Import lease information
The Lease import framework allows you to adjust multiple leases in one step, saving time and reducing the chance of human error. This capability can connect Finance with external data entities to help you efficiently upload data. You can use the import process to adjust a lease, update nonfinancial information, or add new leases. You can view and edit the leasing data before you import it.
Lease import setup
Follow these steps to create the import:
Create a template for the import by using the Data management workspace.
In the Data Management workspace, export the Lease staging, Payment contract staging, and Executory contract staging data entities and then update the template.
Go to Asset leasing > Lease import framework > Import header. The Import header page lists the three data entities.
To view the staging data, prior to the process being run, select the Staging data option in the Action Pane.
From the Staging data page, you can take the following actions:
- See differences in data - View the differences between what is currently in the system and what is in the staging tables.
- Validate the import data - The system runs several validations to ensure that the records are successfully imported.
- Migrate lease records - To process an individual lease, select Migrate lease records on the Import header page. When a lease is migrated, the system performs the action that is specified in the Process type field.
- Run the Compare and Difference reports - To compare an individual lease record, select a lease and then select Compare. You should complete this step to generate a Differences report before you migrate the lease records.
Set up Update fields
Prior to using the Lease import framework to update leases, make sure that you define fields for the import in the Asset leasing > Lease import framework > Setup > Update fields section. This page allows you to select the field that you update on the lease. The table names that you can select for the import are:
- Lease details
- Payment schedule contract
- Executory cost contact
After you have selected the table name that you are updating, you are presented with a list of fields to add to your update import. Select the field in the Available fields list, and then select the right arrow to add them to the Selected fields list.
