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| Table of Contents | ||||
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Capability
This Import allows the User to INSERT new records or UPDATE existing GLAs into the GLA Catalog grid.
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GLA Account
Required
Datatype is Hierarchical String.
CANNOT be Updated.
A combination of all the GLA Components in a single string with individual Components separated by the value stored in GLA_CONCATENATOR.
GLA Description
Datatype is Hierarchical String.
A combination of all the GLA Component Descriptions in a single string with individual Descriptions separated the value stored in GLA_CONCATENATOR.
Speed Code
Datatype is String.
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If any of the Address fields are filled, they all become Requiredexcept for the Address2 field.
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Datatype is String.
Country
Default value: "United States"
Datatype is String.
By default, the allowed values are United States, Canada, Mexico, or Other International.
You can add additional values in the List Values table using Type ADDRESS_COUNTRIES.
Address Type
Datatype is String.
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| Code Block | ||
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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 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 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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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 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.
Notes
Once a GLA is created, the Expense Flag and Revenue Flag become read-only. If an import tries to update one of these flags on an existing GLA record, those fields are not updated and no warning occurs.
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User Defined Fields on any given Import are all handled the same way with Conditional Logic. For more information about adding a UDF to the Import see the section of the Imports main page.
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