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CLCA Template

The document outlines the naming conventions and transmission requirements for a category file related to Incentive Management, specifying format, date, and content standards. It details the required fields, their types, and constraints, such as effective dates and parent-child relationships within the category hierarchy. Additionally, it emphasizes the need for corrections to be made using the original file name and provides examples for clarity.

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Josimar Reis
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0% found this document useful (0 votes)
20 views7 pages

CLCA Template

The document outlines the naming conventions and transmission requirements for a category file related to Incentive Management, specifying format, date, and content standards. It details the required fields, their types, and constraints, such as effective dates and parent-child relationships within the category hierarchy. Additionally, it emphasizes the need for corrections to be made using the original file name and provides examples for clarity.

Uploaded by

Josimar Reis
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as XLSX, PDF, TXT or read online on Scribd
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** CATEGORY File Template **

1. The file is to be named cust_CLCA_<DEV or TST or PRD>_<yyyymmdd>_<hhmiss>_<xxxxxx>.<file-suffix>


--- "cust" is a Callidus assigned 4-character designation.
--- DEVor TST or PRD indicates the intended target environment (although this is ultimately determined by which drop-box is u
--- YYYYMMDD is the date of transmission.
--- HHMISS is a customer-specified time-stamp (example, 1:42:57pm is "134257").
--- XXXXXX is a content tag that will be standardized during the data mapping process.
--- An example file name therefore is cust_CLCA_DEV_20070805_134257_JULY07.txt .

2. The file is to be transmitted as a delimited text file, with a file suffix of .txt. Any supported delimiter specified in the Express D

3. The file is to be transmitted in the character set defined in Express Data Loader.

4. The file is to be transmitted in the specfied format (Refer user guide for file formats).

5. This file is expected to contain changes to the Incentive Managementsubject area. Its content will be appended to the data a

6. The file can contain header rows, if configured in the Express Data Loader UI.

7. If a correction to a specific file must be made, re-transmit the corrected content using that file's exact same file name.
CATEGORY File Name:
Source and Selection Criteria:
Incentive ManagementCATEGORY Fields

Field Data Max


No Incentive ManagementField Name Reqd? Unique? Type Length Incentive ManagementUI
1 CATEGORYTREENAME Yes character 127 Category Tree
Yes
2 CATEGORYNAME Yes character 127 Category

3 EFFECTIVESTARTDATE Yes date1 10 Effective Start Date


4 EFFECTIVEENDDATE 2 date1 10 Effective End Date

see
5 PARENTNAME comments character 127 Parent
6 BUSINESSUNITNAME character 255 Business Unit
7 DESCRIPTION character 255 Description
cust_CLCA_

Source Mapping

Customer Field Name


or Derived Source Examples

mm/dd/yyyy
mm/dd/yyyy
cust_CLCA_env_yyyymmdd_hhmiss_XXXXX.txt

Comments
also referred to as Category Hierarchy Name in Incentive ManagementUser Interface

The Effective Start date of a category cannot be earlier than the Effective Start Date of its parent
category. It also cannot be earlier than the earliest period in the Incentive Managementcalendar. It should
be equal to the start date of a period.

parent Category Name. * not required if Category is top-level node of tree; required otherwise
CATEGORYTREENAME CATEGORYNAME EFFECTIVESTARTDATE EFFECTIVEENDDATE
PARENTNAME BUSINESSUNITNAME DESCRIPTION
1 All date values must be in format of MM/DD/YYYY
2 Effective End Date defaults to Incentive Management"end of time", Jan 1, 2200

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