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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
Format Defaults to the value of the Configuration Option: GLA_FORMAT_DEFAULT.
Must be a valid GLA Format from the Configuration Option: GLA_FORMATS.
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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Datatype is String.
Revenue
Datatype is Boolean.
Defaults to True [1].
Permitted Values are 1, True, or Yes set the Flag to True.
All other values enter as False [0].
A GLA must be Revenue, Expense, or Both. If you set both flags to False, you will get an error.
If you don't set the Revenue or Expense flag when creating a new GLA, then the Expense flag will get set.
After a GLA is created, you can update the Revenue and Expense flags to True, but you cannot update them to False. If you try to update either of these flags to False, you will get an error.
Expense
Datatype is Boolean.
Defaults to True [1].
Permitted Values are 1, True, or Yes set the Flag to True.
All other values enter as False [0].
A GLA must be Revenue, Expense, or Both. If you set both flags to False, you will get an error.
If you don't set the Revenue or Expense flag when creating a new GLA, then the Expense flag will get set.
After a GLA is created, you can update the Revenue and Expense flags to True, but you cannot update them to False. If you try to update either of these flags to False, you will get an error.
Bill
Datatype is Boolean.
Defaults to True False [10].
Permitted Values are 1, True, or Yes set the Flag to True.
All other values enter as False [0].
Ledger
Datatype is Boolean.
Defaults to True False [10].
Permitted Values are 1, True, or Yes set the Flag to True.
All other values enter as False [0].
Taxable
Datatype is Boolean.
Defaults to False [0].
Permitted Values are 1, True, or Yes set the Flag to True.
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Customer Number
Datatype is String.
This field will let you add a Contact to the GLA. This import will always append Contacts to the GLA. It will never remove or replace a Contact.
If a Customer Number is provided, it must exist already for it to be added to the GLA.
If it does not exist, it causes a warning.The GLA will INSERT but the Customer does not.
Contact Primary
Datatype is Boolean.
Defaults to True [1].
Only used if Customer Number is provided.Defaults to True [1].
Permitted Values are 1, True, or Yes set the Flag to True.
All other values enters as False [0].
Status
Datatype is Boolean.
Defaults to Active [1].
Permitted Values are 1, True, Yes, or Active set the Status to Active.
All other values enter as Inactive [0].
Format Defaults to the value of the Configuration Option: GLA_FORMAT_DEFAULT.
Must be a valid GLA Format from the Configuration Option: GLA_FORMATS.
Street Address
Datatype is String.
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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.
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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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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GLA_ALLOW_UPDATE:
Defaults Value = True. If this is set to false, the Import ignores any GLA records in the input that already exist.GLA_UNIQUE_NUM_ITEMS:
By default, the number of components from the format definition is used. The GLA Import needs to know how many GLA components to expect. This flag can override that default.
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 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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