INTR_RQST_ID

Req

C! 13

The interface request value that you enter to initiate the interface process. The value must be consistent for all records PENTA should process together.

WO_ID

Req

C! 25

Identify the work order record you wish to modify.

LINE_ITEM_NUM

Req

I 6

Assign a unique 1 to 6 digit number.

ACTIVITY_CD

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – Adds the record to the database. PENTA provides an error message if the record already exists in the database.

• C (Change) – Update an existing record. If the column is not updateable, PENTA records an error.

• D (Delete) – Delete an existing record. If PENTA cannot delete the column, it records an error.

• U (Update) – Add if the record does not exist and update if the record already exists, replacing any supplied column in the existing record.

LI_TYPE_CD

Req

C! 1

Enter the value that corresponds with the Line Item Type that you wish to associate with the line item number.

DESCR

Req

C 30

Note or comment that will display on the invoice for the line item number.

LUMP_SUM_AMT

Opt

F 15.2

Enter the Amount for a line item that is a Lump Sum Line Item Type.

UNIT_PRICE

Opt

F 11.2

Enter the Unit Price for a line item that is a Unit Price Line Item Type.

PCT

Opt

F 8.5

Enter the % for a line item that is either a Fee or a Sales Tax Line Item Type.

SALES_ACCT_NUM

Opt

X

Enter the Revenue Account # associated with the line item.

TAX_ACCT_NUM

Opt

X

Enter the Tax Liability Account # associated with the line item.

REV_CAT_CD

Opt

C! 6

Enter the Revenue Category associated with the line item.

RECORD_NUM

Opt

I 10

Do not assign this value. PENTA assigns this record number, which you can use to identify records with errors or warning messages.

USER_ID

Req

C 6

Id of the employee performing the load process. This USER_ID must exist in PENTA.

MODIFICATION_
DATE

Opt

D

Once the process completes, this displays the date PENTA marked the record as modified in the database. The current date is the default value.

INTR_RQST_ID

Req

C! 13

The interface request value that you enter to initiate the interface process. The value must be consistent for all records PENTA should process together.

WO_ID

Req

C! 25

Id of the work order.

LINE_ITEM_NUM

Req

I 6

Id of the work order line item.

UNIT_BILL_CD

Req

C! 15

Id of the unit billing associated with unit rate billing line item types.

SORT_SEQ_NUM

Opt

I 10

The sort order of unit billing codes on the work order invoice.

UM

Opt

C 5

Indicate how you measure the Units.

REV_CAT_CD

Opt

C! 6

Associate a revenue category with this unit billing code. One possible use of the revenue category is to associate an internal unit billing code with the customer unit billing code for reporting purposes. PENTA displays the associated Revenue Category Description.

UNITS

Opt / Req

F 12.3

Quantify the contract units for this line item.

Required if an Effective Date exists; otherwise, do not enter a value.

D_UNITS_EFF_DATE

Opt

D

Enter the effective date of the initial contract units for this unit billing code. Use the Update Units button for subsequent contract unit entries for a unit billing code.

ACTIVITY_CD

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – Adds the record to the database. PENTA provides an error message if the record already exists in the database.

• C (Change) – Update an existing record. If the column is not updateable, PENTA records an error.

• D (Delete) – Delete an existing record. If PENTA cannot delete the column, it records an error.

• U (Update) – Add if the record does not exist and update if the record already exists, replacing any supplied column in the existing record.

RECORD_NUM

Opt

I 10

Do not assign this value. PENTA assigns this record number, which you can use to identify records with errors or warning messages.

USER_ID

Req

C 6

Id of the employee performing the load process. This user_id must exist in PENTA.

MODIFICATION_
DATE

Opt

D

Once the process completes, this displays the date PENTA marked the record as modified in the database. The current date is the default value.

INTR_RQST_ID

Req

C! 13

The interface request value that you enter to initiate the interface process. The value must be consistent for all records PENTA should process together.

WO_ID

Req

C! 25

Id of the work order.

SEQ_NUM

Req

I 10

Sequence number uniquely identifying this row within interface request.

