The following tables list the field mapping used when importing repair order header updates from a file.
Column names in the import file will be automatically matched to the corresponding field mapping by first looking for an exact field name match (with or without spaces), and then by looking at abbreviations and synonyms to guess at the closest match.
Field Mapping for Version 2020 and earlier
Field Name | Field Description |
---|---|
Repair Order Number | An existing repair order number from 1 to 99999999. This field may not be skipped or left empty. |
Status | A 1- or 2-character text string that matches an existing repair status code. If this field is skipped or is empty then the values imported as Approved Status or Refused Status may be assigned. Inventory and accounting transactions may be processed depending on the old and new status codes. |
Approved Status | A 1- or 2-character text string that matches an existing repair status code. If the Status field is skipped or is empty then this value will be used for the Status, but only if the previous status was for an approved repair. |
Refused Status | A 1- or 2-character text string that matches an existing repair status code. If the Status field is skipped or is empty then this value will be used for the Status, but only if the previous status was for a refused repair. |
Reference 1 | A text string of up to 30 characters. |
Reference 2 | A text string of up to 30 characters. |
Reference 3 | A text string of up to 30 characters. |
Reference 4 | A text string of up to 30 characters. |
Storage Bin | A text string of up to 20 characters. |
Ship Via | A text string of up to 40 characters. |
Tracking Code | A text string of up to 30 characters. |
Estimate and Repair Notes | An unlimited text string |
Date Estimate Approved or Refused | A date value |
How Estimate Approved or Refused | A text string of up to 20 characters |
Estimated Completion Date | A date value |
Date Returned to Customer | A date value |
Service Code | A text string of up to 30 characters. Imported values will be processed as service codes. |
Package Code | A text string of up to 10 characters. Imported values will be processed as package codes. |
Notes to Print | An unlimited text string |
Private Notes | An unlimited text string |
Field Mapping for Version 2021 and later
Coming soon…
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