SM Required Tasks (vSMRequiredTasks)


SM Required Tasks - Table vSMAgreementService					Columns that are typically used for importing are in yellow
Column Name	Type	Importable	Default Available	Length & Scale	Required	Comments
SMCo	company	Yes	No	### - 0 to 999	Yes	Service Management Company number. Must exist in HQCO.
EntitySeq	int	No	No	#########	No	EnitiySeq automatically set by Viewpoint upload process.
Task	int	Yes	Yes	###	Yes	Task number. Sequential number for tasks added to parent.
SMStandardTask	char	Yes	No	15 Characters	No	SM Standard Task. Must exist in SMStandardTask table. Required Material, Equipment and Labor that is related to SMStandardTask record will also be added.
Name	char	Yes	Yes	60 characters	Yes	Name of Task.
Description	char	Yes	No	Unlimited characters	No	Description of the Task.
ServiceSite	char	No	Yes	20 characters	No	Viewpoint import will always set this to the Service Site of the associated parent.
ServiceItem	char	Yes	No	20 characters	No	Service Item
Class	char	Yes	No	15 Characters	No	Defaults to the Class of the Service Item when provided.
Type	char	Yes	No	15 characters	No	Defaults to the Type of the Service Item when provided.
Manufacturer	char	Yes	No	20 characters	No	Defaults to the Manufacturer of the Service Item when provided.
Model	char	Yes	Yes	60 Characters	No	Defaults to the Model of the Service Item when provided.
SerialNumber	char	Yes	No	60 Characters	No	Defaults to the Serial Number of the Service Item when provided.
Agreement	char	Yes	No	15 characters	when ParentType = 9	The Agreement that the task is associated with.
AgreementRevision	int	Yes	No	###	when ParentType = 9	The Revision that the task is associated with.
AgreementService	int	Yes	Yes	###	when ParentType = 9	The Agreement Service that the task is associated with.
WorkOrder	int	Yes	No	#########	when ParentType = 7	The Work Order that the task is associated with.
WorkOrderScope	int	Yes	No	###	when ParentType = 7	The Work Order Scope that the task is associated with.
WorkOrderQuote	varchar	Yes	No	15 Characters	when ParentType = 11	The Work Order Quote that the task is associated with.
WorkOrderQuoteScope	int	No	No	###	when ParentType = 11	The Work Order Quote Scope that the task is associated with.
ItemClass	varchar	No	No	15 Characters	when ParentType = 14	The Item Class that the task is associated with.
ClassMaintenance	varchar	Yes	No	30 Characters	when ParentType = 14	The Item Class Maintenance that the task is associated with.
SourceTask	int	Yes	No	###	No	If this task is associated with an Agreement Service that comes from a Class Maintenance then this should have the Task number as it is on the related Class Maintenance Task record.
Recommended	char	Yes	Yes	Y or N	when ParentType = 14	Defaults to 'Y'. Only used for records with a parent of Class Maintenance.
ParentType	int	Yes	No	###	Yes	Indicates what parent type this record is associated with: 7=Work Order Scope, 9=Agreement Service, 11=Work Order Quote Scope, 14=Class Maintenance
Notes	varchar	Yes	No	Unlimited	No	Notes

Table Guidelines

The definition of each of the table’s columns is outlined below.

Column Name – The name of the column/field in the database table.
Type – The column’s SQL data type. Types starting with a “b” are Viewpoint defined data types.
Importable – The field is available for import.
Default Available – Indicated if a programmatic default value is available for this field. Defaults use the same logic as a posting program to determine a value.
Length and Scale – Indicates the format of the field.
Required – Indicates if the data is required.
A hard coded default value can be specified in IM Template; when importing files this value overwrites the imported value.
Note:
Use the Template Detail tab in the IM Template form to add any additional fields for importing.

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SM Required Tasks (vSMRequiredTasks)