Document toolboxDocument toolbox

Service Desk Charges Import

Capability

This Import allows the User to UPDATE existing Service Desk Equipment Charge records.

Important Notes

When a field is mapped using Column Mapping or Conditional Logic, the value for that field will be used regardless of the value. This means that if the value is left blank in the file, the value will be blank on the record. If you need to map a column but ignore blanks, Conditional Logic may be used; see the example below.

if (trim([<COLUMN_INDEX>]) !== '')
    [<FIELD_IDENTIFIER>] = [<COLUMN_INDEX>];

Matches On Criteria

A combination of any of the following fields will be used.

RECID
Source Table Name / RECID
Service Desk / RECID
Service Desk Action / RECID
Charge Catalog / RECID


Fields

Operation

Datatype is String

Required
Allowed Values: "UPDATE"
Description: Denotes if the Import should INSERT or UPDATE a record.

RECID

Datatype is Number
Required
Allowed Values: "INSERT"
Description: The RECID of the Service Desk Charge

Service Desk Fields

Required when adding a new record
Only valid for Service Orders, Work Orders and Incidents.
Multiple fields can be used to for the Service Desk Item.
Special Values:

PREVIOUS    The last saved Service Desk item from an applicable Service Desk Import record format (Service/Work Order) is used.

Service Desk Number

Datatype is String
Special Values:

PREVIOUS    The last saved Service Desk item from an applicable Service Desk Import record format (Service/Work Order) is used.

Service Desk RECID

Datatype is Number

Special Values:

PREVIOUS    The last saved Service Desk item from an applicable Service Desk Import record format (Service/Work Order) is used.

Service Desk Action Fields


Multiple fields can be used for the Service Desk Action Item.

Service Desk Action Number

Datatype is String
Special Values:

PREVIOUS    The last saved Service Desk item from an applicable Service Desk Import record format (Service Order) is used.

Service Desk Action RECID

Datatype is Number
Description: The RECID of a Service Desk Action item.

Source Table Fields

 

Source Table Name

                    Conditionally Required when the source table RECID field is provided with a value of "PREVIOUS."

Datatype is String

The source table of where the Charge originated. This can help differentiate assignments when multiple accounts with the same name originate from different sources.
Permitted Values: "SERVICE_DESK_EQP

Source Table RECID

Datatype is String

The source RECID of where the Charge originated. This can help differentiate accounts when multiple Orders with the same name originate from different sources.
Special Values:

PREVIOUS    A value of PREVIOUS will be used in conjunction with the value from the source table Name field. The value from the source table Name field will denote which prior Import Record Format type should be used when obtaining the last saved RECID of the source.
 

Charge Catalog Fields


Multiple fields can be used for the Charge Catalog.

Charge Catalog

The Full Path of a Charge Catalog.

Datatype is Hierarchical String

Charge Catalog RECID

Datatype is Number

Charge Catalog Type Fields

Charge Catalog Type

The Code or Value of a List Value with the List Type "CHARGE_TYPE."

Datatype is String

Charge Catalog Type RECID

Datatype is Number

Override Amount

The Override Amount for the Charge. The Charge Catalog must Allow Override Amount to use this field. 

Datatype is Number

Quantity

The quantity used to calculate the Charge.

Datatype is Number (Any positive integer)

Override GLA Fields

Override GLA

The fully concatenated GLA.

Datatype is Hierarchical String

Override GLA RECID

RECID of the GLA record.

Datatype is Number

Advanced Examples

How do I update Service Desk Equipment Charges generated by a different Record Format within the same Import?
The Record Formats needed

Service Desk Equipment
Service Desk Charges
Scenario: The Service Desk Equipment Record Format added Equipment that generated Default Charges from the Equipment Catalog. How to match those Charges for updates with the Service Desk Eqp Charges Record Format?

Fields: The following Service Desk Charge fields and values must be used.

Source Table Name: SERVICE_DESK_EQP
Source Table RECID: PREVIOUS
Charge Catalog is conditionally required if there were multiple Charges generated.

.Service Desk Charges Import v2023.1

Help Desk Portal - Email: help@pcr.com - Phone: 616.259.9242