Abacus has a process you can use to import service activity for billing. The process accepts a CSV file comprising two record types: a header record for each service user/week and, beneath this, one or more detail records against which actual service delivered is recorded.
Example CSV File
SERVICEACTIVITY, USER01, 16/10/2016, 20/07/1948, B90 1FJ
SERVICE, USER01, Home Care AM, 5, Prov0001
SERVICE, USER01, Home Care PM, 5, Prov0001
SERVICEACTIVITY, USER02, 16/10/2016, 12/03/1965, B93 8BM
SERVICE, USER02, Home Care AM, 12, Prov0003
CSV File format
Field Name | Description | Format | Valid Values | Mandatory |
RecordType | The type must always be specified thus to denote that this row represents service | Alpha numeric. | SERVICEACTIVITY | Yes |
Reference | Unique reference by which the service user as known to the Council (Mosaic Person ID). | Alpha numeric. |
| Yes |
WeekEnding |
| Date |
| Yes |
DoB | Only required if additional validation if requested by customer. | Date |
|
|
Postcode | Only required if additional validation if requested by customer. | Text |
|
|
Field Name | Description | Format | Valid Values | Mandatory |
RecordType | The type must always be specified thus to denote that this row represents service | Alpha numeric | SERVICE | Yes |
Reference | Unique reference by which the service user as known to the Council (Mosaic Person ID). | Alpha numeric |
| Yes |
Service | The name of billing service (Dom Service) or the Name of the Rate Category. | Text |
| Yes |
Units | Number of units delivered or credited. For negative values the minus sign must be present before the numeric figure. | Decimal |
| Yes |
ProviderRef | Unique reference for the supplier (Mosaic Organisation ID). | Text |
|
|
If data for the same combination of service user / provider / billing service / week is sent on more than one occasion, e.g. in subsequent interface runs, one of two approaches is supported; a mixture of these approaches is not supported:
Only changes are sent on subsequent interface runs, i.e. a differential.
A complete set of data for the service user / provider / billing service / week is supplied each time, i.e. the net amount of units for the service user / provider / billing service / week.
Alternatively, you can send data for each service user/week just once, with any updates made manually in Abacus.