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This Import will allow the User to add Charges to a Service or update Charges on Services for Billing.
Matches On
This Import will look up Services based on the Service ID.
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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.
Matches On
For adds and updates, the import will usually use the Service ID to find the Service record to apply the charge to. In cases where the Service ID is blank, the Service records RECID can be used.
For updates, the import needs to find the charges to update. At minimum, the Service ID, Charge Catalog and Charge Type must be provided. Optionallythe Start Date, Override Amount, and Quantity can be provided. If the values provided match more than one charge, then all of those that match will be updated.
Alternatively, the Service Charge RECID can be provided, and this will override all other key values to find the exact Service Charge to update.
Fields
Service IDÂ
Required
Datatype is String.
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If the Import Record Format supplies a value and it is mapped, the mapped value takes precedence.
The Charge Catalog Name expects just the name, and will only work if the name is unique in the whole catalog.
Charge Catalog Full Name
Datatype is String.
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New Override Amount
Datatype is String.
Default value is blank.
This is only allowed if the Charge Catalog entry allows overrides. Used for updates.
New Quantity
Datatype is String
Default value is blank.
Used for UPDATE only.
RECID
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If the UPDATE flag is set, the import will only update existing charges. This can be used to set Stop Dates on MRCs, or change Override Amounts, Quantity, Description, GLA, or Prorate flag.
To find an existing charge for update, the following fields are required: Service ID, Charge Catalog and Charge Type. The following additional fields are used if provided: Start Date, Override Amount, and Quantity. Alternatively, the Service Charge RECID can be provided which overrides all other provided key values.
If an NRC has been billed, it cannot be updated in any way.
If an existing Monthly Recurring Charge has been billed, it can be updated. Changing the GLA, Amount, Quantity, or Prorate Flag, the new Charge stops the previous Charge and a new Charge record begins with the appropriate changes. The Stop Date becomes the day before the import was run. The Start Date becomes the day the import was rundate of this stop and start is determined by the Effective Date flag. If this is set to 'TODAY', then it will used today's date. If it is set to 'BACKDATE', then it will use the date that the current charge has been billed through.