X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=httemplate%2Fmisc%2Fcust_pkg-import.html;h=0c3d31d044a1cc225165807a1cb6c3d660820fba;hp=94e7dd926459ef19cc367df1a6791302bb6cbb1e;hb=ac58d397dab0e70684682775036cd73d23c4213e;hpb=a172aa2d549f2c62978fa1f6b6851a68ae0f2a4e diff --git a/httemplate/misc/cust_pkg-import.html b/httemplate/misc/cust_pkg-import.html index 94e7dd926..0c3d31d04 100644 --- a/httemplate/misc/cust_pkg-import.html +++ b/httemplate/misc/cust_pkg-import.html @@ -1,6 +1,6 @@ -<% 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.

<& /elements/form-file_upload.html, @@ -8,19 +8,18 @@ Import a file containing package records. 'action' => 'process/cust_pkg-import.html', 'num_files' => 1, 'fields' => [ 'agentnum', 'pkgbatch', 'format' ], - 'message' => 'Package import successful', + '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', + &> @@ -30,24 +29,36 @@ Import a file containing package records. - <% include( '/elements/file-upload.html', - 'field' => 'file', - 'label' => 'Filename', - ) - %> + <& /elements/file-upload.html, + 'field' => 'file', + 'label' => 'Filename', + &> @@ -73,24 +84,54 @@ 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

+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 +

+ +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 +

+ +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

-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 +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

+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, @@ -112,7 +153,34 @@ address1<%$req%>, address2, city<%$req%>, state<%$req%>, zip<%$req%>, country<%$

-<%$req%> Required fields +Location, quantity and price customizations with phone service format has the following field order: custnum<%$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: @@ -145,6 +213,14 @@ Field information:
  • 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) + @@ -155,6 +231,8 @@ Field information:
  • 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 @@ -171,7 +249,7 @@ Field information:
    -<% include('/elements/footer.html') %> +<& /elements/footer.html &> <%once>