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This Import will allow the User to add or update Charges on GLAs for Billing. In order to add a Charge to a GLA, the 'Bill' flag of the GLA Catalog must already be set.
By default this import will always Add new charges, not Update existing charges. Care should be taken, as this can create duplicate charges.
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Datatype is Hierarchical String.
Charge Catalog Name
Conditionally Required (unless Charge Catalog Full Name is provided instead)
Datatype is Hierarchical String.Instead of mapping this, the value can be supplied for all records String.
The 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.
The GLA_CHARGE_TYPE flag can also be used to help define which catalog you are trying to use.
NOTE: Instead of mapping the Catalog Name or the Catalog Full Name, the Catalog can be set in the Import Record Format.
If the Import Record Format supplies has a value and it is also mapped, the mapped value takes precedence.
Charge Catalog Full Name
Conditionally Required (unless Charge Catalog Name is provided instead)
The name imports if it is a unique value in the catalogDatatype is Hierarchical String.
The default value is 'blank'.
This is the full hierarchical path of the Charge Catalog.
This should be used if the Catalog Name is not unique.
The GLA_CHARGE_TYPE flag can also be used to help define which catalog you are trying to use.
NOTE: Instead of mapping the Catalog Name or the Catalog Full Name, the Catalog can be set in the Import Record Format.
If the Import Record Format has a value and it is also mapped, the mapped value takes precedence.
Owner Contact Customer Number
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Data type is Date.
Default value is 'blank'.
Used for MRCs only and is ignored for NRCs.
Charge Catalog Full Name
Datatype is Hierarchical String.
This can be used in place of the Charge Catalog Name and expects the full catalog Path.
New Override Amount
Data type is Number.
This is only allowed if the Charge Catalog entry allows overrides.
If you map the New Override Amount and provide a blank value, then any existing Override Amount on the charge will be removed.
Used for UPDATE only.
New Quantity
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Data type is String.
Default value is 'blank'.
The value must match an existing Billing Group.
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Flags / Conditional Logic
GLA_CHARGE_TYPE:
Default Value value is NONRECURRING'blank'.
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 areValues: MONTHLY_RECURRING, NONRECURRING, QUARTERLY, SEMI_ANNUAL, and ANNUAL_RECURRING.
UPDATE:
Default Value is UPDATE.
If set, this import will UPDATE existing records.
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This can be used to set Stop Dates on MRCs, change Override Amounts, Quantity, Description, GLA, or Prorate flag.
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EFFECTIVE_DATE:
Data type is String.
Default Value is TODAY.
Allowed values are BACKDATE and TODAY.
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Alternate Recurring Charges (Quarterly, Semi-Annual and Annual), when updated, will always use BACKDATE as the Effective Date.
This flag is only used when updating existing charges. If the import is adding a new charge, then this flag is ignored.
See the Notes for more details.
Errors
When an Import Line fails, it is usually because the Line falls into one of the following categories:
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