CUS_EQ_ID

Opt

C! 15

The piece of customer equipment that requires service.

FA_ID

Opt

X

The fixed asset that requires service.

CUS_LOC_CD

Opt

C 8

Use the Location column to specify whether the work is for a particular customer site.

MAINT_SCHD_NUM

Opt

I 6

Associate a maintenance schedule with the piece of equipment.

WO_TASK_ID

Opt

C! 10

Enter the Id of the task necessary to maintain the piece of equipment.

LONG_DESCR

Opt

C 2000

Enter any information not addressed in previous columns.

ACTIVITY_CD

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – Adds the record to the database. PENTA provides an error message if the record already exists in the database.

• D (Delete) – Delete an existing record. If PENTA cannot delete the column, it records an error.

MAINT_CONTRACT_ID

Opt

C 15

Id of the maintenance contract linked to the Task.

RECORD_NUM

Opt

I 10

Do not assign this value. PENTA assigns this record number, which you can use to identify records with errors or warning messages.

USER_ID

Req

C 6

Id of the employee performing the load process. This user_id must exist in PENTA.

MODIFICATION_
DATE

Opt

D

Once the process completes, this displays the date PENTA marked the record as modified in the database. The current date is the default value.

INTR_RQST_ID

Req

C! 13

The interface request value that you enter to initiate the interface process. The value must be consistent for all records PENTA should process together.

WO_ID

Req

C! 25

Use the Work Order Id column to enter a unique identifier that is 1-25 characters in length.

ACTIVITY_CD

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – Adds the record to the database. PENTA provides an error message if the record already exists in the database.

• C (Change) – Update an existing record. If the column is not updateable, PENTA records an error.

• D (Delete) – Delete an existing record. If PENTA cannot delete the column, it records an error.

• U (Update) – Add if the record does not exist and update if the record already exists, replacing any supplied column in the existing record.

OU_ID

Req

X

Use the OU Id column to identify which organizational unit has ownership of the work order.

DESCR

Req

C 30

A note or comment about the work order.

TEXT_3

Opt

LONG

Use the Description of Problem column to record a more detailed description of the requested work. The column has no character limit.

CUS_ID

Req

X

Use the Customer Id column to specify the account for which the service work will be performed.

CUS_LOC_CD

Opt

C 8

Use the Location column to specify whether the work is for a particular customer site.

ADDR_1

Opt

C 30

First line of the work site’s street address.

ADDR_2

Opt

C 30

Second line of the work site’s street address.

ADDR_3

Opt

C 30

Third line of the work site’s street address.

CITY

Opt

C 20

The city of the work site.

ST_CD

Opt

C! 4

The state or providence of the work site.

POSTAL_CD

Opt

C! 10

The postal code of the work site.

COUNTRY_CD

Opt

C! 3

The country of the work site.

CALLER_LAST_NAME

Opt

C 20

Last name of the individual who made the call requesting service work.

CALLER_FIRST_NAME

Opt

C 15

First name of the individual who made the call requesting service work.

CALLER_PHONE_
AREA_CD

Opt

C 3

The area code of the person who made the call requesting service work.

CALLER_PHONE_NUM

Opt

C 11

The 7-digit telephone number of the person who made the call requesting service work.

WO_SERVICE_TYPE_
CD

Req

C! 8

Id of the Service Type describing the nature of the service needed for the work order.

WO_CALL_PRIORITY_CD

Opt

C! 8

Id of the Priority characterizing a work order’s need for attention. The user is responsible for establishing and interpreting the hierarchical logic behind the values.

D_CALL_TAKEN_
DATE

Opt

D

Use the Call taken on column to enter the date on which the customer called.

CALL_TAKER_EMP_ID

Opt

X

Use the Call taken by column to identify the employee who received the call.

WO_CALL_TYPE_CD

Opt

C! 8

Id of the Call Type characterizing the nature of the service call.

WO_SERVICE_ZONE_CD

Opt

C! 10

Id of the Zone specifying the geographical region where service work will take place.

