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All Service Types are valid for Service Charge Imports.

Bill Date

Datatype is StringDate.

This can come from a mapping or the Import File selection form. Mapping takes precedence.

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

Stop Date

Datatype is StringDate.

Default value is 'blank'.

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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

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Value is TODAY.

Allowed values are BACKDATE and TODAY.

This

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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 theĀ NotesĀ for more details.

Errors

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

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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 then Updating the GLA, Amount, Quantity, or Prorate Flag, will stop the new existing Charge stops the previous Charge and create a new Charge record begins with the appropriate changes. The date of this stop and start is determined by the Effective Date flag. If this is set to 'TODAY', then it will used stop the existing charge with yesterday's date, and start the new charge with today's date. If it is set to 'BACKDATE', then it will use the date that the current existing charge has been billed through.