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This Import will allow the User to add or update Charges on Services for Billing.
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 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.
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For adds and updates, the import will usually use the Service ID to find the Service record to apply the charge Charge to. In cases where the Service ID is blank, the Service records RECID can be used.
For updates, the import Import needs to find the charges Charges to update. At minimum, the Service ID, Charge Catalog and Charge Type must be provided. Optionally the Start Date, Override Amount, and Quantity can be provided. If the values provided match more than one chargeCharge, then all of those that match will be updated.
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This is not a date field. Allowed values are: BACKDATE or TODAY
Prorate Flag
Datatype is Boolean.
Default Value = False.
Permitted Values: 1, Yes, and True sets the Prorate flag to True [1].
All other Values will enter as False [0].
Quantity
Datatype is String.
UPDATE flag
Data type is Boolean.
Default value is False.
Permitted Values: 1, Yes, and True will set the Prorate flag to True [1].
If set, this import will UPDATE existing records. If the import cannot find an existing record to UPDATE, it will error.
Service RECID
Datatype is Number.
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- This flag is only needed if there are multiple Charges with the same Names that have the different types.
- If this is set, it must be set to the code of one of the CHARGE_TYPE List Values from the List Values grid.
- The only allowed values are the System Use Values: MONTHLY_RECURRING, NONRECURRING, QUARTERLY, SEMI_ANNUAL, and ANNUAL_RECURRING.
UPDATE:
Default value = False
- Data type is Boolean.
- Permitted Values: 1, Yes, and True will set the Prorate flag to True [1].
- If set, this Import will UPDATE existing records. If the Import cannot find an existing record to UPDATE, it will error.
- If 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.
PRORATE:
Default Value = False
- Datatype is Boolean.
- Permitted Values: 1, Yes, and True sets the Prorate flag to True [1].
- All other Values will enter as False [0].
Warnings and Errors
The following warnings display if the Service Charge UPDATE fails:
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By default, the GLA Charges import always adds new charges. It never updates or removes charges. This can create duplicates.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.
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 date of this stop and start is determined by the Effective Date flagvalue. 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.
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