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Comment: Published by Scroll Versions from this space and version 2021.3

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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.

Charge Catalog Full Name

Conditionally Required (unless Charge Catalog Name is provided instead)

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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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Mapping takes precedence.

This becomes the Transaction date for NRCs and the Start Date for MRCs. For ARCs (Alternate Recurring Charges), the Bill Date will get copied to both the Start Date and Recurring Date.

The Bill Date import field is the transaction date for NRCs or now Deprecated. It will still work, but the following new three date fields should be used instead.

Transaction Date

Datatype is String.

The default is Today's Date.

This is the Transaction Date for NRCs. Filling this field for MRCs or ARCs will cause an error.

Start Date

Datatype is String.

The default is Today's Date.

This is the Start Date for MRCs and ARCs. Filling this field for NRCs will cause an error.

Recurring Date

Datatype is String.

The default is Today's Date.

This is the Recurring Date for ARCs. Filling this field for NRCs or MRCs will cause an error.

Billing Group

Datatype is String.

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  • Any GLA Charge MUST have a valid Owner, either a Contact or a Department Hierarchy.
  • By default the GLA Charges import always adds new charges. It never updates or removes charges. This can create duplicates.
  • If the UPDATE flag is set, the import will only update existing charges. This can be used to set Stop Dates on MRCs, or change Override Amounts, Quantity, Description, GLA, or Prorate flag.
  • If an NRC has been billed, it cannot be updated in any way.
  • If For an existing Monthly Recurring Charge has been billed, then Updating , if you update the GLA, Amount, or Quantity, or Prorate Flag, it will stop the existing Charge and create a new Charge 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 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 existing charge has been billed through.
  • If you update existing Alternate Recurring Charges (Quarterly, Semi-Annual and Annual), they will stop and start like MRCs, but they will always behave as if the Effective Data is set to 'BACKDATE'.

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