Uploading an Adjustment Data File

Prerequisites

To upload an adjustment data file, you should have:

  • An upload request type which is created using the C1-AdjRequestType business object and where the upload request business object is set to Adjustment Upload Request (i.e., C1-ADJUPLD) and the status is set to Active

  • An adjustment data file in the required CSV format

Procedure

To upload an adjustment data file:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Billing Management and then click Adjustment Upload Request.
    The Adjustment Upload Request screen appears.
  3. Click the Upload link in the upper right corner of the Search Adjustment Upload Request zone.

    The Adjustment Upload 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 create the adjustment upload request.
    Note: The list includes only those upload request types which are created using the C1-AdjRequestType business object and 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 option when you want to upload the same file once again.
    Note: You can upload a file once again only when the adjustment upload request with the same file is in the Rejected or Cancelled status.
    		 No
    File Name Used to specify the Comma Separated Values (CSV) file that you want to upload.
    Note:

    You can click the Choose File button corresponding to the File Name field to browse and select the file that you want to upload. Note that you can upload a file from a local machine and not from the server location.

    The system does not allow you to upload a file which exceeds the maximum file size limit (in kilobytes) specified in the respective adjustment upload request type. Therefore, you must ensure that the file size is within the maximum limit.

    The file name must be unique and should not exceed 60 characters.

    At least one record should be present in the file along with the column headers.

    		 Yes
  4. Select the upload request type using which you want to upload the adjustment data file.
  5. Click the Choose File button corresponding to the File Name field.
    The Open dialog box appears.
  6. Browse to the location where the adjustment data file that you want to upload is available in the system.
  7. Click Open.
    The adjustment data file name appears in the File Name field.
  8. Select the Replace Existing File option depending on whether you want to upload the same file once again in the system.
  9. Click Submit.

    A message appears indicating that the data is uploaded successfully. In addition, 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 account identifier.
    Account ID Indicates the account for which you want to create the adjustment.
    Match Type Indicates the match type using which you want to identify the contract against which the adjustment should be created. The valid values are:

    • CNTY

    • CONT
    Match Value Indicates the contract or contract type depending on the specified match type.
    Adjustment Type Indicates the adjustment type using which you want to create the adjustment.
    Adjustment Amount Displays the adjustment amount.
    Currency Code Indicates the currency in which you want to create the adjustment.
    Comments Displays additional information about the adjustment.
    Bill ID Indicates the completed bill against which you want to create the adjustment.
    Arrears Date Displays the date from when the adjustment's financial transaction should start aging.
    Char Type 1, Char Type 2, ....., Char Type 5 Indicates the characteristic type.
    Char Value 1, Char Value 2, ....., Char Value 5 Displays the value for the characteristic type.
  10. Click Save.

    The system validates each record in the adjustment data file. If an error occurs while validating the record, the error message appears corresponding to the record in the Errors column. Unless, you correct the errors in the respective records, you will not be able to upload the adjustment data file. Once the adjustment data file is successfully validated, the status of the adjustment upload request is set to Pending.

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