How to Import a Reclassification

The Import functionality for Reclassification journals allows you to import a single reclassification journal with multiple line items in one click.

To import a Reclassification journal, do the following:

1. Navigate to Consolidation to open the Consolidation Control Panel. The Processes tab appears.

2. Click Reclassifications under Processes. The Reclassifications grid appears.

   

3. Click on the Import button, and the Import Reclassification pop-up appears.

   

4. Click Download Template to download the sample template into your system.

   

5. Enter all the required details into the template.

   Notes:

   • The Reclassification Code must always be unique, and no special characters are supported.

   • The status for source and target types in line items must be unique.

   • The Scenario selected in the Consolidation Control Panel for Reclassifications and the Reclassification Import template must be the same.

   • If there are multiple companies for a line item, separate them using commas.

   • Enter a valid code from Planful for the Source or Target for each dimension. Use 'All' for all values in the Source and 'Same' to retain the Source value in the Target. For the Reporting dimension, you can use Reclass in the Target. When Reclass is used, the system dynamically determines the posting type: Reclass LC for Local Currency companies and Reclass CC for Corporate Currency companies.

6. Now, return to the Import Reclassifications pop-up and click the Browse button. You can also drag and drop the file.

   

   Notes:

   • You can import only one file at a time.

   • Only the Excel file type is supported.

   • You can also delete the uploaded file by clicking on the X button and uploading another file before importing.

     

7. Click the Import button. If the import is successful, click Done.

   

8. If the import fails, click the Download Error Report button to understand the errors and upload again.