Uploading - Agreement Price List Mode
This Mode is designed for creating agreements and assigning price lists to those agreements. Along with this the user can make modifications to the agreement and add either price list lines, price attributes or price breaks against that agreement.
Note – When creating a new agreement and specifying a price list in the forms/sheet that the price list lines will not dynamically appear.
To see the price list lines against the agreement you will need to upload then re-download the agreement - the lines, attributes and breaks will download.
To upload the agreement, ensure all mandatory columns are populated and more specifically the ‘Header Upload Mode’ field and/or the ‘Line Upload Mode’. Using the options selected in these fields ie ‘Create’ Or ‘Update’ will either create or update the agreement/lines respectively.
From here the options are as follows:
1) Select the ‘Validate Option’
The Validate Option provides a way to either:
• Validate the records without uploading them (Validate only). This can assist in validating the data and ensuring it is correct before uploading it to Oracle.
• Validate and Upload the data in one process (Validate and Upload).
2) Select the ‘Upload Option’
There are two ways of selecting which transactions will be uploaded. Each method performs the same steps within the selection. Consequently, they only differ by the scope of the selection.
• Upload Selected - A Single or Range of Transactions
Place the cursor in a cell or range of cells which contain the Pricing Agreement or range of Pricing Agreements 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 the cursor anywhere below row 10 and click on the ‘Upload’ icon on the ‘Price List Wizard’ ribbon, then 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 Pricing Agreement and are using the same worksheet to later update the agreement, you will need to clear out the Accepted status from the worksheet otherwise no update will be performed.
Refer to section: