Import Maps--Advanced Layouts
This is a list of available import assemblies, classes, and properties (fields), along with data types for the data to be imported to the properties. This advanced information is provided to allow you to create your own import assemblies.
Import Assemblies and Classes
AP Transactions |
TRAVERSE.Import.APTransaction |
TRAVERSE.Import.AccountsPayable.TransactionImport |
AR Transactions |
TRAVERSE.Import.ARTransaction |
TRAVERSE.Import.AccountsReceivable.TransactionImport |
Bank Rec Cleared Trans |
TRAVERSE.Business.BankRec |
TRAVERSE.Business.BankRec.ClearedTransImport |
Bank Rec Transactions |
TRAVERSE.Business.BankRec |
TRAVERSE.Business.BankRec.TransactionImport |
CRM Contacts |
TRAVERSE.Business.CRM |
TRAVERSE.Business.CRM.ContactImport |
General Ledger Transactions |
TRAVERSE.Business.GeneralLedger |
TRAVERSE.Business.GeneralLedger.TransactionImport |
Physical Inventory |
TRAVERSE.Business.PhysicalInventory |
TRAVERSE.Business.PhysicalCountImport |
Inventory Item Pricing |
TRAVERSE.Import.INItem |
TRAVERSE.Import.INItem.ItemPriceImport |
MFG BOM |
TRAVERSE.Import.MfgBom |
TRAVERSE.Import.Manufacturing.AssemblyHeaderImport |
MFG Production Activity |
TRAVERSE. Import.MfgProduction |
TRAVERSE.Import.Manufacturing.ProductionActivityImport |
Payroll Transactions |
TRAVERSE.Business.PATransaction |
TRAVERSE.Business.Payroll.TimeTicketImport |
Sales Order Transactions |
TRAVERSE.Import.SOTransaction |
TRAVERSE.Import.SOTransaction.SOTransactionImport |
Sales Order Customer Pricing |
TRAVERSE.Import.Pricing |
TRAVERSE.Import.Pricing.CustomerPricingImport |
MapID Definitions
Data types are provided to give you an idea of the format used for the field value. Also, for clarification: pDec = decimal, int = integer, nvarchar = text
AP Transactions
FunctionID |
Default |
Assembly |
TRAVERSE.Import.APTransaction |
Class |
TRAVERSE.Import.AccountsPayable.TransactionImport |
SchemaID |
Transaction |
SchemaID |
Header |
SchemaID |
Line Item |
Available properties for import in Transaction schema:
TransId |
nvarchar |
|
TransType |
tinyint |
1 = Invoice, -1 = Debit Memo |
BatchId |
nvarchar |
|
WhseId |
nvarchar |
|
VendorId |
nvarchar |
|
InvoiceNum |
nvarchar |
|
InvoiceDate |
nvarchar |
|
TransType |
nvarchar |
|
PONum |
nvarchar |
|
DistCode |
nvarchar |
|
TermsCode |
datetime |
|
DueDate1 |
datetime |
|
DueDate2 |
datetime |
|
DueDate3 |
datetime |
|
PmtAmt1 |
pDec |
|
PmtAmt2 |
pDec |
|
PmtAmt3 |
pDec |
|
Freight |
pDec |
|
Misc |
pDec |
|
CashDisc |
pDec |
|
PrepaidAmt |
pDec |
|
CurrencyId |
nvarchar |
|
ExchRate |
pDec |
|
PmtCurrencyId |
nvarchar |
|
PmtExchRate |
pDec |
|
CheckNum |
nvarchar |
|
CheckDate |
datetime |
|
FiscalYear |
smallint |
|
Ten99InvoiceYN |
bit |
|
Status |
tinyint |
0 = Released, 1 = Hold, 2 = Temporary Hold |
Notes |
nvarchar |
|
TaxGrpID |
nvarchar |
|
TaxableYn |
bit |
|
TaxClassFreight |
tinyint |
|
TaxClassMisc |
tinyint |
|
TaxAdjClass |
tinyint |
|
TaxAdjLocID |
nvarchar |
|
TaxAdjAmt |
pDec |
|
TaxAdjAmtFgn |
pDec |
|
BankID |
nvarchar |
|
ChkGlPeriod |
smallint |
|
ChkFiscalYear |
smallint |
|
DiscDueDate |
datetime |
|
TransRefID |
nvarchar |
|
EntryNum |
int |
|
PartId |
nvarchar |
|
DetailWhseId |
nvarchar |
|
Desc |
nvarchar |
|
CostType |
nvarchar |
|
GLAcct |
nvarchar |
|
Qty |
pDec |
|
Units |
nvarchar |
|
UnitCost |
pDec |
|
ExtCost |
pDec |
|
GLDesc |
nvarchar |
|
AddnlDesc |
nvarchar |
|
TaxClass |
tinyint |
|
BinNum |
nvarchar |
|
ConversionFactor |
pDec |
|
LottedYN |
bit |
|
GLAcctSales |
nvarchar |
|
TransHistId |
nvarchar |
|
ExtInc |
pDec |
|
GLAcctWIP |
nvarchar |
|
CustomerID |
nvarchar |
|
JobId |
nvarchar |
|
ProjName |
nvarchar |
|
PhaseId |
nvarchar |
|
PhaseName |
nvarchar |
|
TaskId |
nvarchar |
|
TaskName |
nvarchar |
|
UnitInc |
pDec |
|
LineSeq |
int |
|
ProjectTransType |
tinyint |
1 = Material, 2 = Expense, 3 = Other |
HeaderYn |
bit |
|
LineItemYn |
bit |
|
Available properties for import in Header schema:
TransId |
nvarchar |
|
BatchId |
nvarchar |
|
WhseId |
nvarchar |
|
VendorId |
nvarchar |
|
InvoiceNum |
nvarchar |
|
InvoiceDate |
datetime |
|
TransType |
smallint |
1 = Invoice, -1 = Debit Memo |
PONum |
nvarchar |
|
DistCode |
nvarchar |
|
TermsCode |
nvarchar |
|
DueDate1 |
datetime |
|
DueDate2 |
datetime |
|
DueDate3 |
datetime |
|
PmtAmt1 |
pDec |
|
PmtAmt2 |
pDec |
|
PmtAmt3 |
pDec |
|
Freight |
pDec |
|
Misc |
pDec |
|
CashDisc |
pDec |
|
PrepaidAmt |
pDec |
|
CurrencyId |
nvarchar |
|
ExchRate |
pDec |
|
PmtCurrencyId |
nvarchar |
|
PmtExchRate |
pDec |
|
CheckNum |
nvarchar |
|
CheckDate |
datetime |
|
PostDate |
datetime |
|
FiscalPeriod |
smallint |
|
FiscalYear |
smallint |
|
Ten99InvoiceYN |
bit |
|
Status |
tinyint |
0 = Released, 1 = Hold, 2 = Temporary Hold |
Notes |
nvarchar |
|
TaxGrpID |
nvarchar |
|
TaxableYn |
bit |
|
TaxClassFreight |
tinyint |
|
TaxClassMisc |
tinyint |
|
TaxAdjClass |
tinyint |
|
TaxAdjLocID |
nvarchar |
|
TaxAdjAmt |
pDec |
|
BankID |
nvarchar |
|
ChkGlPeriod |
smallint |
|
ChkFiscalYear |
smallint |
|
DiscDueDate |
datetime |
|
TransRefID |
nvarchar |
|
Available properties for import in Detail schema:
TransID |
nvarchar |
|
EntryNum |
int |
|
LineSeq |
int |
|
PartId |
nvarchar |
|
DetailWhseId |
nvarchar |
|
Desc |
nvarchar |
|
CostType |
nvarchar |
|
GLAcct |
nvarchar |
|
Qty |
pDec |
|
Units |
nvarchar |
|
UnitCost |
pDec |
|
ExtCost |
pDec |
|
GLDesc |
nvarchar |
|
AddnlDesc |
nvarchar |
|
HistSeqNum |
int |
|
TaxClass |
tinyint |
|
BinNum |
nvarchar |
|
ConversionFactor |
pDec |
|
LottedYN |
bit |
|
GLAcctSales |
nvarchar |
|
TransHistId |
nvarchar |
|
ExtInc |
pDec |
|
GLAcctWIP |
nvarchar |
|
CustomerID |
nvarchar |
|
JobId |
nvarchar |
|
ProjName |
nvarchar |
|
PhaseId |
