Import Billing Schedule Data

Use this page to import transactions and setup information. The Data Management module in Microsoft Dynamics 365 for Finance and Operations is used for importing data.

Tip: To save time and work more efficiently, use the sample import files (PLM_ImportTemplates-YYYYMMDD.zip) that are provided with Property Lease Management installation download file. If a sample file does not exist, you can export the data entities.

Notes:

The following items provide information with respect to importing data: 

• The header and line records can be combined into a single composite entity, which means it can be included in a single file. However, only XML files can be used with composite entities.
• If a stubbing cutoff date exists, and the schedule details lines have a billing start date that is earlier than or the same as the stubbing cutoff date, the line is stubbed.
• Each entity record is processed independently of all other entity records. As a result, when an import error occurs, only the line that has the error is rolled back. All other lines that are successfully imported are not affected.

For composite entities, the header and line are considered a single entity. If an import error occurs with the line, the header is not imported.

• When escalation data is imported, the escalation line number is automatically generated.
• When importing data, the ScheduleNumber is required. Also, the ScheduleLineNum is required for a billing schedule line, but optional for composite. For more information about the file format for the data, review the sample import file.

Update Data Entity List

Before you can import data, the data entities must be visible. If they are not visible, update the entity list: 

1. Go to Data management > Framework parameters > Entity settings.
2. Select Refresh Entity list.

After you perform these steps, the data entities should appear as expected, and you can proceed with the data import.

To import data, follow these steps: 

1. Select Workspaces > Data management > Import, which opens the Data management page.
2. Select Import.
3. Specify a Name for the import job.
4. In Source data format, select XML-Attribute.
5. In Entity name, select the entity (for example, SB ARCB billing schedule composite, SB MERA revenue split template header).
6. Select Upload, and select the file you want to import.
7. Select Import.

To view any import errors, select View execution log. Sometimes this log does not show detailed information for the errors. If you cannot see the detailed information, select View staging data, to see the actual error.