Standard Task Import Guide - Revision history

Freddy at 15:39, 25 July 2025

2025-07-25T15:39:36Z

Kamar at 17:37, 4 October 2024

2024-10-04T17:37:01Z

Kamar at 17:36, 4 October 2024

2024-10-04T17:36:30Z

Kamar at 17:36, 4 October 2024

2024-10-04T17:36:04Z

Kamar at 17:35, 4 October 2024

2024-10-04T17:35:39Z

Kamar at 17:35, 4 October 2024

2024-10-04T17:35:26Z

Tcampbell at 14:38, 7 December 2022

2022-12-07T14:38:12Z

Freddy at 18:57, 14 January 2019

2019-01-14T18:57:15Z

Freddy at 18:46, 14 January 2019

2019-01-14T18:46:36Z

Show changes

Freddy at 18:08, 14 January 2019

2019-01-14T18:08:56Z

@@ Line 97: / Line 97: @@
-[[Category: Tasks and Time Billing]]
+[[Category:Task Management]]
-[[Category: Import Guides]]
+[[Category:Import/Export]]
-[[Category: Time and Material]]
+[[Category: Time and Materials]]

@@ Line 99: / Line 99: @@
 [[Category: Tasks and Time Billing]]
 [[Category: Import Guides]]
-[[Category: Task and Materials]]
+[[Category: Time and Material]]

@@ Line 99: / Line 99: @@
 [[Category: Tasks and Time Billing]]
 [[Category: Import Guides]]
-[[Category: Tasks and Material]]
+[[Category: Task and Materials]]

@@ Line 99: / Line 99: @@
 [[Category: Tasks and Time Billing]]
 [[Category: Import Guides]]
-[[Category: Task and Material]]
+[[Category: Tasks and Material]]

@@ Line 99: / Line 99: @@
 [[Category: Tasks and Time Billing]]
 [[Category: Import Guides]]
-[[Category: Task and Material}}
+[[Category: Task and Material]]

← Older revision		Revision as of 17:35, 4 October 2024
Line 99:		Line 99:
	[[Category: Tasks and Time Billing]]		[[Category: Tasks and Time Billing]]
	[[Category: Import Guides]]		[[Category: Import Guides]]
		+	[[Category: Task and Material}}

