What Columns are Needed?
It is recommended that you download the Agreement that you wish to update including all columns.
The following additional fields are required for ‘Open’ Status:
Header | Business Unit Access | Lines | Price Break Attributes | |
---|---|---|---|---|
Header Header Upload Action |
Update or Update records |
Update or Update records |
Update |
|
Change Description Change Order Party (hidden) |
○ BUYER |
○ BUYER |
○ BUYER |
When updating agreements, as opposed to adding new lines to them, there is no requirement to use the sub-section Upload Action columns. The main use for these columns is for adding new lines to agreements where the Upload Action value should be set to Create. |
Agreements with an Incomplete Status
This process is the same as above except that the Change Description/Change Reason and Change Order Party must be blank.
Header |
Business Unit Access |
Lines |
Price Break |
|
Header Header Upload Action |
Update or Update records |
Update or Update records |
Update or Update records |
Update |
Change Description Change Order Party (hidden) |
{Blank} {Blank} |
{Blank} {Blank} |
{Blank} {Blank} |
{Blank} {Blank} |