General > Import data > Import cases

The following fields can be allocated:

1. Debtor *

2. Project *

3. Description

4. Invoicing

5. Default

6. From

7. Until

8. Amount

9. Time

10. Max per bookyear

11. Adjusted time rate

12. Block

13. Max based on

* Required

With this import function new cases can be created and existing cases can be changed.

Only lines with status OK are processed.

See also the help topic Maintenance> Cases

Debtor
The debtor for which a case must be created. The debtor must exist in Mill7.

Project

Project holds the code of the case. The code must be unique for this debtor.

Description

This field is optional.

Invoicing

This setting is indicates whether time written on the case should be invoiced.

Possible values to use in import files:

Y = Yes (default)

N = No

Possible values to use in import files: = Later

Default

By setting Default on Yes, this case will be automatically entered as standard in the column Case when time lines are written for the debtor.

Possible values:

Y = Yes

N = No

From and Until

Amount

Time

Max per bookyear

To limit the time or the amount written on a case, select one of given options.

Possible values:

0 = None (default)

1 = Time

2 = Amount

Adjusted time rate

Time written on this case will be invoiced to the adjusted time rate.
The time rate must exist.

Block

When this option is set on (value 1) it is not possible to write time on this case.

Max gebaseerd op

This field can be used to indicate whether to check for Max per bookyear should be applied to 'Billable time' (entries with status F or J), or to 'Non-billable time' (entries with status N).

Default value is 'Billable time'.

Possible values:

0 = Billable time (default)

1 = Non-billable time