This utility can be used to update information in the Service Codes table by exporting the existing values and re-importing the modified values.
The action flow includes:
Select one of the following actions:
The two separate worksheets "Service Codes" and "Service Code
Divisional Pricing" can be modified with the correct values and
then saved to two separate tab-delimited text file on your
client machine.
New Services Codes can be added on the "Service Codes" import.
Each text files can then be move from the client to the server
individually using the Select a File to
Upload utility by selecting the Upload Service and
Upload Div Pricing options below.
The data Import is also done separately for the two files by
selecting each of the Import Service and Import Div
Pricing options in the radio group.
Move the Saved Text File for the Service Codes to the
Server:
Click Upload Service to copy the tab-delimited text
file created from the saved Service Code
Export from your client machine to the data directory on the
server in preparation for importing.
The Select a File to Upload utility is used
to search for the file and to rename it to
"service_codes.txt" before completing the upload.
File upload success or failure is displayed.
Move the Saved Text File for the Service Pricing by Division
to the Server:
Click Upload Div Pricing to copy the tab-delimited
text file created from the saved Service
Code Export from your client machine to the data directory on
the server in preparation for importing.
The Select a File to Upload utility is used
to search for the file and to rename it to "div_pricing.txt"
before completing the upload.
File upload success or failure is displayed.
Update the Service Codes with the new Values:
Click Import Services to update the Service Codes with the new values as outlined in
Service Code Import.
Update the Div Pricing with the new Charges:
Click Import Div Pricing to update the "Divisions" window in
Service Codes with the new pricing.
Divisional Pricing Import Error Conditions:
Divisional Pricing records without errors can still be
imported.
Confirmation is required.
Exit 'Update Service Codes' sub-menu:
Click Cancel when no further action from this sub-menu is
required.
Finished?
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