{"type":"doc","content":[{"type":"extension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"toc","parameters":{"macroParams":{"outline":{"value":"true"},"style":{"value":"none"}},"macroMetadata":{"macroId":{"value":"a1b7f576-92e5-45db-9c49-131436c6f8d9"},"schemaVersion":{"value":"1"},"title":"Table of Contents"}},"localId":"24976d3b-5c87-47c6-9d02-f03d662ae6ed"}},{"type":"heading","attrs":{"level":2},"content":[{"text":"Capability","type":"text"}]},{"type":"paragraph","content":[{"text":"The Service Import allows the User to INSERT and UPDATE Service Records. Each Service import type should only be used to add or update Services of that type. For example, the Auth Code Service import should only process Auth Code services. This accommodates the service-specific fields used by different Service types. For example, Phone Service uses Service Host as a field choice that is not available for other Service types.","type":"text"}]},{"type":"paragraph","content":[{"text":"Recently added, there is also a general \"Service\" import that can be used to process Services of any type. If you are creating a new Service import, you should use the general Service import type. It will support all of the special fields for all of the different Service types.","type":"text"}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"excerpt-include","parameters":{"macroParams":{"":{"value":"(2024.1) Bulk Update"},"nopanel":{"value":"true"}},"macroMetadata":{"macroId":{"value":"a0b7bd4f-8c5c-499b-be5e-19a528e2906a"},"schemaVersion":{"value":"1"},"title":"Insert excerpt"}},"localId":"9c3aebcb-666e-4ca1-88ed-805d475c1c82"}}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Matches On","type":"text"}]},{"type":"paragraph","content":[{"text":"If a Service RECID is provided, the Import only attempts to find that RECID for the update, and errors if not found. If the Service Recid is not provided, the Service ID is used. If there is no match, the record from the Import will INSERT. If there is a match, the remaining fields can UPDATE. 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If it is not are found, it will do an Add.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Fields","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Service ID","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Required","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ff0000"}}]},{"text":", see text.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]},{"type":"hardBreak"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Service ID will only INSERT if there is not a match in the Import File with an existing Service record based on the Service ID.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Since the Import matches on the Service ID, this field CANNOT UPDATE.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"If the Service ID field is blank (and no Service RECID is provided), then it is assumed you are trying to add a new Service that has a blank Service ID. This is only allowed for Service Catalog types \"Other\", and non-Phone Custom types.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Service RECID","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is Number.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Default is blank.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"This is used to specify the Service Record for Services that have a blank Service ID.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"If this is provided, the provided value must be a valid existing service RECID.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"If it is not, it will cause an 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separate Import file. See the ","type":"text"},{"text":"Service Charges","type":"text","marks":[{"type":"link","attrs":{"href":"/wiki/spaces/pcr360wiki/pages/17242624"}}]},{"text":" Import for details.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Contacts Tab","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Contact First Name","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Default is blank","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Contact Last Name","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Default is blank","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Contact Customer Number","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Default is blank","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"GLA Tab","type":"text"}]},{"type":"paragraph","content":[{"text":"GLAs added to a Service with the Service Import ","type":"text"},{"text":"ONLY","type":"text","marks":[{"type":"strong"}]},{"text":" adds an association between the existing GLAs and the selected Service in the Import File. The Service Import cannot INSERT or UPDATE GLA records.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"GLA","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is ","type":"text"},{"text":"Hierarchical String","type":"text","marks":[{"type":"textColor","attrs":{"color":"#172b4d"}},{"type":"link","attrs":{"href":"https://pcr360.atlassian.net/wiki/x/wpEQAQ"}}]},{"text":".","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"GLA Expense Type","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Conditionally ","type":"text"},{"text":"Required","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ff0000"}},{"type":"em"}]},{"text":" ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ff0000"}}]},{"text":"if GLA is provided.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Must be one of the following: Default, Usage, Equipment, or Labor.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"GLA Split Percent","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Conditionally ","type":"text"},{"text":"Required","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ff0000"}},{"type":"em"}]},{"text":" ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ff0000"}}]},{"text":"if a GLA is provided If a split GLA is desired, the Import File must have one line for each different GLA and its relevant split percentage.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Percentages must be whole integers.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"If the percents do not add up to 100%, the Service will still INSERT or UPDATE, but the GLA causes an error and no GLA values change.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"If the GLA values do add up to 100%, the GLA for that given GLA Expense Type are replaced with the new values.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Pool Tab","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Pool Name","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Remarks Tab","type":"text"}]},{"type":"paragraph","content":[{"text":"This adds a Remark through the Import into the Service.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Remarks","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Equipment Tab","type":"text"}]},{"type":"paragraph","content":[{"text":"Equipment added to a Service with the Service Import ONLY adds an association between the existing Equipment and the selected Service in the Import File. The Service Import cannot INSERT or UPDATE Equipment records.","type":"text"}]},{"type":"paragraph","content":[{"text":"This includes the changing of the Equipment Status from Unassigned to Assigned. So if you want the Equipment Status to change, you will need to also run an Equipment import.","type":"text"}]},{"type":"paragraph","content":[{"text":"The Equipment fields try to identify an existing Equipment record to add to the Equipment tab of the Service. They are checked in the order of the list below. If a value is blank, it is ignored by the Import process. If the value is filled in, the Import attempts to do the lookup.","type":"text"}]},{"type":"paragraph","content":[{"text":"An Equipment can only be associated if the Service Status is 'Active' or 'Suspend'. And the existing Equipment Status must be 'Assigned'.","type":"text"}]},{"type":"paragraph","content":[{"text":"If the Service Location and Equipment Location are different, it will cause an import Warning, but the association will still get created.","type":"text"}]},{"type":"paragraph","content":[{"text":"By default, Equipment will get appended to any existing Equipment already on the Service. See the Flags below to change this behavior.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Equipment Asset","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Equipment ID","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Equipment Location","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is ","type":"text"},{"text":"Hierarchical String","type":"text","marks":[{"type":"textColor","attrs":{"color":"#172b4d"}},{"type":"link","attrs":{"href":"https://pcr360.atlassian.net/wiki/x/wpEQAQ"}}]},{"text":".","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"The Equipment Location value is used only with a non-blank Equipment ID. If a non-blank Equipment ID is not provided, then the Location value is ignored. You cannot lookup an Equipment with just a Location.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Equipment Serial Number","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Equipment Mac Address","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Equipment Recid","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is Number.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"This is the RECID field from the Equipment record. This is usually not visible, but it can be obtained from an export. This method will always provide a unique number. It is useful for Equipment with blank values for all of the other key fields.","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"If the lookup fails, that import line will output an error message. This error does not affect the Service INSERT or UPDATE, only the Equipment tab association.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#172b4d"}}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Flags / Conditional Logic","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"CLEAR_CONTACTS:","type":"text"}]},{"type":"paragraph","content":[{"text":"Datatype is String","type":"text"},{"type":"hardBreak"},{"text":"Default: Flag is unset.","type":"text"}]},{"type":"paragraph","content":[{"text":"By default, the first time a Service ID is encountered in an Import file and a Contact is provided, the Contact list is cleared. Then, the provided value is added. After the first occurrence, the values are appended.","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"True: If true, the Contact list will be cleared with or without providing a new value.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"False: If false, you will append without clearing the list","type":"text"}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"REPLACE_EQUIPMENT:","type":"text"}]},{"type":"paragraph","content":[{"text":"Default Value is False","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"True: When the flag is True, all of the Equipment is removed and the Import appends the Import Record item.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"False: The default behavior is to simply append Equipment associations.","type":"text"}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"CLEAR_EQUIPMENT:","type":"text"}]},{"type":"paragraph","content":[{"text":"Default Value is False.","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"True: If this is set, the Equipment list gets cleared even if no new Equipment is provided.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"False: Equipment is not to be cleared.","type":"text"}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"APPEND_POOLS:","type":"text"}]},{"type":"paragraph","content":[{"text":"Default Value is False.","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"True: Setting the flag to True appends Pools to matching Service ID Pools and does not clear any existing Pools.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"False: Setting the flag to False clears existing Pools on matching Service IDs and updates the Pool on the first instance of that Service. Any additional Service ID Pools are appended after the first instance.","type":"text"}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Errors","type":"text"}]},{"type":"paragraph","content":[{"text":"When an Import Line fails, it is usually because the Line falls into one of the following categories:","type":"text","marks":[{"type":"textColor","attrs":{"color":"#172b4d"}}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"The value provided from another table was not found or multiple matches found within the Database","type":"text"}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"__confluenceADFMigrationUnsupportedContentInternalExtension__","text":"","parameters":{"cxhtml":"","block-inline":true,"nestedContent":{"type":"doc","content":[{"type":"extension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"toggle-cloak","parameters":{"macroParams":{"__bodyContent":{"value":""}},"macroMetadata":{"macroId":{"value":"d6db053b-4cb2-46f2-84f0-041ed12383ea"},"schemaVersion":{"value":"1"},"placeholder":[{"type":"icon","data":{"url":"https://compositiontabs.bobswift.appfire.app/assets/img/composition80x80.png"}}],"title":"(Legacy) Toggle Cloak"}}}}],"version":1}}}}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"__confluenceADFMigrationUnsupportedContentInternalExtension__","text":"","parameters":{"cxhtml":"

