.Service Order Imports v2021.1
- 1 Capability
- 1.1 Matches On
- 1.1.1 Blank value - (Null)
- 1.1.2 PREVIOUS
- 1.1.3 PREVIOUS_ACTION
- 1.1.4 SD Number
- 1.1 Matches On
- 2 Fields
- 2.1 SD Number
- 2.2 Service Rep
- 2.2.1 Service Rep Customer Number
- 2.2.2 Service Rep First Name
- 2.2.3 Service Rep Last Name
- 2.3 Due Date
- 2.4 Description
- 2.5 Status
- 2.6 Owner
- 2.6.1 Owner Contact
- 2.6.2 Owner Department Hierarchy
- 2.7 Requestor
- 2.7.1 Requestor Customer Number
- 2.7.2 Requestor First Name
- 2.7.3 Requestor Last Name
- 2.8 Associated Project
- 2.9 Impact
- 2.10 Urgency
- 2.11 Default GLA
- 3 Child Records
- 3.1 Actions
- 3.1.1 Action
- 3.1.2 Action Service ID
- 3.1.3 Action Service RECID
- 3.1.4 Action Serv Catalog
- 3.1.5 Action Location
- 3.1.6 Action Due Date
- 3.1.7 Action New Service ID
- 3.1.8 Action Swap Service ID
- 3.1.9 Action Swap Service RECID
- 3.1.10 Action Reference
- 3.1.11 Owner field
- 3.1.11.1 Action Owner Contact
- 3.1.11.2 Action Owner Department Hierarchy
- 3.1.12 Action SLA Catalog
- 3.1.13 Action Service Host
- 3.1.14 Action Urgency
- 3.1.15 Action SDC
- 3.1.16 Action Location Type
- 3.1.17 Report 911 flag
- 3.1.18 Directory flag
- 3.1.19 Essential flag
- 3.1.20 Billable flag
- 3.1.21 Auth Code Type
- 3.1.22 Classes of Service
- 3.1.23 Bandwidth
- 3.1.24 Rating Group
- 3.2 GLAs
- 3.2.1 GLA
- 3.2.2 GLA Expense Type
- 3.2.3 GLA Percent
- 3.2.4 Default GLA Flag
- 3.1 Actions
- 4 Flags
- 5 Errors
- 6 Notes
- 7 UDF Associations
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.
Blank value - (Null)
Passing in a blank value or Null causes the Import to create a new Order record.
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.
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.
The full Department Hierarchy Path and Code value should be provided.
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.