How to Add Lines to Existing Orders

Use this Integrator to add additional lines to existing agreements.

  1. Download the agreement.

  2. Enter Update in the Header Upload Action for all orders being updated.

  3. Enter data in the required column, Change Description in the header section.

  4. In the lines section, enter the new line(s).

  5. For each line, enter Create in the Line Upload Action column.

  6. Complete data entry and upload the records.

The image below illustrates how to add line 3 when lines 1 and 2 already exist in the agreement:

Header Action Header Details Change Description BU Access Action Bu Access Details Line Action Line Details Price Break Action Price Break Details

Update

123

‘Description’

-

1

-

1

-

1

-

2

-

1

-

1

Create

3

Create

1

Create

1

You can include Update and Create within the same upload. i.e. If you want to end date a line and create a new line for say a price change, then you simply Update line 1 and Create line 2.

When your data entry is complete you can begin Uploading Data.