SALESPERSON_EMP_
ID

Req/

Opt

X

Salesperson Id. Id of the employee credited with making the sale.

SALESPERSON_NAME

Req/

Opt

C 30

Name of the employee credited with making the sale.

MAINT_CONTRACT_
ID

Opt

C! 15

Use the Contract Id column when a relationship exists between the work order and an existing maintenance contract with the customer.

CONTACT_NUM

Opt

I 3

Use the Contact # column to associate a work order with a specific employee at the customer site.

CONTACT_LAST_
NAME

Opt

C 20

Use the Last Name column to display the last name of the contact person.

CONTACT_FIRST_
NAME

Opt

C 15

Use the First Name column to display the first name of the contact person.

CONTACT_PHONE_
AREA_CD

Opt

C 3

Use the first block of the Phone # column to display the 3-digit area code for the contact number.

CONTACT_PHONE_
NUM

Opt

C 30

Use the second block of the Phone # column to display the 7-digit phone number for the contact number.

CONTACT_PHONE_
EXT

Opt

C 5

Use the Ext column to display the extension to the contact phone number.

CUS_PO_REF

Opt

C 30

Use the Customer PO # column if there is a purchase order number associated with the work order.

PO_LIMIT_AMT

Opt

F 12.2

Use the PO Limit Amount column to establish the maximum amount that a purchase order cannot exceed.

CUS_AMT_
THRESHOLD

Opt

F 12.2

Use the Cus Price Threshold column to set the maximum dollar amount that you are willing to pay a customer for their product.

D_RQST_DATE

Opt

D

Date the customer would like the service completed.

D_RQST_TIME

Opt

D

Time the customer would like the service completed.

D_NEEDED_DATE

Opt

D

Date the customer must have the service completed.

D_NEEDED_TIME

Opt

D

Time the customer must have the service completed.

D_PROMISED_DATE

Opt

D

Date by which you promised to have your technicians complete the service work.

D_PROMISED_TIME

Opt

D

Time by which you promised to have your technicians complete the service work.

D_PROMISED_LATEST_TIME

Opt

D

Latest date that completion of the service work will occur.

EST_HRS

Opt

F 10.3

Estimated Hours identifies the total number of hours expected to complete the service work.

NUM_TECHS

Opt

I 3

# of Technicians identifies the total number of technicians needed to complete the service work.

SERVICE_TECH_EMP_
ID

Opt

X

The preferred lead technician on the service call.

TAXABLE_INDICATOR

Opt

C! 1

Indicates whether a work order is taxable.

TAX_EXEMPT_
REASON_CD

Opt

C! 3

Identifies the basis for excluding the work order from taxes. The Tax Exempt Reason column is non-enterable when the Tax Exempt column is No.

TAX_CERTIFICATE

Opt

C 15

Use the Tax Exempt Certificate column to include proof of the exemption if a party other than PENTA requires you to do so.

INVOICE_CUS_ID

Opt

X

Use the Invoice Cus Id column to identify the customer whom you plan to bill for the service work. The customer receiving the invoice may not be the same customer that requests the service work.

INVOICE_CYCLE_
NUM

Opt

I 3

Use the Invoice Cycle column to establish the frequency at which customer billings will occur.

PAY_TERM_NUM

Opt

I 3

This value you enter indicates the number of days a customer has to pay their account in full and whether the customer receives a discount for early payment.

BILL_WHEN_CMPL_
CD

Opt

C! 1

Use the Bill Only When Complete column to indicate whether a customer will receive invoices before completion of the work order.

CALC_SERVICE_
CHARGE_CD

Opt

C! 1

Place a checkmark in the Calculate Service Charges box to allow for a surcharge on all line items on a work order for an invoice that is not paid within the agreed upon terms.

LIMIT_AMT

Opt

F 15.2

Use the Limit Amount column to set the maximum dollar amount a customer can expect to pay for work performed.

BILL_TAXABLE_
INDICATOR

Opt

C! 1

Use the Taxable column to indicate whether an invoice is subject to tax.

