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export/import customer contracts

  • 12 May 2022
  • 6 replies
  • 111 views
P
Rank
Userlevel 4
Badge +9

We want to export customer contracts from our UAT Astea v15 to import in production.

I can export the contracts and import by adapting the Servie Level, Coverage Schedule and Pricing Rules to the ID’s in productiion. 

But how can I export/import the SLA priorities of the contracts ?

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Best answer by Phil Seifert 12 May 2022, 12:24

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6 replies

T
Rank
Userlevel 3
Badge +7

Hi,

you need to check the ID’s from the service level templates and use below API to assign them to the contract.

 

<root xmlns:dt="urn:schemas-microsoft-com:datatypes">
  <session email="" alias="">
    <state bc_name="CustomerContract">
      <action name="data">
        <main>
          <row number="1">
            <cconth_id dtype="string" in_var="" out_var="">contract_001</cconth_id>
            <service_level_id in_var="" out_var="">SL039</service_level_id>
          </row>
        </main>
      </action>
    </state>
  </session>
</root>

 

I just tested this with 15.3.0.4 and it worked.

Regards

Torsten

Phil Seifert
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Userlevel 7
Badge +21

Hi Piet,

I am not quite sure what you are asking…  do you mean the field in green or blue?

If it is the green one:

It is is the blue one:

 

If something else, please clarify where?

 

T
Rank
Userlevel 3
Badge +7

If you are pointing to the priorites, this is a bit different. There you need to need to check the priority in Priority classes and use below API to assign.

 


<root xmlns:dt="urn:schemas-microsoft-com:datatypes">
  <session email="" alias="">
    <state bc_name="CustomerContract">
      <action name="data">
        <main>
          <row number="1">
            <cconth_id dtype="string" in_var="" out_var="">test_contract</cconth_id>
            <priority in_var="" out_var="">32</priority>
          </row>
        </main>
      </action>
    </state>
  </session>
</root>

P
Rank
Userlevel 4
Badge +9

Hi Phil, I can work around abaout the templates, but is their a standard export template to export/import the priority SLA line ?

 

Phil Seifert
Rank
Userlevel 7
Badge +21

I think this is the business object service_level_xref which you can extend the contract maint template to include.

 

 

 

J
Rank
Userlevel 6
Badge +10

I would import / setup Contract templates and all the pre-requisites, i.e: Service Level, Coverage, Pricing rule (as being used in UAT) and import Contracts using template, so most of them will be defaulted from the template.

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