Rental Conversion - Revision history

Jgullickson at 18:48, 31 May 2018

2018-05-31T18:48:45Z

Lpickett: /* Customers */

2016-11-01T18:31:14Z

Customers

Lpickett: /* Customers */

2016-11-01T18:25:47Z

Customers

Yrobinet: /* This data is bulk loaded: */

2016-08-17T15:13:09Z

This data is bulk loaded:

Yrobinet: /* MS Excel Template for all Conversion Files */

2016-04-04T16:09:42Z

MS Excel Template for all Conversion Files

Yrobinet: /* Asset Agreements (Leases, Customer Owned, etc.) */

2015-02-05T23:17:24Z

Asset Agreements (Leases, Customer Owned, etc.)

Yrobinet: /* Asset Agreements (Leases, Customer Owned, etc.) */

2015-02-05T23:16:17Z

Asset Agreements (Leases, Customer Owned, etc.)

Lsilverman at 18:05, 6 February 2014

2014-02-06T18:05:38Z

Lpickett: /* MS Excel Template for all Conversion Files */

2014-01-03T19:59:51Z

MS Excel Template for all Conversion Files

Lpickett: /* MS Excel Template for all Conversion Files */

2013-12-31T21:22:46Z

MS Excel Template for all Conversion Files

@@ Line 404: / Line 404: @@
 Leave blank if not used.
 |}
 ===Rental Invoice List===

@@ Line 296: / Line 296: @@
 | ALPHA BETA INC.
 | Text, Max 50 char
-| The first line of the address as printed on rental bills. It is usually the same as the name of the customer.
+| The first line of the shipping address block as printed on rental bills. It is usually the same as the name of the customer.
 |-
 | Shipping Address 2
 | 101 MAIN ST
 | Text, Max 50 char
-| First line of shipping street address
+| Second line of the address block as printed on the rental bill. It is usually the first line of shipping street address.
 |-
 | Shipping Address 3
 | MAINT DEPT
 | Text, Max 50 char
-| Second line of shipping street address
+| Third line of the address block as printed on the rental bill. It is usually the second line of shipping street address.
 |-
 | Shipping City
@@ Line 331: / Line 331: @@
 | ALPHA BETA INC.
 | Text, Max 50 char
-| The first line of the address as printed on rental bills. It is usually the same as the name of the customer.
+| The first line of the billing address block as printed on rental bills. It is usually the same as the name of the customer.
 |-
 | Billing Address 2
 | 101 MAIN ST
 | Text, Max 50 char
-| First line of billing street address
+| Second line of the address block as printed on the rental bill. It is usually the first line of billing street address.
 |-
 | Billing Address 3
 | MAINT DEPT
 | Text, Max 50 char
-| Second line of billing street address
+| Third line of the address block as printed on the rental bill. It is usually the second line of shipping street address.
 |-
 | Billing City

@@ Line 293: / Line 293: @@
 This is also the location that will get credit for rental revenue.
 |-
-| Shipping Name
+| Shipping Address 1 (Shipping Name)
 | ALPHA BETA INC.
 | Text, Max 50 char
 | The first line of the address as printed on rental bills. It is usually the same as the name of the customer.
 |-
-| Shipping Address 1
+| Shipping Address 2
 | 101 MAIN ST
 | Text, Max 50 char
 | First line of shipping street address
 |-
-| Shipping Address 2
+| Shipping Address 3
 | MAINT DEPT
 | Text, Max 50 char
@@ Line 328: / Line 328: @@
 | Country of shipping street address. Leave blank if not necessary.
 |-
-| Billing Name
+| Billing Address 1 (Billing Name)
 | ALPHA BETA INC.
 | Text, Max 50 char
 | The first line of the address as printed on rental bills. It is usually the same as the name of the customer.
 |-
-| Billing Address 1
+| Billing Address 2
 | 101 MAIN ST
 | Text, Max 50 char
 | First line of billing street address
 |-
-| Billing Address 2
+| Billing Address 3
 | MAINT DEPT
 | Text, Max 50 char

@@ Line 59: / Line 59: @@
 *Customer-Specific Rental Rates - by TrackAbout (See Excel template. '''Rental Classes''', '''Customers''' and '''Rental Methods''' need to be entered before the import of Customer Rates)
 *Asset Agreements - by TrackAbout ('''Asset Agreement Types''', '''Asset Types''', and '''Customers''' must be entered into the db before Asset Agreements can be loaded.)
-*Beginning Balances (per customer) - by TrackAbout using either 'Right Size Customer Balances' for non-Exchange types OR 'Bulk Load Billing Period Exchange Balances' for Exchange types (See Excel template. '''Customers''' must be entered first)
+*Beginning Balances (per customer) - by TrackAbout using either '[[Right Size Customer Balances]]' for non-Exchange types OR 'Bulk Load Billing Period Exchange Balances' for Exchange types (See Excel template. '''Customers''' must be entered first)
 <br>

@@ Line 3: / Line 3: @@
 This page lists information on converting from another rental system to the TrackAbout Rental Module.
-== MS Excel Template for all Conversion Files ==
+== Spreadsheet Template for all Rental Conversion Files ==
-'''This section is all you really need.''' <br>
+'''This section is all you really need.''' If you need more information, please consult the [[Rental Conversion#Data Loading|Data Loading]] section below.
-Information in the Data Loading section and below is additional information, if needed. <br>
-<br>
+Below is a link to the Rental Conversion Template that will help you format the data that will need to be imported into Trackabout.
-TrackAbout is working to making the conversion process easier for clients.  Here is a working draft of a Rental Conversion Template you may find useful for formatting the data that will need to be imported into Trackabout.<br>
-The tabs in this template are numbered according to the order in which the data needs to be entered.<br>
+The tabs in this template are numbered according to the order in which the data needs to be entered and loaded by TrackAbout.<br>
-[[File:Rental_Data_Collection_Template.xlsx]] <br>
-<br>
+Google Doc spreadsheet:''' [https://docs.google.com/spreadsheets/d/1BDv2Ku9n9N2IHWpuv5CH7jmWZGPywmpVmZuHL2NJ0sE/edit#gid=1201751067 Rental Data Collection Template]'''
-Use this template in conjunction with the Rental Conversion Tasks google spreadsheet provided by your TrackAbout Support representative.<br>
-<br>
+Use this spreadsheet in conjunction with the Rental Conversion Tasks google spreadsheet provided by your TrackAbout Support representative.
-The information in the '''Data Loading''' section of this page (below) groups the information from the Rental Conversion Tasks google spreadsheet by who will be entering / loading the information. (The google spreadsheet is more practical in that is lists the tasks in the order they need to be completed.)<br>
-<br>
+The information in the '''Data Loading''' section of this page (below) groups the information from the Rental Conversion Tasks google spreadsheet by who will be entering / loading the information. (The google spreadsheet is more practical in that is lists the tasks in the order they need to be completed.)
-The information in the '''Data File Formats''' section of this page (below) gives detailed, technical information about the data which needs to be entered into the Rental_Data_Collection_Template. However, the Rental_Data_Collection_Template should be self-explanatory.
 == Data Loading ==

@@ Line 234: / Line 234: @@
 |-
 | Notes
-| Call John Doe with any questions
+| Call John Doe with any questions OR Agreement loaded on xx/xx/2015
 | Text, Max 2000 char
 | This is for any notes stored with this agreement.

@@ Line 195: / Line 195: @@
 | LEASE
 | Text
-| If all you have are leases, then put the word "LEASE" in this column. If you have more types of agreements, contact TrackAbout Support to set this up.
+| This is the AccountingCode from the AssetAgreementTypes DB table. If all you have are leases, then put the word "LEASE" in this column. If you have more types of agreements, contact TrackAbout Support to set this up.
 |-
 | Customer Number

← Older revision		Revision as of 18:05, 6 February 2014
Line 633:		Line 633:
	\| We'll take any other fields that you might have like size, weight, vendor, etc. We will probably not use these fields, but they can be helpful to better understand the data.		\| We'll take any other fields that you might have like size, weight, vendor, etc. We will probably not use these fields, but they can be helpful to better understand the data.
	\|}		\|}
		+	[[Category:Rental]]