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Comment: Published by Scroll Versions from this space and version 2019.5

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Charge Catalog Full Name

Datatype is Hierarchical String.

This is the full test path of the Charge Catalog.

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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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Override Amount

Datatype is String Number.

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

Stop Date

Datatype is StringDate.

Default value is blank.

Used for MRCs only.

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Datatype is Boolean.

Default Value = is False.

Permitted Values: 1, Yes, and True sets the Prorate flag to True [1].

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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, or 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

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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 the Notes for more details.

Warnings and Errors

The following warnings display if the Service Charge UPDATE fails:

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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, the new Charge stops the previous will stop the existing 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.