Task Import
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
.
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