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The GLA Import uses the full GLA Account string to match against any existing GLAs. If no match is found, the record from the Import File will INSERT. If a match is found, the other fields of the Import can UPDATE.
Fields
Format
Datatype is String
Formats can not be more than 14 characters in length
The default GLA will be what any picker or grid should default to if a GLA is not explicitly selected
GLA Account
Required
Datatype is Hierarchical String.
CANNOT be Updated.
A combination of all the GLA Components in a single string with individual Components separated by the value stored in GLA_IMPORT_CONCATENATOR.
The GLA_IMPORT_CONCATENATOR is defined in the Configuration file. The default value for this string is right angle-brace (>) with a space on either side: " > "
For example, 'Component 1 > Component 2 > Component 3'.
GLA Description
Datatype is Hierarchical String.
A combination of all the GLA Component Descriptions Components in a single string with individual Descriptions Components separated by the value stored in GLA_IMPORT_CONCATENATOR.
Speed Code
Datatype is String.
Speed Codes cannot be duplicated.
Any attempt to duplicate a Speed Code will result in an errorThe GLA_IMPORT_CONCATENATOR is defined in the Configuration file. The default value for this string is right angle-brace (>) with a space on either side: " > "
For example, 'Component 1 > Component 2 > Component 3'.
Speed Code
Datatype is String.
Description
Datatype is String.
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if ([12])[GLA_ADDRESSES.ADDRESS_TYPE] = [12]; |
AR Type
Datatype is String
Must be one of the AR_TYPE List Type Values. Common values are Employee, International Student, County Extension as well as others.
Requires the 'Accounts Receivable' license, otherwise that line in the import file will fail. For more information see the AR Wiki page.
AR Status
Datatype is String
Must be one of the AR_STATUS List Type Values. Common values are Pre-paid, Payment Plan, Hold on Account as well as others.
Requires the 'Accounts Receivable' license, otherwise that line in the import file will fail. For more information see the AR Wiki page.
Service Fee Percent
Datatype is String
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Child Records
GLA Charges are a Child record of GLA Charges. They are handled on a separate Import File.
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GLA_UNIQUE_NUM_ITEMS:
By default, the number of components from the format definition is used. The GLA Import needs to know how many GLA components to expect. This flag can override that default.
Errors
When an Import Line fails, it is usually because the Line falls into one of the following categories:
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The following errors are displayed if the record fails to Save:
- Error: GLA Format '<format>' is not valid
- Error : Failed to save GLA record; <errorMessage>
These errors do not indicate the record failed to Save, but generate warnings. The Child data associated with the warnings do not save:
- Warning : Could not find the Contact for <CUSTOMER_NUMBER>
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- Warning : Invalid blank Street Address
- Warning : Invalid blank City
- Warning : Invalid blank State
- Warning : Invalid blank Zip Code
- Warning
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- invalid state <state> in address
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- Warning : Failed to save Address record <errorMessage>
- Warning : Failed to Add GLA Address record; <errorMessage>
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Notes
Once a GLA is created, the Expense Flag and Revenue Flag become read-only. If an import tries to update one of these flags on an existing GLA record, those fields are not updated and no warning occurs.
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