...
Charge Catalog Full Name
Datatype is Hierarchical String.
This is the full test path of the Charge Catalog.
...
This can be used in place of the Charge Catalog Name. This expects the full catalog Path.
Each Catalog Name in the full path should be separated by the HIERARCHYPATH_CONCATENATOR .
Service Type
Datatype is String.
...
Permitted values are from the SERVICE_TYPE List Values
All Service Types are valid for Service Charge Imports.
Bill Date
Datatype is StringDate.
This can come from a mapping or the Import File selection form. Mapping takes precedence.
...
This will override the Charge Catalog Description for Billing.
Expense GLA
Datatype is Hierarchical String.
Override Amount
Datatype is String Number.
This is only allowed if the Charge Catalog entry allows 'Override Charge Amount '.
Stop Date
Datatype is StringDate.
Default value is blank.
Used for MRCs only.
...
New Override Amount
Datatype is String Number.
Default value is blank.
This is only allowed if the Charge Catalog entry allows overrides. Used for updates.
New Quantity
Datatype is Stringis Number
Default value is blank.
Used for UPDATE only.
RECID
Datatype is String Number.
Default value is blank.
This is used only as a lookup key for Charge Updates.
Effective Date
Data type is String.
Default value is blank.
This is not a date field. Allowed values are: BACKDATE or TODAY
Alternate Recurring Charges (Quarterly, Semi-Annual and Annual), when updated will always use BACKDATE as the Effective Date.
Prorate Flag
Datatype is Boolean.
Default Value = is False.
Permitted Values: 1, Yes, and True sets the Prorate flag to True [1].
All other Values will enter as False [0].
Quantity
Datatype is String.
UPDATE flag
Data type is Boolean.
Default value is False.
Permitted Values: 1, Yes, and True will set the Prorate flag to True [1].
If set, this import will UPDATE existing records. If the import cannot find an existing record to UPDATE, it will errorNumber.
Service RECID
Datatype is Number.
...
Flags / Conditional Logic
SERVICE_CHARGE_TYPE
...
Default Value = 'NONRECURRING'
- This flag is only needed if there are multiple Charges with the same Names that have the different types.
- If this is set, it must be set to the code of one of the CHARGE_TYPE List Values from the List Values grid.
- The only allowed values are the System Use Values: MONTHLY_RECURRING, NONRECURRING, QUARTERLY, SEMI_ANNUAL, and ANNUAL_RECURRING.
UPDATE
Datatype is Boolean.
Default value is False.
Permitted Values: 1, Yes, or True will turn on this flag. All other values are false.
If set, this import will UPDATE existing records. If the import cannot find an existing record to UPDATE, it will error.
Effective Date
Data type is String.
Default Value is TODAY.
Allowed values are BACKDATE and TODAY.
This flag is used to determine the date that an updated charge will stop and restart.
Alternate Recurring Charges (Quarterly, Semi-Annual and Annual), when updated, will always use BACKDATE as the Effective Date.
See the Notes for more details.
Errors
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, or multiple matches found within the Database
Toggle cloak Cloak - Error : No Matching Charge Catalog entries for '<chargeCatalogName>'
- Error : Multiple Matching Charge Catalog entries for '<chargeCatalogName>'
- Error : No service record for service ID <serviceId>
- Error : Multiple service records for service ID <serviceId>
- Error : Invalid Expense GLA '<EXPENSE_GLA>'
- Error : Invalid Charge Catalog '<chargeCatalogName>'
- Error : Full Charge Catalog Path <CHRG_CATALOG_FULL_NAME> is Invalid
The value provided from another table is Inactive
Toggle cloak Cloak - Error : Trying to use Inactive Charge Catalog <chargeCatalogName>, on service <serviceId>
A blank value was provided, for a field with a required value
Toggle cloak Cloak - Error : Missing Charge Catalog"
- Error : Service ID is blank
- Error : Service ID not set
The value provided is not acceptable for the record type being created
Toggle cloak Cloak - Warning: Not updating Prorate flag because new Stop Date is before today
- Warning: Not updating Amount because new Stop Date is before today
- Warning: Not updating Override Amount because new Stop Date is before today
- Warning: Not updating Quantity because new Stop Date is before today
- Warning: Not updating GLA because new Stop Date is before todayError : Invalid Expense GLA '<EXPENSE_GLA>'
- Error : Unable to convert '<BILL_DATE>' into a valid date
- Error : Unable to convert '<STOP_DATE>' into a valid date
- Error : Trying to assign amount for Non-Overridable Charge <chargeCatalogName>, on service <serviceId>Error : Invalid Charge Catalog '<chargeCatalogName>'
- Error : Service <serviceId> is Available
- Error : Service <serviceId> is not Billable
- Error : Full Charge Catalog Path <CHRG_CATALOG_FULL_NAME> is InvalidError : Charge Type <CHARGE_TYPE_CODE> is Invalid
- Error : Service's Dept Hierarchy owner has no Billing Group
- Error : Service's Contact owner has no Billing Group
- Error : Service <serviceId> has no Owner
- Error : Import Format references obsolete 'Amount' field. Replace it with 'Override_Amt'.Error : Service ID not set
The System was unable to save the record
Toggle cloak Cloak - Error : Failed to save Services_Charges 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.
...
If an NRC has been billed, it cannot be updated in any way.
If an existing Monthly Recurring Charge has been billed, it can be updated. Changing then Updating the GLA, Amount, Quantity, or Prorate Flag, will stop the new existing Charge stops the previous Charge and create a new Charge record begins 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 used 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 current existing charge has been billed through.