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For updates, the import needs to find the charges to update. At a 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 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.
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Conditionally Required (unless Charge Catalog Full Name is provided instead)
Datatype is String.
The default Default value is 'blank'.
The Charge Catalog Name expects just the name, and will only work if the name is unique in the whole catalog.
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Datatype is Hierarchical String.
The default Default value is 'blank'.
This is the full hierarchical path of the Charge Catalog.
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Bill Date
Datatype is Date.
Default value is "today's date".
This can come from a mapping or the Import File selection form. Mapping takes precedence.
The Bill Date can come from a mapping or from the import file selection form. Mapping takes precedence.The default value is today's date.
This is the transaction date for NRCs or Start Date for MRCs
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Datatype is Boolean.
Default Value value is False"false".
Permitted Values: 1, Yes, and True sets the Prorate flag to True [1].
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Datatype is Number.
Default value is 'blank'.
This is used to specify the Service Record for Services that have a blank Service ID. If this is provided, the provided value must be a valid existing service RECID. If it is not, it will cause an error. The only Service Type permitted to have blank Service IDs is Other Services .
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Flags / Conditional Logic
SERVICE_CHARGE_TYPE:
Datatype is String
Default value is 'blank'.
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The only allowed values are the System Use Values: MONTHLY_RECURRING, NONRECURRING, QUARTERLY, SEMI_ANNUAL, and ANNUAL_RECURRING.
SERVICE_ALIAS_SEARCH:
Datatype String
Default Firstvalue is "first".
The provided Service ID value might match a Service ID, and also match an Alias value of a different Service ID. This flag tells the import which result to use. You can set the flag to one of these 3 values:
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'None' The Alias value will not be used at all.
UPDATE:
Data type Datatype is Boolean.
Default value is False"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 Datatype 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.
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