Import entries revenue record layout Equipment Cost

Solution Properties

Solution ID:

223924850045464

Last Modified Date:

Tue Dec 09 00:20:07 UTC 2025

Taxonomy Path:

Category//Data//Import and export

Author:

[email protected]

Import entries revenue record layout Equipment Cost

Description

Cause

Resolution

Considerations and information

You have to follow a particular file format when importing revenue record layout files into the Equipment Cost Module. You must have all 27 columns even if they're blank.
The EQ Import task can't retrieve a rate like the PR Import. You must have Units and Rate if the Amount is blank. If Units and Rate are blank, you must have an Amount.
The process of importing won't retrieve this information from the software.
When you import revenue entries into Equipment, the Equipment ID will populate the transactions sent to JC.
Go to File, Company Settings, EQ Settings, GL Entry Settings. If you selected Summarize entries, the entries are summarized based on the account number, accounting date, job ID and employee ID.
When importing EQ Revenue entries you must enter a Rate if you've entered Units. The Revenue Rate tables will not be used when Importing Revenues.

Import fields

Use the following table from the EQ Help Topic to create your import file. The table indicates the number and sequence of each field for the revenue record type.

Number	Type	Length	Field	Comment
1	Alpha	1	Record ID	Required, must be R
2	Alpha	10	Equipment	Required
3	Alpha	12	Revenue code	Will prefill; can be blank
4	Numeric	-8.4	Units	Required if Amount is blank
5	Numeric	-6.4	Rate	Required if you entered Units and if Amount is blank
6	Numeric	-9.2	Amount	Required if Units is blank
7	Date	10	Transaction date	Required if Accounting date is blank
8	Alpha	30	Description
9	Alpha	10	Reference 1
10	Alpha	10	Reference 2
11	Check box	5	Check location
12	Alpha	30	Location
13	Date	10	Accounting date	Required if Transaction date is blank
14	Alpha	25	GL debit account	Available if interfacing with GL; will prefill if blank
15	Alpha	25	GL credit account	Available if interfacing with GL; will prefill if blank
16	Numeric	2	GL journal	Available if interfacing with GL
17	Alpha	10	JC Job	Available if interfacing with JC
18	Alpha	10	JC Extra	Available if interfacing with JC and extras are used
19	Alpha	12	JC Cost code	Available if interfacing with JC
20	Alpha	3	JC Category	Available if interfacing with JC and categories are used
21	Alpha	10	Employee / Operator	Available if interfacing with PR; not validated
22	Date	10	PR period end date	Available if interfacing with PR; not validated
23	Option button	1	PR check sequence	Available if interfacing with PR; not validated
24	Alpha	10	PR pay ID	Available if interfacing with PR; not validated
25	Alpha	10	AP vendor	Available if interfacing with AP; not validated
26	Alpha	15	AP invoice	Available if interfacing with AP; not validated
27	Numeric	4	AP distribution sequence	Available if interfacing with AP; not validated

Table notes

If the type column is a check box or date, refer to Import field types for information on how to enter the field.

The length column specifies the maximum number of significant characters allowed. Fields in the import file don't have to equal the specified length, as long as they contain correct information in the required format. If the field is numeric with decimals, the length column displays the number of allowable digits to the left and right of the decimal point. For example, if a numeric field can contain a monetary amount up to $999,999,999.99, the length will show 9.2. Include the decimal if there are decimal digits entered.

Don't use commas in numeric fields. For example, you enter $11,349.24 as 1134924. Fields that can contain negative numbers show in the table preceded by a minus sign - . Don't enter a plus sign + for positive numbers. The plus sign is reserved as a continuation character.

The name in the field column will match the name displayed in the Inquiry Column Definition window. The exception is if you changed the name using File, Company Settings, Custom Descriptions. Some names are abbreviated to conserve space. The order of fields in a record matches the order displayed in the inquiry list.

A required field is indicated in the comment column.

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