Page History: Project Import
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Page Revision: Mon, 20 Sep 2010 15:06
Default Menu Location
Transaction >> Importers/Exporters >> PO/SO/Projects >> Project Import
General Information
The Project Importer allows you to import project information into Adjutant.
Mapping File
Mapping File
Sample Import File
Sample Import File
Import Template Help
name - Name of the Project. 40 character max.
sdate - Start Date. Must be formatted as a date in XX/YY/ZZ format where X is the month, Y is the day, and Z is the year.
edate - End Date. Must be formatted as a date in XX/YY/ZZ format where X is the month, Y is the day, and Z is the year.
compdate - Completion Date. Must be formatted as a date in XX/YY/ZZ format where X is the month, Y is the day, and Z is the year.
proddate - Production/Fab Date. Must be formatted as a date in XX/YY/ZZ format where X is the month, Y is the day, and Z is the year.
adddate - Add/Creation Date. Must be formatted as a date in XX/YY/ZZ format where X is the month, Y is the day, and Z is the year.
whse - Warehouse name for the project. Must match a warehouse name that has been set up in the Warehouses screen.
pm - Name of the Project Manager. Must match the full name of a contact in Adjutant with the Project Manager attribute.
shortnote - A note or extended description of the project. 200 character max.
billtype - Use 'F' for fixed rate or 'T' for time and material.
billamount - The amount that has been billed on the project.
accramount - The current accrual amount on the project.
contractamt - The contract amount of the project.
tcode - Type of the project. Must match a value in the Project Types rule.
scode - Status of the project. Must match a value in the Project Status rule.
accmgr - Account Manager. Must match the full name of a contact in Adjutant with the Account Manager attribute.
contractdate - Contract Date. Must be formatted as a date in XX/YY/ZZ format where X is the month, Y is the day, and Z is the year.
sp - Salesperson. Must match the full name of a contact in Adjutant with the Salesperson attribute.
compflag - Completion status of the project. Use a 'y' if the project is complete and a 'n' if it is still active.
revnum - Revision number of the project.
onhold - On hold status of the project. Use a 'y' if the project is on hold and a 'n' if it is not.
soldto - Organization ID of the customer.
shipto - Organization ID of the shipping/work location.
custno1/2/3/4 - Organization ID of another company linked to the project.
attrib1/2/3/4 - Attribute code that signifies the relationship of the other companies to the project.
