The Wizard Creates or Updates based on the data uploaded.
1. Header Details
The upload is driven by the 'Modifier Type', 'Modifier Number', 'Modifier Name' combination.
For example, if the combination exists (in Oracle) the upload will be an Update transaction.
2. Header Pricing Qualifiers
The upload is driven by the 'Header Qualifier ID.'
If the 'Header Qualifier ID' exists (in Oracle) the upload will be an Update transaction.
If the 'Header Qualifier ID' is blank the upload will be a Create transaction.
The 'Header Qualifier ID' will be returned to the sheet when the Modifier is downloaded.
3. Header Limits
The upload is driven by the 'Header Limit Number.'
If the 'Header Limit Number' exists (in Oracle) the upload will be an Update transaction.
If the 'Header Limit Number' is blank the upload will be a Create transaction.
4. Modifier List Lines
The upload is driven by the 'Line Modifier Number.'
If the 'Line Modifier Number' exists (in Oracle) the upload will be an Update transaction.
If the 'Line Modifier Number' is blank a value will be generated, and the upload will be a Create transaction.
5. Line Pricing Qualifiers
The upload is driven by the 'Line Qualifier ID.'
If the 'Line Qualifier ID' exists (in Oracle) the upload will be an Update transaction.
If the 'Line Qualifier ID' is blank the upload will be a Create transaction.
The 'Line Qualifier ID' will be returned to the sheet when the Modifier is downloaded.
6. Line Limits
The upload is driven by the 'Line Limit Number.'
If the 'Line Limit Number' exists (in Oracle) the upload will be an Update transaction.
If the 'Line Limit Number' is blank the upload will be a Create transaction.
Note:
Beware of uploading multiple times without downloading to get the ID numbers as this may cause duplicates to be created.
Even though Oracle supports duplicates, due to API restrictions the wizard does not and will return an error during validation if duplicates are found.
If the combination is new the upload will be a Create transaction.
If you are creating a new Pricing Modifier, you must ensure that the ‘Modifier Name’ is unique otherwise the Wizard will update the existing modifier instead of creating a new one.
When creating a new modifier, you cannot create Qualifier Line Level records at the same time as creating the Qualifier Header level record; this is a restriction of the Oracle Modifiers API rather than the Wizard itself. For the first upload, the Wizard will ignore the line level qualifiers, reload the modifier and the line level qualifiers will be added to the Pricing Modifier.
You can only add limits to existing modifier lists. They cannot be loaded at the same time as when the modifier is created. You must first create the modifier then load the limits.
Pricing Modifiers Wizard will validate and/or upload (depending on the load option selected) all of the details in the worksheet for the selected Pricing Modifiers (including Pricing Modifier Lines and Pricing Attributes).
To upload Pricing Modifiers, you need to complete the following steps:
1. Select the Validation Mode
To upload transactions, select from the ribbon the function that you need the Wizard to perform. The choices are either ‘Validate Only’ or ‘Validate Commit’.
Note - Any records with an Accepted status will be ignored during upload. If you have created and loaded a Pricing Modifier and are using the same worksheet to later update the Pricing Modifier, you need to clear out the Accepted status from the worksheet.
Validate Only
This option will perform validation on every populated field 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 your instance of Oracle. Additional errors may therefore be returned when the ‘Validate Commit’ process is run.
Validate Commit
This option will perform validation as per the ‘Validate Only’ option, but will continue to load the individual Pricing Modifiers. A new Pricing Modifier will only be uploaded into Oracle when all sections have no errors.
2. Select Create/Update Mode
To create a Pricing Modifier in Oracle you need to select the update option from the Pricing Modifiers Wizard Ribbon.
Create/Update - If you are creating a new Pricing Modifier or you are adding a line, attribute or qualifier to an existing Pricing Modifier then the ‘Create/Update’ option should be selected.
Update Only - If you are only modifying an existing header, line, attribute, or qualifier, select the ‘Update Only’ option.
3. Upload Selected Pricing Modifier(s)
There are two ways of selecting which transactions will be uploaded:
• A single or range of transactions
• All transactions on the worksheet
Each method performs the same steps within the selection. Consequently, they only differ by the scope of the selection. Refer to the following sections for detailed instructions.
