Use the
Partner Create Utility to do a mass creation of
partner records. Follow these steps to use the utility:
-
For these fields, select the range to include:
-
Select
Include Customers to
include the range of customers in the records.
-
Select
Include Vendors to include
the range of vendors in the records.
Note: If a partner already exists for the specified customer or
vendor, then no new partner is created.
- Select
Include Employees to
include the range of employees in the records.
-
For each day, specify the maximum hours that a partner can be
scheduled for a task or tasks.
-
Specify this information:
- The department out of which a partner works.
- The warehouse that a partner may issue inventory out of while
working on a SRO.
- The hourly cost for using this resource.
- The method to use or the type of payment to include for partner
reimbursements.
- Select
Override Employee
Departments to use a department other than the one in which the
partner works.
-
Select
Reimburse Material to
reimburse the partner for material transactions on incidents that the partner
is assigned. If this check box is cleared, costing is not affected for
associated transactions.
-
Select
Reimburse Labor to
reimburse the partner for labor transactions on incidents that the partner is
assigned. If this field is cleared, costing for the associated transactions is
not affected.
-
Click
Process to run the
utility