I-Load

• Cannot see the I-Load NB Load Format Name in the F3-search

  The File Loading Information screen must be set up in order for the Format to appear in the F3-search feature.                                 Keywords: Kbase Iload Kbase I-Load...

• Edit warning “Invalid Client Code”

  If you are using the I-Load Data Translation Table to assign the client code:          Check the file on the AS400 to make sure field used for Client Code has proper data in it.          Check the I-L...

• Combining Multiple Fields to Create the Client Account Number

  Client Account Number: If the client account number is combined into one field, use the Field 1 field for mapping. If you need to create unique client account numbers and/or add separators to the clie...

• Installing I-Load for Premise and Hosted Based Clients

  For premise based clients:  Client must be on version 6.0 or higher Go to a command line and type in CRTLIB SCNEWBIZ DO NOT DO THIS UNLESS YOU HAVE CONFIRMED THEY HAVE BEEN BILLED FOR I-LOAD   For hos...

• I-load documentation and training video

  Training video (click here) Documentation (is attached)         Keywords - Video ILoad Training ILoad...