Versions Compared

Key

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

...

Override Amount

Datatype is String Number.

This is only allowed if the Charge Catalog entry allows 'Override Charge Amount '.

...

New Override Amount

Datatype is String Number.

Default value is blank.

This is only allowed if the Charge Catalog entry allows overrides. Used for updates.

New Quantity

Datatype is Stringis Number

Default value is blank.

Used for UPDATE only.

RECID

Datatype is String Number.

Default value is blank.

This is used only as a lookup key for Charge Updates.

...

All other Values will enter as False [0].

Quantity

Datatype is String Number.

Service RECID

Datatype is Number.

...

Service Charges are a Child record of Services. As such, they can only be added to existing Service IDs.

Flags / Conditional Logic

SERVICE_CHARGE_TYPE:

Default Value is 'NONRECURRING'.

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:

Data type is Boolean.

Default value is False.

Permitted Values: 1, Yes, and True will turn on this flag.  All other values are false.

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 blank.

This is not a date field. Allowed values are: BACKDATE or TODAY

Errors

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

...