{"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":"b566065a-b07e-4e10-b4ce-6cfa5750cec1"},"schemaVersion":{"value":"1"},"title":"Table of Contents"}},"localId":"336cb972-59a3-4df7-9edb-2996aaf4c868"}},{"type":"heading","attrs":{"level":2},"content":[{"text":"Capability","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"paragraph","content":[{"text":"The '","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"text":"Charge Catalog Import","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}},{"type":"strong"}]},{"text":"' allows Users to update and Import records into the ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"text":"Charge Catalog","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}},{"type":"link","attrs":{"href":"https://pcr360.atlassian.net/wiki/x/wYMQAQ"}}]},{"text":" grid. Since the Import Process does not know if a new Charge is desired, or an Existing Charge needs to be updated, it is important to remember to set the Update Existing Charges flag if you want to update a Charge.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Matches On","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"paragraph","content":[{"text":"The Charge Catalog Import matches on the Charge Catalog Full Path Name and the Charge Type. If there is no match, the record from the Import will INSERT. 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","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"Must be one of the CHARGE_TYPE values. ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"Defaults are Monthly Recurring, Nonrecurring, Annual Recurring, Semi-Annual Recurring, and Quarterly Recurring.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"This is only used to help find the correct parent record. 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See the ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"text":"List Values wiki page","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}},{"type":"link","attrs":{"href":"https://pcr360.atlassian.net/wiki/x/wIQQAQ"}}]},{"text":" for more information.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Amount","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Conditionally ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"text":"Required","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ff0000"}},{"type":"em"}]},{"text":" if INSERT and Allow Override is false.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"Datatype is 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","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"Defaults are Default, Usage, Equipment, and Labor. 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","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"By default, if a Billing Group Override value is provided, then the first record for a specific Charge Catalog will first clear the Billing Group Override list. Then each successive record for that Charge Catalog will append to the Billing Group Override list.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"If the 'Billing Group Override Clear' flag is set to false, it will prevent the first occurrence from clearing the list.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"If the 'Billing Group Override Clear' flag is set to true, it will clear the list even if a new Billing Group Override value is not provided.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":" Note","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}},{"type":"strong"}]},{"text":": ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}},{"type":"strong"},{"type":"em"}]},{"text":"If Billing Group Override Billing Group is provided, then require at least any one of Billing Group Override Revenue GLA, Billing Group Override Revenue Object Code, or Billing Group Override Expense Object Code.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}},{"type":"em"}]},{"type":"hardBreak"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Billing Group Pricing","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Billing Group Pricing Billing Group","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"Value must be an existing Billing Group.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Billing Group Pricing Amount","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Conditionally ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]},{"text":"Required","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ff0000"}},{"type":"em"}]},{"text":" if the Billing Group Pricing Billing Group is provided.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"Datatype is Number.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Billing Group Pricing Clear","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"text":"Boolean","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}},{"type":"link","attrs":{"href":"https://pcr360.atlassian.net/wiki/x/0JEQAQ"}}]},{"text":".","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"This controls how items are added to the Billing Group Pricing list. ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"By default, if a Billing Group Pricing value is provided, then the first record for a specific Charge Catalog will first clear the Billing Group Pricing list. Then each successive record for that Charge Catalog will append to the Billing Group Pricing list.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"If the 'Billing Group Pricing Clear' flag is set to false, it will prevent the first occurrence from clearing the list.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"If the 'Billing Group Pricing Clear' flag is set to true, it will clear the list even if a new Billing Group Pricing value is not provided.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"GLA Component Pricing","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"GLA Component Pricing Format","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"This is ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"text":"Required","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ff0000"}}]},{"text":" if any GLA Component Pricing field is provided.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"Datatype is String.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"GLA Component Pricing Component 1 (through GLA Component Pricing Component X)","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"There will be as many of these fields available to map in an import as the largest number of GLA Components of the GLAs you have configured.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"GLA Component Pricing Amount","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Conditionally ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]},{"text":"Required","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ff0000"}},{"type":"em"}]},{"text":" if any GLA Component Pricing field is provided.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"Datatype is Number.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"GLA Component Pricing Clear","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"text":"Boolean","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}},{"type":"link","attrs":{"href":"https://pcr360.atlassian.net/wiki/x/0JEQAQ"}}]},{"text":".","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"This controls how items are added to the GLA Component Pricing list. ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"By default, if a GLA Component Pricing value is provided, then the first record for a specific Charge Catalog will first clear the GLA Component Pricing list. Then each successive record for that Charge Catalog will append to the GLA Component Pricing list.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"If the 'GLA Component Pricing Clear' flag is set to false, it will prevent the first occurrence from clearing the list.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"If the 'GLA Component Pricing Clear' flag is set to true, it will clear the list even if a new GLA Component Pricing value is not provided.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"type":"hardBreak"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Remarks","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":"hardBreak"},{"text":"Any value provided here will create a new Remark record, even if you are just updating the Charge Catalog. The import cannot update an existing Remark record.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Remarks Author First Name","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String","type":"text"},{"type":"hardBreak"},{"text":"Optional name to provide an Author for the Remark. Depending on your configuration, the Author can determine who can edit that Remark.","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Remarks Author Last Name","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Remarks Author Customer Number","type":"text"}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String","type":"text"},{"type":"hardBreak"},{"text":"This is an alternate method to provide the Author.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Flags","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Update Existing Charges","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"anchor","parameters":{"macroParams":{"":{"value":"UpdateCharges"},"legacyAnchorId":{"value":"id-(2024.2)ChargeCatalogImports-UpdateCharges"}},"macroMetadata":{"macroId":{"value":"7d704e71-f7ae-41fc-b09d-53bacff63955"},"schemaVersion":{"value":"1"},"title":"Anchor"}},"localId":"a4d4719b-18d3-43e6-aa91-c834bab061e1"}}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Datatype is String, expected values are TODAY, BACKDATE, and RETAIN.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"Default value is 'RETAIN'","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"This flag tells the import process what to do with existing charges when an existing Charge Catalog is updated.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"'TODAY' - existing charges will stop with yesterday's date, and a new charge will start with today's date.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"'BACKDATE' - existing charges will stop with the date of the last bill, and a new charge will start with the day after the last bill date.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]},{"type":"hardBreak"},{"text":"'RETAIN' - existing charges will not be changed.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":1}}],"content":[{"text":"Alternate Recurring Charges (Quarterly, Semi-Annual, and Annual), when updated will always use 'BACKDATE' as the Effective Date.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"type":"paragraph","marks":[{"type":"indentation","attrs":{"level":3}}],"content":[{"text":"Note:","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}},{"type":"strong"}]},{"text":" ","type":"text","marks":[{"type":"strong"}]},{"text":"The Billing Group Pricing fields can only be used if you have Billing Group Pricing configured.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}},{"type":"em"}]},{"type":"hardBreak"},{"text":" The GLA Component Pricing fields can only be used if you have GLA Component Pricing configured.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}},{"type":"em"}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Errors","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1a1a1a"}}]}]},{"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 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 : No Parent Charge Catalog found for '<PARENT_CHARGE_CATALOG>', type '<PARENT_CHARGE_TYPE>'

