Page History: Task Import
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Page Revision: Thu, 08 Jul 2021 09:33
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:'''
