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The GLA Import uses the full GLA Account string to match against any existing GLAs. If no match is found, the record from the Import File will INSERT. If a match is found, the other fields of the Import can UPDATE.
Fields
Format
Datatype is String
Formats can not be more than 14 characters in length
The default GLA will be what any picker or grid should default to if a GLA is not explicitly selected
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If any of the Address fields are filled, they all become Required except for the Address2 field.
Address2
Datatype is String.
Country
Default value: "United States"
Datatype is String.
City
Datatype is String.
State
Datatype is String.Permitted values must be the 2 letter, all caps abbreviation (MI) or full state name with a capitalized first letter (Michigan)
States/Provinces use standard 2 Letter Abbreviations for US/Canada and 3 Letter Abbreviations for Mexico.
Zip Code
Datatype is String.
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if ([12])[GLA_ADDRESSES.ADDRESS_TYPE] = [12]; |
AR Type
Datatype is String
Must be one of the AR_TYPE List Type Values. Common values are Employee, International Student, County Extension as well as others.
Requires the 'Accounts Receivable' license, otherwise that line in the import file will fail. For more information see the AR Wiki page.
AR Status
Datatype is String
Must be one of the AR_STATUS List Type Values. Common values are Pre-paid, Payment Plan, Hold on Account as well as others.
Requires the 'Accounts Receivable' license, otherwise that line in the import file will fail. For more information see the AR Wiki page.
Service Fee Percent
Datatype is String
Requires the 'Accounts Receivable' license, otherwise that line in the import file will fail. For more information see the AR Wiki page.
Child Records
GLA Charges are a Child record of GLA Charges. They are handled on a separate Import File.
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The value provided from another table was not found within the Database
Toggle cloak Cloak - Warning : Could not find the Contact for <CUSTOMER_NUMBER>
The value provided is not acceptable for the record type being created
Toggle cloak Cloak - Warning : Invalid blank Street Address
- Warning : Invalid blank City
- Warning : Invalid blank State
- Warning : Invalid blank Zip Code
- Warning : Invalid state <state> in address
- Error : Service Fee Percent must be numeric
- Error : Service Fee Percent must be greater than zero
- Error : Not Accounts Receivable
- Error : GLA Format '<format>' is not valid
- Error : Value not present in LISTS table for AR_TYPE, value("<AR_TYPE>")
- Error : Value not present in LISTS table for AR_STATUS, value("<AR_STATUS>")
The System was unable to save the record
Toggle cloak Cloak - Warning : Failed to save Address record <errorMessage>
- Warning : Failed to Add GLA Address record; <errorMessage>
- Error : Failed to save GLA 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.
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