NOTE For general information on using imports, see Imports FAQ.
The following tables list the format for importing a deal, rule, or product group record in Supplier Allowance Deal Import.
|
Column |
Position |
Field |
Maximum Length |
Format |
Required |
Description |
|
A |
1 |
Record Type |
4 |
Character |
Yes |
Enter DEAL to specify the record is a deal record. |
|
B |
2 |
Supplier Code |
15 |
Character |
Yes |
Enter a valid supplier code for the supplier allowance deal. For information on setting up suppliers, see Supplier Maintenance. Note Verify that a valid customer code is entered in the Invoice Customer Code field in Supplier Maintenance for this supplier so that invoices can be generated for the deal. |
|
C |
3 |
Deal Code |
20 |
Character |
Yes |
Enter a code for the supplier allowance deal. |
|
D |
4 |
Deal Name |
40 |
Character |
Yes |
Enter a name for the supplier allowance deal. |
|
E |
5 |
Description |
200 |
Character |
No |
Enter a description of the supplier allowance deal. |
|
F |
6 |
Authorization |
30 |
Character |
No |
Enter the name of the person authorizing the supplier allowance deal. This field is informational only. |
|
G |
7 |
Deal Type |
5 |
Character |
No |
Enter one of the following deal types:
If this field is blank, it defaults to Units. |
|
H |
8 |
Deal Method |
11 |
Character |
No |
Enter one of the following deal methods:
If this field is blank, it defaults to By Product. |
|
I |
9 |
Unit of Measure/Sales Currency |
11 |
Character |
Yes |
If you enter Units for the Deal Type field, enter the unit of measure for calculating supplier allowances. Enter one of the following:
If you enter Price for the Deal Type field, enter a valid currency. |
|
J |
10 |
|
|
|
|
This field is not used and should be left blank. |
|
K |
11 |
|
|
|
|
This field is not used and should be left blank. |
|
L |
12 |
Deal Currency |
8 |
Character |
Yes |
Enter a valid currency for the deal. For information on setting up currencies, see Currency Maintenance. |
|
M |
13 |
Active |
3 |
Yes/No |
No |
Enter Yes if the deal is currently active. Enter No if the deal is not active. Only active deals are processed in Supplier Allowance Processing. If deals are not actually in effect, you should mark the deals as inactive to decrease processing time. If this field is blank, it defaults to Yes. |
|
Column |
Position |
Field |
Maximum Length |
Format |
Required |
Description |
|
A |
1 |
Record Type |
4 |
Character |
Yes |
Enter RULE to specify the record is a rule record. |
|
B |
2 |
Customer Code |
12 |
Character |
Yes |
Enter a valid customer code for the rule, or enter %ALL% if you want the rule to apply to all customers. For information on setting up customers, see Customer Maintenance. |
|
C |
3 |
Customer Division |
12 |
Character |
Yes |
Enter a valid customer division for the rule, or enter %ALL% if you want the rule to apply to all customer divisions. For information on setting up customer divisions, see Customer Division Maintenance. |
|
D |
4 |
Shipping Location Prefix |
3 |
Character |
Yes |
Enter a valid shipping location prefix for the rule, or enter %ALL% if you want the rule to apply to all shipping location prefixes. For information on setting up location prefixes, see Location Maintenance. |
|
E |
5 |
Country |
10 |
Character |
Yes |
