User Guide

How to Create a Department Master

You can create a department master by downloading an Excel template file (.xlsx format) and by entering the required items. Excel is required for creating the master.

Downloading the Department Master Template File

1From [Instant report generation] or [Create Report Reservation], select [Department Counter].

2In the Step2 Selection of target screen, download the template file.

Store the downloaded file in any location.

You can change the file name.

Creating a Department Master

Important

  • Note that if the following apply to the created department master, the system makes changes.

    • If the User ID field is empty

      The row with the empty User ID field is deleted.

    • If there are four or more layers of department codes

      The fourth layer and later are deleted.

    • If the first row does not have a header

  • A header is added to the first row.

1Open the template file in Excel.

2Enter the user IDs in column A and the department codes in column B and later, in accordance with the template.

You can specify up to three layers of department codes in columns B through D.

Entry example :

A

B

C

D

1

user ID

department code 1

department code 2

department code 3

2

A0000001

N1101

N2101

N3101

3

B0000002

N1102

N2102

N3102

4

B0000003

N1103

N2103

5

B0000004

N1104

Note

  • The department master has the following limitations. If the limitations are not followed, an error message appears when the department master file is uploaded.

    • The file size must be 4MB or smaller.

    • Do not use double quotations (") or commas (,).

    • Do not specify the same user ID to multiple users.

    • The number of rows of the department master must be set to 5,000 or less.

  • If the Excel file of the department master contains multiple worksheets, only the left-most worksheet is read.

Uploading the Created Department Master

1From [Instant report generation] or [Create Report Reservation], select [Department Counter].

2In the Step2 Selection of target screen, click [Browse] and specify the template file.