GroupCodeItems comprise the GroupCodes package. ItemCode can be either a valid inventory or service code. When adding the package to an invoice, all the codes are listed as separate transactions on the invoice.
Note that a price field is not part of the GroupCodes file. The group code price is computed as the sum of the GroupCodeItems that comprise the GroupCode package.
The attached contains the required format for the GroupCodes and GroupCodeItems CSV files with sample records.
The Type defines how the sample file handles the CSV data type to produce the double quote delimiters for each field. Make sure to change the custom field format if any if the fields noted as “integer” contain alphanumeric data.
GroupCodes
Field Name | Type | Required | Description |
GroupCode | “string” | Y | GroupCode unique record ID |
Description | “string” | Y | Package description |
flgInactive | “bool” |
| True = Package not active |
GroupCodeItems
Field Name | Type | Required | Description |
GroupCode | string | Y | GroupCode unique record ID |
ItemCode | string | Y | Code from either InventoryItems or ServiceItems files |
Quantity | string | Y | Quantity to be associated with the code |
Price | string | Y | Price of the item to be added onto the GroupCode price |