Upload Price Lists
To upload Price Lists you need to complete the following steps:
Upload Mode
An Upload Mode must be selected to either Create or Update a Price List in the Header and Lines sections.
Enter directly into the worksheet or open the form to select the required Mode:
Options are as follows:
• Create – Use this mode if a new Header or Line needs to be created e.g. Set the ‘Upload Mode’ in the section to ‘Create’ if you are adding new data.
• Update – Use this mode to change or update an existing Header or Line e.g. Set the ‘Upload Mode’ in the section to ‘Update’ if you are updating data.
The validation undertaken by the Wizard is depending on the ‘Upload Mode’ selected e.g. If the mode is ‘Create’ and an existing is entered than a validation error will occur.
If you are creating a new Price List or you are adding a line, attribute or qualifier to an existing Price List, then the ‘Create’ Upload Mode option should be selected.
Modify an Existing Record
Header Qualifiers
You cannot modify an existing Qualifier the Wizard will create a new record. End date the existing record and create a new record on your worksheet. Use the ‘Create’ and ‘Update’ Upload Mode.
Secondary Price List
You cannot modify an existing Secondary price list the Wizard will create a new secondary price list. Delete the existing secondary price list by entering a ‘Yes’ in the ‘Delete Sec Price List’ column.
Lines
You can update a Line if the List Line ID is in worksheet, so first you must download the price list. A new value can only be done by using ‘Update’ in the ‘Line Upload Mode’ column in the worksheet and a ‘Line End Date’ entered for the existing line. The existing record will be end dated and a new record created.
Line Attributes
You cannot modify an existing attribute the Wizard will create a new record. Use the Validate Option of ‘Validate and Upload’.
Line Price Breaks
Modify an existing price break using the ‘Price Break New Value From’ and ‘Price Break New Value To'. ‘Update’ also needs to be entered into the ‘Line Upload Mode’ column in the worksheet.
To Upload Price Lists, you need to complete the following steps:
1) Select the Validate Option and Conflict Option
The Validate Option and Conflict Option work together to either validate or upload your Price List.
Validate Only
This will validate the data held in your spreadsheet and set any applicable default when an empty field is encountered. This allows the user to perform validation for the selected records but no data is uploaded into Oracle.
In this mode the validation(s) are those which have been built into the Wizard, and do not include all errors which may be encountered based on the data held in your Database. Additional errors may therefore be returned by the API when the ‘Validate and Upload’ process is run.
Validate and Upload
This will validate the data held in your spreadsheet and set any applicable default when an empty field is encountered but will continue to load the individual price lists.
A new price list will only be uploaded into Oracle if there are no errors at the header level. Other sections however may not be uploaded into EBS if an error is encountered by the API.
Note – Some errors from the API do not identify which line has the error.
2) Upload Price List(s)
There are two ways of selecting which transactions will be uploaded:
Upload Selected - A Single or Range of Transactions
Place your cursor in a cell or range of cells which contain the Price List or range of Price Lists you need to upload. The column selected is NOT important.
Click on the ‘Upload’ icon and then select the ‘Upload Selected’ as shown above.
Upload All - All Transactions on the Worksheet
Place your cursor anywhere below row 10 and click on the Upload icon on the ‘Price List Wizard’ ribbon and select the ‘Upload All’ option.
Each method performs the same steps within the selection. Consequently, they only differ by the scope of the selection.
Accepted Status: Any records with an Accepted status will be ignored during upload. If you have created and loaded a Price List and are using the same worksheet to later update the Price, List, you need to clear out the Accepted status from the worksheet otherwise no update will be performed.
Important Notes:
• If you are creating a new price list, you must ensure that the ‘Price List Name’ is unique otherwise the Wizard will update the existing price list instead of creating a new one.
• Due to your Oracle patch level you may encounter an ‘out of process memory’ error when processing a Price list with more than 5000 lines. If this occurs use the following work around:
- Repeat the header at every 4000 lines. If creating a new Price List use ‘Create’ as the ‘Header Upload Mode’ for the first header and ‘Update’ for the repeat header lines. If ‘Create’ is used for all headers the Wizard will error with ‘duplicate’ price list.
- Use the ‘Upload Option’ of ‘Upload All’.
- Use the ‘Validation Option’ of ‘Validate and Upload’.
Note - If the ‘Upload Selected’ is used the Wizard will not process past the repeated header line. If the ‘Validate Concurrent’ option is used an error of ‘A price list already exists with this name’ will appear as the first group of lines has not been processed.