Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Published by Scroll Versions from this space and version 2023.1

...

GLA Full Codes

Required

Datatype is Hierarchical String.

Charge Catalog Name

Conditionally Required (unless Charge Catalog Full Name is provided instead)

...

Conditionally Required (unless Charge Catalog Name is provided instead)

Datatype is Hierarchical String.

The default value is 'blank'.

...

Owner Dept. Hierarchy

Datatype is Hierarchical String.

Import matched the Department Hierarchy Code, not the Name.

...

This is the Transaction Date for NRCs. Filling this field for MRCs or ARCs will cause an error.

This field is currently ignored by Update attempts. If Charges are desired to be Updated in Bulk via an Import, the User must delete the original files from PCR-360 that created the Imported Charges then re-upload the corrected File back into PCR-360.

Start Date

Datatype is String.

...

This is the Start Date for MRCs and ARCs. Filling this field for NRCs will cause an error.

This field is currently ignored by Update attempts. If Charges are desired to be Updated in Bulk via an Import, the User must delete the original files from PCR-360 that created the Imported Charges then re-upload the corrected File back into PCR-360.

Recurring Date

Datatype is String.

...

This is the Recurring Date for ARCs. Filling this field for NRCs or MRCs will cause an error.

This field is currently ignored by Update attempts. If Charges are desired to be Updated in Bulk via an Import, the User must delete the original files from PCR-360 that created the Imported Charges then re-upload the corrected File back into PCR-360.

Billing Group

Datatype is String.

...

This is only allowed if the Charge Catalog entry allows overrides.

Prorate

Datatype is Boolean.

Default Value is False.Permitted Values are 1, Yes, and True.

These set the Prorate flag to True [1].

All other values enter as False [0].

Quantity

Datatype is Number.

...

This is an override. It should only be provided if an override of the Billing Group is desired from the Department Hierarchy or Contact Owner.

Child Records

GLA

GLA Charges are a Child record of GLA Imports. As such, they can only be added to an existing GLA.

...

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 UPDATEvalue is "false."

If set, this import will UPDATE existing records. If the import cannot find an existing record to updateUPDATE, it will error. If the UPDATE flag is set, the import only updates existing charges.

This can be used to set Stop Dates on MRCs, change Override Amounts, Quantity, Description, GLA, or Prorate flag.

...

Alternate Recurring Charges (Quarterly, Semi-Annual, and Annual), when updated, will always use BACKDATE as the Effective Date.

...

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

    Toggle cloak

    Cloak
    • Error : Could not find provided Billing Group <BILLING_GROUP>
    • Error : Could not find provided Contact name <fname> <lname>
    • Error : Could not find provided Contact number <customerNumber>
    • Error : Could not find the Dept Hierarchy for <deptHierarchy>
    • Error : "No Matching Charge Catalog entries for '<chargeCatalogName>'
    • Error : "Multiple Matching Charge Catalog entries for '<chargeCatalogName>'
    • Error : Invalid GLA '<gla>'
    • Error : Full Charge Catalog Path <CHRG_CATALOG_FULL_NAME> is Invalid
    • Error : Charge Type <CC_CHARGE_TYPE_CODE> is Invalid
    • Error : Invalid Charge Catalog '<chargeCatalogName>'


  2. The value provided from another table is Inactive

    Toggle cloak

    Cloak
    • Error : Trying to use Inactive Charge Catalog <chargeCatalogName>


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

    Toggle cloak

    Cloak
    • Error : Blank or Missing GLA
    • Error : No owner provided
    • Error : Missing required Owner or Billing Group
    • Error : Missing Charge Catalog"
    • Error : Missing Billing Group"


  4. 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 Billing Group Override because new Stop Date is before today
    • Warning: Not updating Contact Owner because new Stop Date is before today
    • Warning: Not updating Dept Hierarchy Owner because new Stop Date is before today
    • Error : GLA '<gla>' is not Billable
    • Error : Dept Hierarchy <deptHierarchy has no Billing Group
    • Error : Contact <fname> <lname> has no Billing Group
    • Error : Trying to assign amount for Non-Overidable Charge
    • Error : Unable to convert '<BILL_DATE>' into a valid date
    • Error : Unable to convert '<STOP_DATE>' into a valid date


  5. The System was unable to save the record

    Toggle cloak

    Cloak
    • Error : Failed to save GLA_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.


...