I was trying to use the Import Scenario with no luck; I must be missing something.
Solved
How can I update the billing cycle in the service billing tab for a customer via a mass update or an import scenario?
Best answer by kelsi54
Hello!
I have an open Acu Support case about this. If the Service Order Type is not 4 characters, the system cannot find it to import the information. They stated the following:
“From what I've gathered from their investigation it appears to be a difference between the database and the DAC.
In the database, the table FSCustomerBillingSetup.SrvOrdType is fixed length (4 characters) but in the DAC it is not set, so it can allow 3 characters.”
I was trying to update the Billing Cycle on all Customers for the Service Order Type WR, but I could not get it to work. Acu Support was able to confirm the following:
“I reviewed the details of the case and I was able to replicate the behavior, though I was not able to identify a workaround at the moment.
It seems that both updating and deleting a line via import for a service order type which only has 3 characters doesn't work, though adding a new line does work if it only has 3 characters.”
They are working on a correction in a future build but have not been able to provide a workaround at this time. Will you please go like my post so that we can hopefully get the priority increased so it can be corrected sooner?
Thanks!
+13Hi
Please share the XML file on this.
Acumatica Functional Consultant & Customer Experience Supervisor
+3Hi
Could you please provide more information about the error you're encountering when importing?
I'm having trouble running the import scenario you have provided because it involves custom GI.
Regards,
Sagar, Greytrix
Sagar Gadge Team Lead - Acumatica O: +91-22-67687800 E: sagar@greytrix.com
Hi @Sagar Greytrix,
My apologies for not providing the Data Provider and the Generic Inquiry earlier. Here they are. Regarding the error, there isn’t one; it’s just that the billing cycle ID is not updating to ‘AP SO’ for all the service order types in the service billing tab per customer.
Data provider file starting with “GO-DP”
Generic Inquiry file starting with “GO-GI”
1 person likes this
+19Hello,
Has the new Billing cycle and Order type been added to the customer classes? What is your version of Acumatica?
Thank you.
Laura
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
1 person likes this
+19Hi,
I don’t have 2022 available for testing. I’m trying to remember: it seems like in some older versions the Billing Cycle and/or Order types needed to be on the Customer Classes prior to adding them to customers.
To rule out my idea: Are you able to Manually update the Customer’s Order Type and Billing Cycle without adding these fields to the Customer Class?
Thanks.
Laura
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
1 person likes this
Yes, the system allows adding at the customer level without including these fields in the customer class.
Whatever version you are using right now, do you have an example of how to solve this using an Import Scenario?
Hello!
I have an open Acu Support case about this. If the Service Order Type is not 4 characters, the system cannot find it to import the information. They stated the following:
“From what I've gathered from their investigation it appears to be a difference between the database and the DAC.
In the database, the table FSCustomerBillingSetup.SrvOrdType is fixed length (4 characters) but in the DAC it is not set, so it can allow 3 characters.”
I was trying to update the Billing Cycle on all Customers for the Service Order Type WR, but I could not get it to work. Acu Support was able to confirm the following:
“I reviewed the details of the case and I was able to replicate the behavior, though I was not able to identify a workaround at the moment.
It seems that both updating and deleting a line via import for a service order type which only has 3 characters doesn't work, though adding a new line does work if it only has 3 characters.”
They are working on a correction in a future build but have not been able to provide a workaround at this time. Will you please go like my post so that we can hopefully get the priority increased so it can be corrected sooner?
Thanks!
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