November 2025 (v25.11)

Transaction Details

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Transaction Details

4 Articles in this category

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Introduction

Setup a dimension structure to load transactions data (daily data). This is one method of extracting, transforming and loading data from your system to the Planful system. Alternatively, you can use the Data Load Rules functionality to load transact...

Asian Characters in Transaction Data Loads

You can load Transaction data with Chinese, Japanese, Korean and Malay characters using a Translation or GL Data Data Load Rule. Once loaded, you can view the data in the Dynamic Report Transaction Report by drilling through to transactional data. ...

Translation Data Load

To load transaction data with Asian characters using translations, set up a Translations data load rule. For information on how to do so, see the Transaction Details: Loading Transaction Data with Translations topic in this guide.

Loading Transaction Data with Translations

To load transactions data using translations, follow the below three steps Create Translations DLR Setup Transaction Details Create Transaction Data DLR to Load Data Create Translations DLR Create a Translations Data Load Rule (DL...