Page Comparison

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The only Service Type permitted to have blank Service IDs is Other Services.

Child Records

Charges Tab

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The default value for this string is right angle-brace (>) with a space on either side: " > ".

When importing nested Locations, the separator you use for each level of the hierarchy must match the concatenator string.

For example, Site A > Building B > Room C.

GLA Expense Type

Conditionally Required if GLA is provided.

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The Equipment fields try to identify an existing Equipment record to add to the Equipment tab of the Service. They are checked in the order of the list below. If a value is blank, it is ignored by the Import process. If the value is filled in, the Import attempts to do the lookup.

If the lookup fails, the Import stops and output an error message. This error does not affect the Service INSERT or UPDATE, only the Equipment tab association.

An Equipment can only be associated if the Service Status is 'Active' or 'Suspend'. And the existing Equipment Status must be 'Assigned'.

If the Service Location and Equipment Location are different, it will cause an import Warning, but the association will still get created.

By default, Equipment will get appended to any existing Equipment already on the Service. See the Flags below to change this behavior.

Equipment Asset

Datatype is String.

Equipment ID

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The Equipment Location value is used only with a non-blank Equipment ID. If a non-blank Equipment ID is not provided, then the Equipment IDLocation value is ignored. You cannot lookup an Equipment with just a Location.

Equipment Serial Number

Datatype is String.

Equipment Mac Address

Datatype is String.

Equipment

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Recid

Datatype is StringNumber.

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This is the RECID field from the Equipment record. This is usually not visible, but it can be obtained from an export. This method will always provide a unique number. It is useful for Equipment with blank values for all of the other key fields.

Flags / Conditional Logic

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User Defined Fields on any given Import are all handled the same way with Conditional Logic. For more information about adding a UDF to the Import, see the User Defined Fields section of the Imports main page.