Supplier Allowance Deal Import Format

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.

Deal Record

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:

  • Units - Calculate invoice amounts for the deal based on quantity breaks.

  • Price - Calculate invoice amounts based on a specific price. Do not use this option for deals for multiple products.

If this field is blank, it defaults to Units.

H

8

Deal Method

11

Character

No

Enter one of the following deal methods:

  • By Customer - Calculate product amounts for the deal for each customer separately.

  • By Product - Calculate product amounts for the deal for each product separately.

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:

  • Product U/M

  • Selling U/M

  • Receipt U/M

  • Display U/M

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.

Rule Record

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.

Product Group Record

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.

Prerequisites

Before using this import, the following must be set up:

Import Format Notes