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Export service entry to Excel / Import quantities back via Excel

For the creation of the service entry, you have the option of importing your quantities into FUTURA via an Excel import. To do this, use the "Import/Export" function. First, export the Items list with "Export to Excel (*xlsx)". The purchasers planned service items list, including any services you have added by yourself via free text line or contract lines (only possible in the case of an unplanned order) are also taken into account in the export.

 

Function for exporting the Items list to Excel

 

The exported Excel file contains colored fields (column "L") in which you can enter your quantities. In later service journals, for which the quantities must be entered cumulatively, the quantities that were already approved are displayed in the file as well. In this case, you will have to enter the quantities cumulatively for the current service entry. If the Order is uncumulated, the fields are exported with the quantities 0.00. In this case, only the increase to the current service entry has to be entered.

 

Exported Items list in Excel

 

Nachdem Sie die Mengen erfolgreich in Excel eingetragen und die Datei lokal gespeichert haben, können Sie mit der Funktion „Mengen-Import aus Excel (*.xlsx)“ Ihr Aufmaß in FUTURA importieren.

 

Quantity import via Excel

Wählen Sie die Datei für den Upload aus und klicken auf „Datei importieren“.

Select file for import

 

Nach erfolgreichem Import werden die Mengen auf der Oberfläche angezeigt:

View after successful Excel import

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