(2024.1) Equipment Catalog Imports
- Brian Dixon
- 1 Capability
- 2 Matches On
- 3 Important Notes
- 4 Fields
- 4.1 Part Number
- 4.2 Description
- 4.3 Parent Equipment Catalog
- 4.4 Part Number Barcode
- 4.5 Manufacturer
- 4.6 Manufacturer Part Number
- 4.7 Maximum Quantity
- 4.8 Warranty
- 4.9 Width
- 4.10 Height
- 4.11 Slots
- 4.12 Units (Unit of Measurement)
- 4.13 Revenue GLA
- 4.14 Revenue Object Code
- 4.15 Expense Object Code
- 4.16 Worker Install Time
- 4.17 Worker Remove Time
- 4.18 Category
- 4.19 Assignable
- 4.20 Orderable
- 4.21 Location Required
- 4.22 Asset
- 4.23 Consumable
- 4.24 Billable
- 4.25 Prorate
- 4.26 Has Units
- 4.27 Contiguous
- 4.28 Cabling Equipment
- 4.29 Provisioned
- 4.30 Call Manager Model
- 5 Child Tables:
- 5.1 Default Charges
- 5.1.1 Charge Catalog
- 5.1.2 Charge Type
- 5.1.3 Override Amount
- 5.1.4 Quantity
- 5.2 Vendors
- 5.2.1 Vendor
- 5.2.2 Vendor Part Number
- 5.2.3 Vendor Cost
- 5.2.4 Vendor Units
- 5.1 Default Charges
- 6 Flags
- 7 Errors:
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.
Category
Datatype is Boolean.
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