Project Import

Owned by Stephen Juliano
Nov 22, 2022
4 min read

This screen replaces the for Projects.

Screen/Field Details

  • Source File - This will load with the location of the file you select using Browse

AQ Project Information

  • Browse…(button) - This button allows you to select your AQ file

  • Project Name - This section will show you all of the Project Names of previously imported Projects

  • Include Imported Projects (checkbox) - This checkbox will show projects previously imported in the Project Name section, allowing you to search for older projects to import again

  • AQ Project Information - This section shows the totals for the project being imported

  • AQ Line Number - The AQ Line number for the line item

  • Model Number - This is the model number for the line item. It is used to create the item number or identify existing items in inventory

  • Item Number - The item number for the line item. Made from the Manufacturer name and model number, or pulled from the existing inventory record

  • UOM - The unit of measure for the line item

  • Qty - The quantity for the line item

  • Sell Price - The Sell Price for the line item

  • Net Price - The Net Price for the line item

New Items - The total of items being created on import

  • Review - This button will open a screen allowing you to edit the items being created

Error Count - The amount of errors in the Project file

  • Review (Button) - This button will open a screen allowing you to fix errors on the file

Manufacturer Errors (Tab)

AQ Import Errors

  • Project Name - The name of the Project

Missing Manufacturers

  • Manufacturer - The Manufacturer Number and Name, both what is in the file and what you what to name the Manufacturer

  • Xref Vendor - The Vendor in TRX you want to link to the Manufacturer

  • Add Mfr - Add the Manufacturer to TRX

Missing Cross-Reference

  • Manufacturer - The Manufacturer Number and name

  • Xref Vendor - The Vendor you want to link to the Manufacturer

  • Upd Xref - Set the Vendor to the Manufacturer

Item Errors (Tab)

AQ Import Errors

Project Name - The name of the project

Invalid Unit of Measure

  • Item Number - The item with an invalid Unit of Measure

  • Description - The description of the item

  • UOM - The Unit of Measure

  • Dropdown

    • Create Project UOM - Create the UOM on the file

    • Use Existing UOM - Switch to the existing UOM in the system

  • UOM - The Unit of Measure e.g. EA, CS

  • UOM Qty - The number of units per Unit of measure

  • Update (button) - This button will update the item with the changes entered

Duplicate or Missing AQ Line Number

  • Item Number - The item with an invalid Unit of Measure

  • Description - The description of the item

  • AQ Base Line (Gray) - The base line for the item from the Project file. e.g. 1, 2, 3; for AQ # 1.0, the base line is 1

  • AQ Sub Line (Gray) - The sub line for the item from the Project file. e.g. 0, 10, 20; for AQ # 1.20, the Sub line is 20

  • AQ Base Line (White) - The new base line for the item. e.g. 1, 2, 3; for AQ # 1.0, the base line is 1

  • AQ Sub Line (White) - The new sub line for the item. e.g. 0, 10, 20; for AQ # 1.20, the Sub line is 20

  • Update (Button) - Sets the AQ Line # to the Item

Discontinued Items

  • Item Number - The item with an invalid Unit of Measure

  • Description - The description of the item

  • AQ Base Line - The base line for the item from the Project file. e.g. 1, 2, 3; for AQ # 1.0, the base line is 1

  • AQ Sub Line - The sub line for the item from the Project file. e.g. 0, 10, 20; for AQ # 1.20, the Sub line is 20

  • Remove (Button) - Removes the Discontinued Item from the Project

  • Activate - Changes the item’s status to Active to be used on the project

Process (Button) - This Button will open the Process screen

Header

  • Project Name - The name of the project

  • Customer - The Customer for this Project

  • Salesperson - The Salesperson for the project

  • Taker ID - The Taker ID for the Project

  • Ship/Bill To - The Ship/Bill To # from the Customer record for this project

  • Tax Authority - The Tax Authority for the Project

Detail - Project (tab)

  • Project Number - The Project Number in TRX

  • Process (button) - Create the Project

  • Project Type - The Type of Project

  • Project Title - The title of the Project in TRX

  • Project Description - The description of the project

  • Warehouse - The default warehouse for the project

  • Office - The office associated with the Project

  • Manager - The manager of the project

  • Billing Category - The Category for billing

Detail - Order (tab)

This tab is still under development.

Detail - Quote (tab)

This tab is still under development.

Select Warehouses for New Items

  • Press to Select (button) - Allows you to select the warehouse for new items

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