Summary

The Import and Export Valuation Unit Types windows are used to update and edit your valuation unit types. The information included in the imported and exported files includes the unit type, unit measurement, unit cost, and effective date. You can use these windows to prepare for year-end changes to your valuation table by exporting the existing table, editing the values and the effective date, and then importing the new table.

Step by Step

1     Import Valuation Unit Types.

• Open the Import Valuation Unit Type window (BP> Utilities> Import Valuation Unit Type).
• Enter a File Name path or click the field label to browse to the import file.
  • The import file must be in comma-separated value (.csv) format.
• Click the Display icon to display the expected .csv file layout.
  • The expected import will include the Unit Type, Unit Measurement, Unit Cost, and Effective Date as separate columns on the .csv spreadsheet.
• Click the Confirm icon to import the valuation unit types.
• The imported valuation unit types will now be accessible on the Valuation Unit Type Maintenance window (BP> Maintenance> Valuation Unit Type).

2     Export Valuation Unit Types.

• Open the Export Valuation Unit Type window (BP> Utilities> Export Valuation Unit Type).
• Check the Export all effective dates for every unit type toggle to include all past valuation unit type revisions in the export. If this toggle is not checked, only the most recent revision will be exported.
• Enter an Output File path or click the field label to browse to the export file.
  • The export file must be in comma-separated value (.csv) format.
• Click the Display icon to display the expected .csv file layout.
  • The expected export will include the Unit Type, Unit Measurement, Unit Cost, and Effective Date as separate columns on the .csv spreadsheet.
• Click the Confirm icon to export the valuation unit types.
• Once the export has finished processing, the Export Settings window will open. This window is used to specify the export path for the file.
  • Check the Open toggle if you would like to open the exported file after it is saved locally.
  • Enter the export path location and click the Save icon to export the file to the local path.