nvarchar |
|
PhaseName |
nvarchar |
|
TaskId |
nvarchar |
|
TaskName |
nvarchar |
|
UnitInc |
pDec |
|
LineSeq |
int |
|
ProjectTransType |
smallint |
1 = Material, 2 = Expense, 3 = Other |
TransRefID |
nvarchar |
|
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AR Transactions
FunctionID |
Default |
Assembly |
TRAVERSE.Import.ARTransaction |
Class |
TRAVERSE.Import.AccountsReceivable.TransactionImport |
SchemaID |
Transaction |
SchemaID |
Header |
SchemaID |
LineItem |
SchemaID |
Payment |
Available properties for import in Transaction schema:
TransId |
nvarchar |
|
TransType |
smallint |
1 = Invoice, -1 = Credit Memo |
BatchId |
nvarchar |
|
CustId |
nvarchar |
|
ShipToID |
nvarchar |
|
ShipToName |
nvarchar |
|
ShipToAddr1 |
nvarchar |
|
ShipToAddr2 |
nvarchar |
|
ShipToCity |
nvarchar |
|
ShipToRegion |
nvarchar |
|
ShipToCountry |
nvarchar |
|
ShipToPostalCode |
nvarchar |
|
ShipVia |
nvarchar |
|
TermsCode |
nvarchar |
|
TaxableYN |
bit |
|
InvcNum |
nvarchar |
|
OrgInvcNum |
nvarchar |
|
OrgInvcExchRate |
pDec |
|
WhseId |
nvarchar |
|
OrderDate |
datetime |
|
ShipNum |
nvarchar |
|
ShipDate |
datetime |
|
InvcDate |
datetime |
|
Rep1Id |
nvarchar |
|
Rep1Pct |
pDec |
|
Rep2Id |
nvarchar |
|
Rep2Pct |
pDec |
|
TaxOnFreight |
bit |
|
TaxClassFreight |
tinyint |
|
TaxClassMisc |
tinyint |
|
FiscalPeriod |
smallint |
|
FiscalYear |
smallint |
|
TaxGrpID |
nvarchar |
|
Freight |
pDec |
|
Misc |
pDec |
|
PrintStatus |
tinyint |
0 = Unprinted, 1=Online, 2 = Batch |
CustPONum |
nvarchar |
|
DistCode |
nvarchar |
|
CurrencyID |
nvarchar |
|
ExchRate |
pDec |
|
DiscDueDate |
datetime |
|
NetDueDate |
datetime |
|
DiscAmt |
pDec |
|
TaxAmtAdj |
pDec |
|
TaxAdj |
tinyint |
|
TaxLocAdj |
nvarchar |
|
TaxClassAdj |
tinyint |
|
Rep1CommRate |
pDec |
|
Rep2CommRate |
pDec |
|
VoidYn |
bit |
|
ShipToAttn |
nvarchar |
|
ShipMethod |
nvarchar |
|
TransRefId |
nvarchar |
|
EntryNum |
int |
|
DetailWhseId |
nvarchar |
|
PartId |
nvarchar |
|
Desc |
nvarchar |
|
AddnlDesc |
nvarchar |
|
CatId |
nvarchar |
|
TaxClass |
tinyint |
|
AcctCode |
nvarchar |
|
GLAcctSales |
nvarchar |
|
GLAcctCOGS |
nvarchar |
|
GLAcctInv |
nvarchar |
|
QtyOrdSell |
pDec |
|
UnitsSell |
nvarchar |
|
QtyShipSell |
pDec |
|
QtyBackordSell |
pDec |
|
PriceCode |
nvarchar |
|
UnitPriceSell |
pDec |
|
UnitCostSell |
pDec |
|
PriceExt |
pDec |
|
CostExt |
pDec |
|
ExtCost |
pDec |
|
ReqShipDate |
datetime |
|
UnitCommBasis |
pDec |
|
PriceAdjType |
tinyint |
|
PriceAdjPct |
pDec |
|
PriceAdjAmt |
pDec |
|
UnitPriceSellBasis |
pDec |
|
LineSeq |
int |
|
PmtMethodId |
nvarchar |
|
PmtDate |
datetime |
|
PmtAmt |
pDec |
|
PaymentCurrencyId |
nvarchar |
|
PaymentExchRate |
pDec |
|
GlAcctReceivables |
nvarchar |
|
PaymentFiscalPeriod |
smallint |
|
PaymentFiscalYear |
smallint |
|
CheckNum |
nvarchar |
|
CcNum |
nnvarchar |
|
CcHolder |
nvarchar |
|
CcExpire |
datetime |
|
CcAuth |
nvarchar |
|
CcSecCode |
int |
|
BankName |
nvarchar |
|
BankRoutingCode |
nvarchar |
|
BankAcctNum |
nvarchar |
|
PaymentNote |
varchar |
|
DepositId |
nvarchar |
|
ExtPmtActivityID |
bigint |
|
CcExpireMonth |
datetime |
|
CcExpireYear |
datetime |
|
HeaderYn |
bit |
|
LineItemYn |
bit |
|
PaymentYn |
bit |
|
Available properties for import in Header schema:
TransId |
nvarchar |
|
TransType |
smallint |
1 = Invoice, -1 = Credit Memo |
BatchId |
nvarchar |
|
CustId |
nvarchar |
|
ShipToID |
nvarchar |
|
ShipToName |
nvarchar |
|
ShipToAddr1 |
nvarchar |
|
ShipToAddr2 |
nvarchar |
|
ShipToCity |
nvarchar |
|
ShipToRegion |
nvarchar |
|
ShipToCountry |
nvarchar |
|
ShipToPostalCode |
nvarchar |
|
ShipVia |
nvarchar |
|
TermsCode |
nvarchar |
|
TaxableYN |
bit |
|
InvcNum |
nvarchar |
|
OrgInvcNum |
nvarchar |
|
OrgInvcExchRate |
pDec |
|
WhseId |
nvarchar |
|
OrderDate |
datetime |
|
ShipNum |
nvarchar |
|
ShipDate |
datetime |
|
InvcDate |
datetime |
|
Rep1Id |
nvarchar |
|
Rep1Pct |
pDec |
|
Rep2Id |
nvarchar |
|
Rep2Pct |
pDec |
|
TaxOnFreight |
bit |
|
TaxClassFreight |
tinyint |
|
TaxClassMisc |
tinyint |
|
FiscalPeriod |
smallint |
|
FiscalYear |
smallint |
|
TaxGrpID |
nvarchar |
|
Freight |
pDec |
|
Misc |
pDec |
|
PrintStatus |
tinyint |
0 = Unprinted, 1=Online, 2 = Batch |
CustPONum |
nvarchar |
|
DistCode |
nvarchar |
|
CurrencyID |
nvarchar |
|
ExchRate |
pDec |
|
DiscDueDate |
datetime |
|
NetDueDate |
datetime |
|
DiscAmt |
pDec |
|
TaxAmtAdj |
pDec |
|
TaxAdj |
tinyint |
|
TaxLocAdj |
nvarchar |
|
TaxClassAdj |
tinyint |
|
Rep1CommRate |
pDec |
|
Rep2CommRate |
pDec |
|
VoidYn |
bit |
|
ShipToAttn |
nvarchar |
|
ShipMethod |
nvarchar |
|
TransRefId |
nvarchar |
|
Available properties for import in LineItem schema:
TransId |
nvarchar |
EntryNum |
int |
DetailWhseId |
nvarchar |
PartId |
nvarchar |
Desc |
nvarchar |
AddnlDesc |
text |
CatId |
nvarchar |
TaxClass |
tinyint |
AcctCode |
nvarchar |
GLAcctSales |
nvarchar |
GLAcctCOGS |
nvarchar |
GLAcctInv |
nvarchar |
QtyOrdSell |
pDec |
UnitsSell |
nvarchar |
QtyShipSell |
pDec |
QtyBackordSell |
pDec |
PriceCode |
nvarchar |
UnitPriceSell |
pDec |
UnitCostSell |
pDec |
PriceExt |
pDec |
CostExt |
pDec |
ExtCost |
pDec |
ReqShipDate |
datetime |
Rep1Id |
nvarchar |
Rep1Pct |
pDec |
Rep1CommRate |
pDec |
Rep2Id |
nvarchar |
Rep2Pct |
pDec |
Rep2CommRate |
pDec |
UnitCommBasis |
pDec |
PriceAdjType |
tinyint |
PriceAdjPct |
pDec |
PriceAdjAmt |
pDec |
UnitPriceSellBasis |
pDec |
LineSeq |
int |
TransRefId |
nvarchar |
Available properties for import in Payment schema:
TransId |
nvarchar |
PmtMethodId |
nvarchar |
PmtDate |
datetime |
PmtAmt |
pDec |
PaymentCurrencyId |
nvarchar |
PaymentExchRate |
pDec |
GlAcctReceivables |
nvarchar |
PaymentFiscalPeriod |
smallint |
PaymentFiscalYear |
smallint |
CheckNum |
nvarchar |
CcNum |
