Setting Up the Import Utility

Before importing data files into Service Management and Job Cost, you must specify their location.

1. Select Signature Utilities > Setup > Import Setup.
2. Select the folder button in the Delimited Files Location field to select the path to the import files' location.
3. In the File Format field, select Comma or Tab from the drop-down list. Comma-delimited files end in .CSV and tab-delimited files end in .TXT.
4. Select a format from the Date Format drop-down list.
5. Select Save.

Viewing the Import Journal

The Import Journal window shows the date the files were last updated and the user ID of the person who performed the import.

Select Signature Utilities > Setup > Import Journal.

Viewing the System Report

The System Information report lists the contents of the DYNAMICS.SET file and other system information.

Select Signature Utilities > Setup > System Information. Complete the Report Destination screen.