Error : Multiple Charge Catalogs found for '<PARENT_CHARGE_CATALOG>'
Error : Multiple Matching Charge Catalog entries for '<FULL_PATH_NAME>'

Error : Blank Charge Catalog Name
Error : Missing Charge Type for new Charge Catalog Record
Error : Missing Expense Type for new Charge Catalog Record
Error : Missing Revenue GLA for new Charge Catalog Record
Error : Missing Revenue GLA for new Charge Catalog Record
Error : Missing Revenue Object Code for new Charge Catalog Record
Error : Missing Expense Object Code for new Charge Catalog Record
Error : Specified Billing Group Override with blank Revenue GLA, Revenue Object Code, and Expense Object Code
Error : Specified Billing Group Pricing with blank Amount
Error : GLA Component Pricing GLA Format is blank
Error : Specified GLA Component Pricing with blank Amount
Error : GLA Component Pricing GLA Format '<GLA_FORMAT>' has <GLA_NUM_ITEM> components, but component <LARGER_COMPONENT_NUM> was specified

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Error : Invalid 'Use Quantity' value '<USE_QUANTITY>'
Error : Specified Billing Group Pricing fields but Billing Group Pricing is not configured
Error : Some GLA Component Pricing fields are provided, but GLA Component Pricing is not configured
Error : GLA Component Pricing GLA Format '<GLA_FORMAT>' is not valid
Error : Invalid Update Existing Charges flag '<UPDATE_EXISTING_FLAG>'

Error : Failed to save Charge Catalog record; <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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