nnvarchar |
CcHolder |
nvarchar |
CcExpire |
datetime |
CcAuth |
nvarchar |
CcSecCode |
int |
BankName |
nvarchar |
BankRoutingCode |
nvarchar |
BankAcctNum |
nvarchar |
PaymentNote |
varchar |
DepositId |
nvarchar |
ExtPmtActivityID |
bigint |
TransRefId |
nvarchar |
CcExpireMonth |
datetime |
CcExpireYear |
datetime |
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Bank Rec Cleared Trans
FunctionID |
Default |
Assembly |
TRAVERSE.Business.BankRec |
Class |
TRAVERSE.Business.BankRec.ClearedTransImport |
SchemaID |
ClearedTransactions |
Available properties for import in ClearedTransactions schema:
Amount |
pDec |
|
BankId |
nvarchar |
|
TransDate |
datetime |
|
TransType |
smallint |
2 = Deposit, 4 = Adjustment, -1 = Disbursement, -3 = Transfer |
VoidStopYn |
bit |
|
Descr |
varchar |
|
Reference |
varchar |
|
SourceId |
varchar |
|
Bank Rec Transactions
FunctionID |
Default |
Assembly |
TRAVERSE.Business.BankRec |
Class |
TRAVERSE.Business.BankRec.TransactionImport |
SchemaID |
Transaction |
SchemaID |
Header |
SchemaID |
Detail |
Available properties for import in Transaction schema:
TransID |
nvarchar |
|
BankID |
nvarchar |
|
TransType |
smallint |
2 = Deposit, 4 = Adjustment, -1 = Disbursement, -3 = Transfer |
SourceID |
nvarchar |
|
Descr |
nvarchar |
|
TransDate |
datetime |
|
FiscalPeriod |
smallint |
|
FiscalYear |
smallint |
|
Reference |
nvarchar |
|
Amount |
pDec |
|
CurrencyId |
nvarchar |
|
ExchRate |
pDec |
|
VoidYn |
bit |
|
GLAcct |
nvarchar |
|
DebitAmt |
pDec |
|
CreditAmt |
pDec |
|
DetailDescr |
nvarchar |
|
DetailReference |
nvarchar |
|
BankIDXferTo |
nvarchar |
|
DetailExchRate |
pDec |
|
HeaderYn |
bit |
|
DetailYn |
bit |
|
Available properties for import in Header schema:
TransID |
nvarchar |
|
BankID |
nvarchar |
|
TransType |
smallint |
2 = Deposit, 4 = Adjustment, -1 = Disbursement, -3 = Transfer |
SourceID |
nvarchar |
|
Descr |
nvarchar |
|
TransDate |
datetime |
|
FiscalPeriod |
smallint |
|
FiscalYear |
smallint |
|
Reference |
nvarchar |
|
Amount |
pDec |
|
CurrencyId |
nvarchar |
|
ExchRate |
pDec |
|
VoidYn |
bit |
|
Available properties for import in Detail schema:
TransID |
nvarchar |
GLAcct |
nvarchar |
DebitAmt |
pDec |
CreditAmt |
pDec |
DetailDescr |
nvarchar |
DetailReference |
nvarchar |
BankIDXferTo |
nvarchar |
DetailExchRate |
pDec |
CRM Contacts
FunctionID |
Default |
Assembly |
TRAVERSE.Business.CRM |
Class |
TRAVERSE.Business.CRM.ContactImport |
SchemaID |
Contact |
Available properties for import in Contact schema:
LinkType |
smallint |
1 = Customer, 2 = Vendor, 3 = Employee, 4 = SalesRep |
LinkID |
nvarchar |
|
StatusID |
bigint |
|
ID |
bigint |
|
Type |
smallint |
0 = Individual, 1 = Group |
ContactName |
nvarchar |
|
Title |
varchar |
|
FName |
varchar |
|
MName |
varchar |
|
LName |
varchar |
|
Status |
tinyint |
0 = Active, 1 = Inactive, 2 = Deleted |
Notes |
nvarchar |
|
LastUpdated |
datetime |
|
Description |
nvarchar |
|
Addr1 |
nvarchar |
|
Addr2 |
nvarchar |
|
City |
nvarchar |
|
Region |
nvarchar |
|
Country |
nvarchar |
|
PostalCode |
nvarchar |
|
ContactMethodType |
smallint |
0 = Phone, 1 = Fax, 2 = Email, 3 = Web |
ContactMethodTypeID |
bigint |
|
ContactMethodStatus |
tinyint |
0 = Allowed, 1 = Not Allowed |
ContactMethodValue |
nvarchar |
|
GL Transactions
FunctionID |
Default |
Assembly |
TRAVERSE.Business.GeneralLedger |
Class |
TRAVERSE.Business.GeneralLedger.TransactionImport |
SchemaID |
Transaction |
Available properties for import in Transaction schema:
AcctId |
nvarchar |
CreditAmountFgn |
pCurrDec |
CurrencyId |
nvarchar |
DebitAmountFgn |
pCurrDec |
ExchRate |
pDec |
SourceCode |
varchar |
BatchId |
varchar |
EntryDate |
datetime |
TransDate |
datetime |
Description |
varchar |
Reference |
varchar |
FiscalYear |
smallint |
FiscalPeriod |
smallint |
AllocateYn |
bit |
ChkRecon |
bit |
CashFlow |
bit |
LineSequence |
int |
Physical Inventory Counts
FunctionID |
Default |
Assembly |
TRAVERSE.Business.PhysicalInventory |
Class |
TRAVERSE.Business.Inventory.PhysicalCountImport |
SchemaID |
PhysicalCount |
Available properties for import in PhysicalCount schema:
BatchId |
nvarchar |
ItemId |
nvarchar |
LocId |
nvarchar |
LotNumber |
nvarchar |
SerialNumber |
nvarchar |
ExtLocAId (BinNum) |
nvarchar |
ExtLocBId |
nvarchar |
CountedUOM |
nvarchar |
CountedUOMConvFactor |
pDec |
QtyCounted |
pDec |
TagNum |
int |
VerifyYn |
bit |
Inventory Item Pricing
FunctionID |
IN Pricing |
Assembly |
TRAVERSE.Import.INItem |
Class |
TRAVERSE.Import.INItem.ItemPriceImport |
SchemaID |
ItemPrice |
Available properties for import in ItemPrice schema:
ItemId |
nvarchar |
LocId |
nvarchar |
Uom |
nvarchar |
BrkId |
nvarchar |
PriceAvg |
pDec |
PriceMin |
pDec |
PriceList |
pDec |
PriceBase |
pDec |
MFG Bill Of Material
FunctionID |
Default |
Assembly |
TRAVERSE.Import.MfgBom |
Class |
TRAVERSE.Import.Manufacturing.AssemblyHeaderImport |
SchemaID |
CompoundData |
SchemaID |
Header |
SchemaID |
Routing |
SchemaID |
Component |
Available properties for import in CompoundData schema:
HeaderId |
int |
|
AssemblyId |
nvarchar |
|
RevisionNo |
nvarchar |
|
Description |
nvarchar |
|
EffectiveDateFrom |
datetime |
|
EffectiveDateThru |
datetime |
|
DrawingNumber |
nvarchar |
|
LotSize |
int |
|
Uom |
nvarchar |
|
MrpCode |
nvarchar |
|
Engineer |
nvarchar |
|
StockingLevel |
bit |
|
PlanningBill |
bit |
|
DfltRevYn |
bit |
|
LastUpdated |
datetime |
|
MGID |
nvarchar |
|
Instructions |
nvarchar |
|
RoutingId |
nvarchar |
|
RtgType |
tinyint |
1 = Primary, 2 = Secondary |
Step |
int |
|
RoutingDescription |
nvarchar |
|
SubContractorID |
nvarchar |
|
SubUnitCost |
pDec |
|
OperationType |
tinyint |
0 = Per Unit, 1 = Subcontract, 2 = Batch, 3 = Run Rate |
OperationId |
nvarchar |
|
WorkCenterId |
nvarchar |
|
LaborTypeId |
nvarchar |
|
SetupLaborTypeId |
nvarchar |
|
MachineGroupId |
nvarchar |
|
OverlapYn |
bit |
|
RoutingMGId |
nvarchar |
|
QueueTime |
pDec |
|
QueueTimeIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
MachSetup |
pDec |
|
MachSetupIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
LaborSetup |
pDec |
|
LaborSetupIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
MachRunTime |
pDec |
|
MachRunTimeIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
LaborRunTime |
pDec |
|
LaborRunTimeIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
WaitTime |
pDec |
|
WaitTimeIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
MoveTime |
pDec |
|
MoveTimeIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
RoutingCostGroupId |
nvarchar |
|
MaxQuantity |
pDec |
|
YieldPct |
pDec |
|
RoutingNotes |
nvarchar |
|
OperatorCount |
tinyint |
|
DetailId |
int |
|
Sequence |
int |
|
ComponentId |
nvarchar |
|
CompRevisionNo |
varchar |
|
LocId |
nvarchar |
|
UOM |
nvarchar |
|
UsageType |
tinyint |
0 = Per Assembly, 1 = Fixed Qty, 2 = As Needed |
Qty |
pDec |
|
ScrapPct |
pDec |
|
UnitCost |
pDec |
|
ComponentCostGroupId |
nvarchar |
|
DetailType |
tinyint |
2 = Subassembly, 3 = Stocked Subassembly, 4 = Material, 5 = Byproduct |
ComponentMGID |
nvarchar |
|
ComponentNotes |
nvarchar |
|
HeaderYn |
bit |
|
RoutingYn |
bit |
|
ComponentYn |
bit |
|
Available properties for import in Header schema:
HeaderId |
int |
AssemblyId |
nvarchar |
RevisionNo |
nvarchar |
Description |
nvarchar |
EffectiveDateFrom |
datetime |
EffectiveDateThru |
datetime |
DrawingNumber |
nvarchar |
LotSize |
int |
LotUom |
nvarchar |
MrpCode |
nvarchar |
Engineer |
nvarchar |
StockingLevel |
bit |
PlanningBill |
bit |
DfltRevYn |
bit |
LastUpdated |
datetime |
MGID |
nvarchar |
Instructions |
nvarchar |
Available properties for import in Routing schema:
RoutingId |
nvarchar |
|
HeaderId |
int |
|
RtgType |
tinyint |
1 = Primary, 2 = Secondary |
Step |
int |
|
RoutingDescription |
nvarchar |
|
SubContractorID |
nvarchar |
|
SubUnitCost |
pDec |
|
OperationType |
tinyint |
0 = Per Unit, 1 = Subcontract, 2 = Batch, 3 = Run Rate |
OperationId |
nvarchar |
|
WorkCenterId |
nvarchar |
|
LaborTypeId |
nvarchar |
|
SetupLaborTypeId |
nvarchar |
|
MachineGroupId |
nvarchar |
|
OverlapYn |
bit |
|
RoutingMGId |
nvarchar |
|
QueueTime |
pDec |
|
QueueTimeIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
MachSetup |
pDec |
|
MachSetupIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
LaborSetup |
pDec |
|
LaborSetupIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
MachRunTime |
pDec |
|
MachRunTimeIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
LaborRunTime |
pDec |
|
LaborRunTimeIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
WaitTime |
pDec |
|
WaitTimeIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
MoveTime |
pDec |
|
MoveTimeIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
RoutingCostGroupId |
nvarchar |
|
MaxQuantity |
pDec |
|
YieldPct |
pDec |
|
RoutingNotes |
nvarchar |
|
OperatorCount |
tinyint |
|
AssemblyId |
int |
|
RevisionNo |
varchar |
|
Available properties for import in Component schema:
DetailId |
nvarchar |
|
RoutingId |
nvarchar |
|
HeaderId |
int |
|
Sequence |
int |
|
ComponentId |
nvarchar |
|
CompRevisionNo |
varchar |
|
LocId |
nvarchar |
|
UOM |
nvarchar |
|
UsageType |
tinyint |
0 = Per Assembly, 1 = Fixed Qty, 2 = As Needed |
Qty |
pDec |
|
ScrapPct |
pDec |
|
UnitCost |
pDec |
|
ComponentCostGroupId |
nvarchar |
|
DetailType |
tinyint |
2 = Subassembly, 3 = Stocked Subassembly, 4 = Material, 5 = Byproduct |
ComponentMGID |
nvarchar |
|
ComponentNotes |
nvarchar |
|
Description |
nvarchar |
|
AssemblyId |
nvarchar |
|
RevisionNo |
nvarchar |
|
RtgType |
tinyint |
1 = Primary, 2 = Secondary |
Step |
int |
|
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MFG Production Activity
FunctionID |
Default |
Assembly |
TRAVERSE.Import.MfgProduction |
Class |
TRAVERSE.Import.Manufacturing.ProductionActivityImport |
SchemaID |
CompoundDetail |
SchemaID |
TimeDetail |
SchemaID |
MaterialDetail |
SchemaID |
SubContractDetail |
Available properties for import in CompundDetail schema:
TransId |
int |
|
SeqNo |
int |
|
TransDate |
datetime |
|
MachineSetup |
pDec |
|
MachineSetupIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
MachineRun |
pDec |
|
MachineRunIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
LaborSetup |
pDec |
|
LaborSetupIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
Labor |
pDec |
|
LaborIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
EmployeeId |
nvarchar |
|
EmployeePayRate |
pDec |
|
QtyProduced |
pDec |
|
QtyScrapped |
pDec |
|
VarianceCodeTime |
nvarchar |
|
BeginTime |
datetime |
|
EndTime |
datetime |
|
Hours |
int |
|
Mins |
int |
|
PostedPayrollYn |
bit |
|
GlPeriod |
smallint |
|
FiscalYear |
smallint |
|
NotesTime |
nvarchar |
|
OrderNo |
nvarchar |
|
ReleaseNo |
int |
|
ReleaseId |
nvarchar |
|
ReleaseIdTime |
int |
|
ComponentId |
nvarchar |
|
LocId |
nvarchar |
|
Qty |
pDec |
|
UOM |
nvarchar |
|
ActualScrap |
pDec |
|
UnitCost |
pDec |
|
VarianceCodeMaterial |
nvarchar |
|
AssembledYn |
int |
|
SubAssemblyTranType |
smallint |
|
NotesMaterial |
nvarchar |
|
ReqIdMaterial |
nvarchar |
|
LotNum |
nvarchar |
|
SerNum |
nvarchar |
|
ExtLocAID (BinNum) |
varchar |
|
ExtLocBID |
varchar |
|
QtySentSubcontract |
pDec |
|
QtyReceivedSubcontract |
pDec |
|
QtyScrappedSubcontract |
pDec |
|
UnitCostSubcontract |
pDec |
|
VendorId |
nvarchar |
|
VendorDocNo |
nvarchar |
|
VendorCodeSubcontract |
nvarchar |
|
NotesSubcontract |
nvarchar |
|
ReqIdSubcontract |
nvarchar |
|
TimeYn |
bit |
|
MaterialYn |
bit |
|
SubcontractYn |
bit |
|
Available properties for import in TimeDetail schema:
TransId |
int |
|
SeqNo |
int |
|
TransDate |
datetime |
|
MachineSetup |
pDec |
|
MachineSetupIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
MachineRun |
pDec |
|
MachineRunIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
LaborSetup |
pDec |
|
LaborSetupIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
Labor |
pDec |
|
LaborIn |
smallint |
1 = Hours, 60 = Minutes, 3600 = Seconds |
EmployeeId |
nvarchar |
|
EmployeePayRate |
pDec |
|
QtyProduced |
pDec |
|
QtyScrapped |
pDec |
|
VarianceCodeTime |
nvarchar |
|
BeginTime |
datetime |
|
EndTime |
datetime |
|
Hours |
int |
|
Mins |
int |
|
PostedPayrollYn |
bit |
|
GlPeriod |
smallint |
|
FiscalYear |
smallint |
|
NotesTime |
nvarchar |
|
Available properties for import in MaterialDetail schema:
TransId |
int |
SeqNo |
int |
TransDate |
datetime |
ComponentId |
nvarchar |
LocId |
nvarchar |
Qty |
pDec |
UOM |
nvarchar |
ActualScrap |
pDec |
UnitCost |
pDec |
VarianceCodeMaterial |
nvarchar |
AssembledYn |
int |
SubAssemblyTranType |
smallint |
GlPeriod |
smallint |
FiscalYear |
smallint |
NotesMaterial |
nvarchar |
OrderNo |
nvarchar |
ReleaseNo |
int |
ReleaseId |
nvarchar |
ReqIdMaterial |
int |
LotNum |
nvarchar |
SerialNum |
nvarchar |
ExtLocAID (BinNum) |
varchar |
ExtLocBID |
varchar |
Available properties for import in SubContractDetail schema:
TransId |
int |
SeqNo |
int |
TransDate |
datetime |
QtySentSubcontract |
pDec |
QtyReceivedSubcontract |
pDec |
QtyScrappedSubcontract |
pDec |
UnitCostSubcontract |
pDec |
VendorId |
nvarchar |
VendorDocNo |
nvarchar |
VendorCodeSubcontract |
nvarchar |
GlPeriod |
smallint |
FiscalYear |
smallint |
NotesSubcontract |
nvarchar |
OrderNo |
nvarchar |
ReleaseNo |
int |
ReleaseId |
nvarchar |
ReqIdSubcontract |
nvarchar |
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Payroll Transactions
FunctionID |
Default |
Assembly |
TRAVERSE.Business.PATransaction |
Class |
TRAVERSE.Business.Payroll.TimeTicketImport |
SchemaID |
TimeTicket |
Available properties for import in TimeTicket schema:
PaYear |
smallint |
EmployeeId |
nvarchar |
Amount |
pDec |
Hours |
pDec |
Rate |
pDec |
Pieces |
pDec |
TaskId |
nvarchar |
PhaseId |
nvarchar |
ProjId |
nvarchar |
CustId |
nvarchar |
SUIState |
nvarchar |
StateTaxAuthorityId |
int |
LocalTaxAuthorityId |
int |
TaxGroupId |
int |
EarningCode |
nvarchar |
LeaveCodeId |
nvarchar |
DepartmentId |
nvarchar |
LaborClass |
nvarchar |
TransDate |
datetime |
SeqNo |
nvarchar |
DeptAllocId |
nvarchar |
ProjectDetailId |
int |
PostedYn |
bit |
PostRun |
|
StateTaxAuthority |
nvarchar |
LocalTaxAuthority |
nvarchar |
TaxGroup |
nvarchar |
Sales Order Transactions
FunctionID |
Default |
Assembly |
TRAVERSE.Import.SalesOrder |
Class |
TRAVERSE.Import.SalesOrder.TransactionImport |
SchemaID |
Transaction |
SchemaID |
Header |
SchemaID |
LineItem |
SchemaID |
Payment |
Available properties for import in Transaction schema
TransId |
int |
|
TransType |
smallint |
1 = Invoice, 2 = Price Quote, 3 = Backordered, 4 = Verified, 5 = Picked, 8 = Void Sales, 9 = New, -1 = Credit Memo, -2 = RMA, -8 = Void Returns (1 = Sales, -1 = Returns) |
BatchId |
int |
|
LocId |
nvarchar |
|
CustId |
nvarchar |
|
CustLevel |
nvarchar |
|
ShipToID |
nvarchar |
|
ShipToName |
nvarchar |
|
ShipToAddr1 |
nvarchar |
|
ShipToAddr2 |
nvarchar |
|
ShipToCity |
nvarchar |
|
ShipToRegion |
nvarchar |
|
ShipToCountry |
nvarchar |
|
ShipToPostalCode |
nvarchar |
|
ShipVia |
nvarchar |
|
TermsCode |
int |
|
DistCode |
nvarchar |
|
InvcNum |
nvarchar |
|
OrgInvcNum |
nvarchar |
|
OrgInvcExchRate |
pDec |
|
InvcDate |
datetime |
|
TransDate |
datetime |
|
PODate |
datetime |
|
CustPONum |
nvarchar |
|
ShipNum |
nvarchar |
|
ReqShipDate |
datetime |
|
ActShipDate |
datetime |
|
Rep1Id |
nvarchar |
|
Rep1Pct |
pDec |
|
Rep2Id |
nvarchar |
|
Rep2Pct |
pDec |
|
TaxableYN |
bit |
|
TaxOnFreight |
bit |
|
TaxClassFreight |
tinyint |
|
TaxClassMisc |
tinyint |
|
TaxGrpID |
nvarchar |
|
Freight |
pDec |
|
Misc |
pDec |
|
CurrencyID |
nvarchar |
|
ExchRate |
pDec |
|
FiscalPeriod |
smallint |
|
FiscalYear |
smallint |
|
TaxAmtAdj |
pDec |
|
TaxAdj |
tinyint |
|
TaxLocAdj |
nvarchar |
|
TaxClassAdj |
tinyint |
|
ShipToPhone |
nvarchar |
|
Notes |
nvarchar |
|
Rep1CommRate |
pDec |
|
Rep2CommRate |
pDec |
|
SoldToId |
nvarchar |
|
BlanketRef |
int |
|
VoidYn |
bit |
|
ShipToAttn |
nvarchar |
|
ShipMethod |
nvarchar |
|
OrderState |
tinyint |
|
TransRefID |
nvarchar |
|
DetailLocId |
nvarchar |
|
ItemId |
nvarchar |
|
Descr |
nvarchar |
|
AddnlDescr |
text |
|
CatId |
nvarchar |
|
TaxClass |
tinyint |
|
AcctCode |
nvarchar |
|
GLAcctSales |
nvarchar |
|
GLAcctCOGS |
nvarchar |
|
GLAcctInv |
nvarchar |
|
QtyOrdSell |
pDec |
|
UnitsSell |
nvarchar |
|
QtyShipSell |
pDec |
|
QtyBackordSell |
pDec |
|
PriceID |
nvarchar |
|
UnitPriceSell |
pDec |
|
UnitCostSell |
pDec |
|
PriceExt |
pDec |
|
CostExt |
pDec |
|
PromoID |
nvarchar |
|
LineSeq |
int |
|
UnitCommBasis |
pDec |
|
PriceAdjType |
tinyint |
0 = Amount, 1 = Percent |
PriceAdjPct |
pDec |
|
PriceAdjAmt |
pDec |
|
Status |
tinyint |
0 = Open, 1 = Completed |
ResCode |
nvarchar |
|
UnitPriceSellBasis |
pDec |
|
BlanketDtlRef |
int |
|
BOLNum |
nvarchar |
|
LinkSeqNum |
int |
|
LotNumber |
nvarchar |
|
SerialNumber |
nvarchar |
|
ExtLocAID (BinNum) |
int |
|
ExtLocBID |
int |
|
PmtDate |
datetime |
|
PmtMethodId |
nvarchar |
|
CcNum |
nvarchar |
|
CcHolder |
nvarchar |
|
CcExpire |
datetime |
|
CcAuth |
nvarchar |
|
CheckNum |
int |
|
PaymentNote |
nvarchar |
|
PmtAmt |
pDec |
|
PaymentCurrencyId |
pCurrency |
|
PaymentExchRate |
pDec |
|
CcSecCode |
nvarchar |
|
BankName |
nvarchar |
|
BankRoutingCode |
nvarchar |
|
BankAcctNum |
nvarchar |
|
PaymentFiscalPeriod |
smallint |
|
PaymentFiscalYear |
smallint |
|
GlAcctReceivables |
nvarchar |
|
DepositId |
nvarchar |
|
ExtPmtActivityID |
bigint |
|
CcExpireMonth |
nvarchar |
|
CcExpireYear |
nvarchar |
|
HeaderYn |
bit |
|
LineItemYn |
bit |
|
PaymentYn |
bit |
|
Available properties for import in Header schema
TransId |
int |
|
TransType |
smallint |
1 = Invoice, 2 = Price Quote, 3 = Backordered, 4 = Verified, 5 = Picked, 8 = Void Sales, 9 = New, -1 = Credit Memo, -2 = RMA, -8 = Void Returns (1 = Sales, -1 = Returns) |
BatchId |
int |
|
LocId |
nvarchar |
|
CustId |
nvarchar |
|
CustLevel |
nvarchar |
|
ShipToID |
nvarchar |
|
ShipToName |
nvarchar |
|
ShipToAddr1 |
nvarchar |
|
ShipToAddr2 |
nvarchar |
|
ShipToCity |
nvarchar |
|
ShipToRegion |
nvarchar |
|
ShipToCountry |
nvarchar |
|
ShipToPostalCode |
nvarchar |
|
ShipVia |
nvarchar |
|
TermsCode |
int |
|
DistCode |
nvarchar |
|
InvcNum |
nvarchar |
|
OrgInvcNum |
nvarchar |
|
OrgInvcExchRate |
pDec |
|
InvcDate |
datetime |
|
TransDate |
datetime |
|
PODate |
datetime |
|
CustPONum |
nvarchar |
|
ShipNum |
nvarchar |
|
ReqShipDate |
datetime |
|
ActShipDate |
datetime |
|
Rep1Id |
nvarchar |
|
Rep1Pct |
pDec |
|
Rep2Id |
nvarchar |
|
Rep2Pct |
pDec |
|
TaxableYN |
bit |
|
TaxOnFreight |
bit |
|
TaxClassFreight |
tinyint |
|
TaxClassMisc |
tinyint |
|
TaxGrpID |
nvarchar |
|
Freight |
pDec |
|
Misc |
pDec |
|
CurrencyID |
nvarchar |
|
ExchRate |
pDec |
|
FiscalPeriod |
smallint |
|
FiscalYear |
smallint |
|
TaxAmtAdj |
pDec |
|
TaxAdj |
tinyint |
|
TaxLocAdj |
nvarchar |
|
TaxClassAdj |
tinyint |
|
ShipToPhone |
nvarchar |
|
Notes |
nvarchar |
|
Rep1CommRate |
pDec |
|
Rep2CommRate |
pDec |
|
SoldToId |
nvarchar |
|
BlanketRef |
int |
|
VoidYn |
bit |
|
ShipToAttn |
nvarchar |
|
ShipMethod |
nvarchar |
|
OrderState |
tinyint |
|
TransRefID |
nvarchar |
|
Available properties for import in LineItem schema
TransId |
int |
|
EntryNum |
nvarchar |
|
DetailLocId |
nvarchar |
|
ItemId |
nvarchar |
|
Descr |
nvarchar |
|
AddnlDescr |
nvarchar |
|
CatId |
nvarchar |
|
TaxClass |
tinyint |
|
AcctCode |
nvarchar |
|
GLAcctSales |
nvarchar |
|
GLAcctCOGS |
nvarchar |
|
GLAcctInv |
nvarchar |
|
QtyOrdSell |
pDec |
|
UnitsSell |
pUom |
|
QtyShipSell |
pDec |
|
QtyBackordSell |
pDec |
|
PriceID |
nvarchar |
|
UnitPriceSell |
pDec |
|
UnitCostSell |
pDec |
|
PriceExt |
pDec |
|
CostExt |
pDec |
|
PromoID |
nvarchar |
|
ReqShipDate |
datetime |
|
ActShipDate |
datetime |
|
LineSeq |
int |
|
Rep1Id |
nvarchar |
|
Rep1Pct |
pDec |
|
Rep1CommRate |
pDec |
|
Rep2Id |
nvarchar |
|
Rep2Pct |
pDec |
|
Rep2CommRate |
pDec |
|
UnitCommBasis |
pDec |
|
PriceAdjType |
tinyint |
0 = Amount, 1 = Percent |
PriceAdjPct |
pDec |
|
PriceAdjAmt |
pDec |
|
Status |
tinyint |
0 = Open, 1 = Completed |
ResCode |
nvarchar |
|
UnitPriceSellBasis |
pDec |
|
BlanketDtlRef |
int |
|
BOLNum |
nvarchar |
|
LinkSeqNum |
int |
|
TransRefID |
nvarchar |
|
LotNumber |
nvarchar |
|
SerialNumber |
nvarchar |
|
ExtLocAID (BinNum) |
int |
|
ExtLocBID |
int |
|
Available properties for import in Payment schema
PmtDate |
datetime |
TransId |
int |
PmtMethodId |
nvarchar |
CcNum |
nvarchar |
CcHolder |
nvarchar |
CcExpire |
datetime |
CcAuth |
nvarchar |
CheckNum |
int |
PaymentNote |
nvarchar |
PmtAmt |
pDec |
PaymentCurrencyId |
nvarchar |
PaymentExchRate |
pDec |
CcSecCode |
nvarchar |
BankName |
nvarchar |
BankRoutingCode |
nvarchar |
BankAcctNum |
nvarchar |
PaymentFiscalPeriod |
smallint |
PaymentFiscalYear |
smallint |
GlAcctReceivables |
nvarchar |
DepositId |
nvarchar |
ExtPmtActivityID |
bigint |
TransRefID |
nvarchar |
CcExpireMonth |
nvarchar |
CcExpireYear |
nvarchar |
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SO Customer Pricing
FunctionID |
Pricing |
Assembly |
TRAVERSE.Import.Pricing |
Class |
TRAVERSE.Import.Pricing.CustomerPricingImport |
SchemaID |
CompoundData |
SchemaID |
Header |
SchemaID |
Detail |
Available properties for import in Payment schema
ItemId |
nvarchar |
|
LocId |
nvarchar |
|
CustLevel |
nvarchar |
|
Description |
nvarchar |
|
PriceAdjBase |
tinyint |
0 = No Base, 1 = Standard Cost, 2 = Base Cost, 3 = Average Price, 4 = Base Price, 5 = List Price, 6 = Minimum Price, 7 = Calculated Price |
PriceAdjType |
tinyint |
0 = Amount, 1 = Percent |
PriceAdjAmt |
pDec |
|
PriceAdjPromoYn |
bit |
|
HeaderID |
nvarchar |
|
ImportRefId |
nvarchar |
|
DetailID |
nvarchar |
|
Uom |
nvarchar |
|
BrkId |
nvarchar |
|
HeaderYn |
bit |
|
DetailYn |
bit |
|
Available properties for import in Header schema
ItemId |
nvarchar |
|
LocId |
nvarchar |
|
CustLevel |
nvarchar |
|
Description |
nvarchar |
|
PriceAdjBase |
tinyint |
0 = No Base, 1 = Standard Cost, 2 = Base Cost, 3 = Average Price, 4 = Base Price, 5 = List Price, 6 = Minimum Price, 7 = Calculated Price |
PriceAdjType |
tinyint |
0 = Amount, 1 = Percent |
PriceAdjAmt |
pDec |
|
PriceAdjPromoYn |
bit |
|
HeaderID |
nvarchar |
|
ImportRefId |
nvarchar |
|
Available properties for import in Detail schema
DetailID |
nvarchar |
HeaderID |
nvarchar |
Uom |
pUom |
BrkId |
nvarchar |
ItemId |
nvarchar |
LocId |
nvarchar |
CustLevel |
nvarchar |
ImportRefId |
nvarchar |
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Sample LayoutID Definitions
ADPPay01 - ADP Payroll
File Type |
Delimited |
Field Separator |
Comma |
Row Separator |
CRLF |
Text Qualifier |
Quote |
Skip Rows |
0 |
Default File Name |
|
Filter |
|
Display Filter |
|
Import Layout:
1 |
CompId |
Raw Text |
0 |
|
|
2 |
AcctId |
Raw Text |
0 |
|
|
3 |
SourceId |
Raw Text |
0 |
|
|
4 |
PackedDate |
Raw Text |
0 |
|
|
5 |
Amount |
Raw Text |
0 |
|
|
6 |
Reference |
Raw Text |
0 |
|
|
7 |
Description |
Raw Text |
0 |
|
|
8 |
AllocateYn |
Number |
0 |
1 |
|
9 |
CashFlow |
Number |
0 |
1 |
|
10 |
ChkRecon |
Number |
0 |
1 |
|
11 |
DebitAmount |
Number |
0 |
=CONVERT([Amount]) |
|
12 |
TransDate |
Date Time |
0 |
=PARSE([PackedDate], "MMDDYYYY") |
|
13 |
SourceCode |
Number |
0 |
=XLATE([SourceId]) |
81;R1 |
DPPay01 - Donor Perfect Payroll
File Type |
Fixed Width |
Field Separator |
None |
Row Separator |
CRLF |
Text Qualifier |
None |
Skip Rows |
0 |
Default File Name |
|
Filter |
|
Display Filter |
|
Import Layout:
1 |
Unused01 |
Raw Text |
10 |
|
|
2 |
Reference |
Raw Text |
5 |
|
|
3 |
PackedDate |
Raw Text |
8 |
|
|
4 |
Description |
Raw Text |
30 |
|
|
5 |
PackedDebit |
Raw Text |
11 |
|
|
6 |
PackedCredit |
Raw Text |
11 |
|
|
7 |
AcctId |
Raw Text |
17 |
|
|
8 |
AllocateYn |
Number |
0 |
1 |
|
9 |
CashFlow |
Number |
0 |
1 |
|
10 |
ChkRecon |
Number |
0 |
1 |
|
11 |
TransDate |
Date Time |
0 |
=PARSE([PackedDate], "MMDDYYYY") |
|
12 |
CreditAmount |
Number |
0 |
=CONVERT([PackedCredit]) |
|
13 |
DebitAmount |
Number |
0 |
=CONVERT([PackedDebit]) |
|
14 |
SourceCode |
Text |
0 |
PA |
|
Raisers01 - Raiser's Edge Payroll
File Type |
Delimited |
Field Separator |
Comma |
Row Separator |
CRLF |
Text Qualifier |
Quote |
Skip Rows |
0 |
Default File Name |
|
Filter |
|
Display Filter |
|
Import Layout:
1 |
AcctId |
Raw Text |
0 |
|
|
2 |
PackedDate |
Raw Text |
0 |
|
|
3 |
Unused01 |
Raw Text |
0 |
|
|
4 |
DCFlag |
Raw Text |
0 |
|
|
5 |
PackedAmount |
Raw Text |
0 |
|
|
6 |
Unused02 |
Raw Text |
0 |
|
|
7 |
Description |
Raw Text |
0 |
|
|
8 |
TransDate |
Date Time |
0 |
=PARSE([PackedDate], "MMDDYYYY") |
|
9 |
Reference |
Text |
0 |
Raisers Import |
|
10 |
SourceCode |
Text |
0 |
PA |
|
11 |
UnsignedAmount |
Number |
0 |
=CONVERT([PackedAmount]) |
|
12 |
DCFlagXlate |
Text |
0 |
=XLATE([DCFlag]) |
D;1;C;-1 |
13 |
AmountMultiplier |
Number |
0 |
=CONVERT([DCFlagXlate]) |
|
14 |
DebitAmount |
Number |
0 |
=([UnsignedAmount] * [Amount Multiplier]) |
|
GLTransImp - GL Transaction Import
File Type |
Delimited |
Field Separator |
Comma |
Row Separator |
CRLF |
Text Qualifier |
Quote |
Skip Rows |
1 |
Default File Name |
C:\Documents\TRAV 11\GL\GL Edit Transactions.csv |
Filter |
|
Display Filter |
|
Import Layout:
1 |
Account ID |
Raw Text |
0 |
|
|
2 |
Debit Amt |
Raw Text |
0 |
|
|
3 |
Credit Amt |
Raw Text |
0 |
|
|
4 |
Description |
Raw Text |
0 |
|
|
5 |
Reference |
Raw Text |
0 |
|
|
6 |
Date1 |
Raw Text |
0 |
|
|
7 |
Period |
Raw Text |
0 |
|
|
8 |
A |
Text |
0 |
1 |
|
9 |
C |
Text |
0 |
1 |
|
10 |
Date |
Date Time |
0 |
=PARSE([Date1], "MMDDYYYY") |
|
FixTst - Fixed Length Text
File Type |
Fixed Width |
Field Separator |
|
Row Separator |
CR |
Text Qualifier |
|
Skip Rows |
1 |
Default File Name |
|
Filter |
|
Display Filter |
|
Import Layout:
1 |
AccountID |
Raw Text |
12 |
|
|
4 |
Description |
Raw Text |
30 |
|
|
2 |
DebitAmount |
Raw Text |
13 |
|
|
3 |
CreditAmount |
Raw Text |
13 |
|
|
5 |
Reference |
Raw Text |
50 |
|
|
6 |
FiscalYear |
Raw Text |
4 |
|
|
7 |
FiscalPeriod |
Raw Text |
2 |
|
|
8 |
Date |
RawText |
10 |
|
|
BRImport - Bank Rec Import
File Type |
Delimited |
Field Separator |
Comma |
Row Separator |
CRLF |
Text Qualifier |
Quote |
Skip Rows |
0 |
Default File Name |
C:\Documents\BRRecImp.csv |
Filter |
|
Display Filter |
|
Import Layout:
1 |
CheckNo |
Raw Text |
0 |
|
|
2 |
Name |
Raw Text |
0 |
|
|
3 |
Amount |
Raw Text |
0 |
|
|
4 |
Date |
Raw Text |
0 |
|
|
5 |
TypeXlate |
Text |
0 |
=XLATE([Type]) |
D;2;C;-1 |
6 |
Type |
Raw Text |
0 |
|
|
7 |
Bank ID |
Raw Text |
0 |
|
|
PayrollImp - Payroll Transaction Import
File Type |
Delimited |
Field Separator |
Comma |
Row Separator |
LF |
Text Qualifier |
None |
Skip Rows |
0 |
Default File Name |
C:\Documents\TRAV 11\PA\PayrollImport.txt |
Filter |
|
Display Filter |
|
Import Layout:
1 |
Employee ID |
Raw Text |
0 |
|
|
2 |
Hours |
Raw Text |
0 |
|
|
3 |
Rate |
Raw Text |
0 |
|
|
4 |
Earn Code |
Raw Text |
0 |
|
|
5 |
Department |
Raw Text |
0 |
|
|
6 |
Labor Class |
Raw Text |
0 |
|
|
7 |
Date |
Raw Text |
0 |
|
|
CRMContact - CRM Contact Import
File Type |
Delimited |
Field Separator |
Comma |
Row Separator |
CRLF |
Text Qualifier |
Quote |
Skip Rows |
1 |
Default File Name |
C:\Documents\TRAV 11\CRM\AR Customer View.csv |
Filter |
|
Display Filter |
|
Import Layout:
1 |
ID1 |
-1 |
0 |
|
|
2 |
Customer ID |
-1 |
0 |
|
|
3 |
Customer Name |
-1 |
0 |
|
|
4 |
Addr1 |
-1 |
0 |
|
|
5 |
Addr2 |
-1 |
0 |
|
|
6 |
City |
-1 |
0 |
|
|
7 |
Region |
-1 |
0 |
|
|
8 |
Postal Code |
-1 |
0 |
|
|
9 |
Country |
-1 |
0 |
|
|
10 |
ContactMethTypeID1 |
-1 |
0 |
|
|
11 |
ContMethValue |
-1 |
0 |
|
|
12 |
Status1 |
-1 |
0 |
|
|
13 |
ContactStatus1 |
-1 |
0 |
|
|
14 |
LinkType |
1 |
0 |
1 |
|
20 |
ID |
1 |
0 |
=CONVERT([ID1]) |
|
21 |
ContactMethTypeID |
1 |
0 |
=CONVERT([ContactMethTypeID1]) |
|
22 |
Status |
1 |
0 |
=CONVERT([Status1]) |
|
23 |
Contact Status |
1 |
0 |
=CONVERT([ContactStatus1]) |
|
Timeforce - Timeforce time clock import
File Type |
Delimited |
Field Separator |
Comma |
Row Separator |
CRLF |
Text Qualifier |
|
Skip Rows |
0 |
Default File Name |
|
Filter |
|
Display Filter |
|
Import Layout:
1 |
Employee ID * |
Raw Text |
0 |
|
|
2 |
E/D |
Raw Text |
0 |
|
|
3 |
Hours Code (earn code)* |
Raw Text |
0 |
|
|
4 |
Hours Worked * |
Raw Text |
0 |
|
|
5 |
Dollar Amount |
Raw Text |
0 |
|
|
6 |
Rate * |
Raw Text |
0 |
|
|
7 |
Rate Code |
Raw Text |
0 |
|
|
8 |
Dept Level 1 * |
Raw Text |
0 |
|
|
9 |
Dept Level 2 |
Raw Text |
0 |
|
|
10 |
Dept Level 3 |
Raw Text |
0 |
|
|
11 |
Dept Level 4 |
Raw Text |
0 |
|
|
12 |
Dept Level 5 |
Raw Text |
0 |
|
|
13 |
Job Code |
Raw Text |
0 |
|
|
14 |
Shift Code |
Raw Text |
0 |
|
|
15 |
Begin Date * |
Raw Text |
0 |
|
|
16 |
End Date |
Raw Text |
0 |
|
|
17 |
WCCode |
Raw Text |
0 |
|
|
18 |
Task Code |
Raw Text |
0 |
|
|
SOTransDtl - SO Transaction Import
File Type |
Delimited |
Field Separator |
Comma |
Row Separator |
CRLF |
Text Qualifier |
Quote |
Skip Rows |
1 |
Default File Name |
|
Filter |
|
Display Filter |
|
Import Layout:
10 |
RawCustId |
-1 |
0 |
|
|
20 |
RawItemId |
-1 |
0 |
|
|
30 |
RawPrice |
-1 |
0 |
|
|
40 |
RawDate |
-1 |
0 |
|
|
50 |
RawTransType |
-1 |
0 |
|
|
60 |
RawTransId |
-1 |
0 |
|
|
70 |
BatchID |
-1 |
0 |
|
|
80 |
QTY |
1 |
0 |
1 |
|
90 |
PartId |
0 |
0 |
=SUBSTRING([RawItemId],1,24) |
|
250 |
TransType |
1 |
0 |
=CONVERT([RawTransType]) |
|
300 |
CustId |
0 |
0 |
=SUBSTRING([RawCustId],1,10) |
|
340 |
Price |
1 |
0 |
=CONVERT([RawPrice]) |
|
350 |
Transdate |
2 |
0 |
=PARSE([RawDate],"MM/DD/YYYY") |
|
360 |
Transid |
1 |
0 |
=CONVERT([RawTransId]) |
|
BankImport - Banking Import
File Type |
Delimited |
Field Separator |
Comma |
Row Separator |
CRLF |
Text Qualifier |
Quote |
Skip Rows |
1 |
Default File Name |
C:\Documents\BRRecImp.csv |
Filter |
|
Display Filter |
|
Import Layout:
1 |
Bank Acct ID |
Raw Text |
0 |
|
|
4 |
Chk/Dep/Bank |
Raw Text |
0 |
|
|
2 |
Trans Date |
Raw Text |
0 |
|
|
3 |
Type |
Raw Text |
0 |
|
|
5 |
Description |
Raw Text |
0 |
|
|
6 |
Reference |
Raw Text |
0 |
|
|
7 |
Amount |
Raw Text |
0 |
|
|
8 |
TypeXlate |
Text |
0 |
=XLATE([Type]) |
|
PhysInv - Physical Inventory Import
File Type |
1 |
Field Separator |
Comma |
Row Separator |
CRLF |
Text Qualifier |
Quote |
Skip Rows |
1 |
Default File Name |
C:\Documents\TRAV 11\IN\PrintLocationWorksheets.csv |
Filter |
|
Display Filter |
|
Import Layout:
1 |
Batch Code |
Raw Text |
0 |
|
D;2;C;-1 |
2 |
Location ID |
Raw Text |
0 |
|
|
3 |
Bin No |
Raw Text |
0 |
|
|
4 |
Item ID |
Raw Text |
0 |
|
|
5 |
Unit |
Raw Text |
0 |
|
|
6 |
Qty1 |
Raw Text |
0 |
|
|
7 |
Serial No |
Raw Text |
0 |
|
|
8 |
Lot No |
Raw Text |
0 |
|
|
9 |
Verify1 |
Raw Text |
0 |
|
|
12 |
Qty |
Number |
0 |
=CONVERT([Qty1]) |
|
13 |
Verify |
Number |
0 |
=CONVERT([Verify1]) |
|
ARTran - AR Transaction Import
File Type |
1 |
Field Separator |
Comma |
Row Separator |
CRLF |
Text Qualifier |
Quote |
Skip Rows |
1 |
Default File Name |
|
Filter |
|
Display Filter |
|
Import Layout:
1 |
RawInvcNum |
-1 |
0 |
|
D;2;C;-1 |
10 |
RawCustId |
-1 |
0 |
|
|
95 |
RawItemId |
-1 |
0 |
|
|
100 |
RawCharge |
-1 |
0 |
|
|
120 |
RawDate |
-1 |
0 |
|
|
122 |
RawTransType |
-1 |
0 |
|
|
130 |
RawTransId |
-1 |
0 |
|
|
140 |
BatchID |
-1 |
0 |
|
|
150 |
QTY |
1 |
0 |
1 |
|
220 |
PartId |
0 |
0 |
=SUBSTRING([RawItemId],1,24) |
|
250 |
TransType |
1 |
0 |
=CONVERT([RawTransType]) |
|
300 |
CustId |
0 |
0 |
=SUBSTRING([RawCustId],1,10) |
|
320 |
InvcNum |
0 |
0 |
=SUBSTRING([RawInvcNum],1,15) |
|
340 |
Price |
1 |
0 |
=CONVERT([RawCharge]) |
|
350 |
Transdate |
2 |
0 |
=PARSE([RawDate],"MM/DD/YYYY") |
|
360 |
Transid |
1 |
0 |
=CONVERT([RawTransId]) |
|
APTran - AP Transaction Import
File Type |
Delimited |
Field Separator |
Comma |
Row Separator |
CRLF |
Text Qualifier |
Quote |
Skip Rows |
1 |
Default File Name |
|
Filter |
|
Display Filter |
|
Import Layout:
25 |
RawCost |
-1 |
0 |
|
|
40 |
RawDate |
-1 |
0 |
|
|
50 |
RawTransId |
-1 |
0 |
|
|
60 |
InvoiceNo |
-1 |
0 |
|
|
100 |
TransId |
0 |
0 |
=SUBSTRING([RawTransId],1,8) |
|
110 |
Cost |
1 |
0 |
=CONVERT([RawCost]) |
|
120 |
BatchId |
0 |
0 |
TRNGWG |
|
130 |
Item |
0 |
0 |
=SUBSTRING([RawItem],1,24) |
|
160 |
UnitBase |
0 |
0 |
HR |
|
170 |
EntryNo |
1 |
0 |
1 |
|
180 |
LineSeq |
1 |
0 |
1 |
|
190 |
Status |
1 |
0 |
0 |
|
200 |
TransType |
1 |
0 |
1 |
|
220 |
InvoiceDate |
2 |
0 |
=PARSE([RawDate],"MM/DD/YYYY") |
|
230 |
Qty |
1 |
0 |
=CONVERT([RawQty]) |
|
BOMImport - MFG BOM Import
File Type |
Delimited |
Field Separator |
Comma |
Row Separator |
CRLF |
Text Qualifier |
Quote |
Skip Rows |
1 |
Default File Name |
|
Filter |
|
Display Filter |
|
Import Layout:
1 |
AssemblyID |
-1 |
0 |
|
|
2 |
Revision |
-1 |
0 |
|
|
3 |
Description |
-1 |
0 |
|
|
4 |
UOM |
-1 |
0 |
|
|
5 |
Lot Size |
-1 |
0 |
|
|
6 |
OperationID |
-1 |
0 |
|
|
7 |
Operation Description |
-1 |
0 |
|
|
8 |
Work Center ID |
-1 |
0 |
|
|
9 |
Labor Setup Type |
-1 |
0 |
|
|
10 |
Labor Run Type |
-1 |
0 |
|
|
11 |
Machine Group ID |
-1 |
0 |
|
|
12 |
Max Batch Qty |
-1 |
0 |
|
|
13 |
Operation Type |
-1 |
0 |
|
|
14 |
Machine Setup Time |
-1 |
0 |
|
|
15 |
MSetupUOM |
-1 |
0 |
|
|
16 |
Machine Run Time |
-1 |
0 |
|
|
17 |
MRunUOM |
-1 |
0 |
|
|
18 |
Labor Setup Time |
-1 |
0 |
|
|
19 |
LSetupUOM |
-1 |
0 |
|
|
20 |
Labor Run Time |
-1 |
0 |
|
|
21 |
LRunUOM |
-1 |
0 |
|
|
22 |
Operation Notes |
-1 |
0 |
|
|
23 |
ComponentID |
-1 |
0 |
|
|
24 |
Location ID |
-1 |
0 |
|
|
25 |
Detail Type |
-1 |
0 |
|
|
26 |
BOM Revision No |
-1 |
0 |
|
|
27 |
Cost Group ID |
-1 |
0 |
|
|
28 |
QtyRaw |
-1 |
0 |
|
|
29 |
Unit |
-1 |
0 |
|
|
30 |
RoutingID |
-1 |
0 |
|
|
40 |
Qty |
1 |
0 |
=CONVERT([RawQty]) |
|
MFGProdImp - MFG Production Import
File Type |
Delimited |
Field Separator |
Comma |
Row Separator |
CRLF |
Text Qualifier |
Quote |
Skip Rows |
1 |
Default File Name |
|
Filter |
|
Display Filter |
|
Import Layout:
1 |
OrderNo |
-1 |
0 |
|
|
2 |
Release |
-1 |
0 |
|
|
3 |
RequirementID |
-1 |
0 |
|
|
4 |
RawDate |
-1 |
0 |
|
|
5 |
MachineSetup |
-1 |
0 |
|
|
6 |
MachineSetupIn |
-1 |
0 |
|
|
7 |
LaborSetup |
-1 |
0 |
|
|
8 |
LaborSetupIn |
-1 |
0 |
|
|
9 |
LaborRunTime |
-1 |
0 |
|
|
10 |
LaborRunTimeIn |
-1 |
0 |
|
|
11 |
MachineRunTime |
-1 |
0 |
|
|
12 |
MachineRunTimeIn |
-1 |
0 |
|
|
13 |
EmployeeID |
-1 |
0 |
|
|
14 |
GLPeriod |
-1 |
0 |
|
|
15 |
FiscalYear |
-1 |
0 |
|
|
20 |
Date |
2 |
0 |
=PARSE([RawDate],"MM/DD/YYYY") |
|
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