Import Setup Options

Modified on Fri, 24 Jun 2016 09:34 by tpaeglis Categorized as Import- Export Manager

===Import Setup Options===

'''DIRITEMDET''' - DIRITEMDET

'''FILLBEAMSIZE''' - Added logic to MBSGRID to save the beam size to a configurable question named with beam size in description.

'''ITEMEXACT''' - Displays item in item master when an exact match is entered, regardless if there are other items that may be a partial match.

'''ITEMSPECCHAR''' - If set, allow expanded character set in item codes.

'''LEADIMPMATCH''' - Uses matching logic to allow user to select possible match on the lead importer.

'''LEADUPCUSTNO''' - If set, and custno in import file, matched import records will have custno updated with custno from file (or unique varent if not unique custno).

'''MBSAUTOSAVE''' - Add setup option to auto save MBS grid every 30 seconds.

'''MBSQW''' - Change MBS grid logic to read QW xls file format instead of MBS format.

'''MBSSHIPTXT''' - MBSSHIPTTXT

'''MBSSO''' - MBSSO

'''MBSTOTWT''' - Works in conjunction in MBSWT setup option. If set, the weight in the MBS file is treated as a total line weight, and get divided by the line qty to import a per unit weight.

'''MBSWT''' - If set, the weight from the MBS file is imported to the Sales Order unit weight.

'''MSNAUTOTASK''' - Automatically creates a default phase and task when a new project is created.

'''NEWMSNNUM''' - If set, then map project drop folders to Project Number instead of Project ID.

'''NEWTASKSEQ''' - Tasks are given a new SO sequence number (CID Counter) that is seperate from the Sales Order counter. The counter is set up in the CID Maintenance screen, on the Counters tab.

'''POCOILLBS''' - Stocks coil inventory items in lbs and catches linear feet (as opposed to stocking in linear feet and catching lbs).

'''PROJAUTOSONUM''' - Automatically numbers sales order generated from the Project. Project ID is used as first SO. A dash with a number starting at 01 will accompany future sales orders (PROJID).

'''ROOFSLOPE''' - If set and the item has a SOC question with rcode = "S", then the value from column F is copied into the answer of the Roof Slope question.

'''TASKNEWSEQ''' - Uses the TASK counter in CID Maintenance instead of the SONO counter.

'''TAXBOTH''' - TAXBOTH

'''TAXSPEC1''' - Option to zero out some UseTax Rates. CO-City and County Rates. NM-All but State.

'''USEMSNASSONO''' Force sales order number to match project number in auto.

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Import Setup Options