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| − | = Creating and Modifying Contract data in Emersion = | + | =This Content Has Moved House= |
| | + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
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| − | This feature provides an easy and fast way to import contracts against a package subscription and additionally allows modification of the end date and contract type.
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home. |
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| − | The system utilises the '''Bulk upload processing notification event''' to send a notification with the results of the import attempt. See below for further information.
| + | [https://resources.emersion.com/display/EKB/Contracts Take me to the Emersion Knowledge Base article] |
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| − | If the import is successful, the email notification will advise you when the import process is complete. <br />
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| − | If the import is not successful, the email notification will send details of the records that failed validation and why.
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| − | == Preparing your Data ==
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| − | To prepare your data for import, you will need to create a CSV import file or you can download the import file below. You will need to extract the csv file and save it.
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| − | [[file:contract_management_import.csv]] | |
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| − | Enter the data into the import sheet. Leave no rows blank. You must ensure the data meets all validation requirements. These are contained in the data definition table below. When you submit the data file for import, the system will parse the file looking for errors. If the system finds no errors, the system will import the notes into the system. The file needs to be error-free in order to import the data. In the event errors are found, no data will be imported into Emersion. Review the bulk upload processing notification email, correct the file and try again.
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| − | == Importing your Data ==
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| − | To access the note import tool:
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| − | # Log into Cumulus.
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| − | # '''Nav: Admin > Bulk Import > Contract Management'''.
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| − | # Click the '''Browse''' button and select the csv file containing the data you want to import.
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| − | # If you want the bulk upload processing notification email to be sent to a different email address than the address defined in the event template, tick the '''Override?''' checkbox and enter an alternative email address. This will only apply for this upload. To change the email address for all future imports, you will need to change the recipient defined in the event template.
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| − | # Press '''Submit'''
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| − | The system will validate the data and if no errors are found, the system will import the data. When the notification email is received, the process has been completed.
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| − | <strong>'''The system can parse for invalid data but it cannot check for data accuracy. Therefore it is strongly recommended that you check a few random records to ensure that the import was a success. If you find an problem, you cannot roll back the import.'''</strong>
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| − | You have two options should this occur:
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| − | # Manually correct the data.
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| − | # Request Emersion fix the errors for you. This can be submitted via [[Support_and_help_from_Emersion#Work_Orders | work order ticket]]. Please include a note import file with the records that need to be corrected. Do not include details of any records that do not need correcting.
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| − | === Contract Management Data Definition ===
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| − | This section contains a list of the required fields and a definition of what the system considers as valid data.
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| − | {| class="wikitable"
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| − | |+Contract Management Definition table
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| − | |Data field ||Description
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| − | |PACKAGE_SUBSCIPTION_ID ||The id of the package subscription that you want to import a contract, or modify a contract against. '''MANDATORY'''
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| − | |CONTRACT_TYPE_ID ||The id of the contract type that will go against the package subscription '''MANDATORY'''
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| − | |START_DATE ||Optionally provide a start date for the contract.
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| − | |END_DATE ||Optionally provide a start date for the contract.
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| − | |}
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| − | == Viewing the Imported Data ==
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| − | After importing data it is important to validate it was imported correctly. Choosing a random records and performing a visual check in Cumulus should reveal any mistakes relatively quickly that would be harder to see in an import sheet.
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| − | The information regarding a contract for a package subscription can be found under the '''Package Subscription > Contract Configuration''' tab. You can find the Package Subscription tab under a customer, or by searching for the package subscription directly from the '''Services > List All''' search screen.
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| − | == The Bulk upload processing notification event ==
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| − | Most of the bulk upload tools utilise the '''Bulk upload processing notification event''' to send a notification containing the results of the import attempt. An event template must be created and the event must be enabled before the import tool can be used.
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| − | = See Also =
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| − | * [[Events|Events]]
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home.
