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Posted

I oversee a department that uses procurement cards (AKA VISA credit cards). When the statements come in I collect the info (description of purchase, what program should be charged, and the receipts). I have to enter this information into our financial database.

The primary key is each purchase. Secondary keys are who makes the purchase and the statement due date. Additional fields are the description of the purchase and the program code.

What I need is something that takes the information that I need from each record (in a found set or portal - I have to submit the information in the financial system by card holder and statement date) and places it all into one field that I can then copy and paste into our financial system. I can figure out what to add to make it into a "script" for the financial system, but I can't figure out how to get it all into one field so I can copy and paste it.

I.E. The calculation I've come up with PER RECORD is:

SubFund & "<t>" & Program & "<t>" & Amount & "<t><t>" & Description

The <t> is tabs between fields in the financial system.

If I can get all of the information into one field and cut and paste as a "script" into the financial system, then I don't have to spend an hour per VISA entering in the information.

Is there some sort of text summary? With the way my week has gone, I'm sure the answer is going to be one that makes me smack my forehead.

Thanks for any help!!!

Posted

If I understand correctly, you want to copy all the data for the found set to paste into another application. If this is the case, then put your calculation field on its own layout, then create a script to go to that layout and Copy All Records/Requests. You can then paste into the other system and have a return-delimited list of records.

  • 3 weeks later...

This topic is 7180 days old. Please don't post here. Open a new topic instead.

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