Functionality

The section document how to operate the plugin.

Get Started

To get started, first, open the plugin. For this, switch to the Tools ribbon tab and click the Import button. From the drop-down list, select MCA Journal Voucher plugin. The plugin main screen then appears:

Open

Import Records

To import closed MCA and all non-payroll transactions from Adonis Personnel Portal, first, select the time period to be taken into account. To do this, fill in the fields at the top of the plugin window:

• Period From. Click the arrow  to display the calendar where you can pick up the start date.

• Period To. Click the arrow  to display the calendar where you can pick up the end date.

On selecting the time period, click the Import Closed MCA button. The imported records then appear in the grid:

You can expand or collapse data in the statement by clicking the  button corresponding to each imported statement separately. To expand or collapse all the data at once, click the Expand All or Collapse All button at the bottom of the plugin.

Besides, you can select the column headers to be shown/hidden in the grid. For more information, see Show/Hide Column Headers.

Show/Hide Column Headers

By default, there are five column headers in the grid: Statement ID, Vessel, Period From, Period To, Master, Total Amount. You can choose to hide/show column headers. For this, click the  icon at the top left corner of the grid to view the list of available column headers:

In the list, select the column header(s) you want to be shown and deselect the header(s) you want to hide.

Export Data

To export data to General Ledger (PeopleSoft), proceed as described below:

1. In the grid, first, select the statements to be exported.

2. At the bottom of the plugin window, click the Export button. This opens the Information dialog where you can find the list of CSV files created and saved in the defined directory (see Configure Settings):
   
   

   Open

   

3. Click OK to proceed.

As a result, the selected data is exported to General Ledger (PeopleSoft). Besides, you can find the CSV files of the exported data in the defined save directory.

Housekeeping

The section will guide you through the installation and configuration of the plugin.

Installation

To install the plugin, navigate to Install APM Plugin and follow the step-by-step instructions carefully.

The latest plugin version is available here: http://download.adonis.no/files/upgrade/PersonnelManager/Plugins/MCAJournalVoucher/

Configure Settings

The plugin enables you to save the exported data in a CSV file. Simply, indicate the directory for saving data by following the steps below:

1. At the bottom of the plugin window, click Settings. This opens the Settings dialog:

2. In the Default directory field, click the Browse  button to select the save directory.

3. In the Settings dialog, click OK to confirm.