Other Charge Import Setup - WebTMA 5

The Other Charge Import setup requires at least one Repair Center selected on the Repair Center Tab. The listed Repair Centers must match the Repair Center of your Work Orders.

When you select the Transaction Type, WebTMA automatically loads the required fields in the mapping grid. These lines display a red sphere in the left column until the row is mapped to the remote columns in the third-party database.

WebTMA filters the column field selection to prevent duplicate selection. For example, WO #is not available for selection when you click the Add Column link because it is already selected. Reminder: The lines that auto-populate the grid are required. Please do not delete these lines.

If you use the Default 1st Record option described in Universal Interface and Multi-Task Work Order Tasks on page 8, the record is imported; however, WebTMA writes an exception in the error column of the remote database.

How to Link Fields for Other Charges Import

In order to import your Other Charges, you must link WebTMA fields with fields within your Universal Interface table.

Reminder: Required fields in the mapping grid display a red sphere in the left column until the row is mapped to the remote columns in the third-party database.

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

  1. Complete the Required Setup fields described above.
  2. Click the Add Column link on the grid to open the Column Mapping popup window.
  3. Choose your WebTMA Column.
  4. Select the Remote Column.
  5. Click Save & Add (or Save & Close).
  6. Repeat until all fields in your Universal Interface table have been matched up.
  7. Add the applicable Repair Center(s) to the Repair Center
  8. Click Save on the WebTMA toolbar.

Universal Interface and Multi-Task Work Order Tasks

If you use multi-task work orders, you have the option to default to the first task listed on the work order. Mark the check box labeled Default 1st Record, and the first work order task associated with the Work Order is automatically used so your source database does not need to supply the Work Order Task information.

When a row is processed that has an invalid task and the box is checked, WebTMA imports the row, and adds the following error message, 'Imported with error: used default task.'

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

2024 Client Training Schedule
See the full list of web training events.