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.

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:

The value provided from another table was not found, or multiple matches found within the Database
The value provided from another table is Inactive
A blank value was provided, for a field with a required value
The value provided is not acceptable for the record type being created
The System was unable to save the record

Capability

Matches On

Important Notes

Fields

Part Number

Description

Parent Equipment Catalog

Part Number Barcode

Manufacturer

Manufacturer Part Number

Maximum Quantity

Warranty

Width

Height

Slots

Units (Unit of Measurement)

Revenue GLA

Revenue Object Code

Expense Object Code

Worker Install Time

Worker Remove Time

Category

Assignable

Orderable

Location Required

Asset

Consumable

Billable

Prorate

Has Units

Contiguous

Cabling Equipment

Provisioned

Call Manager Model

Child Tables:

Default Charges

Charge Catalog

Charge Type

Override Amount

Quantity

Vendors

Vendor

Vendor Part Number

Vendor Cost

Vendor Units

Flags

Default Charges Clear

Clear Vendors

Errors:

(v1) .Equipment Catalog Imports v2019.1

(v1) .Equipment Catalog Imports v2019.7

(v1) .Equipment Catalog Imports v2022.2

(v1) .Equipment Catalog Imports v2023.1

Browser not supported