Upload Contract Prices

October 8, 2013 in Accounts Receivable

Purpose

This routine is used to upload new contract price details.
For additional details on creating upload files, see the note HERE.

Data Input

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Step 1 – Upload File

Clear or Append

Select clear if you only want the new contract prices to be stored in the Contract Prices file. If you want to retain a history of previous contract dates and prices, then choose Append.

Upload File

Select the spreadsheet file you wish to upload, by clicking Browse. This assumes you have access to the file with the contract price details from the browser you are currently using.

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Step 2 – Verify File Details

The new contract price details of the spread sheet are displayed so that you can review the data and confirm that the correct file has been uploaded before you continue.

Click Submit to submit all the details.
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Spread sheet format

The spread sheet must be in a csv format.

The first row of the spread sheet must be a heading row – it does not matter what the headings are, as long as they are meaningful to you e.g. you could have ‘Product’, ‘Product Code’ or ‘SKU’.

The columns required are:

Column Name Additional Details
A Customer Code Must be a valid customer on the Customer Master file. Either customer or contract price list code must be present.
B Contract Price List Code Must be a valid contract price list code on the Contract Price List Master file. Either customer or contract price list code must be present.
C Product Code Must be a valid product on the Product Master file. This column cannot be left blank.
D Size Code Must be a valid size on the Size Master file, according to the product code. This column cannot be left blank.

Enter a * to update all sizes for the product with the same price.

E Price Must be numeric, greater than zero, to two decimals.
F Min Qty Must be numeric, to 2 decimals.
G Start Date dd-mm-yy format. This column cannot be left blank.
H End Date dd-mm-yy format. Cannot be prior to the start date.

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Updating

Once you click submit, the rows on the spread sheet are validated.
If no invalid data is detected, the list of contract prices is updated.

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