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COLUMN HEADER

FIELD DESCRIPTION

FORMAT

REQUIRED

JobNum

Job number the material entry applies to.

Use the unique code that you used for the customers in the customer import.

Number & Letters

Yes

EmpNum

ID of the person the material entry belongs to. Use the same number used in the employee import

This can be found as in the RefKey Ref Key field in employee settings if you no longer have the import file.

WorkBook Resource ID (WB Employee ID) can also be used in case the employee is created manually in WorkBook.

Example: if the WB employee ID = 578, then the value in this column will be WB#578.

Image Added

Number & Letters

Yes

AId

Activity number connected to the material entry

Activities are created and managed via the settings module> price lists & activities > activities

Number

Yes

MatRefNum

The index number of the material, found in:
Settings module > Material list

Number

No

RegDate

Date the material should be registered to

Date
E.g. your local date format xx/xx/yy

Yes

Qty

Number of units

Number

Yes

Cost

Cost price per unit, not total, on material

Number

Yes

Sale

Sales price per unit, not total, on material

Number

Yes

SupplementalDescr

A field to include a description to accompany the material entry

Text

No

RefRecId

Optional internal number that can be used to find imported material entries

Number

No

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