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.
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 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).