Pre-condition - Do not use ' and " sign in excel


In Import Task - There are many fields in excel but only 8 basic fields are mandatory. Lets discuss all the options brief:


1. Customer Code - 

  • Enter only Customer Code which accept alphanumeric, characters, numeric values
  • Added Customer code must be (already) assigned to existing Customer
  • Do not enter any blank spaces before and after values

2. Customer ERPCA UID - 

  • This field is mandatory
  • You can copy paste this URI from the Customer Detailed Report (link is already given in Note point no 2)
  • Do not enter any blank spaces before and after values

Note - If you have Customer code not UID then you can add Customer Code. Keep Customer ERPCA UID blank.


3. Customer_file_no - 

  • Enter only numeric values
  • Do not enter any blank spaces before and after values

4. Email id - 

  • This field is mandatory 
  • Enter valid and unique email id (which is already not registered in ERPCA) to recover the login details of the user.
  • Do not enter any blank spaces before and after values

5. Task Title - 

  • This field is mandatory
  • Enter only alphanumeric, characters, numeric values
  • You can also add () - [] etc this special characters
  • Do not enter any blank spaces before and after values

6. Start Date - 

  • This field is mandatory 
  • Enter YYYY-MM-DD format only
  • Do not enter any blank spaces before and after values

7. End Date - 

  • This field is mandatory 
  • Enter YYYY-MM-DD format only
  • Do not enter any blank spaces before and after values

8. Working Hrs - 

  • This field is mandatory
  • enter only numeric value
  • accept decimal values
  • Do not enter any blank spaces before and after values

9. Billing Date - 

  • Enter YYYY-MM-DD format only
  • Do not enter any blank spaces before and after values

10. Fees - 

  • This field is mandatory 
  • Enter numeric values only
  • Do not enter any blank spaces before and after values

11. Team -

  • This field is mandatory 
  • Enter only n or y values
  • If task is assigned to any resource then enter only 'n' else enter 'y'
  • Do not enter any blank spaces before and after values

12. Reviewer - 

  • Enter valid and unique email id (which is already not registered in ERPCA) to recover the login details of the user.
  • Do not enter any blank spaces before and after values

13. Tax/Work Period - 

  • Enter only alphanumeric, characters, numeric values
  • You can also add () - [] etc this special characters
  • Do not enter any blank spaces before and after values

14. Instructions - 

  • Enter only alphanumeric, characters, numeric values
  • You can also add () - [] etc this special characters
  • Do not enter any blank spaces before and after values