What's New in Export Templates?
Due to the introduction of a combined service, the export templates are updated. In the new export templates, a combined service is considered as a whole instance. The ownership of the parent and child resources, expenditures, and other information can be exported.
Order Export Template
The new export template is used by default, and you can choose the original template.
- Portfolio Transaction Order No is added to the original template.
Other columns remain unchanged.
Figure 1 Original template
- The new template has the following changes:
- The Portfolio Transaction Order No and Experience 2.0 columns are added. For non-combined orders, Portfolio Transaction Order No is displayed as --, and Experience 2.0 is No.
If an instance consists of multiple resources, rows of Order Type, Service Type, Order Status, and Quantity are merged.
- The Specification, Product, and Homing Relationship columns are added to display the resource relationship and other details.
- Product Quantity is changed to Quantity, Product Name to Product Specifications, Duration to Charging mode, Supplier to Service Provider, and Effective On/Expires Time to Start Time/End Time. If multiple instances in an order started to use, the Start Time and End Time values depend on the instance which starts to be used earliest.
Figure 2 New template
- The Portfolio Transaction Order No and Experience 2.0 columns are added. For non-combined orders, Portfolio Transaction Order No is displayed as --, and Experience 2.0 is No.
Renewal Export Template
The new template includes two sheets, View by Transactions and View by Instances.
- The View by Transactions sheet in the new template is the same as the original template.
All columns in the original template remain unchanged.
Figure 3 Original template
- The new template has the following changes:
- Product and Parent Product are added to display the relationship between the instance and its resources.
- Latest Transaction Order, Expiration Processing Policy, and Status are added.
- If an instance consists of multiple resources, rows of Index, Instance Name/ID, Service Type, Latest Transaction Order, and Expiration Processing Policy are merged separately.
Figure 4 New template
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