Work Order Interface: Table Driven Method
Use the Work Order Interface to load vendor records using data from external applications. Information you load using this interface adds to the data already stored in PENTA.
Data files you load must have Request Types assigned to the WO Interface Type.
Note that there is no pipe delimited interface method available; the table method is the only way to interface work order data.
Where to View Loaded Data
You can review interfaced data in the Work Orders window.
Available Tables
Line Item Detail Record
The following information relates to the INTR_WOMSTR_LINE_ITEM table.
Column | Entry | Format | Description |
|---|---|---|---|
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:
|
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_ | 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. |
Line Item Unit Billing Detail Record
The following information relates to the INTR_WOMSTR_LI_UNIT_BILL table.
Column | Entry | Format | Description | |||
|---|---|---|---|---|---|---|
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:
| |||
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_ | 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. | |||
Work Order Master Detail Record
The following information relates to the INTR_WOMSTR_DTL table.
Column | Entry | Format | Description |
|---|