WO> Utilities> Import Rates

Import Rates

 

Summary

 

The Import Rates window is used to create a new rate revision for each existing piece of WO equipment within a specified equipment type.

 

Related Links

 

Click here for information on Equipment Maintenance.

Click here for information on Equipment Type Maintenance.

Click here for information on import file layouts.

 

Step by Step

 

• Open the Import Rates window (WO> Utilities> Import Rates).
• Enter a File Name path or click the field label to browse to the import file.
  • The import file must be in comma-separated value (.csv) format.
• Click the Display icon to display the expected .csv file layout.
  • The expected import will include the Equipment Type, Unit Type, Effective Date, Rate and Description as separate columns on the .csv spreadsheet.
  • Click here for information on import file layouts.
• Click the Confirm icon to import the updated equipment rate revisions immediately or enter a date and time in the field next to the Confirm icon to schedule the import to process at a later time. You can view the progress of the import on the Jobs Viewer window (SS> Utilities> Show Scheduled Jobs).