Maintenance Contract Interface: Table Driven Method
- Samantha Menzynski
Use the Maintenance Contract Interface to load billing information using data from external applications. Information you load using this interface adds to the data already stored in PENTA.
The Maintenance Contract Interface has a Request Type of MC and an Interface Type of C. Data files you load must have Request Types assigned to the C Interface Type.
If PENTA is unable to load an individual row , it bypasses that record and moves on to the next. It notes the rejected records and does not load them into PENTA.
Note that there is no Pipe Delimited method available for this interface; you can only use the Table Driven method to interface maintenance contract data.
Maintenance Contract Where to View Loaded Data
You can review and modify interfaced data in the Maintenance Contracts window.
Available Tables
Maintenance Contract Coverage Period Record
The following information relates to the INTR_MAINTCONTR_COV_PRD table.
Column | Entry | Format | Description |
|---|---|---|---|
INTR_RQST_ID | Req | C! 13 | The interface request value that you enter to initiate the interface process. The value must be consistent for all records PENTA should process together. |
MAINT_CONTRACT_ | Req | C! 15 | Id of the Maintenance Contract. |
D_EFF_DATE | Req | D | The Maintenance Contract’s starting day. |
ACTIVITY_CD | Req | C! 1 | Required for all activity. Possible values are:
|
D_EXPIR_DATE | Req | D | The last day for which the contract is in effect. |
CONTRACT_AMT | Opt | F 15.2 | The full value of the contract. |
SERVICE_TECH_EMP_ | Opt | X | Id of the Employee PENTA should default to Work Orders generated for the Maintenance Contract. |
RECORD_NUM | Opt | I 10 | Do not assign this value. PENTA assigns this record number, which you can use to identify records with errors or warning messages. |
USER_ID | Req | C 6 | Id of the employee performing the load process. This user_id must exist in PENTA. |
MODIFICATION_ | Opt | D | Once the process completes, this displays the date PENTA marked the record as modified in the database. The current date is the default value. |
Maintenance Contract Master Record
The following information relates to the INTR_MAINTCONTR_MASTER table.
Column | Entry | Format | Description |
|---|---|---|---|
INTR_RQST_ID | Req | C! 13 | The interface request value that you enter to initiate the interface process. The value must be consistent for all records PENTA should process together. |
MAINT_CONTRACT_ | Req | C! 15 | Id of the Maintenance Contract. |
ACTIVITY_CD | Req | C! 1 | Required for all activity. Possible values are:
|
DESCR | Req | C 30 | Description of the Maintenance Contract. |
CUS_ID | Req | X | Id of the Customer associated with the Maintenance Contract. |
CUS_LOC_CD | Opt | C 8 | If applicable, identifies which customer site the work is for. |
WO_SERVICE_TYPE_ | Req | C! 8 | Describes the nature of the service work. |
MAINT_CONTRACT_ | Opt | C! 10 | Classifies the type of service contract agreed upon by both parties. |
OU_ID | Req | X | Identifies which organizational unit has ownership of the Maintenance Contract. |
SALESPERSON_EMP_ | Opt | X | Id of the employee credited with making the sale. |
FIXED_PRICE_CD | Opt | C! 1 | Establishes the method for calculating billing costs for the Maintenance Contract. |
PRE_PAID_CONTRACT_CD | Opt | C! 1 | Indicates whether the customer paid in advance for service work not yet rendered. |
INVOICE_CYCLE_ | Opt | I 3 | The Invoice Cycle establishes the frequency at which customer billings will occur. |
PAY_TERM_NUM | Opt | I 3 | Use Payment Terms to do the following:
|
BILL_TAXABLE_ | Opt | C! 1 | Indicates whether the Maintenance Contract is subject to tax. |
CALC_SERVICE_ | Opt | C! 1 | Indicates whether you allow a surcharge on all line items on the Maintenance Contract for an invoice that is not paid within the agreed upon terms. |
INVOICE_CUS_LOC_ | Opt | C 8 | The customer site that receives Maintenance Contract invoices. |
REMIT_TO_ADDR_NUM | Opt | I 5 | The location where customers can send their payments. |
WO_CALL_TYPE_CD | Opt | C! 8 | Categorizes the nature of the service call. |
PM_BILL_WHEN_ | Opt | C! 1 | Bill Only When Complete indicates whether a customer receives invoices before completion of the work order. |
RECORD_NUM | Opt | I 10 | Do not assign this value. PENTA assigns this record number, which you can use to identify records with errors or warning messages. |
USER_ID | Req | C 6 | Id of the employee performing the load process. This user_id must exist in PENTA. |
MODIFICATION_ | Opt | D | Once the process completes, this displays the date PENTA marked the record as modified in the database. The current date is the default value. |