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Capability

The 'Equipment Catalog Import' allows Users to update and Import records into the Equipment Catalog grid.

Matches On

The Equipment Catalog Import matches on Part Number. If there is no match, the record from the Import will INSERT. If there is a match, the remaining fields can UPDATE.

Important Notes

Fields that are mapped with Column Mappings or Conditional Logic and are left blank are saved as NULL (this will overwrite existing data for updates).

Fields

Part Number

Required.
Datatype is String.

Description

Conditionally Required if INSERT.
Datatype is String.

Parent Equipment Catalog

Datatype is Hierarchical String.
Value must be an existing Equipment Catalog.

Part Number Barcode

Datatype is String.

Manufacturer

Datatype is String.

Manufacturer Part Number

Datatype is String.

Maximum Quantity

Datatype is Number.

Warranty

Datatype is List.
Value MUST be one of the WARRANTY_LENGTH values. See the List Values wiki page for more information.

Width

Datatype is Number.

Height

Datatype is Number.

Slots

Datatype is Number.

Units (Unit of Measurement)

Datatype is List.
Value MUST be one of the UNIT values. See the List Values wiki page for more information.

Revenue GLA

Datatype is Hierarchical String.
Value must be an existing active revenue GLA.

Revenue Object Code

Datatype is String.
Value must be an existing active Object Code
.

Expense Object Code

Datatype is String.
Value must be an existing active Object Code
.

Worker Install Time

Datatype is Duration.

Worker Remove Time

Datatype is Duration.

Category

Datatype is Boolean.

Assignable

Datatype is Boolean.

Orderable

Datatype is Boolean.

Location Required

Datatype is Boolean.

Asset

Datatype is Boolean.

Consumable

Datatype is Boolean.

Billable

Datatype is Boolean.

Prorate

Datatype is Boolean.

Has Units

Datatype is Boolean.

Contiguous

Datatype is Boolean.

Cabling Equipment

Datatype is Boolean.

Provisioned

Datatype is Boolean.

Call Manager Model

Datatype is String.
Value must be an existing Service Device.

Child Tables:

Default Charges

By default when inserting default charges the first occurrence of a default charge in the import will clear that records default charges and insert the new default charge. Subsequent inserts of default charges for that import will be appended to the record.

Updating - Default Charges cannot be updated. In order to update a default charge you will need to import all the default charges for that Equipment Catalog.

Inserting - Importing a default charge will clear existing default charges as explained above and insert the new record. If you want to append a default charge to the record without clearing the existing default charges, set the Default Charges Clear flag to false.

Charge Catalog

Datatype is Hierarchical String.
Value must be an existing Charge Catalog.

Charge Type

Datatype is List.
Value MUST be one of the CHARGE_TYPE values. See the List Values wiki page for more information.

Override Amount

Datatype is Number.

Quantity

Datatype is Number.

Flags

Default Charges Clear

Datatype is Boolean.
By default the value is set to true, and it's effects will take place for all default charge inserts regardless if this field is mapped or not.
If true, the import will clear that records default charges and insert the new default charge.
If false, default charges will be appended to the record.

Errors:

These errors display if the record save fails:

...

Table of Contents
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stylenone

Capability

The 'Equipment Catalog Import' allows Users to update and Import records into the Equipment Catalog grid.

Matches On

The Equipment Catalog Import matches on Part Number. If there is no match, the record from the Import will INSERT. If there is a match, the remaining fields can UPDATE.

Important Notes

Fields that are mapped with Column Mappings or Conditional Logic and are left blank are saved as NULL (this will overwrite existing data for updates).

Fields

Part Number

Required.
Datatype is String.

Description

Conditionally Required if INSERT.
Datatype is String.

Parent Equipment Catalog

Datatype is Hierarchical String.
Value must be an existing Equipment Catalog.

Part Number Barcode

Datatype is String.

Manufacturer

Datatype is String.

Manufacturer Part Number

Datatype is String.

Maximum Quantity

Datatype is Number.

Warranty

Datatype is List.
Value MUST be one of the WARRANTY_LENGTH values. See the List Values wiki page for more information.

Width

Datatype is Number.

Height

Datatype is Number.

Slots

Datatype is Number.

Units (Unit of Measurement)

Datatype is List.
Value MUST be one of the UNIT values. See the List Values wiki page for more information.

