Section 10: Importing Data > Data Imports for Main Modules

Importing New Repair Orders

This data import will import records for the Repair Orders main module (see Repair Orders/Invoices). Repair order records can only be added, not updated.

Imported Fields

AYS Field

Field Name Matching

Notes and Data Validation

Repair Order Number

RepairOrderNumber, RepairNumber, OrderNumber, RepairNo, OrderNo, RONumber, or RONo

Unique repair order number. A unique number from 0 to 99999999. The number value 0 means to auto-assign the next available sequential repair order number.

Status

Status

Repair status letter. A text string of 1 character. Acceptable values are the letters representing currently active repair statuses (see Repair Statuses).

Customer No.

CustomerNumber, CustomerNo, or CustNo

Customer account number. A customer number from 0 to 9999999 or an alphanumeric customer quick code of up to 7 characters. The customer record must already exist. A customer number of 0 means a miscellaneous customer.

Customer Name

CustomerName, CustName, or Name

Customer name. A text string of up to 70 characters. It is a required field and may not be empty.

Contact Name

ContactName or Cont

Shipping contact name of customer. A text string of up to 32 characters.

Address Line 1

AddressLine1, Address1, Addr1, Address, or Addr

Shipping address line 1 of customer. A text string of up to 32 characters.

Address Line 2

AddressLine2, Address2, or Addr2

Shipping address line 2 of customer. A text string of up to 32 characters.

City

City

Shipping city of customer. A text string of up to 32 characters.

Province/State

Province, State, Prov, Stat, or County

Shipping province/state of customer. A text string of up to 32 characters.

Postal/Zip Code

PostalCode, ZipCode, Post, or Zip

Shipping postal/zip code of customer. A text string of up to 10 characters.

Country

Country or Ctry

Shipping country of customer. A text string of up to 32 characters.

Business Phone

BusinessPhone, Bus, Work, or Phone

Shipping business phone number of customer. A text string of up to 23 characters.

Home Phone

HomePhone or Home

Shipping home phone number of customer. A text string of up to 23 characters.

Mobile Phone

MobilePhone, Mobile, or Cel

Shipping mobile phone number of customer. A text string of up to 23 characters.

Fax

Fax

Shipping fax number of customer. A text string of up to 23 characters.

E-mail

Email

Shipping e-mail address of customer. A text string of up to 200 characters.

Advertising

Advertising or Adv

Advertising method for this repair order. A text string of up to 20 characters.

Ship Via

ShipVia or Via

Shipping method for this repair order. A text string of up to 40 characters

Tracking Code

TrackingCode or Track

Shipment tracking code for this repair order. A text string of up to 30 characters.

Reference 1

Reference1, Ref1, Reference, or Ref

Reference 1. A text string of up to 30 characters.

Reference 2

Reference2 or Ref2

Reference 2. A text string of up to 30 characters.

Reference 3

Reference3 or Ref3

Reference 3. A text string of up to 30 characters.

Reference 4

Reference4 or Ref4

Reference 4. A text string of up to 30 characters.

Make

Make

Make of the item to be serviced or repaired. A text string of up to 20 characters. It is a required field and may not be empty.

Model

Model

Model of the item to be serviced or repaired. A text string of up to 40 characters.

Description

Description or Desc

Item description of the item to be serviced or repaired. A text string of up to 60 characters.

Category

Category or Ctgy

Make and model category of the item to be serviced or repaired. A text string of up to 20 characters.

Serial No.

SerialNumber, SerialNo, or SerNo

Serial number of the item under to be serviced or repaired. A text string of up to 15 characters.

Condition

Condition or Cond

Condition of the item to be serviced or repaired. A text string of up to 20 characters.

Storage Bin

Storage Bin or Bin

Storage bin for the item to be serviced or repaired. A text string of up to 20 characters.

Accessory 1
  

Accessory 16

Accessory1 or Acc1
  

Accessory16
or Acc16

Whether or not the corresponding standard accessory was received along with the main item to be serviced or repaired. A logical Yes or No value. Acceptable values include Yes, No, True, or False.

Under Warranty

UnderWarranty, UnderWar, or War

Whether the item to be repaired is under warranty. A logical Yes or No value. Acceptable values include Yes, No, True, or False.

Warranty Plan

WarrantyPlan, WarrPlan, WarPlan, or Plan

Warranty plan. A text string of up to 20 characters.

Date Purchased

DatePurchased, Purchased, or Purch

Date the item to be serviced or repaired was purchased (and that any warranty began). A date value.

From Location

FromLocation, FromLoc, Location, or Loc

Name of the store at which the item to be serviced or repaired was purchased. A text string of up to 50 characters.

Customer to Bill

CustomerToBill, BillingCustomerNumber, BillingCustomerNo, BillingNo, BillingAccount, BillNo, BillAccount, BillAcct, Billing, or Bill

Third-party customer account number to bill for this repair order. A customer number from 0 to 9999999 or an alphanumeric customer quick code of up to 7 characters. The customer record must already exist. A customer number of 0 means billing is the same as the shipping customer.

Problem

Problem or Prob

The problem to be serviced or repaired. An unlimited text string.

Fault Codes

FaultCodes, FaultCode, or Fault

One or more fault codes for this repair order separated by spaces. A text string of up to 30 characters.

Person Received By

PersonReceivedBy, ReceivedBy, or RcvdBy

Person who received the repair order. A text string of up to 15 characters.

Date Received

DateReceived, DateRcvd, Received, or Rcvd

Date the item was received for service or repair. A date value.

Date Requested For

DateRequestedFor or Req

Date requested by the customer for the service or repair to be completed.

Notes to Print

NotesToPrint, PublicNotes, or Public

Printable notes for the warranty card. An unlimited text string.

Private Notes

PrivateNotes, Private, or Notes

Private notes for the warranty card (not to be printed). An unlimited text string.

Detail Field 1
  

Detail Field 10

DetailField or Field

Add a detail line field by the same name as the import field (up to the first 30 characters of the field name) and store the field data as the field data in the Item Description column (see Adding Custom Detail Line Fields, and Adding Fields to Existing Data Imports).

 

If an existing record with matching data from the customer number, customer name, make, model, and serial number fields is found then the record is assumed to be a duplicate.

All fields are processed and validated as if the data was manually entered in each field from the repair orders entry module (see Editing Repair Orders). Fields are not validated for required field data as configured under repair order module options (see the “Required Repair Order Fields when…” module options under Repair Order Module Options). If any required fields are missing then the user will be forced to enter them the next time the imported record is opened for manual editing.

Importing new repair orders is available only for licensed users of version 3.0 and higher, and is not available in the Repair Lite and Repair Micro editions.

(See also Processing Receive New Repair Orders.)

More:

Importing Service Codes