Kamar at 20:46, 30 September 2024

2024-09-30T20:46:48Z

Kamar: Created page with "NOTOC ===General=== '''Menu Path:''' Transaction > Importers/Exporters > Other > Task Import '''Screen Name:''' IMPORTTS2 '''Function:''' This screen can be used to imp..."

2024-09-30T20:45:46Z

Created page with "__NOTOC__ ===General=== '''Menu Path:''' Transaction > Importers/Exporters > Other > Task Import '''Screen Name:''' IMPORTTS2 '''Function:''' This screen can be used to imp..."

New page

__NOTOC__
===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 [{UP}/Task Import Template.xls|here].

[imageauto||{UP}/Task Import.png]

===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''
[[Category:Task Management]]

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−	[~~imageauto\|\|{UP}/Task Import~~.png]	+	[[File:Import_Task.png]]

Task Import - Revision history

Kamar at 20:46, 30 September 2024

Kamar: Created page with "__NOTOC__ ===General=== '''Menu Path:''' Transaction > Importers/Exporters > Other > Task Import '''Screen Name:''' IMPORTTS2 '''Function:''' This screen can be used to imp..."

Kamar: Created page with "NOTOC ===General=== '''Menu Path:''' Transaction > Importers/Exporters > Other > Task Import '''Screen Name:''' IMPORTTS2 '''Function:''' This screen can be used to imp..."