Use this program to:

I. CREATING THE SPREADSHEET


A. Create the spreadsheet on a PC or computer that is also used to access CARS+.

Click here to download a template file with the header row already completed.


B. Entering data in the spreadsheet


WARNING: There are 5 Primary keys in this file, The below fields cannot be left blank. Records with any of these cells blank will be ignored. They are

  • Vehicle # - Hst_veh_no
  • Owning Location - Hst_own_loc
  • Service Code - Hst_sc_code
  • Date - Hst_date
  • Time - Hst_time


User tip: Date format can be either:

YYYYMMDD (Example: 20210127 for January 27, 2021)

The local date format of either: MM-DD-YY or DD-MM-YY (This is specified in Edit Misc Control Record.)

C. Naming the spreadsheet file.

When saving the spreadsheet, the name assigned to it should follow Unix file name conventions which are:

  • Maximum of 30 characters
  • No spaces or slashes in the name, however you may use ' - ' and or ' _ ' to separate words


D. Saving the spreadsheet.

First save it in your spreadsheet program's native format (for example if using Microsoft's Excel program, save it as .xls).

Re-save a copy in .csv format.

If an error in the data is discovered by the merge program, go back to the file in the native format and easily make any corrections. Then re-save it again as a comma delimited file (.csv format).

It is the copy saved in .csv format that will be used for the import. The first row of column headers must be included.

II. UPLOADING THE FILE FROM THE PC TO CARS+

Create the spreadsheet on a PC or computer that is also used to access CARS+. Once the spreadsheet is saved in the csv format, sign into CARS+ using the same computer.

To access the Import Vehicle History File Records program, type IMPHST at any menu "OPTION:" field or the appropriate line number on the Import Data sub-menu of the System Management menu.

The screen will then display:
OPTION: __ IMPORT VEHICLE HISTORY RECORDS


1 Import File Name
Error Log Printer PDF


NOTE: ACCEPTABLE FORMATS ARE:
DD-MM-YY
YYYYMMDD



1SAVE 2 3 4UPLOAD 5 6 7 8



III. RUNNING THE IMPORT PROGRAM

Enter data as follows:

1. IMPORT FILE NAME

The file can be loaded for processing by either:
a. typing the file name in this field - or
b. searching for it. To search, press F6 from this field. A search window will appear on the lower half of the screen. An example is shown below. Select the appropriate file by typing the row number.

Press "F1" to begin.

When the program has finished processing the import file, a summary will be displayed to the screen noting:

Note: If a History Record exists and another record using exactly the same data in the required fields as a previous record, will be overwritten with the new import.

Please note:

  1. Every record in the file is first tested to make sure it can be merged (a "record" is a row of the spreadsheet). An example of a reason why a record would fail the test is that it is missing one of the required fields as noted in the table below.
  2. Records which pass the test, but which for some reason cannot be physically written to the file, will be listed as an Invalid Write in the on-screen record counter. These errors will be written to A PDF file or to the users default printer.

A table listing the required headers of the data in the spreadsheet is shown below.


Note:

Required Fields: The "X" = Required on Import File


The date format shown below is: YYYYMMDD

Also acceptable is the local date format of either: MM-DD-YY or DD-MM-YY (This is specified in Edit Misc Control Record.)

Required Column Header

Vehicle Record Field

Notes

 Required on
all Vehicle History Imports
X = required

Hst_veh_no

Vehicle number

This field is always required, regardless of the type of update being made. Additionally, the owning location is always required.


When the vehicle number has a leading zero, the leading zero is not required.

User tip for Hertz operations: Do not include the check digit when entering the vehicle number. 		X

Hst_own_loc

Vehicle Owning Location


X

Hst_sc_code

Service Code


X

Hst_date

Vehicle Service Date


X

Hst_time

Vehicle Service Time


X
Hst_desc Vehicle Service Description Maximum of 50 alphanumeric characters
Hst_loc

not required

Hst_status

Vehicle Status

Hst_start_odom

Vehicle Start Odom



Hst_end_odom

Vehicle End Odom



Hst_amt1

Amount 1



Hst_amt2

Amount 2

Hst_rev_amt1

 Credit Amount 1

Hst_rev_amt2

Credit Amount 2



Hst_charge_loc

History Charge Location

Hst_close_date

History Close Date

Hst_close_time

History Close Time

Hst_text

Text

 Maximum of 30 alphanumeric characters

Hst_note

Note

Maximum of 50 alphanumeric characters

Hst_rf_tread_depth

Right Front Tyre Tread Depth

Hst_lf_tread_depth

Left Front Tyre Tread Depth

Hst_rr_tread_depth

Right Rear Tyre Tread Depth

Hst_lr_tread_depth

Left Rear Tyre Tread Depth

Hst_sp_tread_depth

Spare Tyre Tread Depth

Hst_po_no

Purchase Order Number

 Maximum of 5 alphanumeric characters