You can upload the answers to CP questions for multiple parts in Job by using the using the Load CP Answers option in the Supplier Invoice screen. This screen allows you to load a CSV file of CP Answers and Permit information into Expedient to update the Part Masterfile and the Client Document Register.
This option is available where you have the appropriate User Option in your User Masterfile and your site stores CP Answers against Parts.
| Field Name | Description | Validation | Default |
| File Location | User the Browse button to locate the file in your system | Mandatory | Blank |
| Column | This indicates where the column is found in the file. Select from the pull down list. | Mandatory | Blank |
| Field | This is the information contained in the column. Select a column from the pull down list. ‘*’ indicates that the column must be included in the file template. | Mandatory | Blank |
| Templates | This is the list of available templates. If you want to set up a new template enter the name of the new template in the field below and . Use to remove unwanted templates. The DEFAULT template matches the CSV output of the Unanswered CP Questions report. | Mandatory | Default |
You can then browse to the required CSV file and click on the Start Import button.
Expedient will search for the Part in the Parts Masterfile for the Client, Supplier and Supplier Part Number combination. If Expedient cannot find that combination it will search for the Client, ‘#DEF’ Supplier Code and Supplier Part Number. Expedient will save the answer to the CP Question.
Where a Permit number and Permit Expiry Date have been provided Expedient will save the information to the Client Document Register for the Client/Supplier combination. The record will show the name of the user who uploaded the CP Answers file. If the Permit information already exists it will be updated by the CSV file.
The Import Log will display a summary of the details loaded. Use the View Details button to see more in depth information.