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SmartFusion Modules > System Setup > Data Entry > System File > Dude Solutions

Recent Change: 

6.138
- Added new system setting for exporting and importing work order information for Dude Solutions
- Added stored procedures and a view to create a SQL Server Agent Job and execute it

Introduction

A license for 'Dude Solutions Work Order Interface' will be needed to access this functionality. This system setting allows the creation of an export files and historical/future budget data files to the export path set up in the System File.

In addition, a compatible version of SQL Server with SQL Server Agent functionality is required. Specifically, SQL Server Express is not supported.

Selections

Dude Solutions For Work Orders Settings

Export Settings

Time interval for export (in hours)
File path for export
Last time synced (MM/dd/yyyyy hh:mm:ss format)- This will get set every time the export file is created.

NOTE: For the export it pulls records from ServiceOrder where ModifyDateTime >= Last Time synced in the ConfigurationItem table. After an export is done the Last time synced setting is automatically set.

Export File Layout: Export file created with name as DudeSolutions(yyyy.MM.ddhhmmss).csv

Master Record:

Field	Comments
Record Type	Hardcoded as 'H'
Account Number	customer.AccountNumber
Work Order Number	ServiceOrder.WorkOrderNumber
Work Order Code	RequestType.RequestTypeDescription
Description	RequestType.Description
Date initiated	ServiceOrder.RequestDate
Date required	ServiceOrder.DueDate
Requested By	Users.UserID
Service Address	ServiceOrder.Address1
Work Order Comments	ServiceOrder.Notes
Work Order Status	Status.StatusDescription

Detail Record:

Field	Comments
Record Type	Hardcoded as 'D'
Work Order Number	ServiceOrder.WorkOrderNumber
Meter Number	ar210.cserial
Service Type	ar201.cservcode
Previous Reading	MeterReading.Reading

Import Settings -

(Imports a .csv file with fields Work Order Number, Completion Notes, Status. The Completion notes should be in double quotes)

Time interval for import (in hours)
File path and name for import

NOTE: The import process updates the status and completion notes of a work order from the import file.

Outline of Process

The SQL Server Agent service will need to be running
User will need to login using a SQL server name and not "localhost"
User will complete field selections
On "Save", the user will be asked if they want to create/update a SQL Server Agent job; If they answer "Yes" the settings will be saved and the job will be started with the new settings; If they answer "No" the settings will not be saved and the job will not be started (The user will be notified accordingly)

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