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Charge Catalog Full Name
Datatype is Hierarchical String.
This is the full test path of the Charge Catalog.
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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.
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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.
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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
Datatype 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 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.
Number.
Service RECID
Datatype is Number.
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Flags / Conditional Logic
SERVICE_CHARGE_TYPE
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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:
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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, the new Charge stops the previous will stop the existing 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.