Adjustment Import File Format
Adjustment File Fields
Before adjustments can be loaded from a file, the file must be in a specific format. The data must be comma delimited, with no header or trailer records. The fields are in the following order:
customer account number - alphanumeric
adjustment amount - currency
adjustment type code - numeric (as set up in Data Management)
adjustment date - mm/dd/yyyy
description (not required)) - alphanumeric
service number - numeric (if applicable)
associated invoice number - numeric (if applicable)
check number - numeric (if applicable)
batch number - numeric (not required)
invoice category ID - numeric (not required)
Sample Adjustment file:
Loading Adjustment Files
To load an adjustment file:
Open the Batch File window and right-click. Select Process File > Import CostGuard Adjustments.
Select the Add File button to find the location of the adjustment file.
Click Upload. The file uploads while the Transfer Status is displayed.
Check the Close this dialog when upload completes check box if you want to close the dialog box after the upload is complete.
Once the file has finished processing, click Close.
Click Refresh to update the Batch Files window. The uploaded CostGuard Adjustment file is added to the list.