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Import Billing Schedule Setup
The following tables provide information on the file formats for importing data entities. All data entities in Property Lease Management start with SB.
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.
When importing data entities from a Microsoft Excel file, set Skip staging to No. When data is imported with the staging, all Property Lease Management validations are performed on the data being imported. If any errors occur during import, you can review the staging data to check for data import issues.
Billing Schedule Groups
Target entity: BssiArcbBillingScheduleGroupsEntity
Sample template: SB_ARCB_billingschedulegroups.xlsx
| Column Name | Data Type | Required | Description |
| BILLINGSCHEDULEGROUP | String | ||
| AUTORENEW | Enum | Yes/No | |
| BILLINGFREQUENCY | Enum |
0 = One time 1 = Daily 2 = Monthly 3 = Quarterly 4 = Semiannually 5 = Annually |
|
| BILLINGINTERVAL | Integer | ||
| DESCRIPTION | String | ||
| ESCALATION | Enum | Yes/No | |
| INVOICESEPARATELY | Enum | Yes/No | |
| ITEMTYPE | Enum |
0 = Standard 1 = Usage 2 = Milestone |
|
| LINESTOADDPERRENEWAL | Integer | ||
| MILESTONETEMPLATE | String | ||
| PRICINGMETHOD | Enum |
0 = Standard 1 = Flat 2= Tier 3= Flat Tier |
|
| USAGEREADINGOPTION | Enum |
0 = Reading 1 = Consumption |
CPI Schedule Headers
Target entity: BssiArcbCPITableEntity
Sample template: SB_ARCB_CPI_schedule_headers.xlsx
| Column Name | Data Type | Required | Description |
| CPISCHEDULE | String | ||
| DESCRIPTION | String |
CPI Schedule Lines
Target entity: BssiArcbCPILineEntity
Sample template: SB_ARCB_CPI_schedule_lines.xlsx
| Column Name | Data Type | Required | Description |
| CPISCHEDULE | String | ||
| LINENUM | Real | ||
| CPIDATE | Date | ||
| CPIINDEX | Real |
End Users
Target entity: BssiArcbEndUserTableEntity
Sample template: SB_ARCB_end_users.xlsx
| Column Name | Data Type | Required | Description |
| ENDUSERACCOUNT | String | Required | |
| PARENTCUSTOMERACCOUNT | String | Required |
Hold Reason Codes
Target entity: BssiArcbHoldReasonCodeTableEntity
| Column Name | Data Type | Required | Description |
| BSSIARCBHOLDREASONCODE | String | ||
| BSSIARCBHOLDREASONDESC | String |
Item Setup
Target entity: BssiArcbItemSetupEntity
Sample template: SB_ARCB_item_setup.xlsx
| Column Name | Data Type | Required | Description |
| ITEMCODE | Enum |
0 = Table 1 = Group ID 2 = All 3 = Category |
|
| ITEMRELATION | String | ||
| MILESTONETEMPLATE | String | ||
| RENEWALITEM | String | ||
| SUPPORTITEM | String |
Item Group Setup
Target entity: BssiArcbItemGroupSetupEntity
| Column Name | Data Type | Required | Description |
| ADJUSTRENEWALDATES | Enum | Required | Yes/No |
| ITEMGROUP | String | Required | |
| NUMBEROFTOPLINES | Integer | ||
| PRORATESUPPORTANDRENEWAL | Enum | Required | Yes/No |
Milestone Template Headers
Target entity: BssiArcbMilestoneTemplateHeaderEntity
Sample template: SB_ARCB_milestone_template_headers.xlsx
| Column Name | Data Type | Required | Description |
| MILESTONETEMPLATE | String | Required | |
| ALLOCATIONMETHOD | Enum |
0 = Percentage 1 = Variable Amount 2 = Equal Amount |
|
| DESCRIPTION | String | ||
| TOTALAMOUNT | Real |
Milestone Template Lines
Target entity: BssiArcbMilestoneTemplateLineEntity
Sample template: SB_ARCB_milestone_template_lines.xlsx
| Column Name | Data Type | Required | Description |
| MILESTONETEMPLATE | String | Required | |
| LINENUM | Real | ||
| ITEMNUMBER | String | ||
| PERCENTAGE | Real | If the percentage is specified, the amount for the line is calculated based on the total amount from the header and the percentage for the line. | |
| AMOUNT | Real |
