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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.
Using a duplicate Asset Tag will result as an error.
Equipment ID
If there is not an Asset Tag match, the Import attempts to match on the Equipment ID field.
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Conditionally Required if the Equipment status is set to Installed AND the Asset Flag is set on the Equipment Catalog .
Each Asset Tag must be unique, trying to create a new piece of Equipment with a matching Asset Tag will UPDATE the existing Equipment instead.
Datatype is String.
Equipment ID
Conditionally Required if the Equipment status is set to Installed.
A duplicate error will trigger if there is already Equipment in the system with the same Equipment ID-Location pairing.
Datatype is String.
Equipment Status
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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 .
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Datatype is String.
Only the Code From the Department Hierarchy is expected.
New Equipment ID
Datatype is String.
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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
Data type is String.
Default value is blank.
Eqp Condition
Default value is blank.
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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 String.
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Location
Conditionally Required if the Equipment Catalog is doing an INSERT.
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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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- 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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