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Import Service Contracts - Billed Previously

  • February 22, 2024
  • 1 reply
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Hello!

 

We want to import service contracts which the start date of the contract is around one year later than the importing date. Hence it has previously generated billing documents.

Is there a way we can import service contracts, start generate billing documents from a mentioned date, not from the start date of the contract?

Thank You!

Best answer by vdiaz

Hello @apallawala21 !

There is no way out of the box to achieve what you need. I would also not advise to try to import the records and update billing dates with a script becuase it will be very complex and prone to errors. 

I would advise to create all the service contracts as new, and perhaps add the Original Start Date as an attribute or a used defined field for information purposes. You could also add other relevant information about the original contract this way (past billing dates?). 

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vdiaz
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  • June 28, 2024

Hello @apallawala21 !

There is no way out of the box to achieve what you need. I would also not advise to try to import the records and update billing dates with a script becuase it will be very complex and prone to errors. 

I would advise to create all the service contracts as new, and perhaps add the Original Start Date as an attribute or a used defined field for information purposes. You could also add other relevant information about the original contract this way (past billing dates?). 


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