Work Order Export Setup - WebTMA 7

Updated March 06, 2023 19:10

Path: Admin > Universal Interface > Universal Interface Setup

Select the Work Order Export Transaction Type to export records using the Universal Interface framework. You have a choice of five export Connection Types: Comma Delimited Text File, Microsoft SQL Server, Oracle, Tab Delimited Text File. or Web Service.

The entry in the Export Query field is used only to determine the records to be exported. Select an existing Browse Query to serve as the Export Query. The selected Export Query has no impact on the data columns that are used in the export process.

ALERT: Each Work Order can be exported only once. Even if you use a new WebTMA Universal Interface setup, when a Work Order has been exported previously using the Universal Interface function, it will not export a second time.

Once a record has been exported, the xx_uiExport boolean field is updated with a value of 'true'. Records with a true xx_uiExport value are excluded from the export query to prevent duplicate data from being exported.

Be sure to select a folder so an error log can be generated.

The WebTMA Integration Client Service Configuration (Stand-alone windows application) Service includes fields to support exporting records.

If you plan to include the Status field, it must be in your lookup table.

Remember to add at least one Repair Center to the Repair Center Tab.

The Server fields are auto-populated using the entries made to the Detail window during Universal Interface Client Service Installation.

WARNING: The Server-related fields can be edited in WebTMA; however, this should only be done by highly qualified personnel. Changes saved here overwrite the contents of the Detail setup windows. It is preferable to make changes to the Detail setup window where you can test your connection.

How to Link Universal Interface Fields for Work Order Export

In order to export your Work Order records, you must link WebTMA fields with fields within your Universal Interface table. By default, all required fields should already have line entries.

From your Universal Interface Setup window in Add/Edit mode:

Complete the required fields.
Click the Add Column link on the grid to open the Entry flyout.
Choose your WebTMA Column.
Select the Remote Column.
Click Save & Add (or Save).
Repeat until required fields and selected elective fields in your Universal Interface table have been matched up.
Add the applicable Repair Center(s) to the Repair Center Tab.
Click Save on the WebTMA toolbar.

Work Order Export Columns

In logical sequence, the following table lists the Work Order fields available for export. You also have the option to include UDF fields.

If UDFs have been created for your Transaction Type in the System Forms, the field(s) are listed. The DataType is dependent on how the field was created.

Column Name	Data Type	Max Length	Decinal Places	Is Required	Allow Default	Allow Auto Create
Primary Key	int	4		No	No	No
Work Order #	nvarchar	20		No	No	No
Facility Code	NULL	NULL	NULL	No	No	No
Building Code	NULL	NULL	NULL	No	No	No
Building Name	NULL	NULL	NULL	No	No	No
Floor Code	NULL	NULL	NULL	No	No	No
Location ID	NULL	NULL	NULL	No	No	No
WebTMA Item Type	int	4		No	No	No
Item Code	NULL	NULL	NULL	No	No	No
Priority Code	NULL	NULL	NULL	No	No	No
Code	NULL	NULL	NULL	No	No	No
WO Type Code	NULL	NULL	NULL	No	No	No
Chargeable?	bit	1		No	No	No
Charge Account #	NULL	NULL	NULL	No	No	No
Department Code	NULL	NULL	NULL	No	No	No
Request #	NULL	NULL	NULL	No	No	No
Status	nvarchar	255		No	No	No
Requestor	nvarchar	75		No	No	No
Requestor Phone	nvarchar	25		No	No	No
Requestor Email	nvarchar	200		No	No	No
Request Date	datetime	8		No	No	No
Estimated Start Date	datetime	8		No	No	No
Estimated End Date	datetime	8		No	No	No
Finish Date	datetime	8		No	No	No
Completion Date	datetime	8		No	No	No
Print Date	datetime	8		No	No	No
Action Requested	nvarchar	4000		No	No	No
Supervisor	nvarchar	255		No	No	No
Reference #	nvarchar	20		No	No	No
TQM	bit	1		No	No	No
General Comments	ntext	8		No	No	No
Out Of Service?	bit	1		No	No	No
Warranty Job?	bit	1		No	No	No
Service Job	bit	1		No	No	No
Operator Name	NULL	NULL	NULL	No	No	No
Operator Error?	bit	1		No	No	No
Risk to Operator?	bit	1		No	No	No
Risk to Patient?	bit	1		No	No	No
Action Required by Department	bit	1		No	No	No
Building Services Signoff	datetime	8		No	No	No
Department Signoff	datetime	8		No	No	No
Department Head	nvarchar	50		No	No	No
Department Action	ntext	8		No	No	No
Created Date	datetime	8		No	No	No
Modified Date	datetime	8		No	No	No
Creator	NULL	NULL	NULL	No	No	No
Modifier Name	NULL	NULL	NULL	No	No	No
Project #	NULL	NULL	NULL	No	No	No
Notify Me?	bit	1		No	No	No
Overage Account #	NULL	NULL	NULL	No	No	No
Fixed Cost	bit	1		No	No	No
Estimated Hours	decimal	9	4	No	No	No
Estimated Cost	decimal	9	2	No	No	No
From Device?	bit	1		No	No	No
From Med Tester?	bit	1		No	No	No
Auto Assign?	bit	1		No	No	No
Auto Print?	bit	1		No	No	No
From Service?	bit	1		No	No	No
Start Creation Date	datetime	8		No	No	No
Tax Name	NULL	NULL	NULL	No	No	No
Tax Rate 1	decimal	9	4	No	No	No
Tax Rate 2	decimal	9	4	No	No	No
Tax Compound?	bit	1		No	No	No
Work Not Done?	bit	1		No	No	No
Exclude From Requestor?	bit	1		No	No	No
Fiscal Start	datetime	8		No	No	No
X Coordinate	nvarchar	30		No	No	No
Y Coordinate	nvarchar	30		No	No	No
Additional Reference	nvarchar	20		No	No	No
Account Program Code	NULL	NULL	NULL	No	No	No
Is Ticket?	bit	1		No	No	No
Is Template?	bit	1		No	No	No
Template Name	nvarchar	150		No	No	No
1st Failure Code	NULL	NULL	NULL	No	No	No
1st Failure Sub-Code	NULL	NULL	NULL	No	No	No
1st Contractor Code	NULL	NULL	NULL	No	No	No
1st Contractor Name	NULL	NULL	NULL	No	No	No
1st Scheduled Tech Name	NULL	NULL	NULL	No	No	No

How to Link Universal Interface Fields for Work Order Export

Work Order Export Columns

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