To import SOR codes and prices from a delimited file

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Achieved via the dual-functioning action button Import Schedule and Prices, a Comma Separated Variable (CSV) file comprising any combination of new and revised SOR codes, including the associated price breakdown, can be uploaded into the database, ready for utilisation within all dependent repairs-focused activities. Two alternative data processing routes are supported: (1) A new CSV file can be created in isolation, into which all desired core records and associated prices can be inserted, with full adherence to the prescribed column order and valid parameter values; (2) An output file can be generated first, serving as a convenient template for the permitted file structure, and through which any existing records can be retained, updated or removed, as appropriate, and the latest SOR entries added. To minimise the likelihood of validation errors, all parameter values imported alongside each core record must be represented by their unique numeric identifier only, and not their descriptive counterpart. Similarly, SOR code attributes aligned to a Boolean data type must be set to 0 (value = FALSE) or 1 (value = TRUE).


The procedure to import SOR codes and prices from a delimited file is as follows:

  1. Navigate to Quick Menu > Repairs > Configuration > Schedule of Rates. The Schedule Of Rates Details window is displayed.
  2. Click on Import Schedule and Prices. Browse to the intended data import file using standard navigation techniques 1.
  3. Click on Open. The external source data is imported into the relevant SOR table; where validation errors are detected, these are supported by robust end user notification messaging 2.


Note

1 The standard file format supported by the SOR code import mechanism is CSV.

2 A comprehensive report will detail the actions to be taken at individual code level, consolidated within different section headings that are aligned to the classification of record inconsistency or overlapping contract price.


See related topics...

Schedule of rates (SOR) maintenance overview

To export SOR codes and prices to a delimited file