Enter a valid country for the rule, or enter %ALL% if you want the rule to apply to all countries. For information on setting up countries, see Country Maintenance. |
|
F |
6 |
State/Province |
3 |
Character |
Yes |
Enter a valid state or province for the rule, or enter %ALL% if you want the rule to apply to all states or provinces. For information on setting up states and provinces, see State and Province Maintenance |
|
G |
7 |
Customer Group |
12 |
Character |
Yes |
Enter a valid customer group for the rule, or enter %ALL% if you want the rule to apply to all customer groups. For information on setting up customer groups, see Customer Group Maintenance. |
|
H |
8 |
Sales Territory |
12 |
Character |
Yes |
Enter a valid sales territory for the rule, or enter %ALL% if you want the rule to apply to all sales territories. For information on setting up sales territories, see Sales Territory Maintenance. |
|
I |
9 |
Ignore Free Goods |
3 |
Yes/No |
No |
Enter Yes if you do not want to include products with a price of zero (such as products given away free for a promotion) in quantities for the rule. Enter No if you do want to include products with a price of zero (such as products given away free for a promotion) in quantities for the rule. If this field is blank, it defaults to No. |
|
J |
10 |
Start Date |
10 |
Character |
Yes |
Enter the first date in a range of dates for which the rule is valid. |
|
K |
11 |
End Date |
10 |
Character |
Yes |
Enter the last date in a range of dates for which the rule is valid. |
|
L |
12 |
Level 1 Units |
12 |
>,>>>,>>9.99 |
Yes |
Enter the first quantity break for the deal. |
|
M |
13 |
Level 1 Allowance |
12 |
>,>>>,>>9.99 |
Yes |
Enter the first per unit allowance amount for the deal. |
|
N |
14 |
Level 2 Units |
12 |
>,>>>,>>9.99 |
No |
Enter the second quantity break for the deal. |
|
O |
15 |
Level 2 Allowance |
12 |
>,>>>,>>9.99 |
No |
Enter the second per unit allowance amount for the deal. |
|
P |
16 |
Level 3 Units |
12 |
>,>>>,>>9.99 |
No |
Enter the third quantity break for the deal. |
|
Q |
17 |
Level 3 Allowance |
12 |
>,>>>,>>9.99 |
No |
Enter the third per unit allowance amount for the deal. |
|
R |
18 |
Level 4 Units |
12 |
>,>>>,>>9.99 |
No |
Enter the fourth quantity break for the deal. |
|
S |
19 |
Level 4 Allowance |
12 |
>,>>>,>>9.99 |
No |
Enter the fourth per unit allowance amount for the deal. |
|
T |
20 |
Level 5 Units |
12 |
>,>>>,>>9.99 |
No |
Enter the fifth quantity break for the deal. |
|
U |
21 |
Level 5 Allowance |
12 |
>,>>>,>>9.99 |
No |
Enter the fifth per unit allowance amount for the deal. |
|
V |
22 |
Level 6 Units |
12 |
>,>>>,>>9.99 |
No |
Enter the sixth quantity break for the deal. |
|
W |
23 |
Level 6 Allowance |
12 |
>,>>>,>>9.99 |
No |
Enter the sixth per unit allowance amount for the deal. |
|
X |
24 |
Level 7 Units |
12 |
>,>>>,>>9.99 |
No |
Enter the seventh quantity break for the deal. |
|
Y |
25 |
Level 7 Allowance |
12 |
>,>>>,>>9.99 |
No |
Enter the seventh per unit allowance amount for the deal. |
|
Z |
26 |
Level 8 Units |
12 |
>,>>>,>>9.99 |
No |
Enter the eighth quantity break for the deal. |
|
AA |
27 |
Level 8 Allowance |
12 |
>,>>>,>>9.99 |
No |
Enter the eighth per unit allowance amount for the deal. |
|
AB |
28 |
Level 9 Units |
12 |
>,>>>,>>9.99 |
No |
Enter the ninth quantity break for the deal. |
|
AC |
29 |
Level 9 Allowance |
12 |
>,>>>,>>9.99 |
No |
