Difference between revisions of "Template:EPC-build-list"
From Catalyst
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| − | Having selected your parts and saved them into a file, you can now import these parts into Platinum. | + | Having selected your parts and saved them into a file in the configured location, you can now import these parts into Platinum. |
The import of the items can be done from any point in Platinum where you are adding Stock Codes, and the same method is used in all places. | The import of the items can be done from any point in Platinum where you are adding Stock Codes, and the same method is used in all places. | ||
| Line 5: | Line 5: | ||
This example uses {{WS}} to explain how it is done. | This example uses {{WS}} to explain how it is done. | ||
| − | * Go to {{Menu|{{WS}}| | + | * Go to {{Menu|{{WS}}|Workshop Diary}}. |
* [[How do I search for a workshop job?|Search]] for a relevant workshop job. | * [[How do I search for a workshop job?|Search]] for a relevant workshop job. | ||
* Select the {{Tab|Invoice Items}} tab. | * Select the {{Tab|Invoice Items}} tab. | ||
* Click {{Button|Add}}. | * Click {{Button|Add}}. | ||
{{Note|text=At this point, the system is waiting for you to enter a {{DataPrompt|Stock Code}}, so it is from this point onwards that the import is the same wherever you are in Platinum.}} | {{Note|text=At this point, the system is waiting for you to enter a {{DataPrompt|Stock Code}}, so it is from this point onwards that the import is the same wherever you are in Platinum.}} | ||
| − | * Press {{KeyPress|A-F6}} - Add Pre-Built List. The items | + | * Press {{KeyPress|A-F6}} - Add Pre-Built List. The items saved in the file will be loaded. |
* If you have not stocked any of the items previously, you will see the Shadow File pop-up. Copy the items as usual. | * If you have not stocked any of the items previously, you will see the Shadow File pop-up. Copy the items as usual. | ||
* Check that the items loaded are correct. | * Check that the items loaded are correct. | ||
Once you have successfully imported the file, it will be deleted to avoid you importing the items twice! | Once you have successfully imported the file, it will be deleted to avoid you importing the items twice! | ||
Latest revision as of 15:49, 3 March 2020
Having selected your parts and saved them into a file in the configured location, you can now import these parts into Platinum.
The import of the items can be done from any point in Platinum where you are adding Stock Codes, and the same method is used in all places.
This example uses Workshop to explain how it is done.
- Go to " Workshop Workshop Diary".
- Search for a relevant workshop job.
- Select the [Invoice Items] tab.
- Click [Add].
 | At this point, the system is waiting for you to enter a "Stock Code", so it is from this point onwards that the import is the same wherever you are in Platinum. |
- Press <Alt+F6> - Add Pre-Built List. The items saved in the file will be loaded.
- If you have not stocked any of the items previously, you will see the Shadow File pop-up. Copy the items as usual.
- Check that the items loaded are correct.
Once you have successfully imported the file, it will be deleted to avoid you importing the items twice!
