Service Code Import
Utilities Menu -> Data Export/Import
Utilities -> Export/Import Service
Codes -> Import Services option -> Service Code
Import
After the Service Code information has
been updated in the worksheet generated from Service Code Export and the resulting saved
tab-delimited text files have been moved to the server using
the Select a File to Upload utility, the
modified services and division pricing information can be
re-imported using this Service Code Import.
Note: The data Import is done separately for the two files by
selecting each of the Import Service and Import Div
Pricing options so if new Service Codes are being added, import
the 'Service Code' data before the 'Divisional Pricing'.
The prompts are:
-
- IGNORE BLANK FIELDS
- Check this box if blank data fields on the import file should
be ignored so that existing data in those fields is not
removed.
Uncheck this box if blank data fields on the import file should be
imported as blank values replacing existing data in those
fields.
Proceed ?
- Click ACCEPT to initiate the import, or CANCEL to abort.
If the import was initiated, a spreadsheet listing the records to
be changed is generated for review purposes.
Any data errors are listed on the last column of the
spreadsheet.
Confirmation to update the vendors is then required.
Service Code Import Error Conditions:
- Service Code longer than 6 Characters
- Only Y, N or Blank allowed (Charge Tax 1)
- Only Y, N or Blank allowed (Charge Tax 2)
- Invalid Service Type
- Only Y, N or Blank allowed (Charge Every Cycle Billing)
- Only Y, N or Blank allowed (Charge Every Order Billing)
- Only Y, N or Blank allowed (Bill To Customer By Default)
- Only Y, N or Blank allowed (Prompt For Qty)
- Only Y, N or Blank allowed (Division Checking)
- Only Y, N or Blank allowed (Commissionable)
- Only Y, N or Blank allowed (Include In Pickup/Delivery Price
Code)
- Only Y, N or Blank allowed (Create PO From Contact)
- Only Y, N or Blank allowed (Allow Edit Auto Service)
- Only E, D, F, O or Blank allowed (For BI Type)
- Only Y, N or Blank allowed (Exempt From Earning Rewards)
- Only Y, N or Blank allowed(Cannot Be Paid With Rewards)
- Only Y, N or Blank allowed (Delete)
- Invalid Warranty Revenue Account
- Invalid G/L Account#
- Service Code does not exist to Delete
- Invalid Product #
- Class not set to generate P.O. from Services
- Duplicate Service Code
Proceed with Import?
- Confirmation to import the data is required, and if there are
errors the option is provided to proceed with the import for only
the records that have no errors.
If a Service Code was delete by the
import an audit record is written to the Delete Log for RSSC07D
Note: A record lock could occur on RSSC if another operator is
viewing one of the vendors in the import file.
The import will re-try until the locked vendor record is
released.
Topic Keyword: RSSOC7C (7203)