LAB_RATE_SCHD_
NUM

Opt

I 3

Use the Labor column to assign the desired set of pricing rules that PENTA is to apply when charging costs for labor time card entries made against that particular work order/maintenance contract.

EQ_RATE_SCHD_NUM

Opt

I 3

The desired set of pricing rules that PENTA is to apply when charging costs for equipment timecard entries made against that particular work order/maintenance contract.

INV_MKUP_SCHD_
NUM

Opt

I 3

Use the Inventory column to assign the desired set of pricing rules that PENTA is to apply when charging costs for inventory transfers made against that particular work order/maintenance contract.

CT_MKUP_SCHD_NUM

Opt

I 3

Use the Other Costs column to assign the desired set of pricing rules that PENTA is to apply when charging costs for work order/maintenance contract related items not categorized as labor, equipment, or materials.

INVOICE_OH_CD

Opt

C! 1

Use the Overhead box to include or exclude charges from any overhead rule associated with the work order/maintenance contract as a billable cost to the customer.

FRNG_CD

Opt

C! 1

Place a checkmark in the Taxable Fringes box to include add-to-gross fringe expenses related to the work order/maintenance contract as a billable cost to the customer.

BURDEN_CD

Opt

C! 1

Use the Payroll Burden box to include or exclude charges from payroll burden as a billable cost to the customer.

NT_FRNG_CD

Opt

C! 1

Place a checkmark in the Non-Taxable Fringes box to include add-to-net fringe expenses charged to the work order/maintenance contract as a billable cost to the customer.

OTH_PAY_CD

Opt

C! 1

Place a checkmark in the Other Pay box to include miscellaneous expenses charged to the work order/maintenance contract as a billable cost to the customer.

REIMB_CD

Opt

C! 1

Place a checkmark in the Reimbursements box to include reimbursable item expenses charged to the work order/maintenance contract as a billable cost to the customer.

NUM_COPIES

Opt

I 3

Use the Number of Copies column to specify how many invoice copies will be printed and sent to the customer.

INVOICE_CUS_LOC_
CD

Opt

C 8

Use the Invoice Loc. Code column to associate a work order with a customer site that receives invoices.

INVOICE_NAME

Opt

C 30

Use the Send Invoice To column to list the name of the customer that received the invoice.

INVOICE_NAME_
PREFIX

Opt

C 15

Use the Name Prefix column if the name of the customer that received the invoice has a prefix.

INVOICE_ADDR_1

Opt

C 30

Street address where the customer will receive the invoice.

INVOICE_ADDR_2

Opt

C 30

Street address where the customer will receive the invoice.

INVOICE_ADDR_3

Opt

C 30

Street address where the customer will receive the invoice.

INVOICE_CITY

Opt

C 20

City where the customer will receive the invoice.

INVOICE_ST_CD

Opt

C! 4

State or province where the customer will receive the invoice.

INVOICE_POSTAL_CD

Opt

C! 10

Postal code for the address where the customer will receive the invoice.

INVOICE_COUNTRY_
CD

Opt

C! 3

Country where the customer will receive the invoice.

INVOICE_CONTACT_NUM

Opt

I 3

Telephone number used to contact the customer who receives the invoices.

INVOICE_CONTACT_
LAST_NAME

Opt

C 20

Last name of the contact person for the customer receiving the invoice.

INVOICE_CONTACT_
FIRST_NAME

Opt

C 15

First name of the contact person for the customer receiving the invoice.

INVOICE_CONTACT_
TITLE_NUM

Opt

I 4

Title of the contact person for the customer receiving the invoice.

REMIT_TO_ADDR_
NUM

Opt

I 5

Remit to Address # identifies the location to which customers can send their payments.

PMGR_EMP_ID

Opt

I 9

Employee Id of the Work Order’s project manager.

SIT_ST_CD

Opt

C! 4

Enter the Work Order’s tax jurisdiction for state income tax.

