[IM] Using the Record Types Tab in IM Template

The Record Types tab in IM Template is used to define record types for import templates. Record types help organize imported data by linking each type of record to a specific database table. For example, when importing AP invoices, you may have header and line detail records, each with its own record type (e.g., APHB for header, APLB for lines).

• For standard templates, the record type defaults to the database table name.

• You can also assign custom names (e.g., “Header,” “Line”) for additional record types.

• Important: The system treats the alphabetically first record type as the header. For example, “Detail” would be incorrectly treated as the header if it comes before “Header” alphabetically.

Default Behavior:

• When creating a new template, the system automatically sets default record types based on the selected import form.

• Templates copied using IM Template Copy retain the record types from the original template.

• You only need to modify or add record types if your import requires additional or custom records.

Adding a Record Type:

1. Enter a name in the RecordType field.

2. Enter the form name in the Form field. The TableName field defaults to the associated database table.

3. Add a description in the Description field.

4. Check Skip to ignore records of this type during import (useful for extra or unwanted data, such as headers or totals).