Page History: Task Import
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Page Revision: Thu, 08 Jul 2021 09:34
General
Menu Path: Transaction > Importers/Exporters > Other > Task Import
Screen Name: IMPORTTS2
Function: This screen can be used to import several tasks for several customers using a single file. The template can be downloaded
here.
Options
Import as Unbilled: This checkbox will import the tasks in an un-billed / un-transferred status.
Import Template Columns¶
*Soldto: Adjutant organization ID for the customer of the task.
Billto: Adjutant organization ID for the entity responsible for paying for the task.
Shipto: Adjutant organization ID for the entity where the work needs to be done / was done.
Task: Text field to serve as a title for the task. Usually a combination of the Standard Task Code and Standard Task Description.
Projnum: Project number (if applicable).
Phase: Phase of the linked project (only available if Projnum is filled out).
Quote:Ccode:Dcode:Wcode:Contract:Contact:Asset:Maddr1:Maddr2:Mzip:Lzone:Status:Compby:Compdate:Internal:Locked:Lockby:Lockdate:Startdate:Enddate:Note:Stdtask: