MANUALS > Production > Production Module > Production, Update Menu > W/O > Work Order Detail > Work Order Detail, Optional Tab > Import Close Vendor Task Cards Button, via Work Order Detail, Optional Tab

The Close Vendor Task Cards Import button allows users to import a list of Task Cards completed by a Vendor. These Task Cards and their linked E/Cs must already be linked to the W/O, but they will be automatically closed in the system once the import is completed. See below for a detailed example of the functionality.

Note: This import option is only used for Work Orders where an outside Vendor has completed tasks. The Vendor field must be populated in the Optional tab for this option to be available.

First, the user must prepare an excel spreadsheet file. For information regarding how to prepare the import file, refer to Preparing File for Import, via the Import Button of the System Standards Training Manual.

Criteria for W/O Task Card Import excel file:

Note: If any exception is generated during the import, all of the records in the file will be rejected. For additional information, refer to the Exceptions topic via the System Standards Training Manual.

For additional information regarding how to import a file, refer to Importing a file via Import Button of the System Standards Training Manual.

Example: Importing Closed Vendor Task Cards

Notice that the following E/C is linked to the Work Order and is currently in 'Open' Status.

Linked to that W/O E/C are the following Task Cards. Each are currently in 'Open' Status.

From the W/O Detail, Optional tab, a Vendor is entered and the Close Vendor Task Cards button is selected.

When the Import Vendor Task Cards to Close window pops up, click the Select Excel or CSV File button to choose the import file.

Expand the 'TC_IMPORT' folder. The excel file being used to close the vendor's E/Cs and T/Cs, as well as the related PDFs, must be uploaded to this folder in the eMRO server.

Note: The excel file and all vendor T/C PDF files being linked to a Task Card record need to be uploaded to the eMRO server under the 'TC_IMPORT' folder. This folder is location under the TraxDoc import folder, which is mapped in the 'data.source.properties' file.

Note: A template of the excel file to be uploaded can be downloaded by selecting the Excel button.

Note: The excel file used for the import contains a column named 'ATTACHMENT FILE NAME' (column AR), which should be populated with the file name of the vendor's T/C PDF to be linked to the W/O Task Card. Once the file is imported, the PDFs that were uploaded to the eMRO server will be linked to the Customer T/Cs in eMRO. The PDF file name specified in the excel should not contain the file extension (i.e., insert file name 'tc-1', not 'tc-1.pdf').

The import file should contain a row for each of the vendor's Task Card and each should be linked to the E/C to be closed.

Select the Save button to import the data. Notice that the T/Cs that were just closed through the import have been sent to the Print Queue.

From the W/O Engineering Control window notice that the E/C has been automatically set to 'Closed' Status.

All of the T/Cs listed in the import under that E/C have also been set to 'Closed' Status.

From the W/O Task Card window select the Attachment button to view the vendor's PDF that was imported for each T/C.

The vendor's PDF of the Task Card is attached to the closed W/O T/C.