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To successfully import Labor codes, take note of the following general conditions when creating your import source file:

 

•There can be any number of entries in the source file, one following immediately after the other.

 

•The first line in the source file is not imported. Be sure to enter the first entry after the first line.

 

•You must enter the data field's name in the first line as a column heading. The data import is case-sensitive so be sure that each column name is spelled correctly and that it matches with the actual data field's name.

 

•Each line in your source file after the first line will be treated as a separate record.

 

There are certain validations that the data import feature performs which differs depending on the import function selected. Validation checks are in place to ensure that data to be entered are acceptable to the system. Below are the data-specific requirements you need to successfully import labor records:

 

 

Required Module: Manufacturing (MA)

 

Required Import Field(s):

•LaborCode

•LastName

•FirstName

•LaborClearingAccountCode

•EffectiveDate (Labor Rate worksheet)

 

The Labor import file must have the three (3) worksheets required. Each worksheet has its own set of data required for a successful import. The worksheets must be in the following order:

 

•Labor

•Labor Rate

•Work Center

 

The following are the acceptable values for Rate Type:

 

•0 - Per Hour

•1 - Per Piece

 

The Import Labor function allows multiple Work Center per Labor code.

 

 

 

 

 

Illustration:

 

The following example shows you how to format the source file properly to successfully import Labor records. The sample import template below shows you the following:

 

•It is for importing two (2) different labor records, two (2) labor rates, and two (2) work centers.

•It includes the required fields LaborCode, LastName, FirstName, EffectiveDate, and LaborClearingAccountCode, respectively.

•It also contains values for the the selected data fields to be included in the data import. You have the option to include all data fields in your source file or to select only a few fields. For those non-required fields that you opt not to include in the source file, the system will auto-populate them with the default values.

 

Labor Worksheet

 

 

 

Labor Rate Worksheet

 

 

 

WorkCenter Worksheet

 

 

 

 

 

 

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