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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: