Import

Use the Import screen to import part files from Part Catalogs/PC Files, Equipment Part Lists, Job Code Part Lists, or CSV Parts List/PC Files.

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

Fields on the Import screen when you select Part Catalogs/PC Files are:

Parts Catalog/PC File
Field Description
Enter PC File name

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

File Format Information for the accepted 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.

Fields on the Import screen when you select Equipment Part Lists are:

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

Fields on the Import screen when you select Job Code Part Lists are:

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.

Fields on the Import screen when you select CSV Parts List/PC Files are:

CSV Parts List/PC File
Field Description
File to Upload

Enter the desired PC file name or click the Browse button to search for the file. The CSV file must have header columns containing the part number and quantity of the part.

Example of how the CSV file should appear:

Click Import to import the selected file when you select CSV Parts List/PC File.

Buttons on any version of the Import screen are:

Button Description
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.

Security: 823 - Product Support - Parts Invoicing

Revision: 2026.01