Import

Data Source: Not Applicable

To open the Import screen, click the Import button on either the Parts Invoicing Details tab, Parts Ordering screen, Parts tab, or Surplus Returns screen.

The Import screen is used to import part files from:

  • Part Catalogs/PC Files

  • Equipment Part Lists

  • Job Code Part Lists

  • CSV Parts List/PC Files

The following fields appear on the Import screen when you select Part Catalogs/PC Files:

Parts Catalog/PC File
Field Description
Enter PC File name

Enter the desired PC file name or click on the Search icon.

File Format Information for theaccepted fixed width 80 - character file:

  • 1 - 25 part number
  • 26 - 30 qty (right aligned)
  • 31 - 42 model
  • 43 - 80 description
Delete Pick List Deletes the list of parts being imported after it has been imported.

The following field appears on the Import screen when you select Equipment Part Lists:

Equipment Part List
Field Description
Stock Number Enter or select a stock number to import from the Equipment Parts List.

The following fields appear on the Import screen when you select Job Code Part Lists:

Job Code Part List
Field Description
Make The manufacturer of the unit.
Model The model number on the unit.
Job Code The predetermined service charge code number.

The following field appears on the Import screen when you select CSV Parts List/PC Files:

CSV Parts List/PC File
Field Description
File to Upload

Enter the desired PC file name or click on the Browse button to search for the file.

The CSV file must have header columns containing the part number and quantity of the part.

The following is an example of how the CSV file should appear:


CSV File Format

The following button allows you to complete your work on the Import screen when you select CSV Parts List/PC File:

Button Function
Import Imports the selected file.

The following buttons allow you to complete your work on any version of the Import screen:

Button Function
Save Saves changes made on the Import screen and returns to the Parts tab.
Close Closes the Import screen and returns to the Parts Invoicing Details tab.