SUT_ST_CD

Opt

C! 4

Identify the Work Order tax jurisdiction for the following calculations:

• SUT (State Unemployment Tax)

• SUI (State Unemployment Insurance)

• SDI (State Disability Insurance)

• WC (Workers Compensation)

• PL (Public Liability)

LCL_CD

Opt

C! 3

Identify the Work Order’s tax jurisdiction for local taxes.

WORK_PROV_CD

Opt

C! 4

Enter the work province. This value determines the workers compensation province and work location-related tax province (e.g., NWT payroll tax). This value defaults on timecards, but you can override it during timecard entry for individual timecards. Note: You can only enter this value for a Canadian Payroll Employee.

PAR_WO_ID

Opt

C! 25

Assigns a parent work order to the current work order.

PAR_WO_OU_ID

Opt

I 9

OU of the parent work order.

PAR_WO_INVOICE_CD

Opt

C! 1

Indicate if you want to bill the child work order on the parent work order's invoice.

IC_AP_EMAIL_CD

Opt

C! 1

Indicates whether PENTA sends an email to the Work Order’s Manager when PENTA generates an “arm’s length” inter-company AP transaction with the charge going to the Work Order.

UNIT_BILL_SCHD_
NUM

Opt

I 8

Id of the rate schedule resembling unit rate billing rules PENTA applies when calculating invoice amounts for unit rate billing line items for the Work Order.

REGION_ID

Opt

C 8

The physical region of the customer requesting service.

WO_STAT_UDF_CD

Opt

C! 10

PENTA will create Work Orders with an Unassigned status, and any Status code you enter here will result in an additional WO Status History entry.

If you entered a SERVICE_TECH_EMP_ID and enter a type of “assigned” status here, PENTA adds the preferred lead technician to the Work Order.

D_STAT_DATE

Opt

D

The effective date of the Status assignment. Only enter a Status Date if you entered a Status.

RECORD_NUM

Opt

I 10

Do not assign this value. PENTA assigns this record number, which you can use to identify records with errors or warning messages.

USER_ID

Req

C 6

Id of the employee performing the load process. This user_id must exist in PENTA.

MODIFICATION_
DATE

Opt

D

Once the process completes, this displays the date PENTA marked the record as modified in the database. The current date is the default value.

OT_APPROVED_CD

Req

C! 1

Use the Overtime Approved column to specify if the work order is approved for overtime.

INTR_RQST_ID

Req

C! 13

The interface request value that you enter to initiate the interface process. The value must be consistent for all records PENTA should process together.

WO_ID

Req

C! 25

Use the Work Order Id column to identify the work order record you wish to modify.

SEQ_NUM

Req

I 10

Sequence number uniquely identifying this row within interface request.

ACTIVITY_CD

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – Adds the record to the database. PENTA provides an error message if the record already exists in the database.

• D (Delete) – Delete an existing record. If PENTA cannot delete the column, it records an error.

NOTE_ID

Opt

I 10

Id of the note associated with the Work Order.

WO_NOTE_TYPE_CD

Req

C! 8

Use the Note Type column to classify the note by its origin.

TEXT_3

Req

LONG

Enter the text for the note. The column is not limited to any maximum number of characters entered.

WO_PRINT_CD

Opt

C! 1

Use the Print On Work Order column to indicate whether PENTA should include the note on a paper hard copy of the work order.

WO_INVOICE_PRINT_CD

Opt

C! 1

Use the Print On Invoice column to indicate whether PENTA should include the note on a printed invoice for the work order.

RECORD_NUM

Opt

I 10

Do not assign this value. PENTA assigns this record number, which you can use to identify records with errors or warning messages.

USER_ID

Req

C 6

Id of the employee performing the load process. This user_id must exist in PENTA.

MODIFICATION_
DATE

Opt

D

Once the process completes, this displays the date PENTA marked the record as modified in the database. The current date is the default value.

INTR_RQST_ID

Req

C! 13

The interface request value that you enter to initiate the interface process. The value must be consistent for all records PENTA should process together.

WO_ID

Req

C! 25

Id of the work order.

WO_TASK_ID

Req

C! 10

Id of the task associated with the work order.

