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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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This can be used in place of the Charge Catalog Name. This expects the full catalog Path.
Each Catalog Name in the full path should be separated by the HIERARCHYPATH_CONCATENATOR .
Multiple levels of a hierarchy "path" (like Locations, GLAs, and Catalogs) are connected by the HIERARCHYPATH_SEPARATOR string. 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.
Service Type
Datatype is String.
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This will override the Charge Catalog Description for Billing.
Expense GLA
Datatype is Hierarchical String.
The full GLA Path must be used with Components separated by " > ".
Override Amount
Datatype is Number.
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SERVICE_CHARGE_TYPE
Default Value is = 'NONRECURRING'.
- This flag is only needed if there are multiple Charges with the same Names that have
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- different types.
- If this is set, it must be set to the code of one of the CHARGE_TYPE List Values from the
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- grid.
- The only allowed values are the System Use Values: MONTHLY_RECURRING, NONRECURRING, QUARTERLY, SEMI_ANNUAL, and ANNUAL_RECURRING.
UPDATE
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Datatype 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.
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See the Notes for more details.
Warnings and Errors
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Errors
When an Import Line fails, it is usually because the Line falls into one of the following categories:
The value provided from another table was not found, or multiple matches found within the Database
Toggle cloak Cloak - Error : No Matching Charge Catalog entries for '<chargeCatalogName>'
- Error : Multiple Matching Charge Catalog entries for '<chargeCatalogName>'
- Error : No service record for service ID <serviceId>
- Error : Multiple service records for service ID <serviceId>
- Error : Invalid Expense GLA '<EXPENSE_GLA>'
- Error : Invalid Charge Catalog '<chargeCatalogName>'
- Error : Full Charge Catalog Path <CHRG_CATALOG_FULL_NAME> is Invalid
The value provided from another table is Inactive
Toggle cloak Cloak - Error : Trying to use Inactive Charge Catalog <chargeCatalogName>, on service <serviceId>
A blank value was provided, for a field with a required value
Toggle cloak Cloak - Error : Missing Charge Catalog"
- Error : Service ID is blank
- Error : Service ID not set
The value provided is not acceptable for the record type being created
Toggle cloak Cloak - Warning: Not updating Prorate flag because new Stop Date is before today
- Warning: Not updating Amount because new Stop Date is before today
- Warning: Not updating Override Amount because new Stop Date is before today
- Warning: Not updating Quantity because new Stop Date is before today
- Warning: Not updating GLA because new Stop Date is before today
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- Error :
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- Unable to convert '<BILL_DATE>' into a valid date
- Error : Unable to convert '<STOP_DATE>' into a valid date
- Error : Trying to assign amount for Non-Overridable Charge <chargeCatalogName>, on service <serviceId>
- Error : Service <serviceId> is Available
- Error : Service <serviceId> is not Billable
- Error :
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- Charge
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- Type <CHARGE_TYPE_CODE> is Invalid
- Error : Service's Dept Hierarchy owner has no Billing Group
- Error : Service's Contact owner has no Billing Group
- Error : Service <serviceId> has no Owner
- Error :
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- Import Format references obsolete 'Amount' field. Replace it with 'Override_Amt'.
The System was unable to save the record
Toggle cloak Cloak - Error : Failed to save Services_Charges record; <errorMessage>
If you experience any of these Errors, without another accompanying Message about what might have caused the Save Failure, please submit a Ticket to PCR.
Notes
By default, the GLA Charges import always adds new charges. It never updates or removes charges. This can create duplicates.
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