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Task Import

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Modified on Thu, 08 Jul 2021 09:40 by Kamar Categorized as Import- Export Manager, Task Management

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.

Image



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 linked to the task.

Phase: Phase of the linked project (only available if Projnum is filled out).

Quote: Quote number linked to the task.

*Ccode: Priority code from the Task Priority Codes rule.

*Dcode: Department code from the Departments rule.

*Wcode: Work Category code from the Task Work Categories rule.

Contract: Contact linked to the task.

Contact: Contact linked to the task.

Asset: Asset that is being worked on for the task.

Maddr1: Manual Address for the task.

Maddr2: Secondary Manual Address field for the task.

Mzip: Zip code for the Manual Address for the task.

Lzone: Zone the task is being performed in.

Status: Status of the task (O for Open, C for Completed).

Compby: Adjutant User ID of the person who completed the task (only fill out if status is C).

Compdate: Completed date of the task (only fill out if status is C).

Internal: Internal flag for the task (Y for internal, blank or N for non-internal).

Locked: Locked status of the task (Y for locked, blank or N for unlocked).

Lockby: Adjutant User ID of the person who locked the task (only fill out if locked is Y).

Lockdate: Locked date of the task (only fill out if locked is Y).

Startdate: Start date of the task.

Enddate: End date of the task.

Note: Notes for the task, usually used to provide a more detail description of what needs to be done.

*Stdtask: Standard Task Code for the task.

* indicates a required column


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