Import Memberships into {PAOP-5} - {PAOP-13}

This option is used to import Fund memberbookpgm -o paop-13.html 254434
ships in bulk into {PAOP-5} and {PAOP-4}

The file being uploaded is validated, rows that pass the validation process will be imported, rows that do not pass the validation will not be imported, these errors will need to be resolved and those rows imported again.

The following validations are done:

Validate that the personnel number is in service on the fund join date.

If an End date is provided validate that the person is in service on the end date.

Validate that the fund code exists and is active on join date and that the fund type may only be:

M - Medical Aid

G - Group Life

O - Other

V - Provident

R - Retirement Annuity

This program does not cater for a fund type P - Pension and will not upload such memberships.

Validate for overlapping memberships.

Prior to importing the fund memberships, the fund codes must be created in {FPRG-3}.

The correct csv file layout is:
Personnel Number          N9       Mandatory
Fundcode                        A4    Mandatory
Fund Join Date                D11      Mandatory
Fund End Date                D11       Optional
MSA Fund Level            N7         Optional
Membership Number        A15 Optional
Additional Medical Fund   A30 Optional

The file contains no heading, just data.

Example of CSV File

1,G1,01-JAN-2023,31-DEC-2023,1,12345,Y
1,MEDA,01-JAN-2023,31-DEC-2023,2,67890,Y
1,P002,01-JAN-2023,,1,22222,
1,P004,01-JAN-2023,31-DEC-2023,,33333,
1,P001,01-JAN-2023,31-DEC-2023,,12345,

The CSV file must be stored in the directory defined in {BATCH-7} Sub System PAYR Function FUND.

User Selection	Prompt Text ^{* an item between square brackets [ ] is the default answer}	Type & Length	Comments
	Enter the File name to import with extension	A80
	(T)rial or (U)pdate	A1	The only valid options are "T" or "U".

Sort Order	Per	Comments
	As per user selection.

System Select
1	The system will select all data in the csv file.

Example:

Processing Rules