If the percentage columns is not included, the percentage is calculated based on the total amount from the header and the amount specified for the line. If both the percentage and amount are specified, but the values are incorrect, the amount is recalculated based on the total amount from the header and the percentage for the line. |
Parameters
Target entity: BssiArcbParametersEntity
Sample template: SB_ARCB_parameters.xlsx
| Column Name | Data Type | Required | Description |
| ADDBILLINGDATESTOITEM | Enum | Yes/No | |
| ALIGNBYITEMGROUP | Enum | Yes/No | |
| ALIGNDEFERRALTOBILLING | Enum | Yes/No | |
| ALIGNTOMONTH | Enum | Yes/No | |
| ALIGNTONEXTUNBILLEDPERIOD | Enum | Yes/No | |
| AUTOENABLESUPPORTANDRENEWAL | Enum | Yes/No | |
| AUTOPOSTUNBILLEDREVENUE | Enum | Yes/No | |
| AUTOPOSTGENERALJOURNAL | Enum | Yes/No | |
| BILLINGSCHEDULEGROUP | String | ||
| CONSOLIDATEALLPERIODS | Enum |
Yes/No When this value is Yes, CONSOLIDATEBYITEM is always No. |
|
| CONSOLIDATEBYCUSTOMER | Enum | Yes/No | |
| CONSOLIDATEBYITEM | Enum | Yes/No | |
| COPYSERIALNUMBER | Enum | Yes/No | |
| CPIINDEXCALCULATION | Enum |
0 = Prior CPI 1 = Base CPI |
|
| CREATEDEFERRALFORCREDIT | Enum | Yes/No | |
| CREDITOPTION | Enum |
0 = IssueCredit 1= CreditAdjustment |
|
| DEFAULTSUPPORTRENEWALSTARTDATE | Enum |
Transaction date Beginning of current month Beginning of next month Rule of 15 |
|
| DEFAULTJOURNALNAME | Enum | Same as journal name dropdown | |
| EXCLUDEZEROQTY | Enum | Yes/No | |
| FILTERBY | Enum | Start date End date |
|
| HOLD | Enum | Yes/No | |
| INCLUDEDISCOUNTINCALCULATION | Enum | Yes/No | |
| INVOICEBILLINGSCHEDULEDATEFILTER | String | ||
| INVTRANSTYPE | Enum |
0 = SalesOrder 1= FreeTextInvoice |
|
| POSTINGOPTION | Enum |
0 = Create Sales Order 1 = Create Sales Order With Invoice Form 2 = Create Free Text Invoice 3 = Post Invoice Automatically |
|
| PRORATEDAILY | Enum | Yes/No | |
| PRORATEPARTIALPERIODS | Enum | Yes/No | |
| PRORATIONMETHOD | Enum |
Daily Monthly |
|
| REMOVEHOLDPASSWORD | String | ||
| RENEWALFREQUENCY | Enum |
0 = Monthly 1 = Quarterly 2 = Semiannually 3 = Annually 4 = Daily |
|
| SHORTTERMUNBILLEDMETHOD | Enum |
None Rolling periods Fixed year |
|
| SPLITBYITEMGROUP | Enum | Yes/No | |
| SUPDEFAULTSTARTDATE | String | ||
| SUPPORTANDRENEWALLEVEL | String | ||
| SUPPORTANDRENEWALQUANTITY | Enum |
0 = One 1 = Invoice Quantity |
|
| SUPPORTFREQUENCY | Enum |
0 = Monthly 1 = Quarterly 2 = Semiannually 3 = Annually 4 = Daily |
|
| SUPPORTRENEWALFREQUENCYSUP | |||
| TERMINATIONTYPE | Enum |
0 = Adjust Schedule 1 = Bill Remaining |
|
| UNIQUESCHEDULETYPE | Enum |
0 = None 1 = Customer 2 = EndUser |
Support and Renewal Levels
Target entity: BssiArcbSupportRenewalLevelsTableEntity
Sample template: SB_ARCB_support_and_renewal_levels.xlsx
| Column Name | Data Type | Required | Description |
| SUPPORTLEVEL | String | ||
| DESCRIPTION | String | ||
| RENEWALCALCULATIONMETHOD | Enum |
0 = Percentage 1 = StandardAmt |
|
| RENEWALPERCENTAGE | Real | ||
| SUPPORTCALCULATIONMETHOD | Enum |
0 = Percentage 1 = StandardAmt |
|
| SUPPORTPERCENTAGE | Real |
Termination Reason Codes
Target entity: BssiArcbTermReasonCodeTableEntity
Sample template: SB_ARCB_termination_reason_codes.xlsx
| Column Name | Data Type | Required | Description |
| REASONCODE | String | ||
| REASONDESCRIPTION | String |
Unbilled Revenue Account Setup
Target entity: BssiArcbUnbilledRevenueAccountsEntity
| Column Name | Data Type | Required | Description |
| ITEMCODE | Enum |
0 = Table 1 = Group ID 2 = All 3 = Category |
|
| ITEMRELATION | String | ||
| UNBILLEDDISCOUNTACCOUNT | String | ||
| UNBILLEDREVENUEACCOUNT | String |
Unbilled Revenue Items
Target entity: BssiArcbUnbilledRevenueItems
Sample template: SB_ARCB_unbilled_revenue_items.xlsx
| Column Name | Data Type | Required | Description |
| ITEMCODE | Enum |
Table Group |
|
| ITEMRELATION | String | Drop-down of items/item group based on item code specified. |
