Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

This Import will allow the User to add or update Charges on Services for Billing. In order to add a charge to a Service, the 'Billable' flag of the Service Catalog must already be set.
By default this import will always Add new charges, not Update existing charges. Care should be taken, as this can create duplicate charges.
There is an optional UPDATE Flag that can be set to force the import to do Updates instead of Adds.
The import cannot delete existing charges, but it can set an existing MRC charge Stop Date to end the charge.

...

If set, this import will UPDATE existing records. If the import cannot find an existing record to UPDATE, it will error.

...

EFFECTIVE_DATE:

Data type is String.

Default Value is TODAY.

Allowed values are BACKDATE and TODAY.

This flag is used to determine the date that an updated charge will stop and restart.

Alternate Recurring Charges (Quarterly, Semi-Annual and Annual), when updated, will always use BACKDATE as the Effective Date.

See the Notes for more details.

Errors

When an Import Line fails, it is usually because the Line falls into one of the following categories:

...