Uploading an Adjustment Data File

Prerequisites

To upload an adjustment data file, you should have:

  • Upload request types defined in the application

  • Adjustment data in the required CSV file format

Procedure

To upload an adjustment data file:

  1. Click the Menu link in the Actions/Navigation area.
    A list appears.
  2. Select the Main Menu option from the list.
  3. From the Main Menu, select Billing Management and then click Adjustment Upload Request.
    The Adjustment Upload Request screen appears.
  4. Click the Upload link in the upper right corner of the Search Adjustment Upload Request zone.

    The Upload Adjustment Data File screen appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Upload Request Type Used to indicate the upload request type using which you want to upload the adjustment data file.
    Note: The list includes only those upload request types which are in the Active status.
    		 Yes
    Replace Existing File Used to indicate whether you want to replace any existing file in the system. You must select this check box when you want to upload the same file once again.
    Note: You can replace an existing file when the adjustment upload request is in the Pending or Cancelled status.
    		 No
    File Name Used to specify the name and path of the adjustment data file that you want to upload.
    Note: You can also click the Browse button corresponding to this field to browse to the location where the adjustment data file is available in the system.
    		 Yes
  5. Select the upload request type using which you want to upload the adjustment data file.
  6. Click the Browse button corresponding to the File Name field.
    The Choose File to Upload dialog box appears.
  7. Browse to the location where the adjustment data file that you want to upload is available.
  8. Click Open.
    The adjustment data file name and path appears in the File Name field.
  9. Click Submit.

    A grid appears which helps you to preview all records in the adjustment data file. It contains the following columns:

    Column Name Column Description
    Errors Indicates the reason why the adjustment record is invalid. If there are multiple reasons, the comma-separated list of error messages appears in this column.
    Note: This column appears when you click the Save button.
    Account Identifier Type Indicates the account identifier type.
    Account Identifier Displays the value of the account identifier type.
    Account ID Indicates the account for which the adjustment must be created.
    Match Type Indicates the match type using which the adjustment must be created.
    Match Value Indicates the entity (such as contract, contract type, and so on) against which the adjustment must be created.
    Adjustment Type Indicates the adjustment type using which the adjustment must be created.
    Adjustment Amount Displays the adjustment amount.
    Currency Code Indicates the currency in which the adjustment must be created.
    Comments Displays additional information about the adjustment.
    Bill ID Indicates the bill on which the adjustment must be created.
    Arrears Date Displays the date from when the amount is outstanding on the bill.
    Char Type 1 Indicates the characteristic that must be defined for the adjustment.
    Char Value 1 Displays the value of the characteristic type.
    Char Type 2 Indicates the characteristic that must be defined for the adjustment.
    Char Value 2 Displays the value of the characteristic type.
    Char Type 3 Indicates the characteristic that must be defined for the adjustment.
    Char Value 3 Displays the value of the characteristic type.
    Char Type 4 Indicates the characteristic that must be defined for the adjustment.
    Char Value 4 Displays the value of the characteristic type.
    Char Type 5 Indicates the characteristic that must be defined for the adjustment.
    Char Value 5 Displays the value of the characteristic type.
    Note: If you upload an adjustment data file which exceeds the maximum file size defined in the upload request type, the system will not allow you to upload the file.
  10. Click Save.

    The validation process starts immediately. The adjustment record is considered as invalid when:

    • Account ID, Account Identifier Type, Account Identifier, Adjustment Type, Currency, Bill ID, Characteristic Type, Characteristic Value, or Match Type is invalid.

    • Match Type, Match Value, Adjustment Type, Adjustment Amount, Currency, or Characteristic Value is missing.

    • Contract ID does not exist in the system.

    • The contract is in the Cancelled status.

    • Contract type does not exist in the system.

    • Account Identifier Type, Account Identifier, or Account ID is missing when the match type is Contract Type.

    • No active contract of the specified contract type is available.

    • Adjustment amount precision does not match the precision (decimal positions) defined for the currency.

    • The adjustment type is not included in the adjustment type profile which is attached to the contract type.

    • The characteristic type is not associated with the adjustment type.

    If there is an invalid record in the adjustment data file, you will not be able to upload the file.

Related Topics

For more information on... See...
Adjustment Upload Request screen Adjustment Upload Request (Used for Searching)
Search Adjustment Upload Request zone Search Adjustment Upload Request