Manage Job Line Import

Job line import is found in Managed Job in Job costing

 

 

Click the select File Button to open the “open file dialog” which will allow you to navigate to your file in order select it.

Click the Upload button to upload the file onto the server and to start the import process.

There is an option to Multiply the Quantity in the import.  This will multiple the budget quantity and the managed quantity.

The default is set to 1, however you can change this (Make the change of quantity before you upload)

This works great if you have a recipe that you want to import that is setup to manufacture one.  The multiple helps you import and multiple the quantities.

 

Please Note:

Your file must be in a *.CSV file format with semi-colon separation.

File must contain headers, but will be ignored when imported.

If any errors are found, it will be written in the log, please correct the errors and start the import process again.

 

The rules are as follows for Import

 

1.CSV file must be semi-colon

2.Stock items take cost from item setup irrespective of putting in a cost

3.Stock items take selling price from Excel

4.If stock item selling is blank it takes it from item setup

5.Custom and Service take cost and selling from Excel

6.If cost and selling is blank on Custom or Service, cost and selling is taken from item setup

7.If a service item is setup to have Time allocation and you set an employee rate. The cost will be taken from the user setup rates 1, 2 or 3

8.If a cost is set to a zero value, it will be brought in as zero

9.Manage Qty, if blank, just adds line to the job and marks line as Non-started

10.If Manage qty has a quantity, the line will be managed and marked as Active

11.If there is no stock on hand for a stock item, then the line will be added without being managed

12.If the required date is blank, it takes the current system date

13.The date format must be 2020-04-05

14.If Employee field is blank, then it will be imported blank

15.Employee field uses the login ID of the user

16.If Rate is blank that has an employee, it will be blank

17.Set Rate to 1, 2 or 3 for Rates 1, Rate 2 or Rate 3 at the user setup level

18.If the employee is set and the rate is set and a service item is selected, the cost will be taken from the user setup rate value

19.Description will be updated from the Excel sheet

20.If Description is blank, description will be taken from item setup

21.Is Complete is marked as 1 to mark the tick as Is complete

22.When using stock, the Warehouse code must be used in this field

23.Drawing is a text field

24.Comment is a text field

 

 

Below is a template of the CSV File: