Don't get lost: References » Field Tokenisation

Field Tokenisation

Field Tokenisation provides the means to customise how entries are populated ad how some fields such as Account and Project Codes can be composed.

Where a token is specified the token is substituted by the corresponding field’s value from the File Export data.

File Export Field Name

Token

Branch

$BRNCH

Business Unit

$BUSUNT

Campaign

$CAMP

Client

$CLINT

Client Matter

$CLIMAT

Client:Campaign

$CLICAM

Client:Service

$CLISVC

Company

$COMP

Cost Centre

$CC

Customer:Job

$CUSJOB

Customer:Project

$CUSJPRJ

Department

$DEP

Division

$DIV

Employee First Name

$EMPFNAM

Employee Id

$EMPID

Employee Last Name

$EMPLNAM

Entity

$ENT

Function

$FUN

Is Billable?

$ISBILLNOINV

Is Billable? (Invoice)

$ISBILLINV

Job

$JOB

Location

$LOC

Market

$MKT

Practice Area

$PRCAREA

Product

$PRD

Profit Centre

$PFTCTR

Program

$PRG

Project

$PROJ

Region

$REG

Report Entry Description

$EDESC

Report Entry Expense Type Name

$RTNAME

Report Entry Vendor Description

$EVDESC

Report Entry Vendor Name

$EVNAM

Report ID

$RID

Report Name

$RNAME

Service

$SVC

Store

$STR

Example

The above example (taken from the Sage300 setup) will populate the corresponding field in Sage300 with:

  1. The Report Name field.
  2. A space character, then a single dash then another space field.
  3. The Employee First Name field.
  4. A single space.
  5. The Employee Last Name field.