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

1 Line Item Detail Record
2 Line Item Unit Billing Detail Record
3 Work Order Master Detail Record
4 Work Order Master Record
5 Note Detail Record
6 Task Union Detail Record
7 Tax Detail Record
8 Union Local Detail Record
9 User Defined Fields Detail Record

Line Item Detail Record

The following information relates to the INTR_WOMSTR_LINE_ITEM table.

Column	Entry	Format	Description

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: 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.

Line Item Unit Billing Detail Record

The following information relates to the INTR_WOMSTR_LI_UNIT_BILL table.

Column		Entry		Format	Description

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: 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.

Work Order Master Detail Record

The following information relates to the INTR_WOMSTR_DTL table.

Column	Entry	Format	Description

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.
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.

Work Order Master Record

The following information relates to the INTR_WOMSTR_MASTER table.

Column	Entry	Format	Description

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	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.