@@ Line 1: / Line 1: @@
-==General Data Import Notes==
+'''Menu Location:''' Transaction>>Importers/Exporters>>Task and Time Billing>>Standard Task Import
-Refer to the [[Data Import General Information]] page for information and guidance on general import timeline, formatting import templates, as well as how to ensure you are using the most current template information for data imports.
+'''URL:''' importmaster_S.htm?mode=STANDTASK
+[[image:taskimportscreen.png]]
 '''File Name/Browse:''' Use the Browse button to locate and select the completed Standard Task Import template file (in XLS format).
@@ Line 48: / Line 22: @@
 Required fields are indicated with an *
-'''*f1 - Task''' - Standard task code, number, or name (max 50 characters). This is the first line of the Standard Task field in the Standard Task screen.
+'''*Task''' - Standard task code, number, or name (max 50 characters). This is the first line of the Standard Task field in the Standard Task screen.
-'''*f2 - Descrip''' - Standard task description (max 50 characters). This is the second line of the Standard Task field in the Standard Task screen.
+'''*Descrip''' - Standard task description (max 50 characters). This is the second line of the Standard Task field in the Standard Task screen.
-'''*f3 - DCode''' - Task Department Code from the Departments (DEPT) rule. Must be a valid department code.
+'''*DCode''' - Task Department Code from the Departments (DEPT) rule. Must be a valid department code.
-'''*f4 - CCode''' - Task Priority Code from the Task Priority Codes (TASKCLASS) rule. Must be a valid class/priority code.
+'''*CCode''' - Task Priority Code from the Task Priority Codes (TASKCLASS) rule. Must be a valid class/priority code.
-'''*f5 - WCode''' - Task Work Category Code from the Task Work Categories (WORKCAT) rule. Must be a valid work category code.
+'''*WCode''' - Task Work Category Code from the Task Work Categories (WORKCAT) rule. Must be a valid work category code.
-'''f6 - LCode''' - Task Service Order Group Code from the Service Order Groups (INSGRP) rule.
+'''LCode''' - Task Service Order Group Code from the Service Order Groups (INSGRP) rule.
-'''f7 - DueTime''' - Due Date Offset value entered as a date code, used to calculate the task due date from the task scheduled date. Valid date codes are ##d (for days), ##w (for weeks), or ##m (for months).
+'''DueTime''' - Due Date Offset value entered as a date code, used to calculate the task due date from the task scheduled date. Valid date codes are ##d (for days), ##w (for weeks), or ##m (for months).
-'''f8 - Admin''' - Enter a 'Y' to check the Admin box on the Options tab of the Standard Task screen. Leave blank or enter 'N' to leave the box unchecked.
+'''Admin''' - Enter a 'Y' to check the Admin box on the Options tab of the Standard Task screen. Leave blank or enter 'N' to leave the box unchecked.
-'''f9 - NonBill''' - Enter a 'Y' to check the Non-Billable Task box on the Options tab of the Standard Task screen. Leave blank or enter 'N' to leave the box unchecked.
+'''NonBill''' - Enter a 'Y' to check the Non-Billable Task box on the Options tab of the Standard Task screen. Leave blank or enter 'N' to leave the box unchecked.
-'''f10 - InHouse''' - Enter a 'Y' to check the In-House box on the Options tab of the Standard Task screen. Leave blank or enter 'N' to leave the box unchecked.
+'''InHouse''' - Enter a 'Y' to check the In-House box on the Options tab of the Standard Task screen. Leave blank or enter 'N' to leave the box unchecked.
-'''f11 - AlertStandIn''' - Enter a 'Y' to check the Alert Stand-In box on the Options tab of the Standard Task screen. Leave blank or enter 'N' to leave the box unchecked.
+'''AlertStandIn''' - Enter a 'Y' to check the Alert Stand-In box on the Options tab of the Standard Task screen. Leave blank or enter 'N' to leave the box unchecked.
-'''f12 - InspectReq''' - Enter a 'Y' to check the Inspection Required box on the Options tab of the Standard Task screen. Leave blank or enter 'N' to leave the box unchecked.
+'''InspectReq''' - Enter a 'Y' to check the Inspection Required box on the Options tab of the Standard Task screen. Leave blank or enter 'N' to leave the box unchecked.
-'''f13 - CheckDup''' - Enter a 'Y' to check the Check for Duplicates box on the Options tab of the Standard Task screen. Leave blank or enter 'N' to leave the box unchecked.
+'''CheckDup''' - Enter a 'Y' to check the Check for Duplicates box on the Options tab of the Standard Task screen. Leave blank or enter 'N' to leave the box unchecked.
-'''f14 - ExtAuth''' - Enter a 'Y' to check the External Authorization Required box on the Options tab of the Standard Task screen. Leave blank or enter 'N' to leave the box unchecked.
+'''ExtAuth''' - Enter a 'Y' to check the External Authorization Required box on the Options tab of the Standard Task screen. Leave blank or enter 'N' to leave the box unchecked.
-'''f15 - IntAuth''' - Enter a 'Y' to check the Internal Authorization Required box on the Options tab of the Standard Task screen. Leave blank or enter 'N' to leave the box unchecked.
+'''IntAuth''' - Enter a 'Y' to check the Internal Authorization Required box on the Options tab of the Standard Task screen. Leave blank or enter 'N' to leave the box unchecked.
-'''f16 - ExcGrid''' - Enter a 'Y' to check the Exclude from Grid box on the Options tab of the Standard Task screen. Leave blank or enter 'N' to leave the box unchecked.
+'''ExcGrid''' - Enter a 'Y' to check the Exclude from Grid box on the Options tab of the Standard Task screen. Leave blank or enter 'N' to leave the box unchecked.
-'''f17 - Milestone''' - Enter a 'Y' to check the Milestone box on the Options tab of the Standard Task screen. Leave blank or enter 'N' to leave the box unchecked.
+'''Milestone''' - Enter a 'Y' to check the Milestone box on the Options tab of the Standard Task screen. Leave blank or enter 'N' to leave the box unchecked.
@@ Line 101: / Line 75: @@
 '''RTSTASK''' - Each imported standard task creates a new KEYNO in the this table.
 [[Category: Tasks and Time Billing]]
 [[Category: Import Guides]]

← Older revision		Revision as of 18:57, 14 January 2019
Line 11:		Line 11:

	The Standard Task Import is a foundational step in using the Task Management or Time Billing systems. It should occur as soon as the required Task Management Rule Maintenance records have been completely set up. Follow the [[Task Management Setup Guide]] for details on the required setup procedures.		The Standard Task Import is a foundational step in using the Task Management or Time Billing systems. It should occur as soon as the required Task Management Rule Maintenance records have been completely set up. Follow the [[Task Management Setup Guide]] for details on the required setup procedures.
		+
		+	The Standard Task Import can also be run to update existing task records where the task code matches.

@@ Line 12: / Line 12: @@
 The Standard Task Import is a foundational step in using the Task Management or Time Billing systems. It should occur as soon as the required Task Management Rule Maintenance records have been completely set up. Follow the [[Task Management Setup Guide]] for details on the required setup procedures.
+==Standard Task Import File Data Scrubbing==
 Every customer's data will have different issues that need addressing.  Some of the issues will not make themselves visible until after the data has been imported and is in use during parallel testing.  This is why it is critically important to perform an early import, and keep accurate notes on issues that need to be addressed on a supplemental import, or for a complete re-import. Some common things that need attention during Sales Order data scrubbing include: