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. |
|
|
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 |
Accessory1 or Acc1 |
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 |
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.)
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