SEQ_NUM

Req

I 10

Sequence number uniquely identifying this row within interface request.

UNION_NUM

Opt

C! 8

The union authorized to work on the Task. If multiple unions have authorization to work on the task, you must add multiple rows.

ALL_UNION_CD

Req

C! 1

Use this checkbox to indicate that a task is open and not restricted to the union(s) with jurisdiction over the work order. If you place a checkmark in this box:

• PENTA nulls the union number on the current row if it is not already null.

• If other rows exist for this Work Order/Task combination with a union specified, PENTA issues a dialog box stating you must first delete those rows before a task can be marked as being open to all unions.

ACTIVITY_CD

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – Adds the record to the database. PENTA provides an error message if the record already exists in the database.

• D (Delete) – Delete an existing record. If PENTA cannot delete the column, it records an error.

RECORD_NUM

Opt

I 10

Do not assign this value. PENTA assigns this record number, which you can use to identify records with errors or warning messages.

USER_ID

Req

C 6

Id of the employee performing the load process. This user_id must exist in PENTA.

MODIFICATION_
DATE

Opt

D

Once the process completes, this displays the date PENTA marked the record as modified in the database. The current date is the default value.

INTR_RQST_ID

Req

C! 13

The interface request value that you enter to initiate the interface process. The value must be consistent for all records PENTA should process together.

WO_ID

Req

C! 25

Use the Work Order Id column to identify the work order record you wish to modify.

JURIS_ID

Req

C 10

Enter the tax jurisdiction that will determine which tax rules to apply to the taxable amounts for the work order.

ACTIVITY_CD

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – Adds the record to the database. PENTA provides an error message if the record already exists in the database.

• D (Delete) – Delete an existing record. If PENTA cannot delete the column, it records an error.

RECORD_NUM

Opt

I 10

Do not assign this value. PENTA assigns this record number, which you can use to identify records with errors or warning messages.

USER_ID

Req

C 6

Id of the employee performing the load process. This user_id must exist in PENTA.

MODIFICATION_
DATE

Opt

D

Once the process completes, this displays the date PENTA marked the record as modified in the database. The current date is the default value.

INTR_RQST_ID

Req

C! 13

The interface request value that you enter to initiate the interface process. The value must be consistent for all records PENTA should process together.

WO_ID

Req

C! 25

Id of the work order.

UNION_NUM

Req

C! 8

Id of the union.

ACTIVITY_CD

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – Adds the record to the database. PENTA provides an error message if the record already exists in the database.

• D (Delete) – Delete an existing record. If PENTA cannot delete the column, it records an error.

RECORD_NUM

Opt

I 10

Do not assign this value. PENTA assigns this record number, which you can use to identify records with errors or warning messages.

USER_ID

Req

C 6

Id of the employee performing the load process. This user_id must exist in PENTA.

MODIFICATION_
DATE

Opt

D

Once the process completes, this displays the date PENTA marked the record as modified in the database. The current date is the default value.

INTR_RQST_ID

Req

C! 13

The interface request value that you enter to initiate the interface process. The value must be consistent for all records PENTA should process together.

WO_ID

Req

C! 25

Id of the work order.

UDF_COLUMN_NAME

Req

C 30

Name of the user defined field.

ALPHA_VALUE

Opt

C 2000

Value of the user defined field.

D_EFF_DATE

Req

D

The effective date.

ACTIVITY_CD

Req

C! 1

Required for all activity. Possible values are:

• A (Add) – Adds the record to the database. PENTA provides an error message if the record already exists in the database.

• C (Change) – Update an existing record. If the column is not updateable, PENTA records an error.

• U (Update) – Add if the record does not exist and update if the record already exists, replacing any supplied column in the existing record.

RECORD_NUM

Opt

I 10

Do not assign this value. PENTA assigns this record number, which you can use to identify records with errors or warning messages.

USER_ID

Req

C 6

Id of the employee performing the load process. This user_id must exist in PENTA.

MODIFICATION_
DATE

Opt

D

Once the process completes, this displays the date PENTA marked the record as modified in the database. The current date is the default value.