Revenue GLA

Datatype is Hierarchical String.
Value must be an existing active revenue GLA.

Revenue Object Code

Datatype is String.
Value must be an existing active Object Code
.

Expense Object Code

Datatype is String.
Value must be an existing active Object Code
.

Worker Install Time

Datatype is Duration.

Worker Remove Time

Datatype is Duration.

Category

Datatype is Boolean.

Assignable

Datatype is Boolean.

Orderable

Datatype is Boolean.

Location Required

Datatype is Boolean.

Asset

Datatype is Boolean.

Consumable

Datatype is Boolean.

Billable

Datatype is Boolean.

Prorate

Datatype is Boolean.

Has Units

Datatype is Boolean.

Contiguous

Datatype is Boolean.

Cabling Equipment

Datatype is Boolean.

Provisioned

Datatype is Boolean.

Call Manager Model

Datatype is String.
Value must be an existing Service Device.

Child Tables:

Default Charges

By default the value is set to true for the first occurrence of each Equipment Catalog, and false for all following occurrences in an import file. Subsequent inserts of default charges for that import will be appended to the record.

Updating - Default Charges cannot be updated. In order to update a default charge you will need to import all the default charges for that Equipment Catalog.

Inserting - Importing a default charge will clear existing default charges as explained above and insert the new record. If you want to append a default charge to the record without clearing the existing default charges, set the Default Charges Clear flag to false.

Charge Catalog

Datatype is Hierarchical String.
Value must be an existing Charge Catalog.

Charge Type

Datatype is List.
Value MUST be one of the CHARGE_TYPE values. See the List Values wiki page for more information.

Override Amount

Datatype is Number.

Quantity

Datatype is Number.

Vendors

By default when inserting vendors the first occurrence of a vendor in the import will clear that records vendors and insert the new vendor. Subsequent inserts of vendors for that import will be appended to the record.

Updating - Vendors can be updated. The same vendor will not be added multiple times to an Equipment Catalog. Subsequent add attempts will update the existing vendor properties.

Inserting - Importing a vendor will clear existing vendors as explained above and insert the new record. If you want to append a vendor to the record without clearing the existing vendors, set the Clear Vendors flag to false.

Vendor

Datatype is String
Value must be an existing Vendor.

Vendor Part Number

Datatype is String
This can be any string the Vendor uses to identify the Equipment Catalog.

Vendor Cost

Datatype is Number

Vendor Units

Datatype is Number

Flags

Default Charges Clear

Datatype is Boolean.
By default the value is set to true for the first occurrence of each Equipment Catalog within an import file, and false for all following occurrences.
If true, the import will clear that records default charges and insert the new default charge.
If false, default charges will be appended to the record.

Clear Vendors

Datatype is Boolean
By default the value is set to true for the first occurrence of each Equipment Catalog, and false for all following occurrences in an import file.
If true, the import will clear that records vendors and insert the new vendor.
If false, vendors will be appended to the record.

Errors:

When an Import Line fails, it is usually because the Line falls into one of the following categories:

  1. The value provided from another table was not found, or multiple matches found within the Database

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    • Error : Field '<FieldName>' was not found
    • Error : Field "Charge Catalog" found multiple catalogs with the same name. Field "Charge Type" required to uniquely identify desired catalog


  2. The value provided from another table is Inactive

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    • Error : Field '<FieldName>' was not active


  3. A blank value was provided, for a field with a required value

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    • Error : Required field '<FieldName>' was missing from the import file format
    • Error : Required field '<FieldName>' was blank


  4. The value provided is not acceptable for the record type being created

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    • Error : Field "Charge Catalog" not allowed for the given Equipment Catalog. The Catalog is not billable.
    • Error : Field '<FieldName>' requires the field "Charge Catalog" to be in the import file format
    • Error : Catalog cannot be both '<FieldName>' and '<FieldName>'
    • Error :  '<FieldName>' Catalog MUST also be '<FieldName>'
    • Error : Field '<FieldName>' requires "Provisioned" to be set
    • Error : Field '<FieldName>'  requires a Communication Module License
    • Error : Field "Revenue

...

    • GLA" was not revenue
    • Error : Field '<FieldName>'

...

    •  is not allowed for the given Charge Catalog


  1. The System was unable to save the record

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    • 'Error : Failed to save Eqp Catalog 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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