Note Transaction Import
This utility uses a file map to import Note Transactions into Customer Services for selected subscriptions. The file format of this import is determined by file mapping (NoteImport usage). See Appendix B for a list of data elements available for this format.
Note: Product was not included in the file map as it is assumed by the SubscriptionID. The Note transaction’s is Permanent? automatically defaults to No. Remarks can be up to 2000 characters.
To use this option:
Create an ASCII file containing the desired data elements.
Note: SubscriptionID and Remarks are required data elements.
Select
Import | Note Transaction
to display the Note Transaction Import window.
Click Add and complete the following fields.
Field | Type | What to enter |
---|---|---|
Read Option | predefined | Indicate whether to commit or edit the note transactions in the ASCII file. If you choose “Commit” the Note transactions will be created. If you choose “Edit”, only the processing report will be created (you can then look the report over for errors before committing). |
File Format | setup | Select the file format to use for the import. At least one format for the Note Import usage must be defined in the File Map setup (see Appendix B). |
File Name | open (30) | Dependent on File Format. Will populate if File Format has a default. |
Tran Date | date | Pre-populates with current run date. |
Source | setup | Valid Source from setup. If Source is included in the import file, the value from the import file is used regardless of what is entered during run-time. |
Reason | setup | Valid Reason from setup. If Reason is included in the import file, the value from the import file is used regardless of what is entered during run-time. |
Click OK and then Continue to import the Notes transactions. A Note transaction will be created in Customer Services for each SubscriptionID in the import file. A processing report will display the number of records created along with any error and/or informational messages related to the import of the data elements.
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