Enter the ninth per unit allowance amount for the deal. |
|
AD |
30 |
Level 10 Units |
12 |
>,>>>,>>9.99 |
No |
Enter the tenth quantity break for the deal. |
|
AE |
31 |
Level 10 Allowance |
12 |
>,>>>,>>9.99 |
No |
Enter the tenth per unit allowance amount for the deal. |
|
AF |
32 |
Level 11 Units |
12 |
>,>>>,>>9.99 |
No |
Enter the eleventh quantity break for the deal. |
|
AG |
33 |
Level 11 Allowance |
12 |
>,>>>,>>9.99 |
No |
Enter the eleventh per unit allowance amount for the deal. |
|
AH |
34 |
Level 12 Units |
12 |
>,>>>,>>9.99 |
No |
Enter the twelfth quantity break for the deal. |
|
AI |
35 |
Level 12 Allowance |
12 |
>,>>>,>>9.99 |
No |
Enter the twelfth per unit allowance amount for the deal. |
|
AJ |
36 |
Level 13 Units |
12 |
>,>>>,>>9.99 |
No |
Enter the thirteenth quantity break for the deal. |
|
AK |
37 |
Level 13 Allowance |
12 |
>,>>>,>>9.99 |
No |
Enter the thirteenth per unit allowance amount for the deal. |
|
AL |
38 |
Level 14 Units |
12 |
>,>>>,>>9.99 |
No |
Enter the fourteenth quantity break for the deal. |
|
AM |
39 |
Level 14 Allowance |
12 |
>,>>>,>>9.99 |
No |
Enter the fourteenth per unit allowance amount for the deal. |
|
AN |
40 |
Level 15 Units |
12 |
>,>>>,>>9.99 |
No |
Enter the fifteenth quantity break for the deal. |
|
AO |
41 |
Level 15 Allowance |
12 |
>,>>>,>>9.99 |
No |
Enter the fifteenth per unit allowance amount for the deal. |
|
AP |
42 |
Level 16 Units |
12 |
>,>>>,>>9.99 |
No |
Enter the sixteenth quantity break for the deal. |
|
AQ |
43 |
Level 16 Allowance |
12 |
>,>>>,>>9.99 |
No |
Enter the sixteenth per unit allowance amount for the deal. |
|
AR |
44 |
Level 17 Units |
12 |
>,>>>,>>9.99 |
No |
Enter the seventeenth quantity break for the deal. |
|
AS |
45 |
Level 17 Allowance |
12 |
>,>>>,>>9.99 |
No |
Enter the seventeenth per unit allowance amount for the deal. |
|
AT |
46 |
Level 18 Units |
12 |
>,>>>,>>9.99 |
No |
Enter the eighteenth quantity break for the deal. |
|
AU |
47 |
Level 18 Allowance |
12 |
>,>>>,>>9.99 |
No |
Enter the eighteenth per unit allowance amount for the deal. |
|
AV |
48 |
Level 19 Units |
12 |
>,>>>,>>9.99 |
No |
Enter the nineteenth quantity break for the deal. |
|
AW |
49 |
Level 19 Allowance |
12 |
>,>>>,>>9.99 |
No |
Enter the nineteenth per unit allowance amount for the deal. |
|
AX |
50 |
Level 20 Units |
12 |
>,>>>,>>9.99 |
No |
Enter the twentieth quantity break for the deal. |
|
AY |
51 |
Level 20 Allowance |
12 |
>,>>>,>>9.99 |
No |
Enter the twentieth per unit allowance amount for the deal. |
|
Column |
Position |
Field |
Maximum Length |
Format |
Required |
Description |
|
A |
1 |
Record Type |
4 |
Character |
Yes |
Enter ITEM to specify the record is a product group record. |
|
B |
2 |
Group Code |
20 |
Character |
Yes |
Enter a valid supplier allowance product group code to specify the products included in the supplier allowance deal. For information on setting up supplier allowance product groups, see Supplier Allowance Product Group Maintenance. Enter %ALL% if you want the deal to apply to all supplier allowance product groups. |
Before using this import, the following must be set up:
suppliers
currencies
For each supplier allowance deal you are importing, the import file must have one deal record. The import file can then contain one or more associated rule and product group records immediately after the deal record.