachment capability to transactions and configurations created through interface programs. The SDI009 – Inbound Attachment interface program is specifically designed to meet this requirement, enabling the addition of attachments to existing transactions and setup pages within the Florida PALM system.
Click below to view the interface file layout and sample data file.
Business Process Model
This interface can be found in the following business processes:
- 30.3 Enter and Process Vouchers
- 10.2 Enter and Process Journals
- 20.1 Enter and Process Budget Journals
- 90.1 Create and Maintain Projects
- 10.1 Set Up and Maintain Chart of Accounts
- 40.1 Acquire and Set Up Assets
- 30.1 Set Up and Maintain Suppliers
- 30.2 Establish and Maintain Encumbrances
- 50.1 Set Up and Maintain Customer
- 60.1 Enter and Maintain Receivables
- 60.2 Deposit and Apply Receipts
- 70.4 Process Bank Cash Transfers
- 110.1 Inter/IntraUnit Transaction Processing
Selection Criteria
The interface data selection criteria includes the following:
Data Field | Data Field Details |
|---|---|
N/A |
File Layout
Field names and descriptions from the interface layout are provided below.
| Data Field Name | Record type | Data Feild Description |
|---|---|---|
Transaction Type | 1 | Transaction type defines the type of transactions present in the Florida PALM system like Voucher, PO, Journal etc. |
Business Unit / SetID | 1 | Used to define an organization or organizational subset that is independent with regards to one or more accounting or operational functions. |
Transaction ID | 1 | Transaction ID defines the unique ID associated with that specific transaction. |
Cust ID | 1 | Provide a Customer ID to identify a customer associated with the receipt, if applicable. This value should represent a value from the Customer list set up in Florida PALM. |
Item ID | 1 | The Item ID for the payment. This is a required field if the Reference Qualifier Code is populated. Enter a reference number to identify an open receivable (Item ID) associated with the receipt. This Item ID value should represent a valid open receivable in Florida PALM. A receipt can contain one or more AR Item references, so if the receipt is for multiple Items, provide the Items as separate lines. |
PO Line Number | 1 | PO Line Number field will contain a unique, sequential number that will be provided for each encumbrance line tracked in Florida PALM under the PO ID specified above. |
AR Sequence Number | 1 | AR Sequence Number field will contain a unique, sequential number that will be provided for each Deposit in AR-Deposit or for each group in AR- Pending Item |
AR Item Line Number | 1 | Item Line number in relation to the Item ID. |
Transaction Date | 1 | Specifies the date the journal was created. |
Confidential checkbox | 1 | This field is a confidential attachment checkbox available on attachment pages. |
Attachment Zip File Name | 1 | Specifies the attachment zip file name. |
Attachment Name | 1 | Specifies the attachment file name corresponding to the transaction. |
Filler1 | 1 | This field is reserved for future use in Florida PALM. |
Filler2 | 1 | This field is reserved for future use in Florida PALM. |
Filler3 | 1 | This field is reserved for future use in Florida PALM. |
Filler4 | 1 | This field is reserved for future use in Florida PALM. |
Filler5 | 1 | This field is reserved for future use in Florida PALM. |
Filler6 | 1 | This field is reserved for future use in Florida PALM. |
Filler7 | 1 | This field is reserved for future use in Florida PALM. |
Filler8 | 1 | This field is reserved for future use in Florida PALM. |
Filler9 | 1 | This field is reserved for future use in Florida PALM. |
Filler10 | 1 | This field is reserved for future use in Florida PALM. |
Version History
Date | Revision Description |
|---|---|
02/01/2024 | Original Version |
| 6/25/2024 | Administrative updates completed to add Item Line Number field for AR Item Information transaction type. |
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