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The Equipment Import allows the User to INSERT new records and UPDATE existing Equipment records if a match is found.
Note: The Equipment import cannot assign an Equipment to a Service. To do this task, the Equipment must be created first, and then the Service import can be used to make the assignment.
Matches On
Asset Tag
The Equipment Import first attempts to match on the Asset Tag.
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Conditionally Required if the Has Units flag is set on the Equipment Catalog .
Datatype is String.
Owner
At least one Owner (either Contact or Dept. Hierarchy ) may be Required IF the following conditions are met:
The Import is attempting to INSERT the Equipment record and the Equipment Status is Assigned.
Otherwise, the Owner field is NOT required.
Contact Owner
Datatype is String.
If the existing Contact is not a Customer type Contact, the record fails to Import.
Dept. Hierarchy Owner
Datatype is String.
Only the Code From the Department Hierarchy is expected.
New Equipment ID
Datatype is String.
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Parent Equipment
Datatype is Hierarchical String.
Should match an existing Equipment ID.
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Data type is String.
Default value is blank.
Owner
At least one Owner (either Customer Number, Dept Hierarchy Code, or Dept Hierarchy Name) may be Required IF the following conditions are met:
The Import is attempting to INSERT the Equipment record and the Equipment Status is Assigned.
Otherwise, the Owner field is NOT required.
Customer Number
Data type is String.
Default value is blank.
Dept Hierarchy Code
Data type is String.
Default value is blank.
Dept Hierarchy Name
Datatype is Hierarchical String.
Default value is blank.
Eqp Condition
Default value is blank.
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Parent Equipment
Datatype is Hierarchical String.
Default value is blank.
The value must be a unique Equipment ID if provided.
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Data type is Boolean.
Default value is false.
Child Records
GLA
Expense GLA
Conditionally Required if the Equipment Status is Assigned and the Billable flag is set to True.
Datatype is Hierarchical String.
Locations
Location
Conditionally Required if the Equipment Catalog is doing an INSERT.
Datatype is Hierarchical String.
Location Type
Conditionally Required if the provided Location Name exists with multiple Types.
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Permitted values are from List Values of type LOCATION_TYPE: Site, Building, Floor, Room, Cube, Truck, Closet, Rack, Elevation, Manhole, or Warehouse.
User entered values to the LOCATION_TYPE list may also be used.
New Location
Datatype is Hierarchical String.
Used to UPDATE the Location of an existing record, or INSERT a Location into a new record.
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Permitted values are from List Values of type LOCATION_TYPE: Site, Building, Floor, Room, Cube, Truck, Closet, Rack, Elevation, Manhole, or Warehouse.
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The value provided was found with multiple matches
Toggle cloak Cloak - Error : Found multiple existing Equipment for Equipment ID '
The value provided from another table is Inactive
Toggle cloak Cloak - Error : Trying to use Inactive Charge Catalog <PART_NUMBER>
A blank value was provided, for a field with a required value
Toggle cloak Cloak - Error : Missing Status for new Equipment'
- Error : Equipment status is Unassigned but Location '<LOCATION>' is not a WarehouseError : Missing or Invalid Units, and Charge Catalog specifies Units are required
- Error : Missing or blank Location and Charge Catalog specifies Location is required
- Error : Missing Part Number
The value provided is not acceptable for the record type being created
Toggle cloak Cloak - Error : Invalid Contact '<CUSTOMER_NUMBER>'
- Error : Invalid Dept Hierarchy Name '<DEPT_HIERARCHY_NAME>'
- Error : Invalid Dept Hierarchy Code '<DEPT_HIERARCHY_CODE>'
- Error : Invalid Parent Equipment ID '<PARENT_EQUIPMENT>'
- Error : Invalid Part Number '<PART_NUMBER>'
- Error : Invalid Location '<LOCATION>'
- Error : Invalid Location Type '<LOCATION_TYPE>'
- Error : Equipment status is Unassigned but Location '<LOCATION>' is not a Warehouse
The System was unable to save the record
Toggle cloak Cloak - Error : Failed to save Equipment 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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- If attempting to UPDATE existing Equipment, none of these Required fields except the Match On fields are needed.
For updates, it is assumed that the Required values are already entered. For updates, you only need to provide enough values to successfully find the Equipment record you are trying to update (Asset Tag or Equipment ID, and maybe Location). - If the Equipment Catalog has the 'Has Units' flag set, a Units value must be provided or an error happens.
Units must be a positive integer or a zero. Null and negative values are not allowed. If the Equipment Catalog does not have the Has Units flag set to True [1], any provided Units value is ignored with no error or warning. - The Equipment import cannot associate Equipment to a Service. See the Service Import for a way to do this.
UDF Associations
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