How to import rule sets to existing charge bands

Article author
James
  • Updated

What is the purpose of the article?


This article covers importing an existing rule set to a number of existing charge bands.

  • This will take you through the steps you need to take to carry out the import

How to use the feature?


First, create the rule set you want to add to each charge band. In the example below, I've created a rule set containing a price list and a Provide Services rule, although it may contain any combination of rules.

Next, you will need to find out the ID of this rule set and the ID of each charge band you want to add it to. You can run a report on the billing rules root table to get the ID of the rule set and a report on the charge band root table to get a list of charge band IDs.

Your import instance will require two entities:

  1. Billing rule - Rule set (Existing)
  2. Billing rule - Rule set rule (New)

Add the rule set ID and charge band IDs to the existing rule set CSV in the following format:

Add rows to the new rule set rule CSV in the following format:

Run the import. If the import returns errors, please check: 

  • Do both CSVs include all of the required columns?
  • Are the rule set and charge band IDs valid?

 

Review date


This article was last updated on 09 of August 2021 in the context of Meddbase version 1.245.0.32354