X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=httemplate%2Fmisc%2Fcust_pkg-import.html;h=0c3d31d044a1cc225165807a1cb6c3d660820fba;hp=404e9658813bede57314de239c290c490285e8df;hb=ac58d397dab0e70684682775036cd73d23c4213e;hpb=5ba9e554e180575013c128f1fcd67723fcc2a75d diff --git a/httemplate/misc/cust_pkg-import.html b/httemplate/misc/cust_pkg-import.html index 404e96588..0c3d31d04 100644 --- a/httemplate/misc/cust_pkg-import.html +++ b/httemplate/misc/cust_pkg-import.html @@ -1,26 +1,25 @@ -<% 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.

-<% 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' => '', #$agentnum, - 'label' => "Agent", - 'empty_label' => 'Select agent', - ) - %> + <& /elements/tr-select-agent.html, + #'curr_value' => '', #$agentnum, + 'label' => "Agent", + 'empty_label' => 'Select agent', + &> @@ -30,28 +29,43 @@ Import a file containing package records. - <% include( '/elements/file-upload.html', - 'field' => 'file', - 'label' => 'Filename', - ) - %> + <& /elements/file-upload.html, + 'field' => 'file', + 'label' => 'Filename', + &> @@ -70,25 +84,103 @@ Uploaded files can be CSV (comma-separated value) files or Excel spreadsheets. Default with agent_custid format has the following field order: agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire

-Account service format has the following field order: custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, username, _password +Default with existing location format has the following field order: custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire

-Account service with agent_custid format has the following field order: agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, username, _password +All dates format has the following field order: custnum<%$req%>, pkgpart<%$req%>, discountnum, order_date, start_date, setup, bill, last_bill, susp, adjourn, resume, cancel, expire, contract_end, dundate

-Phone sevice format has the following field order: custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, phonenum, sip_password, pin +All dates with agent_custid format has the following field order: agent_custid<%$req%>, pkgpart<%$req%>, discountnum, order_date, start_date, setup, bill, last_bill, susp, adjourn, resume, cancel, expire, contract_end, dundate +

+ +All dates with existing location format has the following field order: custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, order_date, start_date, setup, bill, last_bill, susp, adjourn, resume, cancel, expire, contract_end, dundate +

+ +Account service format has the following field order: custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, username, _password, domsvc +

+ +Account service with agent_custid format has the following field order: agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, username, _password, domsvc +

+ +Account service with existing location format has the following field order: custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, username, _password, domsvc +

+ +Phone service format has the following field order: custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, phonenum, sip_password, pin

Phone service with agent_custid format has the following field order: agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, phonenum, sip_password, pin

-External sevice format has the following field order: custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, id, title +Phone service with existing location format has the following field order: custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, phonenum, sip_password, pin +

+ +Bulk phone service format has the following field order: custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, start_phonenum-end_phonenum, sip_password, pin +

+ +Bulk phone service with agent_custid format has the following field order: agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, start_phonenum-end_phonenum, sip_password, pin +

+ +Bulk phone service with existing location format has the following field order: custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, countrycode, start_phonenum-end_phonenum, sip_password, pin +

+ +External service format has the following field order: custnum<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, id, title

External service with agent_custid format has the following field order: agent_custid<%$req%>, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, id, title

-<%$req%> Required fields +External service with existing location format has the following field order: custnum<%$req%>, locationnum, pkgpart<%$req%>, discountnum, start_date, setup, bill, last_bill, susp, adjourn, cancel, expire, id, title +

+ +Location format has the following field order: 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%> + +

+ +Location with agent_custid format has the following field order: 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%> + +

+ +Location with agent_custid and agent_pkgid format has the following field order: 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%> + +

+ +Location, quantity and price customizations with phone service format has the following field order: 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 + +

+ +Location, quantity and price customizations with phone service and agent_custid format has the following field order: 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 + +

+ +Location, quantity and price customizations with phone service and agent_custid and agent_pkgid format has the following field order: 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 + +

+ +<%$req%> Required fields (for address fields, required if an address is specified)

Field information: @@ -99,23 +191,65 @@ Field information:
  • agent_custid: This specifies an existing customer record by agent_custid. +
  • agent_pkgid: This specifies an existing customer record by agent_custid. +
  • pkgpart: Package definition. Configuration -> Packages -> Package definitions
  • discountnum: Optional discount. Configuration -> Packages -> Discounts +
  • start_date: Indicates a future start date; do not fill in for active packages + +
  • setup: Indicates setup fee has been charged and package setup on this date + +
  • bill: Next bill date + +
  • last_bill: Last bill date + +
  • susp: Indicates the package is suspended (on the given date). + +
  • adjourn: Indicates a future suspension on this date. + +
  • cancel: Indicates the package is cancelled (on the given date). + +
  • expire: Indicates a future cancellation on this date. + +
  • quantity + +
  • setup_fee: Including this fee implements per-customer custom pricing for this package, overriding package definition pricing + +
  • recur_fee: Including this fee implements per-customer custom pricing for this package, overriding package definition pricing + +
  • invoice_details: Package invoice details (optionally, can include multiple lines of details separated by a newline) + +
  • domsvc: Domain svcnum +
  • id: External service id, integer
  • title: External service identifier, text +
  • locationnum: Existing location (cust_location.locationnum) + +
  • address1: Service address, number and street, text + +
  • address2: Service address, suite/unit/building identifier, text + +
  • city: Service address, name of city, text + +
  • state: Service address, state/province, abbreviated + +
  • zip: Service address, postal code + +
  • country: Service address, country, 2-letter code +
    -<% include('/elements/footer.html') %> +<& /elements/footer.html &> <%once>