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Importing Multiple Service Order Types under Service Billing in Customers

  • 3 November 2022
  • 4 replies
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Hi,

I need to import about 5-6 Service Order Types in Service Billing under Customers. My import scenario is only doing one line item. Here is a screenshot below. What is the trick to importing multiple line items in one import scenario. Let me know. 

 

 

 

 

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Best answer by Laura02 11 November 2022, 00:41

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Hello,

  1. Please confirm that more than one billing option per customer is allowed.
  1. Please confirm, are the Service Order Types attached to the Service Billing tab of Customer Classes?

 

Userlevel 3
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Hi @laura01 ,

 

Thanks for the response. Option one was already checked off. Option 2 did not have the Service Types linked at the Customer Class Level. Could this be the issue?

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Hello,

When I import customers I place the Service Billing Types & Cycles on the Customer Class first and then all Service Billing settings flow into the new customers Like Magic and that’s why I recommended adding service order types/billing cycles to the Customer Classes.

Sometimes it is too late when Service Billing Types are created after customers are created. I have used the below scenario successfully to add billing types to customers after-the-fact. I can’t see all of your scenario; the top of your scenario is hidden. Therefore I compared only the “Service Billing” section of your import scenario to my successful scenario and I see one difference: The Commit Column is different in your scenario. Where I accepted the default, Commit is checked ON for Service Order Type line, your scenario has Commit unchecked.

I don’t know if my scenario will work in your version; your Acumatica version is not mentioned. My version of Acumatica where this scenario works is 2022 R1.

Good luck.

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Hello @FrancesPantelidakis24 ,

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