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Diffstat (limited to 'httemplate/misc/cust_pkg-import.html')
| -rw-r--r-- | httemplate/misc/cust_pkg-import.html | 150 |
1 files changed, 150 insertions, 0 deletions
diff --git a/httemplate/misc/cust_pkg-import.html b/httemplate/misc/cust_pkg-import.html new file mode 100644 index 0000000..b29884d --- /dev/null +++ b/httemplate/misc/cust_pkg-import.html @@ -0,0 +1,150 @@ +<% include("/elements/header.html",'Batch Package Import') %> + +Import a file containing package records. +<BR><BR> + +<% include( '/elements/form-file_upload.html', + 'name' => 'PackageImportForm', + 'action' => 'process/cust_pkg-import.html', + 'num_files' => 1, + 'fields' => [ 'agentnum', 'pkgbatch', 'format' ], + 'message' => 'Package import successful', + 'url' => $p."search/cust_pkg.cgi?pkgbatch=$pkgbatch", + ) +%> + +<% &ntable("#cccccc", 2) %> + + <% include( '/elements/tr-select-agent.html', + #'curr_value' => '', #$agentnum, + 'label' => "<B>Agent</B>", + 'empty_label' => 'Select agent', + ) + %> + + <INPUT TYPE="hidden" NAME="pkgbatch" VALUE="<% $pkgbatch %>"%> + + <TR> + <TH ALIGN="right">Format</TH> + <TD> + <SELECT NAME="format"> + <OPTION VALUE="default" SELECTED>Default + <OPTION VALUE="default-agent_custid">Default with agent_custid + <OPTION VALUE="svc_acct">Account service + <OPTION VALUE="svc_acct-agent_custid">Account service with agent_custid + <OPTION VALUE="svc_phone">Phone service + <OPTION VALUE="svc_phone-agent_custid">Phone service with agent_custid + <OPTION VALUE="svc_external">External service + <OPTION VALUE="svc_external-agent_custid">External service with agent_custid + </SELECT> + </TD> + </TR> + + <% include( '/elements/file-upload.html', + 'field' => 'file', + 'label' => 'Filename', + ) + %> + + <TR> + <TD COLSPAN=2 ALIGN="center" STYLE="padding-top:6px"> + <INPUT TYPE = "submit" + ID = "submit" + VALUE = "Import file" + onClick = "document.PackageImportForm.submit.disabled=true;" + > + </TD> + </TR> + +</TABLE> + +</FORM> + +<BR> +Uploaded files can be CSV (comma-separated value) files or Excel spreadsheets. The file should have a .CSV or .XLS extension. +<BR><BR> + +<b>Default</b> format has the following field order: <i>custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire</i> +<BR><BR> + +<b>Default with agent_custid</b> format has the following field order: <i>agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire</i> +<BR><BR> + +<b>Account service</b> format has the following field order: <i>custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, username, _password, domsvc</i> +<BR><BR> + +<b>Account service with agent_custid</b> format has the following field order: <i>agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, username, _password, domsvc</i> +<BR><BR> + +<b>Phone sevice</b> format has the following field order: <i>custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, phonenum, sip_password, pin</i> +<BR><BR> + +<b>Phone service with agent_custid</b> format has the following field order: <i>agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, phonenum, sip_password, pin</i> +<BR><BR> + +<b>External sevice</b> format has the following field order: <i>custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, id, title</i> +<BR><BR> + +<b>External service with agent_custid</b> format has the following field order: <i>agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, id, title</i> +<BR><BR> + +<%$req%> Required fields +<BR><BR> + +Field information: + +<ul> + + <li><i>custnum</i>: This specifies an existing customer by custnum. + + <li><i>agent_custid</i>: This specifies an existing customer record by agent_custid. + + <li><i>pkgpart</i>: Package definition. Configuration -> Packages -> Package definitions + + <li><i>discountnum</i>: Optional discount. Configuration -> Packages -> Discounts + + <li><i>start_date</i>: Indicates a future start date; do not fill in for active packages + + <li><i>setup</i>: Indicates setup fee has been charged and package setup on this date + + <li><i>bill</i>: Next bill date + + <li><i>last_bill</i>: Last bill date + + <li><i>susp</i>: Indicates the package is suspended (on the given date). + + <li><i>adjourn</i>: Indicates a future suspension on this date. + + <li><i>cancel</i>: Indicates the package is cancelled (on the given date). + + <li><i>expire</i>: Indicates a future cancellation on this date. + +<!-- + <li><i>username</i> and <i>_password</i> are required if <i>pkgpart</i> is specified. (Extended and Extended plus company formats) +--> + + <li><i>domsvc</i>: Domain svcnum + + <li><i>id</i>: External service id, integer + + <li><i>title</i>: External service identifier, text + +</ul> + +<BR> + +<% include('/elements/footer.html') %> + +<%once> + +my $req = qq!<font color="#ff0000">*</font>!; + +</%once> +<%init> + +die "access denied" + unless $FS::CurrentUser::CurrentUser->access_right('Import'); + +my $pkgbatch = time2str('webimport-%Y/%m/%d-%T'. "-$$-". rand() * 2**32, time); + +</%init> |