Default Menu Location
Transaction >> Importers/Exporters >> Tasks and Time Billing >> Solution Code Import
General Information
The olution Code Importer allows you to import and update Standard Task records in Adjutant.
Solution Code Import screen |
Fields/Filters
File Name/Browse: Use the Browse button to locate and select the completed Solution Code Import template file (in XLS format).
Export Template: Generates a blank Solution Code Import template file
Map Fields: Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be left unmapped (displayed in red). Mandatory fields will require that they be mapped before clicking OK.
Solution Code Import File Definitions
Required fields are indicated with an *
*f1 - SolCode - Solution code number or name (max 20 characters)
*f2 - Descrip - Solution code description (max 50 characters)
f3 - Notes - Expanded notes area for the solution code. The import field is limited to 200 characters, but the notes field on the Solution Codes screen will accept more.
*f4 - BillAs - Enter the Adjutant item number that the solution code will use in billing. Must be a valid item number.
f5 - EqHours - Enter the default Time Sheet hours to use for this code (numeric, up to 3 decimals)
f6 - SkipBNote - Enter a 'Y' to check the Skip Billing Notes Prompt box on the Solution Codes screen. Leave blank or enter 'N' to leave the box unchecked.
f7 - GLGroup - Enter a GL Group name to control the GL posting for this solution code. Must be a valid GL Group.
f8 - HideLabor - Enter a 'Y' to check the Hide Labor Lines box on the Solution Codes screen. Leave blank or enter 'N' to leave the box unchecked.