Error : Found multiple existing Equipment with Serial Number '<serialNumber>'
Error : Found multiple existing Equipment with MAC Address '<macAddress>'
Error : Found multiple existing Equipment for Equipment ID '<equipmentId>'
Error : Invalid Equipment RECID '<recid>'
Error : Invalid Equipment MAC Address '<macAddress>'
Error : Invalid Equipment Asset Tag '<asset>"
Error : Invalid Equipment Location '<location>'
Error : Invalid Equipment for Equipment ID '<equipmentId>'
Error : Invalid Equipment Serial Number '<serialNumber>'
Error : Invalid Service Pools '<service_pool>'
Error : Invalid Billing Group '<BILLING_GROUP>'
Error : Invalid Class Of Service '<class of service>'
Error : Invalid GLA '<gla>'
Error : Invalid Service Host '<SERVICE_HOST>'
Error : Invalid Location '<LOCATION>'
Error : Invalid Service Catalog '<SERV_CATALOG>'
Error : Invalid Contact '<OWNER_CONTACT>'
Error : Invalid Dept Hierarchy '<OWNER_DEPT_HIERARCHY>'

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Error : Inactive Service Catalog '<SERV_CATALOG>'

Error : Missing Auth Code type for new Auth Code '<SERVICE_ID>'
Error : Missing GLA
Error : Missing GLA Expense Type
Error : Missing GLA Percent
Error : No Service Catalog Specified
Error : No Status provided for new Service '<SERVICE_ID>'

Error : Service <serviceId>, GLA type <expenseTypeListsRecid>, Percents add up to <sum> (should be 100)
Error : This Equipment Catalog type is restricted from being on this Service Catalog type
Error : Can't assign Equipment unless Service Status is Active or Suspend
Error : Can't assign Equipment unless Equipment Status is Assigned
Error : Provided Service Host not permitted for this service catalog
Error : Provided Location not permitted for this Service Catalog
Error : No Service ID Specified

Error : Failed to save Service record; <errorMessage>
Error : Service <serviceId>, GLA type <expenseTypeListsRecid>; <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.

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