Section 10: Importing Data > Data Imports for Tools Modules

Importing Standard Notes

This data import will import records for the Standard Notes tools module (see Standard Notes).

Imported Fields

AYS Field

Field Name Matching

Notes and Data Validation

Caption

Caption

Unique standard note caption. A text string of up to 50 characters. It is a required field and may not be empty. If an existing record with matching data in this field is found then that record will be updated.

Note

Note

Standard note text. An unlimited text string. It is a required field and may not be empty.

Modules

Modules or Module

A list of characters representing the various modules for which the standard note applies. Acceptable values that can be included in the text string are for customers, for service codes, for credit notes, for setup form options, for inventory, for package codes, for makes and models, for serial number notices, for purchase orders, for repair orders, for sales invoices, for vendors, and for warranty cards. It is a required field and may not be empty.

 

Importing repair steps is available only for licensed users of version 3.0 and higher.

(See also Exporting Standard Notes.)

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Custom Data Imports