Menu Path: Customer Service Order Options Pricing Price Matrix Import
Alternate Menu Path: System Administration Imports Orders Price Matrix Import
Import price matrices from an external file.
Use Price Matrix Import to import price matrix records.
Note The import can also create price books, price classes, and price regions if a price book, price class, or price region that does not already exist is included in the import file.
For import format information, see Price Matrix Import Format.
To import price matrices:
Select whether you want to validate and import valid data from a file, validate and import all data from a file if it is all valid, or only validate data in a file.
Enter or select the price matrix import file.
Click the Print Options tab, and select output options for the import report.
Click the Import or Validate button in the ribbon to start the import and/or validation process. The Importing dialog box appears. The Current Status field displays the status of the import, including any error messages.
If the import file format is not correct, the import is not completed.
You can import from the following file types:
Excel (.xls, .xlsx, .xlsm, or .xlsb)
Note If you import from an Excel workbook that contains multiple worksheets, data is only imported from the first worksheet in the workbook.
comma-separated list (.csv)
text (.txt)
data (.dat)
Note To import a .csv file, enter your data in Excel, and then save the worksheet as a .csv file. Each field in a .txt or .dat file must be separated by a caret (^) character. There should be no spaces between each field in a .csv, .txt, or .dat file.
Button |
Description |
Exit |
Click this button to close the Price Matrix Import window. |
Import |
Click this button to start the import process. This button is only available if you select the Import Valid Data (Skip Errors) or Import if all Data is Valid radio button. |
Validate |
Click this button to start the validation process. This button is only available if you select the Validate Only radio button. |
Import Override Maintenance |
Click this button to display Import Override Maintenance, which allows you to set the default processing and file type options for the import window. |
Field or Button |
Description |
Select one of the following processing options:
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Select this check box to change the end date of an existing record to avoid overlapping dates from not being imported. Example There is an existing price matrix record with an effective date of 1/1/2020-12/31/2020. You import a new record with an effective date of 9/1/2020-8/31/2021. If this check box is cleared, the import is rejected because the dates overlap. If this check box is selected, the end date of the existing record is changed to 8/31/2020 and the new record is imported. |
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Enter the path and file name containing the data to be imported, or click the Lookup button to navigate to and select the file. |
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This field displays the current status of the import in progress. |
Field or Button |
Description |
Select one of the following output options:
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Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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