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OCI MW – Workflow

Before starting, you must have a use of the Job Cost application available. This program will utilize a use of Job Cost while the import process is taking place. If no uses are available, the process will stop without importing any transactions and you will be notified of the cause.

Importing Files

  1. Click Start, Programs, Sage, Sage 300 Construction and Real Estate, and then Import Misc Worksheet Entries
  2. You will be prompted to select your Sage 300 Construction and Real Estate data folder and enter your login credentials.
  3. Next to the Import File box, click the ellipses button and then select the text file containing your Misc Worksheet entries to be imported.
  4. In the Rejected Records File box, either keep the default name for this file or enter a new name of your choosing. This file will be used to store any entries from your import file that cannot be imported due to validation issues.
  5. Click Report Setup, choose how you would like to have the results provided to you, and then click OK.
  6. Click Import to start the import process.
  7. Review the report to confirm that your data was successfully imported or to view information about any rejected records.

Resolving Rejections

  1. Examine the report to determine the reason that transactions were rejected.
  2. Resolve the obstacle preventing the transaction from being imported. For example, if the transaction referenced a cost code that was not yet setup for the job, you would need to select Setup - Cost Codes in Job Cost and add the cost code to the job.
  3. Attempt to import the rejected records. In the Import File box, use the path previously used for the Rejected Records File. In the Rejected Records File box, supply a new unique filename.
  4. Click Import to start the import process.
  5. Review the report to confirm that your data was successfully imported or to view information about any rejected records. If records were rejected, repeat this process until the issues have been resolved and all of your data has been imported.