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How to add your knowledge
Table of contents
Importing Data and Downloading Templates
- Navigate to: Cost Management
Pay Apps or ContractorsContractor Pay Apps. - Click SOV Setup.
- Click Import.
- To download an Excel template, see Downloading an Excel Template and skip to step 3.
- To upload data, see Uploading XML Project File.
Specific Rules/Conditions
The SOV import has the following special rules or conditions:
- Importing is accomplished with the Import button on the SOV Setup Headings and Heading Items tabs.
- When using unit price SOVs, the amount field will be calculated upon import based on the Quantity and Unit Price.
- Leaving the Record State blank will result in Active records.
- The Heading Items must be keyed to a Heading No. If more than one Heading has the same number, the first one found will be used.
- Leave Included After blank unless you want to hide the item until after a certain date.
- The import can be used for adding new items or for modifying existing items
- The import template provided is dependent on whether the SOV is a Percent Complete or Units Complete SOV.
| Field | Data Type |
|---|---|
| No. | Text |
| Description | Text |
| Record State | A for Active, V for Void. Leave blank to assume A |
Heading Items Field Information
| Field | Data Type |
|---|---|
| Heading No. | Text |
| Item No. | Text |
| Item Description | Text |
Amount | Currency (applies only to Percent Complete type of SOV) |
Quantity * | Number (applies only to Units Complete type of SOV) |
| U.O.M. * | Text (will be matched to the Unit Type Lookup Table) (applies only to Units Complete type of SOV) |
| Unit Price * | Currency (applies only to Units Complete type of SOV) |
| Included After | Date (blank unless you want to hide the item until after a certain date) |
| Record State | “A” for Active, “V” for Void. Leave blank to assume A |
| Budget Code | The Budget Code to be used on Cost Items associated with the Pay App. Note: Budget Codes will be imported only if the Allow Cost Item Creation option is enabled in Module Customization. If this option is not enabled, any budget codes in the Import spreadsheet will be ignored. See Module Customization for Pay Apps for more information. |