Capability

This Import allows the User to INSERT or UPDATE existing Service Orders or INSERT new Service Order Actions.

Matches On

The Service Order Import attempts to match based on the SD Number. There are several valid values for SD Number and behaviors associated with each.

PREVIOUS

The Keyword PREVIOUS assigns the current line of the Import File record to UPDATE the last successfully saved Order with a new Child Action.

CREATE

The Keyword CREATE assigns the current line of the Import File record to INSERT a new Service Order record.

PREVIOUS_ACTION

The Keyword PREVIOUS_ACTION assigns the line of the Import record to UPDATE the last successfully saved Action with new Child data such as the GLA.

SD Number

Passing in a valid SD Number like 'SO201700001' prompts the Service Order Import to match on that number for an UPDATE. The SD Number must exist or the Import causes an error.

Fields

SD Number

Required

Datatype is String.

See the Matches On section for information about allowable values.

Service Rep

Required

Datatype is String.

It can be specified by Customer Number or both the First Name and Last Name.

The Service Rep MUST be an existing Contact with a Type of Service Rep.

Service Rep Customer Number

Datatype is String.

Service Rep First Name

Datatype is String.

MUST be used with Service Rep Last Name.

Service Rep Last Name

Datatype is String.

MUST be used with Service Rep First Name.

Due Date

Datatype is Date-Time.

Set Date Format in the Column Mapping Format Mask field.

Description

Datatype is String.

Status

Datatype is String.

Default value: Pending

If the Import is attempting an INSERT, the only valid value is Pending

If the Import is attempting an UPDATE, either Pending or Hold can be used.

ALL other values will cause an error.

Owner

Either an Owner Contact or Owner Department Hierarchy should be provided.

If they are both provided, an error is generated.

The Owner set on the Order applies to all child Actions unless an Action has an Owner otherwise specified.

Owner Contact

Datatype is String.

This is specified by Customer Number only NOT First Name or Last Name.

All Owners Contact must be Customer Type Contacts.

Owner Department Hierarchy

Datatype is Hierarchical String or String.

The value for this field can be the full Hierarachial Path, or it can be just the last part of the Path. If you provide only the last part, then there is a chance that there could be duplicate values in the database. If duplicate values are found, then you will get an error.

The Import does not accept the Department Hierarchy Name.

Requestor

This enters a Requestor into the Service Order item.

This can be specified by Customer Number or both the First Name and Last Name.

Requestor Customer Number

Datatype is String.

Requestor First Name

Datatype is String.

MUST be used with Requestor Last Name.

Requestor Last Name

Datatype is String.

MUST be used with Requestor First Name.

Associated Project

Datatype is String

Default value: blank

The provided value for this field must be an existing Project Service Desk Number.

Impact

Datatype is String.

Default value: Off

Valid values are blank (Off), Low, Medium, and High.

Note: You cannot provide the value 'Off'. You have to provide a blank, and it is displayed as 'Off'.

Any other values will cause an error.

Urgency

Datatype is String.

Default value: Off

Valid values are blank (Off), Low, Medium, and High.

Note: You cannot provide the value 'Off'. You have to provide a blank, and it is displayed as 'Off'.

Any other values will cause an error.

Default GLA

Datatype is Hierarchical String.

This sets the Action Default GLA in the Order's GLA tab.

Note: This is ignored if the SDA_ALLOW_MULTIPLE_DEFAULT_GLAS Configuration Option is set to True.

Child Records

Actions

Service Order Action fields. These fields can be Required, Optional, or Not Allowed. This can depend on the Action Type. It is assumed all of these are optional unless specified differently.

Action

Required if adding a Service Order Action.

Datatype is String.

Valid Actions are Add, Remove, Move, Upgrade/Downgrade, Swap, Miscellaneous, and Task.

If this field is blank, all other Actions fields must be blank as well

Action Service ID

Conditionally Required

Datatype is String.

Not Required on Add Actions.

If the Action is Add, the Service ID in the Import File MUST be set to the Available status.

If the Service ID is Available when the Import runs, the Status changes to Pending Order.

If the existing Service Catalog for the Service ID is not Assignable, an error generates.

The provided value can be formatted, unformatted, or it can be a Service Alias value.

NOT allowed for use on Task Actions.

Action Service RECID

Datatype is Number.

Default is blank.

This is used to specify the Service Record for Services that have a blank Service ID.

If this is provided, the provided value must be a valid existing Service RECID.

If it is not, it will cause an error.

If an Action Service RECID value is provided, the Action Service ID field will be ignored.

Action Serv Catalog

Datatype is Hierarchical String.

Conditionally Required

Required on Add, Upgrade/Downgrade, and Task Actions.

Ignored for any other Actions.

If the Action is set to Task, the Service Catalog MUST also be of type Task.

Action Location

Conditionally Required for Add Location Actions.

Conditionally Required for Add Actions if the Service Catalog's Location Required flag is set to True.

Datatype is Hierarchical String.

NOT allowed for use on Task Actions.

Optional for all other Change Actions.

Action Due Date

Datatype is String.

Set Date Format in the Column Mapping Format Mask field.

If not provided, this is calculated based on SLA.

Follows the typical rules for Due Date on Actions.

Action New Service ID

Datatype is String.

This is only used for Service ID Actions and are ignored for all other Action Types.

Action Swap Service ID

Datatype is String.

This is only used for Swap Actions and is ignored for all other Action Types.

Action Swap Service RECID

Datatype is Number.

Default is blank.

This is used to specify the Swap Service Record for Services that have a blank Service ID.

If this is provided, the provided value must be a valid existing Service RECID.

If it is not, it will cause an error.

If an Action Swap Service RECID value is provided, the Action Swap Service ID field will be ignored.

Action Reference

Datatype is String.

Owner field

Only one Owner should be provided, either the Contact or Department Hierarchy.

If they are both provided, it causes an error.

If the Owner of an individual Action is not provided, the Owner from the Order applies to the Action.

An Owner is Required for Add Actions

Action Owner Contact

Datatype is String.

Takes precedence on the Action if an Owner is specified on the Order.

This is specified by Customer Number not first name or last name.

All Contact Owners must be Customer Type Contacts.

Action Owner Department Hierarchy

Datatype is Hierarchical String or String.

Takes precedence on the Action if an Owner is specified on the Order.

The value for this field can be the full Hierarachial Path, or it can be just the last part of the Path. If you provide only the last part, then there is a chance that there could be duplicate values in the database. If duplicate values are found, then you will get an error.

Action SLA Catalog

Datatype is Hierarchical String.

Must match the SLA Description field of an existing SLA Catalog.

The Import does NOT create this record.

Action Service Host

Datatype is String.

Required for Add Actions with a Service Catalog type of Phone.

This field is optional for all Action types.

Is ignored for Remove Actions.

Use of Service Host on a Task Action is NOT allowed.

Action Urgency

Datatype is String.

Permitted values are Null, Low, Medium, and High.

Any other values are converted to Null.

Follows the typical rules for Urgency on Actions.

Action SDC

Datatype is String.

Action Location Type

Datatype is String.

Conditionally Required if the provided Action Location Name exists with multiple Types.

Permitted values are from the LOCATION_TYPE List Values.

This field is used for the Action Location lookup if provided.