Uploading – Standard Pricing Agreements Mode
This Mode is designed purely for creating and updating Standard Pricing Agreements. As per Oracle rules this allows us to specify details for the pricing agreement including but not limited to customer, effective dates, pricing lists and payment term details.
Note - When a price list is specified for the agreement the details will not appear until after the record has been loaded and downloaded to and from Oracle.
To upload your agreement, ensure all mandatory columns are populated and more specifically the Header Upload Mode field. This field will designate if we are updating or creating an agreement.
From here the options are as follows:
To upload Price Lists, you need to complete the following steps:
1) Select the Validate Option
The Validate Option provides a way for the user 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.
• The data can be validated and uploaded all 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 be uploaded. 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 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 Pricing Agreement and are using the same worksheet to later update the agreement, clear out the Accepted status from the worksheet otherwise no update will be performed.
Refer to section:
