This is a direct import (i.e., data is uploaded directly to the data table) that allows for inserting new records and updating existing ones.

Imported work completed inventory lines will be set with a status of Provisional in SM Work Orders. This means that unlike manually entered work completed lines, posting will not occur automatically; they must be batched and processed using SM Work Order Cost Posting.

When importing records from the text file, if the Tax Type identifier (in Template Detail) is set to Use Viewpoint Default, the system will default the Tax Type for each record based on the Matl Type Override defined for the work order scope's call type, as well as the work completed line's billable status and taxability status.

For example, if the call type's Matl Tax Override is set to Sales and the imported inventory line is billable and taxable, the system will set the Tax Type for the work completed line to Sales. If the line is billable, but not taxable, the system will set the Tax Type to blank.

If you do not use the Viewpoint default and the Tax Type for the import record does not correspond to the Material Tax Override value specified for the call type on the work order scope, the system will automatically default the correct value based on the Material Tax Override option specified for the work order scope and the work completed line's billable status and taxability status.