added invoice details to package import, RT#76992

[freeside.git] / httemplate / misc / cust_pkg-import.html

diff --git a/httemplate/misc/cust_pkg-import.html b/httemplate/misc/cust_pkg-import.html
index 1ec5930..0c3d31d 100644 (file)
--- a/httemplate/misc/cust_pkg-import.html
+++ b/httemplate/misc/cust_pkg-import.html
@@ -29,17 +29,28 @@ Import a file containing customer packages.
       <SELECT NAME="format">
         <OPTION VALUE="default" SELECTED>Default
         <OPTION VALUE="default-agent_custid">Default with agent_custid
-        <OPTION VALUE="all_dates" SELECTED>All dates
-        <OPTION VALUE="all_dates-agent_custid" SELECTED>All dates with agent_custid
+        <OPTION VALUE="default-locationnum">Default with existing location
+        <OPTION VALUE="all_dates">All dates
+        <OPTION VALUE="all_dates-agent_custid">All dates with agent_custid
+        <OPTION VALUE="all_dates-locationnum">All dates with existing location
         <OPTION VALUE="svc_acct">Account service
         <OPTION VALUE="svc_acct-agent_custid">Account service with agent_custid
+        <OPTION VALUE="svc_acct-locationnum">Account service with existing location
         <OPTION VALUE="svc_phone">Phone service
         <OPTION VALUE="svc_phone-agent_custid">Phone service with agent_custid
+        <OPTION VALUE="svc_phone-locationnum">Phone service with existing location
+        <OPTION VALUE="bulk_svc_phone">Bulk phone service
+        <OPTION VALUE="bulk_svc_phone-agent_custid">Bulk phone service with agent_custid
+        <OPTION VALUE="bulk_svc_phone-locationnum">Bulk phone service with existing location
         <OPTION VALUE="svc_external">External service
         <OPTION VALUE="svc_external-agent_custid">External service with agent_custid
+        <OPTION VALUE="svc_external-locationnum">External service with existing location
         <OPTION VALUE="location">Location
         <OPTION VALUE="location-agent_custid">Location with agent_custid
         <OPTION VALUE="location-agent_custid-agent_pkgid">Location with agent_custid and agent_pkgid
+        <OPTION VALUE="location-quan_price-svc_phone">Location, quantity and price customizations with phone service
+        <OPTION VALUE="location-quan_price-svc_phone-agent_custid">Location, quantity and price customizations with phone service and agent_custid
+        <OPTION VALUE="location-quan_price-svc_phone-agent_custid-agent_pkgid">Location, quantity and price customizations with phone service and agent_custid and agent_pkgid
       </SELECT>
     </TD>
   </TR>
@@ -73,10 +84,17 @@ Uploaded files can be CSV (comma-separated value) files or Excel spreadsheets.
 <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>Default with existing location</b> format has the following field order: <i>custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire</i>
+<BR><BR>
+
 <b>All dates</b> format has the following field order: <i>custnum<%$req%>, pkgpart<%$req%>, discountnum, order_date, start_date, setup, bill, last_bill, susp, adjourn, resume, cancel, expire, contract_end, dundate</i>
 <BR><BR>
 
 <b>All dates with agent_custid</b> format has the following field order: <i>agent_custid<%$req%>, pkgpart<%$req%>, discountnum, order_date, start_date, setup, bill, last_bill, susp, adjourn, resume, cancel, expire, contract_end, dundate</i>
+<BR><BR>
+
+<b>All dates with existing location</b> format has the following field order: <i>custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, order_date, start_date, setup, bill, last_bill, susp, adjourn, resume, cancel, expire, contract_end, dundate</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>
@@ -84,18 +102,36 @@ Uploaded files can be CSV (comma-separated value) files or Excel spreadsheets.
 <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>
+<b>Account service with existing location</b> format has the following field order: <i>custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, username, _password, domsvc</i>
+<BR><BR>
+
+<b>Phone service</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>
+<b>Phone service with existing location</b> format has the following field order: <i>custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, phonenum, sip_password, pin</i>
+<BR><BR>
+
+<b>Bulk phone service</b> format has the following field order: <i>custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, start_phonenum-end_phonenum, sip_password, pin</i>
+<BR><BR>
+
+<b>Bulk 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, start_phonenum-end_phonenum, sip_password, pin</i>
+<BR><BR>
+
+<b>Bulk phone service with existing location</b> format has the following field order: <i>custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, start_phonenum-end_phonenum, sip_password, pin</i>
+<BR><BR>
+
+<b>External service</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>
 
+<b>External service with existing location</b> format has the following field order: <i>custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, id, title</i>
+<BR><BR>
+
 <b>Location</b> format has the following field order: <i>custnum<%$req%>,
 pkgpart<%$req%>, discountnum,
 start_date, setup, bill, last_bill, susp, adjourn, cancel, expire,
@@ -117,7 +153,34 @@ address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country<%$
 </i>
 <BR><BR>
 
-<%$req%> Required fields
+<b>Location, quantity and price customizations with phone service</b> format has the following field order: <i>custnum<%$req%>,
+pkgpart<%$req%>, discountnum,
+start_date, setup, bill, last_bill, susp, adjourn, cancel, expire,
+quantity, setup_fee, recur_fee, invoice_details,
+address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country<%$req%>,
+countrycode, phonenum, sip_password, pin
+</i>
+<BR><BR>
+
+<b>Location, quantity and price customizations with phone service and 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,
+quantity, setup_fee, recur_fee, invoice_details,
+address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country<%$req%>,
+countrycode, phonenum, sip_password, pin
+</i>
+<BR><BR>
+
+<b>Location, quantity and price customizations with phone service and agent_custid and agent_pkgid</b> format has the following field order: <i>agent_custid<%$req%>, agent_pkgid,
+pkgpart<%$req%>, discountnum,
+start_date, setup, bill, last_bill, susp, adjourn, cancel, expire,
+quantity, setup_fee, recur_fee, invoice_details,
+address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country<%$req%>,
+countrycode, phonenum, sip_password, pin
+</i>
+<BR><BR>
+
+<%$req%> Required fields (for address fields, required if an address is specified)
 <BR><BR>
 
 Field information:
@@ -150,6 +213,14 @@ Field information:
 
   <li><i>expire</i>: Indicates a future cancellation on this date.
 
+  <li><i>quantity</i>
+
+  <li><i>setup_fee</i>: Including this fee implements per-customer custom pricing for this package, overriding package definition pricing
+
+  <li><i>recur_fee</i>: Including this fee implements per-customer custom pricing for this package, overriding package definition pricing
+
+  <li><i>invoice_details</i>: Package invoice details (optionally, can include multiple lines of details separated by a newline)
+
 <!--
   <li><i>username</i> and <i>_password</i> are required if <i>pkgpart</i> is specified. (Extended and Extended plus company formats)
 -->
@@ -160,6 +231,8 @@ Field information:
 
   <li><i>title</i>: External service identifier, text
 
+  <li><i>locationnum</i>: Existing location (cust_location.locationnum)
+
   <li><i>address1</i>: Service address, number and street, text
 
   <li><i>address2</i>: Service address, suite/unit/building identifier, text