Section 10: Importing Data > Data Imports for Setup Modules

Importing Makes and Models

This data import will import records for the Makes and Models setup module (see Makes and Models).

Imported Fields

AYS Field

Field Name Matching

Notes and Data Validation

Make

Make

Make. A text string of up to 30 characters. It is a required field and may not be empty. Each combination of make and model must be unique.

Model

Model

Model. A text string of up to 40 characters. It is a required field, may be left empty, and may not include vertical bar (|) characters. Each combination of make and model must be unique.

Category

Category, Cat, or Ctgy

Make and model category. A text string of up to 20 characters.

Description

Description or Desc

Make and model description. A text string of up to 60 characters.

Parts

Parts or Part

Default parts charge for this make and model. A monetary amount from -999999.99 to 999999.99, or from -99999999 to 99999999, depending on the number of currency decimal places specified in the Windows regional settings (see Entering Numbers).

Labour

Labour, Labor, or Lab

Default labour charge for this make and model. A monetary amount from -999999.99 to 999999.99, or from -99999999 to 99999999, depending on the number of currency decimal places specified in the Windows regional settings (see Entering Numbers).

Shipping

Shipping or Ship

Default shipping charge for this make and model. A monetary amount from -999999.99 to 999999.99, or from -99999999 to 99999999, depending on the number of currency decimal places specified in the Windows regional settings (see Entering Numbers).

Handling

Handling or Hand

Default handling charge for this make and model. A monetary amount from -999999.99 to 999999.99, or from -99999999 to 99999999, depending on the number of currency decimal places specified in the Windows regional settings (see Entering Numbers).

Replacement Cost – New

ReplacementCostNew, ReplacementNew, CostNew, NewCost, or New

Monetary cost of replacing this model with a new item. A monetary amount from -999999.99 to 999999.99, or from -99999999 to 99999999, depending on the number of currency decimal places specified in the Windows regional settings (see Entering Numbers).

This field will only be imported for licensed users of version 2.4 or higher.

Replacement Cost – Refurbished

ReplacementCost
Refurbished
, Refurb, or Recond

Monetary cost of replacing this model with a refurbished item. A monetary amount from -999999.99 to 999999.99, or from -99999999 to 99999999, depending on the number of currency decimal places specified in the Windows regional settings (see Entering Numbers).

This field will only be imported for licensed users of version 2.4 or higher.

Default Storage Bin

StorageBin or Bin

Default bin in which this make and model are usually located during repair. A text string of up to 20 characters for licensed users of version 2.7 and higher, or up to 10 characters for all other versions.

This field will only be imported for licensed users of version 2.1 or higher.

Default Warranty

Warranty or War

Warranty period offered on this make and model. A number value or text string with a specific set of acceptable values. Number values less than 0 mean to use the system default warranty. The number value 0 means no warranty. Number values less than 30 mean the number of years. Number values of 30 or more mean the number of days. All number values will be rounded up to the next valid warranty period. Acceptable text string values are Default, None, 30 Days, 60 Days, 90 Days, 100 Days, 120 Days, 150 Days, 180 Days, 6 Months, 1 Year, 18 Months, 2 Years, 3 Years, 4 Years, 5 Years, 6 Years, 7 Years, 8 Years, 9 Years, 10 Years, and Lifetime.

Package Code

PackageCode or Pack

Default package code to enter when selecting this make and model. A text string of up to 10 characters.

This field will only be imported for licensed users of version 3.0 or higher.

Vendor No.

VendorNumber, VendorNo, Vend, Account, or Acct

Default subcontracted repair vendor account number for this make and model. A vendor number from 0 to 9999999 or an alphanumeric vendor quick code of up to 7 characters. The vendor record must already exist. A vendor number of 0 means that there is no default vendor.

Markup

Markup or Mark

Default markup rate in percentage for the subcontracted repair charges for this make and model. A percentage amount from 0.000 to 1000.000.

Notes

Notes or Note

Notes for this make and model. An unlimited text string.

This field will only be imported for licensed users of version 2.5 and higher.

Copy these notes to all new Repair Orders for this make and model

CopyNotes or CopyNot

Whether or not notes from this make and model are to be copied to repair orders. A logical Yes or No value. Acceptable values include Yes, No, True, or False.

This field will only be imported for licensed users of version 3.0 and higher, and will not be imported in the Retail SQL and Retail editions.

Copy these attachments to all new Repair Orders for this make and model

CopyAttachments, CopyAtt, or Attach

Whether or not attachments from this make and model are to be copied to repair orders. A logical Yes or No value. Acceptable values include Yes, No, True, or False.

This field will only be imported for licensed users of version 2.1 and higher, and will not be imported in the Repair Micro, Retail SQL, and Retail editions.

 

If an existing record with matching data from both the make field and the model field is found then that record will be updated.

(See also Exporting Makes and Models.)

More:

Importing Repair Steps