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Create the schedule file for importing.
We have a Prospective Client that requires us to price a schedule. The schedule can often be given to us in an Excel spreadsheet. Included will be the Qty to price. Eg 1000 M3 or LS etc
Maintain this spreadsheet into the format the Workbench requires or create a spreadsheet with the required information.
The Excel spreadsheet needs 14 Columns to bring in the data required.


Item Code
This is the ID in the schedule.
Make the Item Code unique. If not it will be OK in the quote but when imported into the Schedule the import will fail where the Item Code (Output Code) is not unique for that Schedule.

Item Description
Where this is longer than 50 characters it will utilise the Long Description field automatically and truncate 50 characters into the short Description
Unit
Self explanatory - 10 character max
Activity Code & Work Centre.
Can be null. They are not utilised at the quote schedule stage. Look at the note in the Setup section for the Work Centre defaults. Where they are Null it utilises the Control Parameter 'Quote Default Activity Code' for the Work Centre.
Cost Sheet Code & Description.
Every line needs to be populated with a code and description related to the schedule groupings. It will automatically create the cost sheets for each of these groupings.

Header Line Code.
This will need a discrete Item Code and 'Yes' in this field where the Line is a Header only. Where there are associated lines to this Header then the Header Lines Item Code is entered in their respective Header Line Code field. Note that this will later create a Header record in the Schedule and Claim.
Cost Rate
Will normally be null as you will cost it all up once the schedule lines have been imported into the quote.
Sell Rate
If you have already submitted the quote to the client then enter the Sell Rate. Otherwise Null.
No. of Units & Unit Length.
Notational fields only.
Quantity
Enter the quantity for that schedule line or 0 for a header line.
Line Type
Always S for Schedule.

Note:-
Just a reminder that much of the detail entered here will be imported into the Workbench Contract Schedule for the generation of the claim. This will form the basis of the claim reporting to the client.
Save the Excel spreadsheet as a TXT file.


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