-<% include("/elements/header.html",'Batch Package Import') %>
+<& /elements/header.html, 'Customer package import' &>
-Import a file containing package records.
+Import a file containing customer packages.
<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",
- )
-%>
+<& /elements/form-file_upload.html,
+ 'name' => 'PackageImportForm',
+ 'action' => 'process/cust_pkg-import.html',
+ 'num_files' => 1,
+ 'fields' => [ 'agentnum', 'pkgbatch', 'format' ],
+ 'message' => 'Customer package import successful',
+ 'url' => $p."search/cust_pkg.cgi?pkgbatch=$pkgbatch",
+ 'onsubmit' => "document.PackageImportForm.submitButton.disabled=true;"
+&>
<% &ntable("#cccccc", 2) %>
- <% include( '/elements/tr-select-agent.html',
- #'curr_value' => '', #$agentnum,
- 'label' => "<B>Agent</B>",
- 'empty_label' => 'Select agent',
- )
- %>
+ <& /elements/tr-select-agent.html,
+ #'curr_value' => '', #$agentnum,
+ 'label' => "<B>Agent</B>",
+ 'empty_label' => 'Select agent',
+ &>
<INPUT TYPE="hidden" NAME="pkgbatch" VALUE="<% $pkgbatch %>"%>
<SELECT NAME="format">
<OPTION VALUE="default" SELECTED>Default
<OPTION VALUE="default-agent_custid">Default 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>
- <% include( '/elements/file-upload.html',
- 'field' => 'file',
- 'label' => 'Filename',
- )
- %>
+ <& /elements/file-upload.html,
+ 'field' => 'file',
+ 'label' => 'Filename',
+ &>
<TR>
<TD COLSPAN=2 ALIGN="center" STYLE="padding-top:6px">
<INPUT TYPE = "submit"
- ID = "submit"
+ NAME = "submitButton"
+ ID = "submitButton"
VALUE = "Import file"
- onClick = "document.PackageImportForm.submit.disabled=true;"
>
</TD>
</TR>
<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<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, username, _password, domsvc</i>
<BR><BR>
<b>Account service with agent_custid</b> format has the following field order: <i>agent_custid<%$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<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, id, title</i>
<BR><BR>
-<%$req%> Required fields
+<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,
+address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country<%$req%>
+</i>
+<BR><BR>
+
+<b>Location with agent_custid</b> format has the following field order: <i>agent_custid<%$req%>,
+pkgpart<%$req%>, discountnum,
+start_date, setup, bill, last_bill, susp, adjourn, cancel, expire,
+address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country<%$req%>
+</i>
+<BR><BR>
+
+<b>Location with 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,
+address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country<%$req%>
+</i>
+<BR><BR>
+
+<b>Location, quantity and price customizations with phone service</b> format has the following field order: <i>custnum<%$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:
<li><i>agent_custid</i>: This specifies an existing customer record by agent_custid.
+ <li><i>agent_pkgid</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>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)
-->
<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
+
+ <li><i>city</i>: Service address, name of city, text
+
+ <li><i>state</i>: Service address, state/province, abbreviated
+
+ <li><i>zip</i>: Service address, postal code
+
+ <li><i>country</i>: Service address, country, 2-letter code
+
</ul>
<BR>
-<% include('/elements/footer.html') %>
+<& /elements/footer.html &>
<%once>
projects / freeside.git / blobdiff